“I went to GTC earlier this year in San Jose, the NVIDIA big conference. And it was like an open-air drug market, but like GPUs. You're just walking around, talking to people, trying to get GPUs and meeting people in hotel lobbies and exchanging numbers. … I think we got connected with someone who had GPUs because I think our VP of sales' cousin was golfing with someone and we got connected.”

It's a lot of late night WhatsApp groups and like it's pretty unorganized. Like, I mean, I went to GTC last year, or sorry, earlier this year in San Jose, the NVIDIA big conference they're doing. And it was like an open-air drug market, but like GPUs, like you're just like walking around, like talking to people, trying to get GPUs and, you know, meeting people in hotel lobbies and, you know, exchanging numbers. And, you know, I mean, at some point, we, I think we got connected with someone who had GPUs because I think our VP of sales cousin was golfing with someone and we got connected. Like there's many such cases. Like it's very far from an efficient market. I mean, some people are working on this and I think over time it'll get a little bit more efficient, but it's very heterogeneous. Like compute comes in many sort of different shapes or forms. So I also feel like structurally, like it will not, like it will be a little bit like sort of unwieldy for a long time. Like it's just not something you can like sort of buy and sell on an exchange because it's not like a fungible contract.