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But this is just a week,", "speaker_id": "Speaker 1", "words": [ { "start": 155.38, "end": 155.66, "word": " the", "probability": 1.0 }, { "start": 155.66, "end": 156.9, "word": " MSCI", "probability": 0.99560546875 }, { "start": 156.9, "end": 157.26, "word": " or", "probability": 0.93017578125 }, { "start": 157.26, "end": 157.96, "word": " MCSI", "probability": 0.995849609375 }, { "start": 157.96, "end": 158.4, "word": " World", "probability": 0.9873046875 }, { "start": 158.4, "end": 158.98, "word": " Index", "probability": 0.99951171875 }, { "start": 158.98, "end": 159.24, "word": " Fund.", "probability": 0.99853515625 }, { "start": 159.78, "end": 160.36, "word": " But", "probability": 0.99951171875 }, { "start": 160.36, "end": 160.64, "word": " this", "probability": 1.0 }, { "start": 160.64, "end": 160.86, "word": " is", "probability": 1.0 }, { "start": 160.86, "end": 161.36, "word": " just", "probability": 1.0 }, { "start": 161.36, "end": 161.8, "word": " a", "probability": 1.0 }, { "start": 161.8, "end": 162.34, "word": " week,", "probability": 1.0 } ] }, { "start": 162.68, "end": 167.98, "text": "okay? If we look at what's happened year to date, the numbers are wild. 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Microsoft, 175 billion. Meta, another 145 billion. Big", "speaker_id": "Speaker 1", "words": [ { "start": 500.58, "end": 500.74, "word": " from", "probability": 0.99609375 }, { "start": 500.74, "end": 501.2, "word": " 195.", "probability": 0.771484375 }, { "start": 502.22, "end": 502.62, "word": " Microsoft,", "probability": 1.0 }, { "start": 502.78, "end": 503.2, "word": " 175", "probability": 0.75927734375 }, { "start": 503.2, "end": 503.94, "word": " billion.", "probability": 0.99951171875 }, { "start": 504.26, "end": 504.54, "word": " Meta,", "probability": 0.993896484375 }, { "start": 504.6, "end": 504.86, "word": " another", "probability": 1.0 }, { "start": 504.86, "end": 505.94, "word": " 145", "probability": 0.9990234375 }, { "start": 505.94, "end": 506.44, "word": " billion.", "probability": 1.0 }, { "start": 507.0, "end": 507.28, "word": " Big", "probability": 0.9912109375 } ] }, { "start": 507.28, "end": 514.06, "text": "four, like tons of money, 735 to 750 billion. And next year, even higher. 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Takes to 835. And it's still going up.", "speaker_id": "Speaker 1", "words": [ { "start": 514.06, "end": 514.44, "word": " Oracle,", "probability": 0.99951171875 }, { "start": 514.58, "end": 514.74, "word": " another", "probability": 1.0 }, { "start": 514.74, "end": 515.0, "word": " 100", "probability": 0.9921875 }, { "start": 515.0, "end": 515.54, "word": " billion.", "probability": 1.0 }, { "start": 516.02, "end": 516.3, "word": " Takes", "probability": 0.978515625 }, { "start": 516.3, "end": 516.46, "word": " to", "probability": 0.425048828125 }, { "start": 516.46, "end": 516.98, "word": " 835.", "probability": 0.987060546875 }, { "start": 517.3, "end": 517.32, "word": " And", "probability": 0.99951171875 }, { "start": 517.32, "end": 517.54, "word": " it's", "probability": 0.998779296875 }, { "start": 517.54, "end": 517.7, "word": " still", "probability": 1.0 }, { "start": 517.7, "end": 518.0, "word": " going", "probability": 1.0 }, { "start": 518.0, "end": 518.52, "word": " up.", "probability": 1.0 } ] }, { "start": 520.16, "end": 523.76, "text": "How are we going to pay for this? How are they going to pay for it? Can they even pay for", "speaker_id": "Speaker 1", "words": [ { "start": 520.16, "end": 520.56, "word": " How", "probability": 0.99951171875 }, { "start": 520.56, "end": 520.68, "word": " are", "probability": 1.0 }, { "start": 520.68, "end": 520.76, "word": " we", "probability": 1.0 }, { "start": 520.76, "end": 520.88, "word": " going", "probability": 0.9775390625 }, { "start": 520.88, "end": 520.96, "word": " to", "probability": 1.0 }, { "start": 520.96, "end": 521.1, "word": " pay", "probability": 1.0 }, { "start": 521.1, "end": 521.28, "word": " for", "probability": 1.0 }, { "start": 521.28, "end": 521.52, "word": " this?", "probability": 1.0 }, { "start": 521.68, "end": 521.88, "word": " How", "probability": 1.0 }, { "start": 521.88, "end": 522.0, "word": " are", "probability": 1.0 }, { "start": 522.0, "end": 522.12, "word": " they", "probability": 1.0 }, { "start": 522.12, "end": 522.26, "word": " going", "probability": 1.0 }, { "start": 522.26, "end": 522.34, "word": " to", 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We'll get to that in a second. And here, this one is inference. 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People thought, oh, the Mag 7 are spending far too much on AI and", "speaker_id": "Speaker 1", "words": [ { "start": 714.72, "end": 714.96, "word": " beginning", "probability": 0.9990234375 }, { "start": 714.96, "end": 715.12, "word": " to", "probability": 1.0 }, { "start": 715.12, "end": 715.34, "word": " show", "probability": 1.0 }, { "start": 715.34, "end": 715.56, "word": " up.", "probability": 1.0 }, { "start": 715.88, "end": 716.1, "word": " People", "probability": 0.99951171875 }, { "start": 716.1, "end": 716.38, "word": " thought,", "probability": 1.0 }, { "start": 716.52, "end": 716.6, "word": " oh,", "probability": 0.97119140625 }, { "start": 716.8, "end": 718.32, "word": " the", "probability": 0.74609375 }, { "start": 718.32, "end": 718.6, "word": " Mag", "probability": 0.67431640625 }, { "start": 718.6, "end": 718.9, "word": " 7", "probability": 0.640625 }, { "start": 718.9, "end": 719.12, "word": " are", "probability": 0.99365234375 }, { "start": 719.12, "end": 719.34, "word": " spending", "probability": 0.9990234375 }, { "start": 719.34, "end": 719.82, "word": " far", "probability": 0.99951171875 }, { "start": 719.82, "end": 720.02, "word": " too", "probability": 1.0 }, { "start": 720.02, "end": 720.32, "word": " much", "probability": 1.0 }, { "start": 720.32, "end": 720.56, "word": " on", "probability": 1.0 }, { "start": 720.56, "end": 720.88, "word": " AI", "probability": 0.99951171875 }, { "start": 720.88, "end": 721.14, "word": " and", "probability": 1.0 } ] }, { "start": 721.14, "end": 725.76, "text": "compute. But look at the revenue growth for these companies. Azure up 43%. 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Amazon up 37%. That is extremely big cloud growth. So, the", "speaker_id": "Speaker 1", "words": [ { "start": 725.76, "end": 726.18, "word": " 82", "probability": 0.9990234375 }, { "start": 726.18, "end": 726.44, "word": "%", "probability": 0.99658203125 }, { "start": 726.44, "end": 726.64, "word": " year", "probability": 0.99267578125 }, { "start": 726.64, "end": 726.78, "word": " to", "probability": 0.53125 }, { "start": 726.78, "end": 726.92, "word": " date.", "probability": 0.99951171875 }, { "start": 727.46, "end": 727.84, "word": " Amazon", "probability": 1.0 }, { "start": 727.84, "end": 728.3, "word": " up", "probability": 1.0 }, { "start": 728.3, "end": 729.16, "word": " 37%.", "probability": 0.99951171875 }, { "start": 729.16, "end": 730.22, "word": " That", "probability": 0.99951171875 }, { "start": 730.22, "end": 730.44, "word": " is", "probability": 1.0 }, { "start": 730.44, "end": 731.18, "word": " extremely", "probability": 1.0 }, { "start": 731.18, "end": 731.66, "word": " big", "probability": 1.0 }, { "start": 731.66, "end": 732.0, "word": " cloud", "probability": 0.994140625 }, { "start": 732.0, "end": 732.34, "word": " growth.", "probability": 1.0 }, { "start": 732.46, "end": 732.52, "word": " So,", "probability": 0.99560546875 }, { "start": 732.6, "end": 732.74, "word": " the", "probability": 0.99951171875 } ] }, { "start": 732.74, "end": 738.04, "text": "investment is paying off for them as well. And by the way, there's no compute available. If", "speaker_id": "Speaker 1", "words": [ { "start": 732.74, "end": 733.72, "word": " investment", "probability": 1.0 }, { "start": 733.72, "end": 734.12, "word": " is", "probability": 1.0 }, { "start": 734.12, "end": 734.46, "word": " paying", "probability": 1.0 }, { "start": 734.46, "end": 734.92, "word": " off", "probability": 0.99951171875 }, { "start": 734.92, "end": 735.18, "word": " for", "probability": 1.0 }, { "start": 735.18, "end": 735.34, "word": " them", "probability": 1.0 }, { "start": 735.34, "end": 735.5, "word": " as", "probability": 0.99755859375 }, { "start": 735.5, "end": 735.62, "word": " well.", "probability": 1.0 }, { "start": 735.8, "end": 736.02, "word": " And", "probability": 0.99609375 }, { "start": 736.02, "end": 736.14, "word": " by", "probability": 0.974609375 }, { "start": 736.14, "end": 736.26, "word": " the", "probability": 1.0 }, { "start": 736.26, "end": 736.32, "word": " way,", "probability": 0.99951171875 }, { "start": 736.36, "end": 736.48, "word": " there's", "probability": 0.9990234375 }, { "start": 736.48, "end": 736.6, "word": " no", "probability": 0.99951171875 }, { "start": 736.6, "end": 736.92, "word": " compute", "probability": 0.9619140625 }, { "start": 736.92, "end": 737.3, "word": " available.", "probability": 1.0 }, { "start": 737.3, "end": 738.04, "word": " If", "probability": 0.98486328125 } ] }, { "start": 738.04, "end": 743.22, "text": "you're looking for compute out to 2027 or 2028, it's all sold out. There's none available.", "speaker_id": "Speaker 1", "words": [ { "start": 738.04, "end": 738.18, "word": " you're", "probability": 1.0 }, { "start": 738.18, "end": 738.38, "word": " looking", "probability": 1.0 }, { "start": 738.38, "end": 738.62, "word": " for", "probability": 1.0 }, { "start": 738.62, "end": 739.1, "word": " compute", "probability": 0.9296875 }, { "start": 739.1, "end": 739.92, "word": " out", "probability": 