Jensen Just Flipped the AI Game Completely

So I was just trying to say, okay, one of those is the market's appetite for capital will dry up. But then Jensen, to this week's pod, just attacked that premise. He's no longer selling technology. He's creating a financial asset class around AI compute, which is unbelievable. I want to get into that in a second because you just pointed out it was interesting because the GPUs are going fast. So there's a supply constraint, not just on memory, but GPUs too. If that's going to be the demand service layer of tokens, tokens per cost per watt, there's going to be not a lot of Vera Rubin's around, right?