Latest / The Paul Barron Crypto Show / Nvidia Tariffs vs Bitcoin Mining + Ethereum's GPU Killer!🔥Hut 8's Sue Ennis INTERVIEW

Transcript

Nvidia Tariffs vs Bitcoin Mining + Ethereum's GPU Killer!🔥Hut 8's Sue Ennis INTERVIEW · The Paul Barron Crypto Show

• 0:06
  Speaker 1: In Nvidia in the news today. Of course, we're breaking
• 0:08
  Speaker 1: this down for you guys and how this may affect
• 0:10
  Speaker 1: bitcoin mining and all kinds of mining in the industry.
• 0:13
  Speaker 1: My name is Paul Berre. Welcome back in the tech path.
• 0:15
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• 0:50
  Speaker 1: We've got a special guest that is going to be
• 0:51
  Speaker 1: joining us here in a minute and you guys, Lover
• 0:55
  Speaker 1: Sue coming in from eight. But before we get started,
• 0:57
  Speaker 1: I want to show you guys something here. Of course,
• 0:59
  Speaker 1: you have Jim Kramer hitting up on in Vidia, saying
• 1:02
  Speaker 1: Nvidia has become a meme stock and it has to
• 1:05
  Speaker 1: be cut back now. Of course, what we've seen right
• 1:07
  Speaker 1: now is the response to the on again, off again
• 1:11
  Speaker 1: tariff scenario. What we can sell, what Invidia can sell
• 1:14
  Speaker 1: to the Chinese, and what they can't. This, of course
• 1:17
  Speaker 1: has caused quite a bit of a rubbervan effect on
• 1:19
  Speaker 1: in Vidia the stock. But you know the interesting thing here,
• 1:23
  Speaker 1: remember they also make GPUs for mining, and that is
• 1:27
  Speaker 1: a very important fact. I want to go to this
• 1:28
  Speaker 1: first clip because this will get into where are we
• 1:32
  Speaker 1: take a look?
• 1:33
  Speaker 3: So, yeah, SHARE's down about three and a half percent
• 1:35
  Speaker 3: right now. This is after a eight K filing heard
• 1:38
  Speaker 3: from the US government last week saying they need a
• 1:41
  Speaker 3: license to sell H twenty chips to China. That is
• 1:45
  Speaker 3: not happening now, or at least they need a licensing
• 1:47
  Speaker 3: process for it. And now in Vidia says they expect
• 1:49
  Speaker 3: to take a five and a half billion dollar charge.
• 1:52
  Speaker 3: You see shares moving down three and a half percent now.
• 1:54
  Speaker 4: Melissa an analyst estimate that it could cost them twelve
• 1:57
  Speaker 4: to fourteen billion dollars overall. It's going to motivate Chinese
• 2:00
  Speaker 4: companies to move even more quickly in developing alternatives for
• 2:04
  Speaker 4: these induide chips.
• 2:05
  Speaker 5: We are now heading into the eye of the storm.
• 2:08
  Speaker 5: This is going to be a storm that lasts three
• 2:11
  Speaker 5: maybe six months. The next few quarters you're going to
• 2:13
  Speaker 5: have to throw out.
• 2:14
  Speaker 1: You have to hope for a deal and some show
• 2:17
  Speaker 1: negotiations with China.
• 2:18
  Speaker 5: If you've seen a dystase in its cores, then the
• 2:21
  Speaker 5: whole thesis and then it's essentially games at match.
• 2:24
  Speaker 2: There's one ship in the world that's fuel an AI revolution.
• 2:27
  Speaker 2: It's in Vidia, all right.
• 2:29
  Speaker 1: So I want to bring on Sue us coming in
• 2:30
  Speaker 1: from HUT eight. She has joined us many times before
• 2:34
  Speaker 1: talking about this very topic. How are you, Sue.
• 2:37
  Speaker 2: I'm good and great to be back. Lots to cover.
• 2:40
  Speaker 2: It's been a wild couple weeks in the market.
• 2:42
  Speaker 1: No doubt, So Sue. A couple of points I want
• 2:44
  Speaker 1: to hit on first, because I think this does affect
• 2:47
  Speaker 1: mining in general, just because in Vidia being one of
• 2:50
  Speaker 1: the purveyors of the chips that pretty much run this industry.
