the frustration that customers had around, you know, not wanting to be locked into one vendor, not giving all of their margin to Jensen, forced them and they were willing to look at other options that were available on the market.
the frustration that customers had around, you know, not wanting to be locked into one vendor, not giving all of their margin to Jensen, forced them and they were willing to look at other options that were available on the market.
There's this big, there's this big trend right now in just the LLM, the frontier AI market where companies will, you know, use the most versatile tool for the job, the frontier model, they'll token max, it'll be really expensive. And then pretty quickly they'll figure out, okay, for this workflow we can actually use an open source model on commodity hardware, we can use the legacy model, we can cut the cost by 85% pretty quickly.
We will talk about SpaceX in a bit, but SpaceX is looking for $70 billion, and it's a huge business with so much attention. This is an entirely new thing, and they want to put $100 billion to work. But of course, Bezos has plenty of money and to backstop it, anchor it, do whatever he needs, and he has massive connections. Uh, so the Wall Street Journal reported this, and they said the goal was with that fund to acquire manufacturing businesses and deploy AI across their operations.
the frustration that customers had around, you know, not wanting to be locked into one vendor, not giving all of their margin to Jensen, forced them and they were willing to look at other options that were available on the market.
And I agree. I thought it was a very good take. Anyway, let me tell you about the New York Stock Exchange. Want to change the world? Raise capital at the New York Stock Exchange. Just do it. Some big IPOs happening this week, next week. It is IPO season, um, but it's also trucking season. The 4-year U.S. trucking slump is officially over, says the Wall Street Journal. It's over at last.
And Paki McCormick gives Tucker a shout out. He says, Tucker has been one of my best friends since high school. I didn't realize it went back so far. Over 90%. He's the single best person in the world to be doing this. Agree with that. He's going to crush it 100%. People always called him the less hot version of me. That's very funny if you know them both.