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the most important thing that fund managers get wrong is not having appropriate reserves for your winners so
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take 20 billion off the table of that 20 billion I would probably take 2third of
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it and I would go to all the hyperscalers and anybody that's providing Cloud compute and essentially
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buy out all of the compute credits on gpus so that I could tell any startup in the world you will do a safe with me I
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will give you free compute on pick your cloud provider pick your model I don't care in return we get 7% of up front and
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you have to tell us some Benchmark of how this model is improving now you've scoped the problem to 20 billion is in
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reserves 15 billion of it is tied up in credits and then the 5 billion a billion
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and a half to the hardware a billion and a half to infrastructure a billion and a
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half to some of these discrete ideas you probably need a 30 or 40 person team total no more but that business could
00:00:50
make a trillion dollars if it was set up that way