"En algún momento, los precios tendrán que subir mucho, mucho. Pero, pero, pero, pero, antes de que eso suceda, saldrán a bolsa (IPO), billones y billones y billones, el equipo cobra, el fundador cobra, y luego, por supuesto, seguirán sin intentar construirlo. Quizás encuentren una manera de hacerlo funcionar. Pero, lo más importante es que debemos tener cuidado con estas IPO." "At some point, the prices will have to be hiked a lot, a lot. But, but, but, but, before that happens, they go IPO, trillions and trillions and trillions, team cashes out, founder cashes out, and then of course they're going to still not try to build it. Maybe they figure figure a way to to make it work. But, the most important thing is that we need to be careful around these IPOs."
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… And what happened? Enterprise instantly canceled the contract. Microsoft said, "We cannot use the cloud, cost is too expensive. It's too expensive." While the average plebe is still believing that all of this some all of this AI that they're using every day is so cheap, it's so, you know, just open ChatGPT and you go. At some point, the prices will have to be hiked a lot, a lot. But, but, but, but, before that happens, they go IPO, trillions and trillions and trillions, team cashes out, founder cashes out, and then of course they're going to still not try to build it. Maybe they figure figure a way to to make it work. But, the most important thing is that we need to be careful around these IPOs. That's that's my main message. I mean, long-term, maybe they figure out how it's going to be cheap. Long-term, maybe I'm I'm not saying that AI is bad. I'm saying AI is very good. But, there is a specific event that's happening now with all of these big IPOs where the average plebe might think, "Oh holy crap, it's it's so nice. Like I use ChatGPT …
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