Reiner Pope: belief

Transcript context

…Famously, software used to be… Old-fashioned deterministic software, the kind that's now out of favor, used to be very easy and quick to scale. You had a social networks that have some Southwest, Northwest moment, and they can scale through 10, 100, 1,000 orders of magnitude of adding users because it's just a few rows in a database, and it's a very underutilized CPU. What's interesting about the AI world is there are very real bottlenecks. Elon spent lots of time talking about power, but it's not just bringing power online. You mentioned HBM is reminding me of… It seems like there's a view that maybe there's going to be some HBM supply chain crunch. Where do you see… Are we in for just a crunched world where some limiter is pacing the rate of AI buildout over the coming few years, where the economics work, and the products and everything like that, but ultimately, we just can't bring the components online fast enough because we have to build out the factories, things like that. What are those crunched components? I think so. I'll just comment, by the way, this is a great time to be a supplier in this place. Or just really— You should have started an HBM company.…

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