And what are the best open-source models today? They're Chinese. Yeah, they are. And that is a major concern. The American open-source models are not as good as the Chinese open-source models.

a gigawatt now costs $100 billion, guys. Okay? So there's a huge capital moat that's a problem here as well, Sachs... when I started this project, it was like $4 or $5 billion and it's increased by 20x. So if you want to get all 3 gigawatts developed, I have to come up with $300 billion.

if a company gets to a $100 billion valuation, it's more likely to 10x from there than from $10 billion to $100 billion.

China has been smoothing the energy consumption globally, worldwide. And so we've kind of kept a damper on $200 a barrel oil. In fact, we're sub-$100.

especially with a Kevin Warsh Fed, I think we could see north of 5.5, 6% overnight rates.