• 2:53
  Speaker 1: You look at their revenue by region, and I'll zoom
• 2:56
  Speaker 1: in on this right here so you can kind of see,
• 2:58
  Speaker 1: but that right there is January most of which is
• 3:03
  Speaker 1: US and US friendly territories. Then you get into Taiwan,
• 3:07
  Speaker 1: which is that blue section, and then the green section
• 3:10
  Speaker 1: right there is China. That's in Vidia's chip sales and
• 3:13
  Speaker 1: revenue by region. Do you think this is going to
• 3:16
  Speaker 1: have any effect on the crypto mining and AI evolution,
• 3:22
  Speaker 1: especially around the data centers here in the United States,
• 3:25
  Speaker 1: or do you think in Vidia is just going to
• 3:27
  Speaker 1: double down and try to drive more revenue there.
• 3:29
  Speaker 2: I think in Nvidia is going to double down and
• 3:31
  Speaker 2: going to continue to drive revenues. So now, in terms
• 3:34
  Speaker 2: of the AI and data center space, the miners that
• 3:36
  Speaker 2: are making that pivot, conversations have continued as planned. CAPEX
• 3:41
  Speaker 2: plans are continuing, or the conversations we're having with hyperskillers
• 3:44
  Speaker 2: in terms of CAPEX they're planning on spending on infrastructure
• 3:47
  Speaker 2: in order to support the servers that they are ordering
• 3:50
  Speaker 2: from overseas or from Nvidia have not assuaged at all.
• 3:55
  Speaker 2: So we I mean, on our position as we would
• 3:58
  Speaker 2: say that this is definitely a case of the media
• 4:00
  Speaker 2: overblowing and creating quite a bit of fud because the
• 4:04
  Speaker 2: numbers and the conversations and the contracts that we're looking
• 4:06
  Speaker 2: at certainly have not changed. I think if you also
• 4:08
  Speaker 2: look at some of the numbers, for example, that Morgan
• 4:10
  Speaker 2: Stanley has come out with, so they are so forecasting
• 4:13
  Speaker 2: a forty two gigawat dearth between power that is required
• 4:20
  Speaker 2: and power that is available right now in the market,
• 4:22
  Speaker 2: and a large part of that is with respect to
• 4:25
  Speaker 2: and around demand for AI training data centers. I heard
• 4:29
  Speaker 2: a stat the other day that there's something like three
• 4:31
  Speaker 2: or four gigawatts of chips alone that need to be
• 4:34
  Speaker 2: plugged in within the next eighteen months. So, you know,
• 4:38
  Speaker 2: is in Nvidia in a hard place. I think the
• 4:40
  Speaker 2: media would make it seem that way, But in terms
• 4:42
  Speaker 2: of the guys who are actually ordering the chips, ordering
• 4:44
  Speaker 2: the servers, and you know, requiring power and infrastructure, those
• 4:48
  Speaker 2: conversations have not changed.
• 4:49
  Speaker 1: If things got really dire for in Nvidia and you
• 4:52
  Speaker 1: look at their supply chain, you look at the potential
• 4:56
  Speaker 1: of them reinvesting here in the United States in terms
• 4:59
  Speaker 1: of chip manufacturer, and then the potential run rate for
• 5:03
  Speaker 1: sales because they would be selling to companies like how
• 5:05
  Speaker 1: to eight and many other minds along with the AI
• 5:08
  Speaker 1: data centers that are growing out there. And I want
• 5:10
  Speaker 1: to talk to you guys about to you about that,
• 5:12
  Speaker 1: because I know you have some news on that. But
• 5:14
  Speaker 1: do you think there's enough market position right now for
• 5:18
  Speaker 1: Nvidia to still hold a commanding lead globally as the
• 5:23
  Speaker 1: number one AI company?
• 5:26
  Speaker 2: I would say definitely. I mean, even if you look
• 5:28
  Speaker 2: like we said at the chart you just showed, China
• 5:31
  Speaker 2: showed about thirteen percent. Again, what we're seeing here in
• 5:36
  Speaker 2: terms of just figures alone and demand alone in just
• 5:39
  Speaker 2: the US. We now have a crypto in AISAR. We
• 5:42
  Speaker 2: have explicit executive orders coming out of the Administration that
• 5:47
  Speaker 2: are focused on increasing the availability of power so that
• 5:51
  Speaker 2: the US can become leaders in the AI space. I
• 5:55
  Speaker 2: think we've seen time and time again that when the
• 5:57
  Speaker 2: US decides they're going to do something, they're going to
• 5:59
  Speaker 2: go and do it. And so I think that this
• 6:02
  Speaker 2: this change and pivot in the administration and focus on
• 6:06
  Speaker 2: AI and the US being leaders in this space, I
• 6:08
  Speaker 2: think is going to be very bullish for Nvidia. They
• 6:11
  Speaker 2: also just announced that they're setting up shop a manufacturing
• 6:14
  Speaker 2: plant here in the US as well. So yeah, I
• 6:18
  Speaker 2: think this idea of you know, China getting in the
• 6:22
  Speaker 2: way of their trajectory and momentum, I think is definitely overblown.
