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