0.86083984375 }, { "start": 739.92, "end": 740.1, "word": " to", "probability": 0.95751953125 }, { "start": 740.1, "end": 740.64, "word": " 2027", "probability": 0.99560546875 }, { "start": 740.64, "end": 740.98, "word": " or", "probability": 0.99951171875 }, { "start": 740.98, "end": 741.5, "word": " 2028,", "probability": 0.999755859375 }, { "start": 741.66, "end": 741.76, "word": " it's", "probability": 1.0 }, { "start": 741.76, "end": 741.92, "word": " all", "probability": 1.0 }, { "start": 741.92, "end": 742.26, "word": " sold", "probability": 1.0 }, { "start": 742.26, "end": 742.4, "word": " out.", "probability": 1.0 }, { "start": 742.56, "end": 742.64, "word": " There's", "probability": 0.99853515625 }, { "start": 742.64, "end": 742.78, "word": " none", "probability": 0.98876953125 }, { "start": 742.78, "end": 743.22, "word": " available.", "probability": 1.0 } ] }, { "start": 743.46, "end": 748.94, "text": "More has to be built. So, and the other thing, I touched on this briefly yesterday, are we", "speaker_id": "Speaker 1", "words": [ { "start": 743.46, "end": 743.94, "word": " More", "probability": 0.9013671875 }, { "start": 743.94, "end": 744.18, "word": " has", "probability": 1.0 }, { "start": 744.18, "end": 744.3, "word": " to", "probability": 1.0 }, { "start": 744.3, "end": 744.44, "word": " be", "probability": 1.0 }, { "start": 744.44, "end": 744.68, "word": " built.", "probability": 1.0 }, { "start": 745.26, "end": 745.74, "word": " So,", "probability": 0.74169921875 }, { "start": 746.12, "end": 746.46, "word": " and", "probability": 1.0 }, { "start": 746.46, "end": 746.6, "word": " the", "probability": 1.0 }, { "start": 746.6, "end": 746.78, "word": " other", "probability": 1.0 }, { "start": 746.78, "end": 747.02, "word": " thing,", "probability": 1.0 }, { "start": 747.16, "end": 747.24, "word": " I", "probability": 1.0 }, { "start": 747.24, "end": 747.48, "word": " touched", "probability": 0.99951171875 }, { "start": 747.48, "end": 747.58, "word": " on", "probability": 1.0 }, { "start": 747.58, "end": 747.7, "word": " this", "probability": 1.0 }, { "start": 747.7, "end": 748.0, "word": " briefly", "probability": 1.0 }, { "start": 748.0, "end": 748.48, "word": " yesterday,", "probability": 1.0 }, { "start": 748.72, "end": 748.82, "word": " are", "probability": 0.9140625 }, { "start": 748.82, "end": 748.94, "word": " we", "probability": 1.0 } ] }, { "start": 748.94, "end": 754.02, "text": "early or late? 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You got all the", "speaker_id": "Speaker 1", "words": [ { "start": 797.8, "end": 798.22, "word": " expected", "probability": 1.0 }, { "start": 798.22, "end": 798.4, "word": " to", "probability": 1.0 }, { "start": 798.4, "end": 798.56, "word": " reach", "probability": 0.99951171875 }, { "start": 798.56, "end": 798.84, "word": " three", "probability": 0.6279296875 }, { "start": 798.84, "end": 798.96, "word": " to", "probability": 1.0 }, { "start": 798.96, "end": 799.18, "word": " four", "probability": 0.75634765625 }, { "start": 799.18, "end": 799.52, "word": " trillion", "probability": 1.0 }, { "start": 799.52, "end": 799.76, "word": " dollars", "probability": 0.99853515625 }, { "start": 799.76, "end": 799.98, "word": " per", "probability": 0.9990234375 }, { "start": 799.98, "end": 800.12, "word": " year", "probability": 0.99951171875 }, { "start": 800.12, "end": 800.28, "word": " by", "probability": 0.99951171875 }, { "start": 800.28, "end": 800.54, "word": " 2030.", "probability": 0.99951171875 }, { "start": 801.08, "end": 801.42, "word": " You", "probability": 1.0 }, { "start": 801.42, "end": 801.5, "word": " got", "probability": 0.7998046875 }, { "start": 801.5, "end": 801.62, "word": " all", "probability": 1.0 }, { "start": 801.62, "end": 801.76, "word": " the", "probability": 1.0 } ] }, { "start": 801.76, "end": 805.6, "text": "Fudsters, all the Bank of America's, all the newspapers are loving this. 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So, again, there's not enough chips. and this huge", "speaker_id": "Speaker 1", "words": [ { "start": 922.54, "end": 922.58, "word": " the", "probability": 0.99951171875 }, { "start": 922.58, "end": 923.2, "word": " Broadcoms,", "probability": 0.9957682291666666 }, { "start": 923.3, "end": 923.34, "word": " the", "probability": 0.99755859375 }, { "start": 923.34, "end": 923.94, "word": " Marvels,", "probability": 0.749267578125 }, { "start": 924.02, "end": 924.12, "word": " et", "probability": 0.51513671875 }, { "start": 924.12, "end": 924.3, "word": " cetera.", "probability": 1.0 }, { "start": 924.8, "end": 925.26, "word": " So,", "probability": 0.99951171875 }, { "start": 925.46, "end": 925.6, "word": " again,", "probability": 1.0 }, { "start": 925.84, "end": 926.24, "word": " there's", "probability": 0.96533203125 }, { "start": 926.24, "end": 926.4, "word": " not", "probability": 1.0 }, { "start": 926.4, "end": 926.66, "word": " enough", "probability": 1.0 }, { "start": 926.66, "end": 927.02, "word": " chips.", "probability": 0.9970703125 }, { "start": 927.02, "end": 927.46, "word": " and", "probability": 0.87939453125 }, { "start": 927.46, "end": 927.6, "word": " this", "probability": 0.83740234375 }, { "start": 927.6, "end": 927.94, "word": " huge", "probability": 1.0 } ] }, { "start": 927.94, "end": 932.98, "text": "demand for chips and this huge amount of capital chasing all those chips. So don't fret", "speaker_id": "Speaker 1", "words": [ { "start": 927.94, "end": 928.2, "word": " demand", "probability": 0.99951171875 }, { "start": 928.2, "end": 928.38, "word": " for", "probability": 1.0 }, { "start": 928.38, "end": 928.66, "word": " chips", "probability": 0.99853515625 }, { "start": 928.66, "end": 929.02, "word": " and", "probability": 0.97265625 }, { "start": 929.02, "end": 929.18, "word": " this", "probability": 1.0 }, { "start": 929.18, "end": 929.4, "word": " huge", "probability": 1.0 }, { "start": 929.4, "end": 929.6, "word": " amount", "probability": 1.0 }, { "start": 929.6, "end": 929.74, "word": " of", "probability": 1.0 }, { "start": 929.74, "end": 930.16, "word": " capital", "probability": 1.0 }, { "start": 930.16, "end": 930.72, "word": " chasing", "probability": 0.97509765625 }, { "start": 930.72, "end": 931.18, "word": " all", "probability": 1.0 }, { "start": 931.18, "end": 931.42, "word": " those", "probability": 1.0 }, { "start": 931.42, "end": 931.76, "word": " chips.", "probability": 1.0 }, { "start": 932.16, "end": 932.56, "word": " So", "probability": 0.9990234375 }, { "start": 932.56, "end": 932.78, "word": " don't", "probability": 0.973388671875 }, { "start": 932.78, "end": 932.98, "word": " fret", "probability": 0.99951171875 } ] }, { "start": 932.98, "end": 937.9, "text": "that stuff as well. It's very good for everybody. And there's no slowdown on the capex", "speaker_id": "Speaker 1", "words": [ { "start": 932.98, "end": 933.22, "word": " that", "probability": 0.9990234375 }, { "start": 933.22, "end": 933.5, "word": " stuff", "probability": 1.0 }, { "start": 933.5, "end": 933.66, "word": " as", "probability": 0.9990234375 }, { "start": 933.66, "end": 933.82, "word": " well.", "probability": 1.0 }, { "start": 933.96, "end": 934.14, "word": " It's", "probability": 0.813232421875 }, { "start": 934.14, "end": 934.3, "word": " very", "probability": 1.0 }, { "start": 934.3, "end": 934.48, "word": " good", "probability": 1.0 }, { "start": 934.48, "end": 934.68, "word": " for", "probability": 1.0 }, { "start": 934.68, "end": 935.18, "word": " everybody.", "probability": 1.0 }, { "start": 935.66, "end": 936.06, "word": " And", "probability": 0.99951171875 }, { "start": 936.06, "end": 936.3, "word": " there's", "probability": 0.999755859375 }, { "start": 936.3, "end": 936.46, "word": " no", "probability": 1.0 }, { "start": 936.46, "end": 936.94, "word": " slowdown", "probability": 0.996337890625 }, { "start": 936.94, "end": 937.38, "word": " on", "probability": 1.0 }, { "start": 937.38, "end": 937.52, "word": " the", "probability": 1.0 }, { "start": 937.52, "end": 937.9, "word": " capex", "probability": 0.70166015625 } ] }, { "start": 937.9, "end": 942.74, "text": "spending. We haven't heard any players saying, you know what? Yeah, we said we're going to", "speaker_id": "Speaker 1", "words": [ { "start": 937.9, "end": 938.28, "word": " spending.", "probability": 0.99951171875 }, { "start": 938.56, "end": 938.96, "word": " We", "probability": 1.0 }, { "start": 938.96, "end": 939.22, "word": " haven't", "probability": 1.0 }, { "start": 939.22, "end": 939.38, "word": " heard", "probability": 1.0 }, { "start": 939.38, "end": 939.7, "word": " any", "probability": 1.0 }, { "start": 939.7, "end": 939.98, "word": " players", "probability": 0.9462890625 }, { "start": 939.98, "end": 940.16, "word": " saying,", "probability": 0.98291015625 }, { "start": 940.22, "end": 940.3, "word": " you", "probability": 0.9931640625 }, { "start": 940.3, "end": 940.4, "word": " know", "probability": 1.0 }, { "start": 940.4, "end": 940.7, "word": " what?", "probability": 1.0 }, { "start": 941.62, "end": 942.02, "word": " Yeah,", "probability": 0.2254638671875 }, { "start": 942.1, "end": 942.18, "word": " we", "probability": 1.0 }, { "start": 942.18, "end": 942.42, "word": " said", "probability": 0.7529296875 }, { "start": 942.42, "end": 942.6, "word": " we're", "probability": 0.99853515625 }, { "start": 942.6, "end": 942.66, "word": " going", "probability": 0.9560546875 }, { "start": 942.66, "end": 942.74, "word": " to", "probability": 1.0 } ] }, { "start": 942.74, "end": 947.46, "text": "spend 200 billion and we're just not going to do it at all. That has not happened. In fact,", "speaker_id": "Speaker 