Nvidia

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person that has the best perspective is Nvidia, and he continues to sort of be the calming force. Even when you did the all-in podcast, you know, right after the Dario essay sub opera on the weekend, and that was like such an important time for the market. >> Well, so this goes back to these large language models, right? I think everyone now has seen this chart where all of the token prices they're pushing out on the frontier in terms of their intelligence, but they're coming down in price. And so you have this essentially a price war occurring. So, if you go back to well, what is the revenue of a model app? It

person that has the best perspective is Nvidia, and he continues to sort of be the calming force.

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