good progress. And I think the fact that they're able to make order magnitude progress here every year or so signals that there's a lot more room to go. I guess this all on the micro scale. If you zoom out further, I think that we actually don't marshall our compute effectively at all. Like we have all this compute in the world. Nvidia is pumping out 5 million Blackwell chips this year. Where are they all going? Are they all being used at all all the time? I certainly doubt it. I think that at some level we just need better orchestration of compute across the world. Uh this is very difficult to do because a lot of the comput disappears into private pools of compute that will never see the light of day and those
Nvidia is pumping out 5 million Blackwell chips this year.