“The capex number can't go any higher, 1.2 trillion for next year, 1.4 for the year after. Maybe it moves by 100 billion here and there, but we're kind of at terminal point now. I just don't see where the revenue is going to come from. S&P top line, $17 trillion. It's about $5.5 trillion of profits. And we're going to say, all of a sudden, we're going to magic a trillion dollars.”

It's just we're not there. We need to plug that gap. And so, you know, we went out to Asia. We really just went to the lion's den, spoke to a bunch of investors out there and were like, hey, this is our whole roadmap. This is basically where the capex is. The capex number can't go any higher, 1.2 trillion for next year, 1.4 for the year after. Like maybe it moves by 100 billion here and there, but we're kind of at terminal point now. I just don't see where the revenue is going to come from. SP top line, $17 trillion. It's about $5.5 trillion of profits. And we will say, all of a sudden, we're going to magic a trillion dollars. The cumulative revenue of Apple and Microsoft, two of the most successful tech companies in history since 1990 to today, right, has been $9.8 trillion inflation adjusted, right? Not even $10 trillion. Meanwhile, SpaceX are telling you that their TAM's 30, right? So the TAM of the universe. In fairness,