we do have an existence proof that once you really get on that Pareto frontier, right, revenue can scale rapidly and it's called Anthropic. And there does seem to be an exhaust— there seems to be a lot of demand for coding

You've had a lot of stocks that forget climbing a mountain or hill... They've gone straight up a cliff... They're tired. They need to rest. And we'll see, do they just rest at the top of that cliff they climbed... Or do they need to go downhill for a bit?

I don't know another entrepreneur or another business that's a better bet on the future, right, than SpaceX. And so I think for most institutional investors, it's a must-buy, a must-own, it's set it and forget it

if you believe this to be true about long-running agents, then we're going to produce and consume more tokens in the future as far as the eye can see.

if you're Vernova,. And you say we only have a certain number of gas combustion engines. Now we can sell them to X.AI or we can sell them to one of these startup neo clouds. Who are you going to sell them to?