• 6:25
  Speaker 1: Okay, all right, so I know you guys are building
• 6:28
  Speaker 1: more facilities and you're leaning in a little bit on AI,
• 6:32
  Speaker 1: but obviously hut eate's still a bitcoin. Before we jump
• 6:35
  Speaker 1: to that side, I want to you know, hit on
• 6:36
  Speaker 1: the news. They came out a couple of week weeks ago,
• 6:39
  Speaker 1: and that of course was HUT eight and Eric Trump
• 6:42
  Speaker 1: launching American bitcoins. So this is going to be a
• 6:44
  Speaker 1: new standard in bitcoin mining. Tell me what this deal
• 6:47
  Speaker 1: consisted of first, How does this work with HUT eight
• 6:51
  Speaker 1: and with what the Trump family is trying to do
• 6:54
  Speaker 1: in the crypto industry.
• 6:56
  Speaker 2: Yeah. Absolutely, So this was a pivotal evolution in our
• 7:00
  Speaker 2: platform strategy. And so by carving out our mining business
• 7:04
  Speaker 2: into a standalone entity, we effectively aligned each segment of
• 7:08
  Speaker 2: our business with its respective cost of capital. So how
• 7:12
  Speaker 2: to think about it is High eight parent company is
• 7:14
  Speaker 2: going to be focused purely on energy and infrastructure, and
• 7:18
  Speaker 2: some of that infrastructure may be bitcoin mining. And we
• 7:20
  Speaker 2: now have the holy grail of a situation, aka, we
• 7:23
  Speaker 2: have an off taker of demand. Some of that maybe
• 7:26
  Speaker 2: AI and uh AI training data centers, some of that
• 7:31
  Speaker 2: infrastructure one day, maybe green hydrogen because our whole thesis,
• 7:34
  Speaker 2: our whole raison detra is that energy is scarce and
• 7:37
  Speaker 2: that the use case of the electron will continue to evolve,
• 7:40
  Speaker 2: and we use bitcoin mining to capture cheap megawatse at
• 7:44
  Speaker 2: scale and then find the next highest use case for
• 7:46
  Speaker 2: that electron. So when we find a site where the
• 7:49
  Speaker 2: power is cheap and we think there's a ton of opportunity,
• 7:51
  Speaker 2: but right now the best use case is just bitcoin mining.
• 7:54
  Speaker 2: We've got that client, American Bitcoin, who will come in,
• 7:56
  Speaker 2: bring their servers, and then we effectively have a hosting
• 7:59
  Speaker 2: contract with So it was really about smart risk segmentation
• 8:03
  Speaker 2: for us, because the cost of capital if you're trying
• 8:05
  Speaker 2: to grow the world's leading energy and infrastructure business, that's
• 8:09
  Speaker 2: a much different cost of capital. That's a much different
• 8:11
  Speaker 2: investor wele and risk appetite versus a mining business. So
• 8:17
  Speaker 2: American Bitcoin is going to be a subsidiary of HUT eight.
• 8:19
  Speaker 2: We own eighty percent of it. Eric Trump and his
• 8:23
  Speaker 2: family and Sorry ADC, a company that they started, owns
• 8:26
  Speaker 2: twenty percent. And you know, we are insanely excited about
• 8:31
  Speaker 2: what this means for not only HUT eight but also
• 8:34
  Speaker 2: American Bitcoins. So Eric and his family, bring evangelism, the brand,
• 8:42
  Speaker 2: additional capital connections that you know, perhaps we don't already have,
• 8:45
  Speaker 2: and you know, we're really excited to be partnered with
• 8:48
  Speaker 2: an administration that's incredibly bullish on this industry.
