The compute market will be unusual, more like energy than traditional markets such as mobile phone chips.
I think it's gonna be an unusual market. People think about the market for like chips for mobile phones or something like that. And you can say that, okay, there's 8 billion people in the world, maybe 7 billion of them have phones or 6 billion, let's say. They upgrade every two years, so the market per year is 3 billion system on chip for smartphones. And if you make 30 billion, you will not sell 10 times as many phones because most people have one phone. But compute is different, like intelligence is gonna be more like energy or something like that