1", "words": [ { "start": 942.74, "end": 942.98, "word": " spend", "probability": 1.0 }, { "start": 942.98, "end": 943.3, "word": " 200", "probability": 0.74755859375 }, { "start": 943.3, "end": 943.78, "word": " billion", "probability": 0.99951171875 }, { "start": 943.78, "end": 944.22, "word": " and", "probability": 0.6201171875 }, { "start": 944.22, "end": 944.8, "word": " we're", "probability": 0.94921875 }, { "start": 944.8, "end": 944.98, "word": " just", "probability": 1.0 }, { "start": 944.98, "end": 945.16, "word": " not", "probability": 1.0 }, { "start": 945.16, "end": 945.28, "word": " going", "probability": 0.99951171875 }, { "start": 945.28, "end": 945.34, "word": " to", "probability": 1.0 }, { "start": 945.34, "end": 945.46, "word": " do", "probability": 1.0 }, { "start": 945.46, "end": 945.56, "word": " it", "probability": 0.9990234375 }, { "start": 945.56, "end": 945.7, "word": " at", "probability": 0.99658203125 }, { "start": 945.7, "end": 945.78, "word": " all.", "probability": 1.0 }, { "start": 946.0, "end": 946.4, "word": " That", "probability": 1.0 }, { "start": 946.4, "end": 946.58, "word": " has", "probability": 1.0 }, { "start": 946.58, "end": 946.72, "word": " not", "probability": 1.0 }, { "start": 946.72, "end": 947.04, "word": " happened.", "probability": 1.0 }, { "start": 947.16, "end": 947.26, "word": " In", "probability": 0.99853515625 }, { "start": 947.26, "end": 947.46, "word": " fact,", "probability": 1.0 } ] }, { "start": 947.64, "end": 951.48, "text": "what they have said is they're going to spend even more next year, a lot more, and they", "speaker_id": "Speaker 1", "words": [ { "start": 947.64, "end": 947.78, "word": " what", "probability": 1.0 }, { "start": 947.78, "end": 947.9, "word": " they", "probability": 1.0 }, { "start": 947.9, "end": 948.06, "word": " have", "probability": 1.0 }, { "start": 948.06, "end": 948.28, "word": " said", "probability": 1.0 }, { "start": 948.28, "end": 948.46, "word": " is", "probability": 0.99951171875 }, { "start": 948.46, "end": 948.58, "word": " they're", "probability": 0.99951171875 }, { "start": 948.58, "end": 948.66, "word": " going", "probability": 0.99951171875 }, { "start": 948.66, "end": 948.72, "word": " to", "probability": 1.0 }, { "start": 948.72, "end": 948.9, "word": " spend", "probability": 0.99951171875 }, { "start": 948.9, "end": 949.1, "word": " even", "probability": 0.99951171875 }, { "start": 949.1, "end": 949.32, "word": " more", "probability": 1.0 }, { "start": 949.32, "end": 949.54, "word": " next", "probability": 0.99951171875 }, { "start": 949.54, "end": 949.82, "word": " year,", "probability": 1.0 }, { "start": 949.98, "end": 950.42, "word": " a", "probability": 1.0 }, { "start": 950.42, "end": 950.6, "word": " lot", "probability": 1.0 }, { "start": 950.6, "end": 950.88, "word": " more,", "probability": 1.0 }, { "start": 951.0, "end": 951.34, "word": " and", "probability": 0.99951171875 }, { "start": 951.34, "end": 951.48, "word": " they", "probability": 1.0 } ] }, { "start": 951.48, "end": 957.04, "text": "have to. In addition, you know, although Anthropa, you could argue, have tapered off a", "speaker_id": "Speaker 1", "words": [ { "start": 951.48, "end": 951.66, "word": " have", "probability": 1.0 }, { "start": 951.66, "end": 951.78, "word": " to.", "probability": 0.99951171875 }, { "start": 952.58, "end": 952.98, "word": " In", "probability": 0.9990234375 }, { "start": 952.98, "end": 953.3, "word": " addition,", "probability": 1.0 }, { "start": 954.22, "end": 954.22, "word": " you", "probability": 0.65673828125 }, { "start": 954.22, "end": 954.36, "word": " know,", "probability": 1.0 }, { "start": 954.56, "end": 954.76, "word": " although", "probability": 0.9990234375 }, { "start": 954.76, "end": 955.42, "word": " Anthropa,", "probability": 0.76806640625 }, { "start": 955.42, "end": 955.56, "word": " you", "probability": 0.93798828125 }, { "start": 955.56, "end": 955.8, "word": " could", "probability": 0.99951171875 }, { "start": 955.8, "end": 956.14, "word": " argue,", "probability": 0.99951171875 }, { "start": 956.32, "end": 956.38, "word": " have", "probability": 0.99658203125 }, { "start": 956.38, "end": 956.76, "word": " tapered", "probability": 0.9990234375 }, { "start": 956.76, "end": 956.92, "word": " off", "probability": 1.0 }, { "start": 956.92, "end": 957.04, "word": " a", "probability": 1.0 } ] }, { "start": 957.04, "end": 961.8, "text": "little bit. When you look at the growth quarter to quarter, they did 4 .7 billion in Q1, 11", "speaker_id": "Speaker 1", "words": [ { "start": 957.04, "end": 957.16, "word": " little", "probability": 1.0 }, { "start": 957.16, "end": 957.34, "word": " bit.", "probability": 1.0 }, { "start": 957.46, "end": 957.52, "word": " When", "probability": 0.98681640625 }, { "start": 957.52, "end": 957.6, "word": " you", "probability": 1.0 }, { "start": 957.6, "end": 957.72, "word": " look", "probability": 1.0 }, { "start": 957.72, "end": 957.82, "word": " at", "probability": 1.0 }, { "start": 957.82, "end": 957.9, "word": " the", "probability": 1.0 }, { "start": 957.9, "end": 958.18, "word": " growth", "probability": 1.0 }, { "start": 958.18, "end": 958.52, "word": " quarter", "probability": 0.98046875 }, { "start": 958.52, "end": 958.66, "word": " to", "probability": 0.955078125 }, { "start": 958.66, "end": 959.0, "word": " quarter,", "probability": 1.0 }, { "start": 959.24, "end": 959.58, "word": " they", "probability": 0.99560546875 }, { "start": 959.58, "end": 959.7, "word": " did", "probability": 0.998046875 }, { "start": 959.7, "end": 959.92, "word": " 4", "probability": 0.72802734375 }, { "start": 959.92, "end": 960.52, "word": ".7", "probability": 1.0 }, { "start": 960.52, "end": 960.82, "word": " billion", "probability": 0.99951171875 }, { "start": 960.82, "end": 961.04, "word": " in", "probability": 1.0 }, { "start": 961.04, "end": 961.42, "word": " Q1,", "probability": 0.999267578125 }, { "start": 961.54, "end": 961.8, "word": " 11", "probability": 0.99755859375 } ] }, { "start": 961.8, "end": 968.28, "text": ".6 billion in Q2, Q3, 16 .8 billion. 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We shall see. There's a lot more competition now than there was before. 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They hope to get to 110 billion, which means a little over 26, 27", "speaker_id": "Speaker 1", "words": [ { "start": 974.16, "end": 974.38, "word": " is", "probability": 1.0 }, { "start": 974.38, "end": 975.08, "word": " annualized.", "probability": 0.99658203125 }, { "start": 975.24, "end": 975.28, "word": " They", "probability": 0.9990234375 }, { "start": 975.28, "end": 975.48, "word": " hope", "probability": 0.99560546875 }, { "start": 975.48, "end": 975.66, "word": " to", "probability": 1.0 }, { "start": 975.66, "end": 975.92, "word": " get", "probability": 1.0 }, { "start": 975.92, "end": 976.26, "word": " to", "probability": 0.99951171875 }, { "start": 976.26, "end": 977.34, "word": " 110", "probability": 0.947265625 }, { "start": 977.34, "end": 977.8, "word": " billion,", "probability": 1.0 }, { "start": 977.98, "end": 978.06, "word": " which", "probability": 1.0 }, { "start": 978.06, "end": 978.32, "word": " means", "probability": 1.0 }, { "start": 978.32, "end": 978.52, "word": " a", "probability": 1.0 }, { "start": 978.52, "end": 978.66, "word": " little", "probability": 1.0 }, { "start": 978.66, "end": 979.16, "word": " over", "probability": 1.0 }, { "start": 979.94, "end": 980.38, "word": " 26,", "probability": 0.99560546875 }, { "start": 980.6, "end": 980.94, "word": " 27", "probability": 0.9990234375 } ] }, { "start": 980.94, "end": 987.36, "text": "billion a quarter in Q4. We'll see. 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But that also, to pull that off,", "speaker_id": "Speaker 1", "words": [ { "start": 1054.48, "end": 1055.1, "word": " a", "probability": 1.0 }, { "start": 1055.1, "end": 1055.42, "word": " quarter", "probability": 1.0 }, { "start": 1055.42, "end": 1055.84, "word": " almost,", "probability": 0.99609375 }, { "start": 1056.26, "end": 1056.76, "word": " a", "probability": 0.99951171875 }, { "start": 1056.76, "end": 1056.88, "word": " little", "probability": 1.0 }, { "start": 1056.88, "end": 1057.26, "word": " less", "probability": 1.0 }, { "start": 1057.26, "end": 1058.54, "word": " to", "probability": 0.875 }, { "start": 1058.54, "end": 1058.8, "word": " ramp", "probability": 0.9990234375 }, { "start": 1058.8, "end": 1059.06, "word": " that.", "probability": 1.0 }, { "start": 1059.36, "end": 1059.44, "word": " But", "probability": 0.9990234375 }, { "start": 1059.44, "end": 1059.6, "word": " that", "probability": 0.5009765625 }, { "start": 1059.6, "end": 1059.92, "word": " also,", "probability": 1.0 }, { "start": 1060.08, "end": 1060.14, "word": " to", "probability": 1.0 }, { "start": 1060.14, "end": 1060.44, "word": " pull", "probability": 1.0 }, { "start": 1060.44, "end": 1060.64, "word": " that", "probability": 1.0 }, { "start": 1060.64, "end": 1060.9, "word": " off,", "probability": 1.0 } ] }, { "start": 1061.12, "end": 1068.04, "text": "they probably need $100 billion in GPUs as well. So again, the plans are there.", "speaker_id": "Speaker 1", "words": [ { "start": 1061.12, "end": 1061.72, "word": " they", "probability": 1.0 }, { "start": 1061.72, "end": 1062.0, "word": " probably", "probability": 0.99853515625 }, { "start": 1062.0, "end": 1062.24, "word": " need", "probability": 1.0 }, { "start": 1062.24, "end": 1062.66, "word": " $100", "probability": 0.993408203125 }, { "start": 1062.66, "end": 1063.06, "word": " billion", "probability": 0.99951171875 }, { "start": 1063.06, "end": 1063.52, "word": " in", "probability": 1.0 }, { "start": 