AI companies

“There'll be a settlement where they are going to be able to claim their content.”

“AI companies are only, that's only about a million square feet of demand. So, one million out of thirty million is gonna be absorbed by AI, and you know, maybe that number grows over time over the next five, 10 years as we create some really big AI companies, …”

“In the case of AI, it's really been overplayed by incentive bias, you know, motivated reasoning by the companies who are ahead and they want to pull up the ladder behind them.”

“And what this is was from Stripe's report, which showed the time to get to five million of annualized revenue. And the average SAS company took 37 months. And by 20, 24, the top 100 AI companies got there in 24 months.”

“Energy will be the gating item beyond a shadow of a doubt. And so if you control electrons, any form of electrons, hydrocarbon to electron, electron to electron, photon to electron, doesn't matter. You will then be in a position to start asking for equity, ups…”

“Because it is just a matter of time until some person inside of one of these companies goes on some lunatic moral tirade, and then jeopardizes your business against something that is nothing about law, but is everything about subjectivity.”

“Where he said over a year ago, before data centers even became a hot political topic, that we should let our AI companies Stand up their own power generation behind the meter.”

“Now, the job loss apocalypse is not a story I believe in. I don't think the data supports it.”

“There'll be a settlement where they are going to be able to claim their content.”

“All the AI companies should get together, take 10% of your revenue, put it in a pool, and keep paying the people and getting permission from them, so you can get updates on the content”