“I'm less confident, you know, that we won't be in a bubble…” — The a16z Show at 24:14
“I'm less confident, you know, that we won't be in a bubble for years. But all I can speak to is where we are right now. We're massively supply constrained. You can't get data center capacity at scale until late 28, early 29 right now. And that's just a fact. I think that's going to get harder. I think we're probably…”
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