1063.52, "end": 1064.12, "word": " GPUs", "probability": 0.99951171875 }, { "start": 1064.12, "end": 1064.3, "word": " as", "probability": 0.99951171875 }, { "start": 1064.3, "end": 1064.48, "word": " well.", "probability": 1.0 }, { "start": 1064.7, "end": 1065.16, "word": " So", "probability": 0.9990234375 }, { "start": 1065.16, "end": 1065.36, "word": " again,", "probability": 0.92431640625 }, { "start": 1065.64, "end": 1066.4, 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But OpenA and Anthropic as well, combined revenue is expected, this is a crazy", "speaker_id": "Speaker 1", "words": [ { "start": 1100.38, "end": 1100.64, "word": " Maya", "probability": 0.70703125 }, { "start": 1100.64, "end": 1100.96, "word": " chip.", "probability": 0.99658203125 }, { "start": 1101.82, "end": 1102.22, "word": " But", "probability": 0.99951171875 }, { "start": 1102.22, "end": 1102.68, "word": " OpenA", "probability": 0.853271484375 }, { "start": 1102.68, "end": 1102.8, "word": " and", "probability": 0.958984375 }, { "start": 1102.8, "end": 1103.12, "word": " Anthropic", "probability": 0.869140625 }, { "start": 1103.12, "end": 1103.32, "word": " as", "probability": 0.96533203125 }, { "start": 1103.32, "end": 1103.48, "word": " well,", "probability": 0.99951171875 }, { "start": 1103.68, "end": 1104.0, "word": " combined", "probability": 0.9970703125 }, { "start": 1104.0, "end": 1104.4, "word": " revenue", "probability": 0.99951171875 }, { "start": 1104.4, "end": 1105.22, "word": " is", "probability": 0.7744140625 }, { "start": 1105.22, "end": 1105.76, "word": " expected,", "probability": 1.0 }, { "start": 1105.82, "end": 1105.96, "word": " this", "probability": 0.9970703125 }, { "start": 1105.96, "end": 1106.02, "word": " is", "probability": 1.0 }, { "start": 1106.02, "end": 1106.1, "word": " a", "probability": 0.9990234375 }, { "start": 1106.1, "end": 1106.32, "word": " crazy", "probability": 0.99853515625 } ] }, { "start": 1106.32, "end": 1112.46, "text": "number, to go from about $100 billion this year to over $500 billion in the next 12 months.", "speaker_id": "Speaker 1", "words": [ { "start": 1106.32, "end": 1106.58, "word": " number,", "probability": 0.99951171875 }, { "start": 1106.8, "end": 1107.2, "word": " to", "probability": 1.0 }, { "start": 1107.2, "end": 1107.32, "word": " go", "probability": 1.0 }, { "start": 1107.32, "end": 1107.5, "word": " from", "probability": 1.0 }, { "start": 1107.5, "end": 1107.74, "word": " about", "probability": 1.0 }, { "start": 1107.74, "end": 1108.06, "word": " $100", "probability": 0.814697265625 }, { "start": 1108.06, "end": 1108.44, "word": " billion", "probability": 0.9970703125 }, { "start": 1108.44, "end": 1109.76, "word": " this", "probability": 0.99853515625 }, { "start": 1109.76, "end": 1110.02, "word": " year", "probability": 1.0 }, { "start": 1110.02, "end": 1110.54, "word": " to", "probability": 0.99462890625 }, { "start": 1110.54, "end": 1110.82, "word": " over", "probability": 1.0 }, { "start": 1110.82, "end": 1111.38, "word": " $500", "probability": 0.99951171875 }, { "start": 1111.38, "end": 1111.76, "word": " billion", "probability": 1.0 }, { "start": 1111.76, "end": 1111.9, "word": " in", "probability": 0.82177734375 }, { "start": 1111.9, "end": 1111.94, "word": " the", "probability": 1.0 }, { "start": 1111.94, "end": 1112.08, "word": " next", "probability": 0.99951171875 }, { "start": 1112.08, "end": 1112.26, "word": " 12", "probability": 1.0 }, { "start": 1112.26, "end": 1112.46, "word": " months.", "probability": 1.0 } ] }, { "start": 1112.82, "end": 1116.8, "text": "I don't see that happening. That semi -analysis came up with that number. 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But if they do, can you", "speaker_id": "Speaker 1", "words": [ { "start": 1116.8, "end": 1117.0, "word": " making", "probability": 1.0 }, { "start": 1117.0, "end": 1117.36, "word": " half", "probability": 0.99755859375 }, { "start": 1117.36, "end": 1117.48, "word": " a", "probability": 0.99951171875 }, { "start": 1117.48, "end": 1117.72, "word": " trillion", "probability": 1.0 }, { "start": 1117.72, "end": 1118.02, "word": " dollars", "probability": 0.998046875 }, { "start": 1118.02, "end": 1118.18, "word": " in", "probability": 1.0 }, { "start": 1118.18, "end": 1118.42, "word": " revenue", "probability": 0.994140625 }, { "start": 1118.42, "end": 1118.54, "word": " in", "probability": 0.99365234375 }, { "start": 1118.54, "end": 1118.56, "word": " the", "probability": 1.0 }, { "start": 1118.56, "end": 1118.66, "word": " next", "probability": 0.9990234375 }, { "start": 1118.66, "end": 1118.84, "word": " 12", "probability": 1.0 }, { "start": 1118.84, "end": 1119.08, "word": " months.", "probability": 1.0 }, { "start": 1119.58, "end": 1119.98, "word": " But", "probability": 1.0 }, { "start": 1119.98, "end": 1120.1, "word": " if", "probability": 1.0 }, { "start": 1120.1, "end": 1120.24, "word": " they", "probability": 1.0 }, { "start": 1120.24, "end": 1120.5, "word": " do,", "probability": 1.0 }, { "start": 1120.9, "end": 1121.1, "word": " can", "probability": 1.0 }, { "start": 1121.1, "end": 1121.24, "word": " you", "probability": 1.0 } ] }, { "start": 1121.24, "end": 1127.68, "text": "imagine how much money would be floating around? Even if they get to 200 billion at a 10x", "speaker_id": "Speaker 1", "words": [ { "start": 1121.24, "end": 1121.58, "word": " imagine", "probability": 1.0 }, { "start": 1121.58, "end": 1121.74, "word": " how", "probability": 1.0 }, { "start": 1121.74, "end": 1121.9, "word": " much", "probability": 0.99951171875 }, { "start": 1121.9, "end": 1122.1, "word": " money", "probability": 1.0 }, { "start": 1122.1, "end": 1122.22, "word": " would", "probability": 0.479248046875 }, { "start": 1122.22, "end": 1122.32, "word": " be", "probability": 0.9990234375 }, { "start": 1122.32, "end": 1122.56, "word": " floating", "probability": 0.99951171875 }, { "start": 1122.56, "end": 1122.8, "word": " around?", "probability": 1.0 }, { "start": 1123.44, "end": 1123.84, "word": " Even", "probability": 0.9990234375 }, { "start": 1123.84, "end": 1124.04, "word": " if", "probability": 1.0 }, { "start": 1124.04, "end": 1124.2, "word": " they", "probability": 1.0 }, { "start": 1124.2, "end": 1124.42, "word": " 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Our lives get better. So this is", "speaker_id": "Speaker 1", "words": [ { "start": 1161.02, "end": 1161.1, "word": " know,", "probability": 1.0 }, { "start": 1161.26, "end": 1161.36, "word": " we", "probability": 1.0 }, { "start": 1161.36, "end": 1161.54, "word": " are", "probability": 1.0 }, { "start": 1161.54, "end": 1161.68, "word": " the", "probability": 1.0 }, { "start": 1161.68, "end": 1162.18, "word": " beneficiaries", "probability": 0.99951171875 }, { "start": 1162.18, "end": 1162.58, "word": " of", "probability": 1.0 }, { "start": 1162.58, "end": 1162.76, "word": " all", "probability": 1.0 }, { "start": 1162.76, "end": 1162.88, "word": " of", "probability": 0.99951171875 }, { "start": 1162.88, "end": 1163.1, "word": " this", "probability": 1.0 }, { "start": 1163.1, "end": 1163.58, "word": " investment.", "probability": 1.0 }, { "start": 1164.02, "end": 1164.12, "word": " Our", "probability": 1.0 }, { "start": 1164.12, "end": 1164.46, "word": " lives", "probability": 1.0 }, { "start": 1164.46, "end": 1164.66, "word": " get", "probability": 1.0 }, { "start": 1164.66, "end": 1165.12, "word": " better.", "probability": 1.0 }, { "start": 1165.32, "end": 1165.6, "word": " So", "probability": 0.998046875 }, { "start": 1165.6, "end": 1165.78, "word": " this", "probability": 0.96484375 }, { "start": 1165.78, "end": 1165.86, "word": " is", "probability": 1.0 } ] }, { "start": 1165.86, "end": 1172.32, "text": "what people don't understand. 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A lot of people", "speaker_id": "Speaker 1", "words": [ { "start": 1338.18, "end": 1338.3, "word": " the", "probability": 1.0 }, { "start": 1338.3, "end": 1338.48, "word": " amount", "probability": 1.0 }, { "start": 1338.48, "end": 1338.62, "word": " that", "probability": 1.0 }, { "start": 1338.62, "end": 1338.8, "word": " they're", "probability": 0.999755859375 }, { "start": 1338.8, "end": 1339.18, "word": " investing", "probability": 1.0 }, { "start": 1339.18, "end": 1339.9, "word": " and", "probability": 0.89013671875 }, { "start": 1339.9, "end": 1340.1, "word": " the", "probability": 1.0 }, { "start": 1340.1, "end": 1340.7, "word": " depreciation", "probability": 1.0 }, { "start": 1340.7, "end": 1341.12, "word": " timelines", "probability": 0.9990234375 }, { "start": 1341.12, "end": 1341.38, "word": " for", "probability": 0.9990234375 }, { "start": 1341.38, "end": 1341.92, "word": " GPUs.", "probability": 0.993408203125 }, { "start": 1342.06, "end": 1342.46, "word": " A", "probability": 0.99951171875 }, { "start": 1342.46, "end": 1342.52, "word": " lot", "probability": 1.0 }, { "start": 1342.52, "end": 1342.58, "word": " of", "probability": 1.0 }, { "start": 1342.58, "end": 1342.74, "word": " people", "probability": 1.0 } ] }, { "start": 1342.74, "end": 1346.96, "text": "just think GPUs would burn out in one or two years. No, they last five to six years. And", "speaker_id": "Speaker 1", "words": [ { "start": 1342.74, "end": 1342.92, "word": " just", "probability": 1.0 }, { "start": 1342.92, "end": 1343.06, "word": " think", "probability": 1.0 }, { "start": 1343.06, "end": 1343.5, "word": " GPUs", "probability": 0.9990234375 }, { "start": 1343.5, "end": 1343.62, "word": " would", "probability": 0.9990234375 }, { "start": 1343.62, "end": 1343.86, "word": " burn", "probability": 0.998046875 }, { "start": 1343.86, "end": 1343.98, "word": " out", "probability": 