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1250.834 - 1276.981 Chamath Palihapitiya

And the reason is that, and we've mentioned this before, I've tried to talk a lot about this with Jonathan Ross from Grok, but AI is really two markets, training and inference. And inference is going to be 100 times bigger than training. And NVIDIA is really good at training and very miscast at inference. The problem is that right now we need to see a CapEx build cycle for inference.