• 8:51
  Speaker 1: You know, here's Asher, he's kind of hitting on the
• 8:54
  Speaker 1: future of bitcoin mining US here. And you guys, of course,
• 8:56
  Speaker 1: have really got some pretty interesting sites. What is this
• 8:59
  Speaker 1: site right here that I'm looking at. Yeah, so's sustainable.
• 9:03
  Speaker 2: Yes, I believe you're looking at Vega and that is
• 9:07
  Speaker 2: the site where we are standing up direct liquid to
• 9:09
  Speaker 2: chip cooling and innovating on the traditional form factor of
• 9:12
  Speaker 2: bitcoin mining. So we're going from the traditional form factor
• 9:16
  Speaker 2: in bitcoin mining is like a shoe box and a
• 9:19
  Speaker 2: bunch of chicken wire, and we are confectively designing a
• 9:22
  Speaker 2: U form traditional data center factor with direct liquid to
• 9:25
  Speaker 2: chip cooling that we designed ourselves at four two thousand
• 9:29
  Speaker 2: per megawat because the other sort of piece of warehout eight.
• 9:32
  Speaker 2: Outside of just building one of the world's largest energy
• 9:34
  Speaker 2: infrastructure operators, the other place where we are competing is
• 9:38
  Speaker 2: on innovation because the data center space has not had
• 9:41
  Speaker 2: to innovate for over twenty years. And I'm talking bitcoin mining,
• 9:43
  Speaker 2: we're talking traditional data centers, and so one of the
• 9:46
  Speaker 2: first areas where we found an opportunity to disrupt was
• 9:49
  Speaker 2: direct liquid to chip cooling. The future of chips, whether
• 9:52
  Speaker 2: it's AI H one hundreds, whether it's you know, ACI
• 9:55
  Speaker 2: chips is cooling, and so we're pretty we're pretty excited
• 9:59
  Speaker 2: to take that sort of elon musk SpaceX two thousand
• 10:03
  Speaker 2: and five first Principles approach that he took to rocket disruption.
• 10:07
  Speaker 2: We're going to be taken data center space and we've
• 10:09
  Speaker 2: got a cool Yeah, we're pretty excited about it. So
• 10:12
  Speaker 2: that's that's one of our innovation.
• 10:14
  Speaker 1: I got to get in and set down with Asher,
• 10:17
  Speaker 1: I think because this would be I think a really
• 10:19
  Speaker 1: good conversation. You guys are right here in Miami, so
• 10:22
  Speaker 1: it'd be an easy trip down to see him. Let's
• 10:25
  Speaker 1: get into another point that's happening right now. When you
• 10:28
  Speaker 1: look at the growth of the sector from a crypto
• 10:31
  Speaker 1: side of things, and you consider both GPU and VPU
• 10:36
  Speaker 1: operations and what that might look like. I want to
• 10:38
  Speaker 1: play a clip for you because there is a problem
• 10:41
  Speaker 1: that seems to be brewing right now within the ethereum
• 10:44
  Speaker 1: ecosystem that I think maybe could be solved by what
• 10:48
  Speaker 1: is happening in the mining area as well. Let me
• 10:50
  Speaker 1: play this for you.
• 10:51
  Speaker 6: Here we are in twenty twenty five. We need to
• 10:54
  Speaker 6: accelerate the competation with some extra hardware. One is GPU's
• 10:58
  Speaker 6: and finally we have a six that as specialized for
• 11:01
  Speaker 6: a particular problem. Our GPU solution achieved zero point five
• 11:04
  Speaker 6: seconds CPUs for this type of problem took tens of minutes.
• 11:08
  Speaker 7: Last year Justin Drake, he introduced this idea of beamchain.
• 11:12
  Speaker 7: So the state of the art today, like right now,
• 11:15
  Speaker 7: that doesn't meet the requirement of under twelve seconds for
• 11:18
  Speaker 7: the generation time for ethereum blocks. So a couple of
• 11:21
  Speaker 7: months ago Snarkifi announced that we will have real time
• 11:26
  Speaker 7: meaning less than twelve seconds block proving by the end
• 11:29
  Speaker 7: of June.
• 11:30
  Speaker 2: I'd be very happy to bet someone that before January
• 11:34
  Speaker 2: of next year that real time proving will be a
• 11:38
  Speaker 2: practical reality.
• 11:39
  Speaker 7: Jim, would you take that bet?
