“You know, if we spend $5 trillion of CapEx, you know, can…” — The a16z Show at 26:32
“You know, if we spend $5 trillion of CapEx, you know, can you get $1 or $2 trillion of revenue as a return on that? And we can debate how much of a return you should. Yeah, but that's probably a reasonable expectation. If the two big model companies alone end this year at $200 billion of revenue run rate, I think…”
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