Nvidia

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promise over the long term than you do. >> So the thing I want to push back on there is to have progress with AI >> Yeah. >> taking it in a vacuum. To have progress for these two companies to keep going, to keep progressing, they need to spend tens of billions of dollars a year on training. >> Uh-huh. >> The only way that that can happen is if these companies and venture capitalists and private credit firms and Nvidia keep circulating money to them. So the progress >> Yeah. >> that we've got so far is entirely a

>> The only way that that can happen is if these companies and venture capitalists and private credit firms and Nvidia keep circulating money to them.

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