• 11:40
  Speaker 8: No, I would not take that bet. An end user
• 11:42
  Speaker 8: is not going to have a rack of GPU equipped
• 11:45
  Speaker 8: servers or something available to them. But if you can
• 11:48
  Speaker 8: get the entire proof running, you know, real time with
• 11:51
  Speaker 8: less hardware, and that's really powerful.
• 11:54
  Speaker 1: So this could change out the infrastructure of what's required,
• 11:57
  Speaker 1: especially in the Ethereum ecosystem. Do you think there's any
• 12:00
  Speaker 1: opportunity here for you guys as far as how AID
• 12:03
  Speaker 1: is concerned.
• 12:04
  Speaker 2: Yeah. Look, I mean again, we are not we are
• 12:07
  Speaker 2: compute agnostic. I would say again, energy and infrastructure is
• 12:11
  Speaker 2: the core of our business. And so is there a
• 12:15
  Speaker 2: world where perhaps this would be compute that we would
• 12:17
  Speaker 2: play in. Yeah, absolutely, I think I think the bigger
• 12:19
  Speaker 2: So what the bigger conversation that is nice to see
• 12:22
  Speaker 2: about this is Ethereum really has a sort of fallen
• 12:26
  Speaker 2: behind a little bit, right like in terms of scalability,
• 12:29
  Speaker 2: in terms of adoption, in terms of costs, you know, Solana,
• 12:34
  Speaker 2: some of these roll ups have also really sort of
• 12:36
  Speaker 2: stolen its thunder, and so I think that this would
• 12:39
  Speaker 2: be pretty meaningful for the adoption of the of the
• 12:42
  Speaker 2: Ethereum ecosystem for sure, to see some of these developments
• 12:45
  Speaker 2: happen because they're solving for a real problem that Ethereum
• 12:47
  Speaker 2: is having right now. Yeah.
• 12:49
  Speaker 1: Well, I think the key here is they saw this
• 12:53
  Speaker 1: kind of coming, so the plan was a little bit
• 12:55
  Speaker 1: in play. It appears that they might have a solution.
• 12:58
  Speaker 1: Let me play this clip for you.
• 13:00
  Speaker 5: We have CPUs, we have GPUs. Should there be something
• 13:04
  Speaker 5: at all for next gen and cryptography? How about we
• 13:06
  Speaker 5: build this? You know, the reaction was not very positive.
• 13:10
  Speaker 5: A lot of people told us that we were insane.
• 13:12
  Speaker 5: We finally did it.
• 13:13
  Speaker 7: It's the VPU.
• 13:15
  Speaker 5: How good is this chip? You may be shocked to
• 13:18
  Speaker 5: find out and video has seventy six times more transistors
• 13:22
  Speaker 5: than we have. We're kind of like fighting with one
• 13:24
  Speaker 5: hand time behind our back, one gigahertz versus two gigaherts
• 13:27
  Speaker 5: because they're on three and aanimeters, so two hands right,
• 13:30
  Speaker 5: it's over one hundred x disadvantage.
• 13:34
  Speaker 7: Well we win.
• 13:35
  Speaker 5: We fucking did this. The MSRP might change as demand grows.
• 13:40
  Speaker 5: We anticipate that we're going to hear a lot from
• 13:42
  Speaker 5: people now that you know we're at this stage. We're
• 13:45
  Speaker 5: going to have a cloud of VPUs. We're going to
• 13:47
  Speaker 5: mass produce those boxes. We're going to put those boxes
• 13:49
  Speaker 5: in the data center. We're also going to have a
• 13:51
  Speaker 5: bunch of partners. We're going to release all of this
• 13:54
  Speaker 5: this year, and so by the end of the year
• 13:56
  Speaker 5: you'll see real time ZK processing proofs for the Ethereum eCos.
• 14:00
  Speaker 7: This is what we're releasing.
• 14:02
  Speaker 5: This year about ten times the performance in our next
• 14:05
  Speaker 5: gen at least, We're only going to get better and
• 14:07
  Speaker 5: better and better by multiple orders of magnitude. And by
• 14:11
  Speaker 5: the way, this is conservative.
• 14:13
  Speaker 7: That is our prediction, all right.
