“You hear stories about companies ending up with stockpiles of compute that they're not able to deploy because the data centers aren't built yet, so they're sitting idle. That's a real cost, right? Depreciation is a real thing for these chips. And I think these data center delays will make that problem worse.”

…that prior to the election, we saw that Governor Abbott had sort of also moved to sort of temper his stance on data centers, put in sort of some temporary delays and pauses around data centers. But it looks like it was too little too late, and that didn't really resonate with voters in the state.

…perhaps in other places in the country. You know, how big of an impact do you think that that might have on the release of future models or how much capacity these companies are going to be able to serve customers in AI? I mean, how big of an impact do you think this might have in the next year?

Yeah, you know, if I was a data center company right now, I would be pretty concerned, not only about these moratoriums, but if you look at some of the exit polls from this election, you can kind of see that this is a trend. We're seeing a sort of movement of negative views on AI Election? more and…

Yeah, so I think what is definitely going to be the case is that we're going to see more activity around AI policy. Democrats seem more attuned to this issue, that they're more willing to do work around it, and that work will involve sort of more affirmative regulation versus what we've seen from a…

So there are some Democrats who have won, who are proposing actually quite dramatic policies towards AI. One is Abdul El-Syed, who is now the senator-elect in Michigan. He is aligned in general with the left-wing Democratic socialists like Bernie Sanders, who has also been quite outspoken about an…