0.97412109375 }, { "start": 1343.98, "end": 1344.14, "word": " in", "probability": 0.99951171875 }, { "start": 1344.14, "end": 1344.28, "word": " one", "probability": 0.99853515625 }, { "start": 1344.28, "end": 1344.38, "word": " or", "probability": 1.0 }, { "start": 1344.38, "end": 1344.52, "word": " two", "probability": 1.0 }, { "start": 1344.52, "end": 1344.8, "word": " years.", "probability": 1.0 }, { "start": 1344.94, "end": 1345.04, "word": " No,", "probability": 0.9970703125 }, { "start": 1345.26, "end": 1345.58, "word": " they", "probability": 1.0 }, { "start": 1345.58, "end": 1345.86, "word": " last", "probability": 1.0 }, { "start": 1345.86, "end": 1346.1, "word": " five", "probability": 0.9990234375 }, { "start": 1346.1, "end": 1346.26, "word": " to", "probability": 0.94775390625 }, { "start": 1346.26, "end": 1346.4, "word": " six", "probability": 1.0 }, { "start": 1346.4, "end": 1346.7, "word": " years.", "probability": 1.0 }, { "start": 1346.9, "end": 1346.96, "word": " And", "probability": 0.99853515625 } ] }, { "start": 1346.96, "end": 1350.4, "text": "there's companies that have H100s that are running now for seven years, no problems. And", "speaker_id": "Speaker 1", "words": [ { "start": 1346.96, "end": 1347.1, "word": " there's", "probability": 0.990478515625 }, { "start": 1347.1, "end": 1347.34, "word": " companies", "probability": 1.0 }, { "start": 1347.34, "end": 1347.52, "word": " that", "probability": 1.0 }, { "start": 1347.52, "end": 1347.68, "word": " have", "probability": 0.99951171875 }, { "start": 1347.68, "end": 1348.32, "word": " H100s", "probability": 0.9666341145833334 }, { "start": 1348.32, "end": 1348.4, "word": " that", "probability": 0.998046875 }, { "start": 1348.4, "end": 1348.54, "word": " are", "probability": 0.99951171875 }, { "start": 1348.54, "end": 1348.68, "word": " running", "probability": 0.70068359375 }, { "start": 1348.68, "end": 1348.84, "word": " now", "probability": 0.6328125 }, { "start": 1348.84, "end": 1349.0, "word": " for", "probability": 1.0 }, { "start": 1349.0, "end": 1349.34, "word": " seven", "probability": 1.0 }, { "start": 1349.34, "end": 1349.62, "word": " years,", "probability": 1.0 }, { "start": 1349.76, "end": 1349.84, "word": " no", "probability": 0.99951171875 }, { "start": 1349.84, "end": 1350.18, "word": " problems.", "probability": 0.998046875 }, { "start": 1350.36, "end": 1350.4, "word": " And", "probability": 0.99951171875 } ] }, { "start": 1350.4, "end": 1354.94, "text": "they're still renting them out at top dollar. So the credit will stay open for these big", "speaker_id": "Speaker 1", "words": [ { "start": 1350.4, "end": 1350.56, "word": " they're", "probability": 1.0 }, { "start": 1350.56, "end": 1350.7, "word": " still", "probability": 1.0 }, { "start": 1350.7, "end": 1351.0, "word": " renting", "probability": 0.99951171875 }, { "start": 1351.0, "end": 1351.2, "word": " them", "probability": 0.99755859375 }, { "start": 1351.2, "end": 1351.34, "word": " out", "probability": 0.59619140625 }, { "start": 1351.34, "end": 1351.44, "word": " at", "probability": 0.830078125 }, { "start": 1351.44, "end": 1351.66, "word": " top", "probability": 0.9833984375 }, { "start": 1351.66, "end": 1351.94, "word": " dollar.", "probability": 0.99951171875 }, { "start": 1352.8, "end": 1353.2, "word": " So", "probability": 0.99951171875 }, { "start": 1353.2, "end": 1353.6, "word": " the", "probability": 0.9453125 }, { "start": 1353.6, "end": 1353.8, "word": " credit", "probability": 1.0 }, { "start": 1353.8, "end": 1353.96, "word": " will", "probability": 1.0 }, { "start": 1353.96, "end": 1354.14, "word": " stay", "probability": 1.0 }, { "start": 1354.14, "end": 1354.38, "word": " open", "probability": 1.0 }, { "start": 1354.38, "end": 1354.54, "word": " for", "probability": 1.0 }, { "start": 1354.54, "end": 1354.72, "word": " these", "probability": 1.0 }, { "start": 1354.72, "end": 1354.94, "word": " big", "probability": 1.0 } ] }, { "start": 1354.94, "end": 1361.94, "text": "players. I'm not sure about Oracle and CoreWeave, et cetera. But when it comes to", "speaker_id": "Speaker 1", "words": [ { "start": 1354.94, "end": 1355.44, "word": " players.", "probability": 1.0 }, { "start": 1356.04, "end": 1356.44, "word": " I'm", "probability": 1.0 }, { "start": 1356.44, "end": 1356.66, "word": " not", "probability": 1.0 }, { "start": 1356.66, "end": 1357.08, "word": " sure", "probability": 1.0 }, { "start": 1357.08, "end": 1358.34, "word": " about", "probability": 0.99951171875 }, { "start": 1358.34, "end": 1358.96, "word": " Oracle", "probability": 1.0 }, { "start": 1358.96, "end": 1359.48, "word": " and", "probability": 1.0 }, { "start": 1359.48, "end": 1360.3, "word": " CoreWeave,", "probability": 0.93212890625 }, { "start": 1360.44, "end": 1360.54, "word": " et", "probability": 0.841796875 }, { "start": 1360.54, "end": 1360.78, "word": " cetera.", "probability": 1.0 }, { "start": 1361.08, "end": 1361.48, "word": " But", "probability": 1.0 }, { "start": 1361.48, "end": 1361.58, "word": " when", "probability": 1.0 }, { "start": 1361.58, "end": 1361.66, "word": " it", "probability": 1.0 }, { "start": 1361.66, "end": 1361.78, "word": " comes", "probability": 0.99951171875 }, { "start": 1361.78, "end": 1361.94, "word": " to", "probability": 1.0 } ] }, { "start": 1361.94, "end": 1367.44, "text": "Microsoft and Google and Meta and NVIDIA and all these players, not a problem. They'll have", "speaker_id": "Speaker 1", "words": [ { "start": 1361.94, "end": 1362.46, "word": " Microsoft", "probability": 1.0 }, { "start": 1362.46, "end": 1362.88, "word": " and", "probability": 0.99951171875 }, { "start": 1362.88, "end": 1363.3, "word": " Google", "probability": 1.0 }, { "start": 1363.3, "end": 1363.74, "word": " and", "probability": 1.0 }, { "start": 1363.74, "end": 1364.24, "word": " Meta", "probability": 0.974365234375 }, { "start": 1364.24, "end": 1364.64, "word": " and", "probability": 1.0 }, { "start": 1364.64, "end": 1365.16, "word": " NVIDIA", "probability": 0.95654296875 }, { "start": 1365.16, "end": 1365.32, "word": " and", "probability": 0.9990234375 }, { "start": 1365.32, "end": 1365.42, "word": " all", "probability": 1.0 }, { "start": 1365.42, "end": 1365.52, "word": " these", "probability": 0.99951171875 }, { "start": 1365.52, "end": 1365.7, "word": " players,", "probability": 0.92431640625 }, { "start": 1366.16, "end": 1366.44, "word": " not", "probability": 0.9990234375 }, { "start": 1366.44, "end": 1366.56, "word": " a", "probability": 1.0 }, { "start": 1366.56, "end": 1366.82, "word": " problem.", "probability": 1.0 }, { "start": 1366.82, "end": 1367.34, "word": " They'll", "probability": 0.9482421875 }, { "start": 1367.34, "end": 1367.44, "word": " have", "probability": 1.0 } ] }, { "start": 1367.44, "end": 1372.36, "text": "no problem securing funding, having free cash flow to pay for it all. And I'm going to turn", "speaker_id": "Speaker 1", "words": [ { "start": 1367.44, "end": 1367.64, "word": " no", "probability": 1.0 }, { "start": 1367.64, "end": 1367.98, "word": " problem", "probability": 0.9931640625 }, { "start": 1367.98, "end": 1368.46, "word": " securing", "probability": 0.99853515625 }, { "start": 1368.46, "end": 1368.88, "word": " funding,", "probability": 1.0 }, { "start": 1369.18, "end": 1369.54, "word": " having", "probability": 1.0 }, { "start": 1369.54, "end": 1369.74, "word": " free", "probability": 1.0 }, { "start": 1369.74, "end": 1369.98, "word": " cash", "probability": 0.99951171875 }, { "start": 1369.98, "end": 1370.12, "word": " flow", "probability": 0.8994140625 }, { "start": 1370.12, "end": 1370.24, "word": " to", "probability": 1.0 }, { "start": 1370.24, "end": 1370.38, "word": " pay", "probability": 1.0 }, { "start": 1370.38, "end": 1370.54, "word": " for", "probability": 1.0 }, { "start": 1370.54, "end": 1370.66, "word": " it", "probability": 0.99951171875 }, { "start": 1370.66, "end": 1370.74, "word": " all.", "probability": 1.0 }, { "start": 1371.42, "end": 1371.82, "word": " And", "probability": 0.99365234375 }, { "start": 1371.82, "end": 1372.12, "word": " I'm", "probability": 1.0 }, { "start": 1372.12, "end": 1372.18, "word": " going", "probability": 0.912109375 }, { "start": 1372.18, "end": 1372.22, "word": " to", "probability": 1.0 }, { "start": 1372.22, "end": 1372.36, "word": " turn", "probability": 1.0 } ] }, { "start": 1372.36, "end": 1377.28, "text": "off my camera for this one. This is kind of my quick and dirty little summary. 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Also, the revenue is beginning to show up. People thought, oh, the Mag 7 are", "avg_logprob": -0.10251913599821987, "no_speech_prob": 0.0, "words": [ { "start": 712.72, "end": 712.86, "word": " for", "probability": 0.8720703125 }, { "start": 712.86, "end": 713.14, "word": " everybody.", "probability": 0.99853515625 }, { "start": 713.6, "end": 714.08, "word": " Also,", "probability": 0.99755859375 }, { "start": 714.16, "end": 714.24, "word": " the", "probability": 1.0 }, { "start": 714.24, "end": 714.56, "word": " revenue", "probability": 0.921875 }, { "start": 714.56, "end": 714.72, "word": " is", "probability": 0.99267578125 }, { "start": 714.72, "end": 714.96, "word": " beginning", "probability": 0.9990234375 }, { "start": 714.96, "end": 715.12, "word": " to", "probability": 1.0 }, { "start": 715.12, "end": 715.34, "word": " show", "probability": 1.0 }, { "start": 715.34, "end": 715.56, "word": " up.", "probability": 1.0 }, { "start": 715.88, "end": 716.1, "word": " People", "probability": 0.99951171875 }, { "start": 716.1, "end": 716.38, "word": " thought,", "probability": 1.0 }, { "start": 716.52, "end": 716.6, "word": " oh,", "probability": 0.97119140625 }, { "start": 716.8, "end": 718.32, "word": " the", "probability": 0.74609375 }, { "start": 718.32, "end": 718.6, "word": " Mag", "probability": 0.67431640625 }, { "start": 718.6, "end": 718.9, "word": " 7", "probability": 0.640625 }, { "start": 718.9, "end": 719.12, "word": " are", "probability": 0.99365234375 } ] }, { "start": 719.12, "end": 723.84, "text": "spending far too much on AI and compute. But look at the revenue growth for these companies. 