• 14:15
  Speaker 1: That came in from a fabric, which is the VPU
• 14:18
  Speaker 1: of manufacturer that was essentially propped up by the Ethereum
• 14:21
  Speaker 1: Foundation and put into a position to solve the problem
• 14:24
  Speaker 1: that they saw coming down the pipe. To your point,
• 14:26
  Speaker 1: exactly if you see that kind of implementation, now, granted
• 14:31
  Speaker 1: they have to be able to manufacture and scale and
• 14:34
  Speaker 1: then also accelerate on that chart that they were kind
• 14:36
  Speaker 1: of referencing and bragging about that doesn't exist yet, but
• 14:39
  Speaker 1: will it. Maybe my question to you is, do you
• 14:43
  Speaker 1: guys stockpile some VPUs now that we start to see
• 14:46
  Speaker 1: this for the Ethereum ecosystem? Is that maybe a play
• 14:50
  Speaker 1: for HUDAE.
• 14:50
  Speaker 2: Yeah, so, no parent company is going to be just
• 14:53
  Speaker 2: focused on architecture and energy in order to power the
• 14:57
  Speaker 2: future of compute. So I think though, when we talked
• 15:00
  Speaker 2: about some of the innovation that we're focused on, this
• 15:03
  Speaker 2: is a perfect example of how the use cases for
• 15:05
  Speaker 2: the electron what compute looks like and the hardware that
• 15:08
  Speaker 2: it comes in is going to continue to evolve, and
• 15:11
  Speaker 2: so you want to make sure that you've got the
• 15:12
  Speaker 2: power and then also flexibility in your infrastructure in order
• 15:15
  Speaker 2: to support those future those future use cases and evolution
• 15:20
  Speaker 2: of how the electron is getting used. So that's that's
• 15:22
  Speaker 2: hut AD's core fork focus. Now, we do have a
• 15:25
  Speaker 2: business called high Rise dot Ai that is focused that
• 15:29
  Speaker 2: is like a GPU as a service business. Is there
• 15:31
  Speaker 2: a world where that business that's focused on actually buying
• 15:34
  Speaker 2: the servers and compute potentially would they buy some of
• 15:37
  Speaker 2: these VPUs? Yeah, that's definitely within the realm of possibility.
• 15:40
  Speaker 2: But how to aid parent code, We're just going to
• 15:41
  Speaker 2: continue to find ways to power future compute use cases
• 15:45
  Speaker 2: like the VPUs well.
• 15:46
  Speaker 1: And I think to your point, the key here is
• 15:48
  Speaker 1: all going to be power consumption, power management, and it's
• 15:52
  Speaker 1: going to be the best players out there that have
• 15:53
  Speaker 1: the cleanest and most sustainable plugging and playing in all
• 15:57
  Speaker 1: this technology. From what's happening with Nvidia, what could be
• 16:00
  Speaker 1: happening with fabric to kind of expand the ecosystem for
• 16:03
  Speaker 1: eight I think to your point, flexibility and scalability is
• 16:06
  Speaker 1: going to be a key thing for going forward, So
• 16:09
  Speaker 1: maybe you know how today it could be leading the
• 16:10
  Speaker 1: way right there. You guys are making a lot of
• 16:12
  Speaker 1: very interesting moves, So I'm glad we had a chance
• 16:15
  Speaker 1: to bring you in. If you guys want to follow Sue,
• 16:17
  Speaker 1: get out there on X. You can get her at
• 16:19
  Speaker 1: Big Suie right there. She's always fun to follow on X.
• 16:23
  Speaker 1: You've got some entertaining tweets and always very educational as well.
• 16:27
  Speaker 1: So Sue, thank you so much for coming in today.
• 16:30
  Speaker 1: We appreciate it.
• 16:31
  Speaker 2: Thank you for having me bist.
• 16:33
  Speaker 1: So yeah, are you guys If you are not in
• 16:35
  Speaker 1: the Diamond circle, get in right now. It's our own
• 16:37
  Speaker 1: private group and you can join for free. It's that simple.
• 16:40
  Speaker 1: It's very easy to do, and it's a personal email.
• 16:43
  Speaker 7: That goes out to you guys.
• 16:45
  Speaker 1: We give you kind of an insight, a little bit
• 16:46
  Speaker 1: more of our research that we do here in the studios,
• 16:49
  Speaker 1: but also kind of an alignment of my strategies overall,
• 16:52
  Speaker 1: how I look at the market, what I look at
• 16:54
  Speaker 1: from both a macro side but also a technology side,
• 16:57
  Speaker 1: which I think a lot of people don't necessarily take
• 16:59
  Speaker 1: into consider ration Follow me on X at Paul Baron,
• 17:02
  Speaker 1: We'll catch you next time, right here on Techpath