00:00 Speaker A
I think OpenAI is sort of this generation’s Sun Microsystems, but I’m concerned that, while it may not be a direct comparison, OpenAI is at the center of a lot of these deals and that in order for these deals to be successful, they need to reach profitability at some point in the next 10 years.
00:20 invoice
Well, I think there’s a risk for everyone. They do, um, they promised so many deals in so many different places. It’s as if everyone depends on it for survival. And that’s another thing that could lead to redress if they have to fulfill some of these promises. So let’s take a look. The other thing is, I think that’s part of the reason why you got the Core Weve type of fix, the Oracle fix. You know, I don’t know about Rick. You should know the name of Rick Perry’s pack, but you don’t. Eh,
01:14 Speaker A
We’ll call it Rick Perry’s back. it’s okay. it works. it works.
01:18 invoice
Building a data center is really difficult. And as we already know there is an energy shortage, everyone is talking about it. So the pure mental exercise of assuming you can accomplish it on budget and on time is probably wrong, right? I think it’s almost specifically wrong.
01:46 Speaker A
Bill, you know, you see so many companies early in their lives. Is there another Mag 7 waiting in the wings? Will we see another Microsoft, another Google? Are there any companies you are interested in?
02:08 invoice
I think we need to look at what the capital markets have been doing. Companies like Thrive and Altimeter Cote 2 and Softbank, which is committed to Open AI, clearly wants you to not fund something for 300 billion, 400 billion, 500 billion PL, if you don’t already believe in it. So there are a lot of investors with a track record of making big bets for decades. They have already decided that what you said about open AI is true.
