00:00:00
I'm looking at the Supreme Court and
00:00:01
whether the Congress can in fact
00:00:04
negotiate to avoid another shutdown and
00:00:08
then of course we'll see the progress on
00:00:10
AI. I mean there's always that threat.
00:00:12
Remember what happened when Deep Seek
00:00:13
came out you know five months ago to
00:00:15
Nvidia stock. Is there going to be
00:00:17
another surprise? Oh my god. Because we
00:00:20
all remember what happened in the
00:00:21
internet when everyone wanted fiber
00:00:23
optic cable and they were booming and
00:00:24
then all of a sudden we learn how to put
00:00:26
10 times the amount of information in a
00:00:28
single fiber optic cable and all of a
00:00:30
sudden the demand for that collapse. All
00:00:32
those things can happen. They're good
00:00:35
for the consumers obviously but very bad
00:00:37
for the firms that are producing it. So
00:00:39
there could be a lot of churn depending
00:00:41
on AI developments. These technological
00:00:44
developments seem to be occurring faster
00:00:46
and faster.