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Google Cloud up 82% year to date. Amazon up 37%. That is extremely big cloud growth. So,", "avg_logprob": -0.10251913599821987, "no_speech_prob": 0.0, "words": [ { "start": 723.84, "end": 724.16, "word": " up", "probability": 0.947265625 }, { "start": 724.16, "end": 724.74, "word": " 43%.", "probability": 0.822265625 }, { "start": 724.74, "end": 725.16, "word": " Google", "probability": 1.0 }, { "start": 725.16, "end": 725.58, "word": " Cloud", "probability": 0.97021484375 }, { "start": 725.58, "end": 725.76, "word": " up", "probability": 0.99951171875 }, { "start": 725.76, "end": 726.18, "word": " 82", "probability": 0.9990234375 }, { "start": 726.18, "end": 726.44, "word": "%", "probability": 0.99658203125 }, { "start": 726.44, "end": 726.64, "word": " year", "probability": 0.99267578125 }, { "start": 726.64, "end": 726.78, "word": " to", "probability": 0.53125 }, { "start": 726.78, "end": 726.92, "word": " date.", "probability": 0.99951171875 }, { "start": 727.46, "end": 727.84, "word": " Amazon", "probability": 1.0 }, { "start": 727.84, "end": 728.3, "word": " up", "probability": 1.0 }, { "start": 728.3, "end": 729.16, "word": " 37%.", "probability": 0.99951171875 }, { "start": 729.16, "end": 730.22, "word": " That", "probability": 0.99951171875 }, { "start": 730.22, "end": 730.44, "word": " is", "probability": 1.0 }, { "start": 730.44, "end": 731.18, "word": " extremely", "probability": 1.0 }, { "start": 731.18, "end": 731.66, "word": " big", "probability": 1.0 }, { "start": 731.66, "end": 732.0, "word": " cloud", "probability": 0.994140625 }, { "start": 732.0, "end": 732.34, "word": " growth.", "probability": 1.0 }, { "start": 732.46, "end": 732.52, "word": " So,", "probability": 0.99560546875 } ] }, { "start": 732.6, "end": 737.3, "text": "the investment is paying off for them as well. And by the way, there's no compute available.", "avg_logprob": -0.10251913599821987, "no_speech_prob": 0.0, "words": [ { "start": 732.6, "end": 732.74, "word": " the", "probability": 0.99951171875 }, { "start": 732.74, "end": 733.72, "word": " investment", "probability": 1.0 }, { "start": 733.72, "end": 734.12, "word": " is", "probability": 1.0 }, { "start": 734.12, "end": 734.46, "word": " paying", "probability": 1.0 }, { "start": 734.46, "end": 734.92, "word": " off", "probability": 0.99951171875 }, { "start": 734.92, "end": 735.18, "word": " for", "probability": 1.0 }, { "start": 735.18, "end": 735.34, "word": " them", "probability": 1.0 }, { "start": 735.34, "end": 735.5, "word": " as", "probability": 0.99755859375 }, { "start": 735.5, "end": 735.62, "word": " well.", "probability": 1.0 }, { "start": 735.8, "end": 736.02, "word": " And", "probability": 0.99609375 }, { "start": 736.02, "end": 736.14, "word": " by", "probability": 0.974609375 }, { "start": 736.14, "end": 736.26, 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You got all the Fudsters, all the Bank of America's, all", "avg_logprob": -0.06873788759689922, "no_speech_prob": 0.0, "words": [ { "start": 798.96, "end": 799.18, "word": " four", "probability": 0.75634765625 }, { "start": 799.18, "end": 799.52, "word": " trillion", "probability": 1.0 }, { "start": 799.52, "end": 799.76, "word": " dollars", "probability": 0.99853515625 }, { "start": 799.76, "end": 799.98, "word": " per", "probability": 0.9990234375 }, { "start": 799.98, "end": 800.12, "word": " year", "probability": 0.99951171875 }, { "start": 800.12, "end": 800.28, "word": " by", "probability": 0.99951171875 }, { "start": 800.28, "end": 800.54, "word": " 2030.", "probability": 0.99951171875 }, { "start": 801.08, "end": 801.42, "word": " You", "probability": 1.0 }, { "start": 801.42, "end": 801.5, "word": " got", "probability": 0.7998046875 }, { "start": 801.5, "end": 801.62, "word": " all", "probability": 1.0 }, { "start": 801.62, "end": 801.76, "word": " the", "probability": 1.0 }, { "start": 801.76, "end": 802.18, "word": " Fudsters,", "probability": 0.9443359375 }, { "start": 802.34, "end": 802.44, "word": " all", "probability": 1.0 }, { "start": 802.44, "end": 802.54, "word": " the", "probability": 1.0 }, { "start": 802.54, "end": 802.74, "word": " Bank", "probability": 0.99853515625 }, { "start": 802.74, "end": 802.9, "word": " of", "probability": 1.0 }, { "start": 802.9, "end": 803.36, "word": " America's,", "probability": 0.666748046875 }, { "start": 803.42, "end": 803.5, "word": " all", "probability": 1.0 } ] }, { "start": 803.5, "end": 808.54, "text": "the newspapers are loving this. They love to grave dance and say, oh, AI boom is over. The money's", "avg_logprob": -0.06873788759689922, "no_speech_prob": 0.0, "words": [ { "start": 803.5, "end": 803.62, "word": " the", "probability": 1.0 }, { "start": 803.62, "end": 804.08, "word": " newspapers", "probability": 0.9990234375 }, { "start": 804.08, "end": 804.34, "word": " are", "probability": 0.98681640625 }, { "start": 804.34, "end": 804.62, "word": " loving", "probability": 1.0 }, { "start": 804.62, "end": 804.84, "word": " this.", "probability": 1.0 }, { "start": 804.94, "end": 804.98, "word": " They", "probability": 0.9990234375 }, { "start": 804.98, "end": 805.14, "word": " love", "probability": 0.99951171875 }, { "start": 805.14, "end": 805.3, "word": " to", "probability": 1.0 }, { "start": 805.3, "end": 805.6, "word": " grave", "probability": 0.595703125 }, { "start": 805.6, "end": 805.88, "word": " dance", "probability": 0.99755859375 }, { "start": 805.88, "end": 806.06, "word": " and", "probability": 1.0 }, { "start": 806.06, "end": 806.18, "word": " say,", "probability": 0.99951171875 }, { "start": 806.32, "end": 806.44, "word": " oh,", "probability": 0.97509765625 }, { "start": 807.04, "end": 807.32, "word": " AI", "probability": 0.9970703125 }, { "start": 807.32, "end": 807.64, "word": " boom", "probability": 0.9990234375 }, { "start": 807.64, "end": 807.82, "word": " is", "probability": 0.998046875 }, { "start": 807.82, "end": 808.06, "word": " over.", "probability": 1.0 }, { "start": 808.18, "end": 808.28, "word": " The", "probability": 0.99658203125 }, { "start": 808.28, "end": 808.54, "word": " money's", "probability": 0.99462890625 } ] }, { "start": 808.54, "end": 814.68, "text": "dried up. It's gone. No, it's not. What you also have to understand is this is the only growth in", "avg_logprob": -0.06873788759689922, "no_speech_prob": 0.0, "words": [ { "start": 808.54, "end": 808.74, "word": " dried", "probability": 0.9990234375 }, { "start": 808.74, "end": 808.98, "word": " up.", "probability": 1.0 }, { "start": 809.08, "end": 809.14, "word": " It's", "probability": 0.99853515625 }, { "start": 809.14, "end": 809.42, "word": " gone.", "probability": 1.0 }, { "start": 809.84, "end": 810.22, "word": " No,", "probability": 0.99951171875 }, { "start": 810.38, "end": 810.72, "word": " it's", "probability": 1.0 }, { "start": 810.72, "end": 810.96, "word": " not.", "probability": 1.0 }, { "start": 811.06, "end": 811.2, "word": " What", "probability": 0.99462890625 }, { "start": 811.2, "end": 811.3, "word": " you", "probability": 0.99951171875 }, { "start": 811.3, "end": 811.62, "word": " also", "probability": 0.99658203125 }, { "start": 811.62, "end": 811.78, "word": " have", "probability": 1.0 }, { "start": 811.78, "end": 811.86, "word": " to", "probability": 1.0 }, { "start": 811.86, "end": 812.18, "word": " understand", "probability": 0.99951171875 }, { "start": 812.18, "end": 812.44, "word": " is", "probability": 0.99951171875 }, { "start": 812.44, "end": 813.18, "word": " this", "probability": 0.982421875 }, { "start": 813.18, "end": 813.34, "word": " is", "probability": 1.0 }, { "start": 813.34, "end": 813.52, "word": " the", "probability": 1.0 }, { "start": 813.52, "end": 813.88, "word": " only", "probability": 0.99951171875 }, { "start": 813.88, "end": 814.32, "word": " growth", "probability": 1.0 }, { "start": 814.32, "end": 814.68, "word": " in", "probability": 1.0 } ] }, { "start": 814.68, "end": 820.62, "text": "the economy. 