this other stuff is complete goodness. But the fact that you need to finance these things in a variable rate model as a spread to the risk-free rate is the big problem in these businesses. And you need to essentially have Microsoft, Google, Meta, and Nvidia backs stop all of this in a worst case scenario because that's the only way you can withstand a one or two-year correction in this market. I'll tell you the other big piece here that might be a bigger
And you need to essentially have Microsoft, Google, Meta, and Nvidia backs stop all of this in a worst case scenario because that's the only way you can withstand a one or two-year correction in this market.