Q all that compute in-house Right? To train a model and then to run the model. I suspect if there's an upside surprise, if we went around the table, I'd say this is the place that's getting the least amount of attention and could have the biggest upside surprise. Any, any thoughts, Clark, on what you think is being overlooked or areas that you think are misunderstood about the business today?
A I, I would say, I would say what the last few weeks have proven is that Elon, um, Their team can stand up all this compute. Actually, if you just, you know, went back one and a half years, you know, they were behind in the race to stand up compute. They were, you know, they, they didn't have that many H-One hundreds. They brought in Colossus. Then they brought in Colossus II at a scale much larger than anyone else. And now, you know, as we gear for Vera Rubin, you know, from, you know, a lot of my conversations, it looks like they've, you know, secured maybe up to 20% of It's extraordinary. Especially in the early days of, you know, when, you know, these, these chips are very scarce, that, that they're going to have a, ah, a, a lead on all of this, because, you know, people think that they can stand up this compute better. So I think they'll, you know, what, what the last few weeks have actually shown is that Elon, you know, Elon will take, you know, take a shot at hitting the frontier, but if it, you know, if for whatever reason, Um, they, they have over procured some capacity. This is a very scarce asset that they have shown that they can monetize at actually, you know, best in class margins and payback periods.
AI assessment note: “what the last few weeks have proven is that Elon, um, Their team can stand”