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Remember, five players can buy everything. What about the thousands of other", "avg_logprob": -0.05521716234289994, "no_speech_prob": 0.0, "words": [ { "start": 874.38, "end": 874.82, "word": " one", "probability": 0.58642578125 }, { "start": 874.82, "end": 875.24, "word": " player.", "probability": 0.99169921875 }, { "start": 875.66, "end": 876.1, "word": " Remember,", "probability": 0.99951171875 }, { "start": 876.74, "end": 877.0, "word": " five", "probability": 0.994140625 }, { "start": 877.0, "end": 877.38, "word": " players", "probability": 1.0 }, { "start": 877.38, "end": 877.58, "word": " can", "probability": 1.0 }, { "start": 877.58, "end": 877.78, "word": " buy", "probability": 1.0 }, { "start": 877.78, "end": 878.16, "word": " everything.", "probability": 1.0 }, { "start": 878.34, "end": 878.44, "word": " What", "probability": 0.99951171875 }, { "start": 878.44, "end": 878.64, "word": " about", "probability": 1.0 }, { "start": 878.64, "end": 878.86, "word": " the", "probability": 1.0 }, { "start": 878.86, "end": 879.24, "word": " thousands", "probability": 0.9990234375 }, { "start": 879.24, "end": 879.44, "word": " of", "probability": 1.0 }, { "start": 879.44, "end": 879.62, "word": " other", "probability": 1.0 } ] }, { "start": 879.62, "end": 883.64, "text": "companies that are trying to get their hands on a Vera Rubin? They can't. And apparently on the", "avg_logprob": -0.05521716234289994, "no_speech_prob": 0.0, "words": [ { "start": 879.62, "end": 879.96, "word": " companies", "probability": 1.0 }, { "start": 879.96, "end": 880.1, "word": " that", "probability": 1.0 }, { "start": 880.1, "end": 880.18, "word": " are", "probability": 1.0 }, { "start": 880.18, "end": 880.3, "word": " trying", "probability": 1.0 }, { "start": 880.3, "end": 880.4, "word": " to", "probability": 1.0 }, { "start": 880.4, "end": 880.52, "word": " get", "probability": 1.0 }, { "start": 880.52, "end": 880.66, "word": " their", "probability": 1.0 }, { "start": 880.66, "end": 881.08, "word": " hands", "probability": 1.0 }, { "start": 881.08, "end": 881.42, "word": " on", "probability": 1.0 }, { "start": 881.42, "end": 881.56, "word": " a", "probability": 0.685546875 }, { "start": 881.56, "end": 881.72, "word": " Vera", "probability": 0.8115234375 }, { "start": 881.72, "end": 882.0, "word": " Rubin?", "probability": 0.984130859375 }, { "start": 882.08, "end": 882.16, "word": " They", "probability": 0.9990234375 }, { "start": 882.16, "end": 882.56, "word": " can't.", "probability": 1.0 }, { "start": 882.74, "end": 883.06, "word": " And", "probability": 0.99609375 }, { "start": 883.06, "end": 883.4, "word": " apparently", "probability": 0.99853515625 }, { "start": 883.4, "end": 883.56, "word": " on", "probability": 0.76806640625 }, { "start": 883.56, "end": 883.64, "word": " the", "probability": 1.0 } ] }, { "start": 883.64, "end": 888.3, "text": "black market, they cost $5 million each when normally they used to retail $2 million. 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The demand for Google TPUs are off the hook. 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"end": 919.2, "word": " And", "probability": 0.99951171875 }, { "start": 919.2, "end": 919.36, "word": " who", "probability": 1.0 }, { "start": 919.36, "end": 919.64, "word": " makes", "probability": 1.0 }, { "start": 919.64, "end": 919.96, "word": " those", "probability": 1.0 }, { "start": 919.96, "end": 920.68, "word": " TPUs?", "probability": 0.9986979166666666 } ] }, { "start": 920.98, "end": 924.3, "text": "Well, they're the AMDs, the Broadcoms, the Marvels, et cetera.", "avg_logprob": -0.1887807350178234, "no_speech_prob": 0.0, "words": [ { "start": 920.98, "end": 921.46, "word": " Well,", "probability": 0.99658203125 }, { "start": 921.48, "end": 921.6, "word": " they're", "probability": 0.951171875 }, { "start": 921.6, "end": 921.76, "word": " the", "probability": 0.99951171875 }, { "start": 921.76, "end": 922.44, "word": " AMDs,", "probability": 0.991455078125 }, { "start": 922.54, "end": 922.58, "word": " the", "probability": 0.99951171875 }, { "start": 922.58, "end": 923.2, 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because the others don't have it google doesn't have extra compute", "avg_logprob": -0.04997996769399724, "no_speech_prob": 0.0, "words": [ { "start": 1089.4, "end": 1089.74, "word": " providing", "probability": 1.0 }, { "start": 1089.74, "end": 1089.9, "word": " a", "probability": 1.0 }, { "start": 1089.9, "end": 1089.98, "word": " lot", "probability": 0.99951171875 }, { "start": 1089.98, "end": 1090.1, "word": " of", "probability": 1.0 }, { "start": 1090.1, "end": 1090.24, "word": " that", "probability": 0.99951171875 }, { "start": 1090.24, "end": 1090.52, "word": " data", "probability": 0.998046875 }, { "start": 1090.52, "end": 1090.88, "word": " because", "probability": 1.0 }, { "start": 1090.88, "end": 1091.0, "word": " the", "probability": 0.99951171875 }, { "start": 1091.0, "end": 1091.2, "word": " others", "probability": 0.99951171875 }, { "start": 1091.2, "end": 1091.42, "word": " don't", "probability": 1.0 }, { "start": 1091.42, "end": 1091.56, "word": " have", "probability": 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And that's why they're building their Maya chip. But OpenA and Anthropic as well,", "avg_logprob": -0.07679115659822293, "no_speech_prob": 0.0, "words": [ { "start": 1098.2, "end": 1098.38, "word": " out", "probability": 0.86376953125 }, { "start": 1098.38, "end": 1098.56, "word": " as", "probability": 0.99658203125 }, { "start": 1098.56, "end": 1098.74, "word": " well.", "probability": 1.0 }, { "start": 1099.16, "end": 1099.56, "word": " And", "probability": 0.9609375 }, { "start": 1099.56, "end": 1099.72, "word": " that's", "probability": 1.0 }, { "start": 1099.72, "end": 1099.86, "word": " why", "probability": 1.0 }, { "start": 1099.86, "end": 1100.04, "word": " they're", "probability": 0.999755859375 }, { "start": 1100.04, "end": 1100.22, "word": " building", "probability": 0.99951171875 }, { "start": 1100.22, "end": 1100.38, "word": " their", "probability": 0.99951171875 }, { "start": 1100.38, "end": 1100.64, "word": " Maya", "probability": 0.70703125 }, { "start": 1100.64, "end": 1100.96, "word": " chip.", "probability": 0.99658203125 }, { "start": 1101.82, "end": 1102.22, "word": " But", "probability": 0.99951171875 }, { "start": 1102.22, "end": 1102.68, "word": " OpenA", "probability": 0.853271484375 }, { "start": 1102.68, "end": 1102.8, "word": " and", "probability": 0.958984375 }, { "start": 1102.8, "end": 1103.12, "word": " Anthropic", "probability": 0.869140625 }, { "start": 1103.12, "end": 1103.32, "word": " as", "probability": 0.96533203125 }, { "start": 1103.32, "end": 1103.48, "word": " well,", "probability": 0.99951171875 } ] }, { "start": 1103.68, "end": 1110.02, "text": "combined revenue is expected, this is a crazy number, to go from about $100 billion this year", "avg_logprob": -0.07679115659822293, "no_speech_prob": 0.0, "words": [ { "start": 1103.68, "end": 1104.0, "word": " combined", "probability": 0.9970703125 }, { "start": 1104.0, "end": 1104.4, "word": " revenue", "probability": 0.99951171875 }, { "start": 1104.4, "end": 1105.22, "word": " is", "probability": 0.7744140625 }, { "start": 1105.22, "end": 1105.76, "word": " expected,", "probability": 1.0 }, { "start": 1105.82, "end": 1105.96, "word": " this", "probability": 0.9970703125 }, { "start": 1105.96, "end": 1106.02, "word": " is", "probability": 1.0 }, { "start": 1106.02, "end": 1106.1, "word": " a", "probability": 0.9990234375 }, { "start": 1106.1, "end": 1106.32, "word": " crazy", "probability": 0.99853515625 }, { "start": 1106.32, "end": 1106.58, "word": " number,", "probability": 0.99951171875 }, { "start": 1106.8, "end": 1107.2, "word": " to", "probability": 1.0 }, { "start": 1107.2, "end": 1107.32, "word": " go", "probability": 1.0 }, { "start": 1107.32, "end": 1107.5, "word": " from", "probability": 1.0 }, { "start": 1107.5, "end": 1107.74, "word": " about", "probability": 1.0 }, { "start": 1107.74, "end": 1108.06, "word": " $100", "probability": 0.814697265625 }, { "start": 1108.06, "end": 1108.44, "word": " billion", "probability": 0.9970703125 }, { "start": 1108.44, "end": 1109.76, "word": " this", "probability": 0.99853515625 }, { "start": 1109.76, "end": 1110.02, "word": " year", "probability": 1.0 } ] }, { "start": 1110.02, "end": 1115.36, "text": "to over $500 billion in the next 12 months. I don't see that happening. That semi-analysis", "avg_logprob": -0.07679115659822293, "no_speech_prob": 0.0, "words": [ { "start": 1110.02, "end": 1110.54, "word": " to", "probability": 0.99462890625 }, { "start": 1110.54, "end": 1110.82, "word": " over", "probability": 1.0 }, { "start": 1110.82, "end": 1111.38, "word": " $500", "probability": 0.99951171875 }, { "start": 1111.38, "end": 1111.76, "word": " billion", "probability": 1.0 }, { "start": 1111.76, "end": 1111.9, "word": " in", "probability": 0.82177734375 }, { "start": 1111.9, "end": 1111.94, "word": " the", "probability": 1.0 }, { "start": 1111.94, "end": 1112.08, "word": " next", "probability": 0.99951171875 }, { "start": 1112.08, "end": 1112.26, "word": " 12", "probability": 1.0 }, { "start": 1112.26, "end": 1112.46, "word": " months.", "probability": 1.0 }, { "start": 1112.82, "end": 1113.22, "word": " I", "probability": 1.0 }, { "start": 1113.22, "end": 1113.46, "word": " don't", "probability": 1.0 }, { "start": 1113.46, "end": 1113.6, "word": " see", "probability": 1.0 }, { "start": 1113.6, "end": 1113.78, "word": " that", "probability": 1.0 }, { "start": 1113.78, "end": 1114.22, "word": " happening.", "probability": 1.0 }, { "start": 1114.48, "end": 1114.58, "word": " That", "probability": 0.9951171875 }, { "start": 1114.58, "end": 1114.86, "word": " semi", "probability": 0.95654296875 }, { "start": 1114.86, "end": 1115.36, "word": "-analysis", "probability": 0.9952799479166666 } ] }, { "start": 1115.36, "end": 1118.84, "text": "came up with that number. I do not see them making half a trillion dollars in revenue in the next 12", "avg_logprob": -0.07679115659822293, "no_speech_prob": 0.0, "words": [ { "start": 1115.36, "end": 1115.6, "word": " came", "probability": 0.9990234375 }, { "start": 1115.6, "end": 1115.72, "word": " up", "probability": 1.0 }, { "start": 1115.72, "end": 1115.8, "word": " with", "probability": 1.0 }, { "start": 1115.8, "end": 1115.88, "word": " that", "probability": 0.64306640625 }, { "start": 1115.88, "end": 1116.06, "word": " number.", "probability": 0.99951171875 }, { "start": 1116.16, "end": 1116.26, "word": " I", "probability": 1.0 }, { "start": 1116.26, "end": 1116.4, "word": " do", "probability": 0.9990234375 }, { "start": 1116.4, "end": 1116.52, "word": " not", "probability": 0.99951171875 }, { "start": 1116.52, "end": 1116.68, "word": " see", "probability": 1.0 }, { "start": 1116.68, "end": 