Just when you thought Nvidia couldn't do it again and again, we're now at $57 billion,

62% year-on-year growth.

We're in the beginning of a very long-term build-out of the fundamental infrastructure of humanity, which is computing.

Invidia has just become the central bank for AI, and they're minting their own currency,

which is compute, and everybody's got to buy their currency.

There's got to be somebody who's going to challenge NVIDIA.

The non-incumbents are obvious.

Saudi Arabia is positioning itself as a global AI superpower.

That to me looks like we're seeing the re-architecting from the ground up of an entirely new sovereign stack.

Since I was a teenager, I've been trying to visualize how the singularity happens and what does it look like in the last few years before the singularity.

And now we're right in the middle of it, and it's just a giddy with excitement.

Now that's the moonshot, ladies and gentlemen.

First of all, guys, what are you doing tonight?

Anybody know what they're doing tonight? I know what I'm doing tonight. What are you doing tonight? Anybody know what they're doing tonight? I know what I'm doing tonight.

What are you doing tonight?

I'm watching on Prime Video, the age of disclosure.

Alex, you?

I'm already well into it.

You're okay.

That's right.

It went live at midnight last night.

Do you guys know what this is?

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