Is real is if you are an Nvidia shareholder and the vast majority of them have zero exposure to OpenAI, you're now like, great. I now have exposure to one of the category. The category leader in this new. Well, potential future exposure. Potential future exposure. Right. Yes, yes. No, it's reasonable. But again, Microsoft is a cheaper company than Nvidia and has potentially more exposure. I think it's all hard to make sense of, but yeah, I think the public markets with the. With regard to the Nvidia news we're reading into. What does this LOI mean? How much credit should I give Nvidia for this ownership? Is this actually like how material is this loi? How strong is it? How much do I believe it will materialize? They're still working out the detail. They are. Well, I don't know. Where do you want to go? This is a great. We have to go through this Zephyr post. Okay. It features our own Tyler Cosby. Zephyr has been on a roll. Says be me. Oracle sales rep just woke up from a Coke nap. Phone rings OpenAI need to send gigawatts. They asked for you by name immediately. Book entire state of Texas as a Data Corridor. Announce $100 billion investment stock rockets 3,300 billion because math is optional. Nvidia jumps in. We'll also invest 100 billion in GPUs that we make money. Does a U turn faster than a TikTok Trend with a 24 hour half life headline AI industry valued at 3 trillion actual compute unchanged. Analysts call it synergistic circularity. Rest of us call it washing machine. Sec asked for clarification. We send them a maze with no exit B Satya watching from window mutters and amateurs. Entire sector now runs on ouroboros powered cloud. B Taxpayer funding subsidies for the word. I will not say that feeling when singularity arrives and it's just a receipt printer going and we got a picture. Of Tyler Cosgrove at the board with the red string. Stay tuned to this show because we got another red string special. I got a new board behind me. We got a new board. We're deep diving. Tyler stays up. Wait for these. Burning the midnight oil. Yeah, I mean, do you remember when Chamath Palihapitiya called Silicon Valley a Ponzi scheme and the circularity was this. It was that venture capital firms invest in startups that buy ads on meta. That was the level of circularity that was going on. People have called out Y combinator and then eventually if you zoom out far enough the entire economy is just people investing and buying, of course, services each other and, you know, doing little. I mean, you could go back to the industrial barter. Yeah, yeah, the industrial economy. It's like, oh, so you're telling me like the oil baron sells to the Henry Ford who makes the cars and then people drive their cars to the job. Buy more oil. You have cattle, I have bread. Would you like to exchange bread for bread? Deal. Great. Deal. Fine with it. Cognition. They're the makers of Devin, the AI software engineer. Crush your backlog with your personal AI engineering team. Hit that horn. There we go. We love the horn. Legendary infra dev. Oh, this is Jordy, not you. This looks like if Devin was a. This is the personification of Devin. It's of course, Jack Black, legendary infrared developer, pulling off to the office every three years looking fantastic. What a drip. What a fit. What a fit. He's getting a fit off. In other news, figma.com, think bigger, build faster. Figma helps design and development teams build great products together and get started for free. Yaxine says seriously thankful for Rune today. Without Rune, I legitimately would have nothing. When he followed me, I was at 600 followers a year ago, everything changed. Then he invented Codex, which corrected for my disability. Now I own a tech startup and have 200,000 followers. Elizabeth Holmes chimes in. Rune is a good guy. Rune, that guy. He was saying the other time on. The show, somebody we're gonna send Tyler to the prison and we're gonna ask him to ask Elizabeth, name your top three Rune posts. We'll see if she's realized. Let's see if we gotta throw up. Is she scrolling the timeline for real or is this a proxy? Proxy account. Rune says 10,000 likes on a post doesn't hit half as hard as a 2 second TVPN mention. Well, how about a half a second mention in a gong? Hit one more for run. One for run. Run, run. Followed me when I had like 30 followers. Wow. I think he might have been like my Vers. My first verified follower. No way. That's amazing. Is that before we. Yeah, no, that was like two years ago. Before you were tvp. What did you post that triggered.