1116.8, "word": " them", "probability": 0.99951171875 }, { "start": 1116.8, "end": 1117.0, "word": " making", "probability": 1.0 }, { "start": 1117.0, "end": 1117.36, "word": " half", "probability": 0.99755859375 }, { "start": 1117.36, "end": 1117.48, "word": " a", "probability": 0.99951171875 }, { "start": 1117.48, "end": 1117.72, "word": " trillion", "probability": 1.0 }, { "start": 1117.72, "end": 1118.02, "word": " dollars", "probability": 0.998046875 }, { "start": 1118.02, "end": 1118.18, "word": " in", "probability": 1.0 }, { "start": 1118.18, "end": 1118.42, "word": " revenue", "probability": 0.994140625 }, { "start": 1118.42, "end": 1118.54, "word": " in", "probability": 0.99365234375 }, { "start": 1118.54, "end": 1118.56, "word": " the", "probability": 1.0 }, { "start": 1118.56, "end": 1118.66, "word": " next", "probability": 0.9990234375 }, { "start": 1118.66, "end": 1118.84, "word": " 12", "probability": 1.0 } ] }, { "start": 1118.84, "end": 1124.42, "text": "months. But if they do, can you imagine how much money would be floating around? Even if they get", "avg_logprob": -0.07679115659822293, "no_speech_prob": 0.0, "words": [ { "start": 1118.84, "end": 1119.08, "word": " months.", "probability": 1.0 }, { "start": 1119.58, "end": 1119.98, "word": " But", "probability": 1.0 }, { "start": 1119.98, "end": 1120.1, "word": " if", "probability": 1.0 }, { "start": 1120.1, "end": 1120.24, "word": " they", "probability": 1.0 }, { "start": 1120.24, "end": 1120.5, "word": " do,", "probability": 1.0 }, { "start": 1120.9, "end": 1121.1, "word": " can", "probability": 1.0 }, { "start": 1121.1, "end": 1121.24, "word": " you", "probability": 1.0 }, { "start": 1121.24, "end": 1121.58, "word": " imagine", "probability": 1.0 }, { "start": 1121.58, "end": 1121.74, "word": " how", "probability": 1.0 }, { "start": 1121.74, "end": 1121.9, "word": " much", "probability": 0.99951171875 }, { "start": 1121.9, "end": 1122.1, "word": " money", "probability": 1.0 }, { "start": 1122.1, "end": 1122.22, "word": " would", "probability": 0.479248046875 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I think they're going to try to", "avg_logprob": -0.06766633224743669, "no_speech_prob": 0.0, "words": [ { "start": 1151.28, "end": 1151.64, "word": " version", "probability": 0.59033203125 }, { "start": 1151.64, "end": 1151.94, "word": " six", "probability": 0.65380859375 }, { "start": 1151.94, "end": 1152.28, "word": " and", "probability": 0.99951171875 }, { "start": 1152.28, "end": 1152.6, "word": " seven", "probability": 0.99951171875 }, { "start": 1152.6, "end": 1153.12, "word": " that", "probability": 0.90234375 }, { "start": 1153.12, "end": 1153.3, "word": " they're", "probability": 0.9951171875 }, { "start": 1153.3, "end": 1153.5, "word": " keeping", "probability": 1.0 }, { "start": 1153.5, "end": 1153.76, "word": " for", "probability": 1.0 }, { "start": 1153.76, "end": 1154.08, "word": " themselves.", "probability": 1.0 }, { "start": 1154.46, "end": 1154.84, "word": " I", "probability": 0.99951171875 }, { "start": 1154.84, "end": 1155.06, "word": " think", "probability": 1.0 }, { "start": 1155.06, "end": 1155.26, "word": " they're", "probability": 1.0 }, { "start": 1155.26, "end": 1155.34, "word": " going", "probability": 0.99658203125 }, { "start": 1155.34, "end": 1155.46, "word": " to", "probability": 1.0 }, { "start": 1155.46, "end": 1155.64, "word": " try", "probability": 1.0 }, { "start": 1155.64, "end": 1155.76, "word": " to", "probability": 0.9453125 } ] }, { "start": 1155.76, "end": 1162.18, "text": "develop drugs and become drug makers, cure things like cancer. You know, we are the beneficiaries", "avg_logprob": -0.06766633224743669, "no_speech_prob": 0.0, "words": [ { "start": 1155.76, "end": 1156.0, "word": " develop", "probability": 0.99951171875 }, { "start": 1156.0, "end": 1156.42, "word": " drugs", "probability": 1.0 }, { "start": 1156.42, "end": 1157.24, "word": " and", "probability": 0.9951171875 }, { "start": 1157.24, "end": 1157.56, "word": " become", "probability": 1.0 }, { "start": 1157.56, "end": 1158.26, "word": " drug", "probability": 1.0 }, { "start": 1158.26, "end": 1158.64, "word": " makers,", "probability": 0.998046875 }, { "start": 1158.9, "end": 1159.1, "word": " cure", "probability": 0.99951171875 }, { "start": 1159.1, "end": 1159.38, "word": " things", "probability": 1.0 }, { "start": 1159.38, "end": 1159.58, "word": " like", "probability": 1.0 }, { "start": 1159.58, "end": 1160.02, "word": " cancer.", "probability": 1.0 }, { "start": 1160.46, "end": 1161.02, "word": " You", "probability": 0.73974609375 }, { "start": 1161.02, "end": 1161.1, "word": " know,", "probability": 1.0 }, { "start": 1161.26, "end": 1161.36, "word": " we", "probability": 1.0 }, { "start": 1161.36, "end": 1161.54, "word": " are", "probability": 1.0 }, { "start": 1161.54, "end": 1161.68, "word": " the", "probability": 1.0 }, { "start": 1161.68, "end": 1162.18, "word": " beneficiaries", "probability": 0.99951171875 } ] }, { "start": 1162.18, "end": 1167.82, "text": "of all of this investment. Our lives get better. So this is what people don't understand. They're", "avg_logprob": -0.06766633224743669, "no_speech_prob": 0.0, "words": [ { "start": 1162.18, "end": 1162.58, "word": " of", "probability": 1.0 }, { "start": 1162.58, "end": 1162.76, "word": " all", "probability": 1.0 }, { "start": 1162.76, "end": 1162.88, "word": " of", "probability": 0.99951171875 }, { "start": 1162.88, "end": 1163.1, "word": " this", "probability": 1.0 }, { "start": 1163.1, "end": 1163.58, "word": " investment.", "probability": 1.0 }, { "start": 1164.02, "end": 1164.12, "word": " Our", "probability": 1.0 }, { "start": 1164.12, "end": 1164.46, "word": " lives", "probability": 1.0 }, { "start": 1164.46, "end": 1164.66, "word": " get", "probability": 1.0 }, { "start": 1164.66, "end": 1165.12, "word": " better.", "probability": 1.0 }, { "start": 1165.32, "end": 1165.6, "word": " So", "probability": 0.998046875 }, { "start": 1165.6, "end": 1165.78, "word": " this", "probability": 0.96484375 }, { "start": 1165.78, "end": 1165.86, "word": " is", "probability": 1.0 }, { "start": 1165.86, "end": 1165.98, "word": " what", "probability": 0.99853515625 }, { "start": 1165.98, "end": 1166.24, "word": " people", "probability": 1.0 }, { "start": 1166.24, "end": 1166.54, "word": " don't", "probability": 1.0 }, { "start": 1166.54, "end": 1167.02, "word": " understand.", "probability": 1.0 }, { "start": 1167.28, "end": 1167.82, "word": " They're", "probability": 0.999755859375 } ] }, { "start": 1167.82, "end": 1175.12, "text": "anti-AI, but it's actually very good for us. So tell your friends, convince them, especially when", "avg_logprob": -0.06766633224743669, "no_speech_prob": 0.0, "words": [ { "start": 1167.82, "end": 1168.24, "word": " anti", "probability": 1.0 }, { "start": 1168.24, "end": 1168.68, "word": "-AI,", "probability": 0.9560546875 }, { "start": 1169.04, "end": 1169.38, "word": " but", "probability": 1.0 }, { "start": 1169.38, "end": 1169.58, "word": " it's", "probability": 1.0 }, { "start": 1169.58, "end": 1169.86, "word": " actually", "probability": 1.0 }, { "start": 1169.86, "end": 1170.18, "word": " very", "probability": 1.0 }, { "start": 1170.18, "end": 1170.48, "word": " good", "probability": 1.0 }, { "start": 1170.48, "end": 1170.74, "word": " for", "probability": 1.0 }, { "start": 1170.74, "end": 1171.12, "word": " us.", "probability": 1.0 }, { "start": 1171.52, "end": 1171.62, "word": " So", "probability": 0.97802734375 }, { "start": 1171.62, "end": 1172.32, "word": " tell", "probability": 0.9970703125 }, { "start": 1172.32, "end": 1172.5, "word": " your", "probability": 1.0 }, { "start": 1172.5, "end": 1172.9, "word": " friends,", "probability": 1.0 }, { "start": 1173.1, "end": 1173.38, "word": " convince", "probability": 1.0 }, { "start": 1173.38, "end": 1173.68, "word": " them,", "probability": 1.0 }, { "start": 1173.9, "end": 1174.92, "word": " especially", "probability": 1.0 }, { "start": 1174.92, "end": 1175.12, "word": " when", "probability": 1.0 } ] }, { "start": 1175.12, "end": 1182.98, "text": "it comes to health and medicine anyhow another simple little chart is the amount of token demand", "avg_logprob": -0.07417385280132294, "no_speech_prob": 0.0, "words": [ { "start": 1175.12, "end": 1175.26, "word": " it", "probability": 0.70361328125 }, { "start": 1175.26, "end": 1175.46, "word": " comes", "probability": 0.99951171875 }, { "start": 1175.46, "end": 1175.74, "word": " to", "probability": 1.0 }, { "start": 1175.74, "end": 1176.6, "word": " health", "probability": 0.9990234375 }, { "start": 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the box uh micron blew out earnings forward guidance is insane and the stock didn't move", "avg_logprob": -0.07224416503539452, "no_speech_prob": 0.0, "words": [ { "start": 1480.16, "end": 1480.4, "word": " is", "probability": 0.99755859375 }, { "start": 1480.4, "end": 1480.5, "word": " the", "probability": 0.99951171875 }, { "start": 1480.5, "end": 1480.9, "word": " box", "probability": 0.99609375 }, { "start": 1480.9, "end": 1481.96, "word": " uh", "probability": 0.98046875 }, { "start": 1481.96, "end": 1482.48, "word": " micron", "probability": 0.99755859375 }, { "start": 1482.48, "end": 1482.76, "word": " blew", "probability": 0.99658203125 }, { "start": 1482.76, "end": 1482.96, "word": " out", "probability": 0.998046875 }, { "start": 1482.96, "end": 1483.36, "word": " earnings", "probability": 0.99951171875 }, { "start": 1483.36, "end": 1484.24, "word": " forward", "probability": 0.97509765625 }, { "start": 1484.24, "end": 1484.68, "word": " guidance", "probability": 0.9990234375 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