Jordi Visser: When you start seeing the satellites up there with data centers, we will still be demanding more. It doesn't mean we won't eventually reach a point where the compute side is stable. But remember, oil, we've demanded more oil forever. It's just a sign of economic growth. We will never, ever, ever run into enough supply. That we won't have to build more data centers. And that's why oil, we have to produce more oil all the time. So this is not like a guess to me. We need that much compute. And every day you read a story about how much AI is a bubble, that comes from people who've already made enough money that they can say that without any repercussions. They don't need to invest. So I challenge you when you start getting sucked into these, oh my God, I heard this person, this person's so smart. If they're my age or older and they've made money, It's just like Bitcoin and what Michael Saylor says. You don't need Bitcoin, you don't buy Bitcoin. When you need Bitcoin is when you buy Bitcoin. For people who need to embrace AI, I think those people already feel the power of it because they're trying to do well. So AI makes up, AI compute makes up all of that right now. It's Marvell, it's Nvidia. Those are pretty much the two biggest. I have some Micron, I have some other optical names. But really the two biggest are Marvell and Nvidia. Marvell, I think, is the higher beta. Now. On the crypto side, I have moved outside of Bitcoin. I've expanded into, I think I own about 10 different tokens. I bought another one today. So I'm putting a lot of money each week into crypto. I don't expect this to go parabolic in the next two months. I think next year is the year for all of the crypto ecosystem to where the people that I've grown up with start to invest money there. They are doing their homework right now. Every single person that you listen to on a podcast, everyone in crypto says the same thing, which is people they never expected to actually knock on the door. They're knocking on the door every day and I'm having more and more conversations every week about it.
If they're my age or older and they've made money, It's just like Bitcoin and what Michael Saylor says.