AI Capex Meets SaaS Apocalypse, 18-Month Bear Market & Bitcoin vs Quantum
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Like, the revenues from all these companies are basically gonna get back in and reinvested in the mega caps that can actually create them internally. And so this is like the best trade of all time.
We didn't build anything useful. All in all, my best guess is it is a nine to eighteen month bear market before things get better. Oh my effing God.
Six years of micro strategy buying is not even 75% of what will be unlocked when quantum computing comes, which it will come. It is an inevitability. And so, really, what we have to hope for is
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Yo.
What is going on, Jonah? How are we doing? How are doing today?
We we doing? How how are we doing, Avi?
We're we're we're great. Look, we've got 70 people on that we're going to get. Jonah is look smaxing.
Yeah, another thing What I
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