Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

2153.99 - 2175.406 David Friedberg

And so between those four businesses, you know that those companies each have, I believe, at least over or close to $100 billion of cash sitting on their balance sheet. They can't find great places to invest that cash to grow revenue. And so they've rationalized away the idea that they will make CapEx investments to build over the next five to 10 years. And this is where that money flows.