Gavin on why the hyperscalers are under-earning: " I literally spoke to a company this morning who rented a cluster of several thousand Blackwells at somewhere in the mid $2 per GPU hour,  and this is one of the sexiest startups that people want to be in business with. They're renting the exact same cluster, and they're hoping 7 months later to pay just under $4. That's pretty crazy because a really gentle decline in prices would be bullish. Instead, we're up, depending on the starting point, 50 to 60% in six or seven months. And there have been so many anecdotes like that. One of the inference clouds, I think it was Baseten, they went on a podcast and essentially said, "We are planning to pay 100% more for Blackwells when our contract expires. And that just means that essentially all the hyperscalers are under-earning. My main mission out here this week is: tell me something negative."