00:39:16 · Ty Morse, Keller Cliffton
[00:39:16] S0: AI data centers have basically, like, the worst favorability ratings out of anything in the world. And I think when we talked last, you said that even things like DoorDash and Uber Eats have, like, a negative score, but somehow are growing anyway. And you guys have, like, some crazy 85, 90, something like that on on NPS. How does that change the dynamic of scaling in new cities and geographies? Like where the AI data centers, a governor might go, I'm not gonna let people build here and suddenly they get elected because people don't want them. Whereas this is something that people do definitely want and everyone interacts with it kind of has this like magical experience and they're like, I want that, you know, for me right now. Why doesn't it already exist? [00:39:56] S1: I don't really understand it. I I I think that, you know, we need to be, we need to be actually building a future that people are excited to hand to their kids. And we need to have clear optimistic visions of like sci fi, sci fi futures that we want to build. I think that, you know, I've watched Eric Schmidt give his commencement address in Arizona, you know, and I thought it was so crazy to just observe, like, he clearly went in thinking, This is going to be awesome. This is to be a banger. Yeah, this is to be a banger. Like, exactly. He's like, they are gonna be so excited. You are [00:40:27] S0: a tool
00:40:27 · Ty Morse, Keller Cliffton
[00:40:27] S0: a tool [00:40:28] S1: for They're so excited to hear what I have to say, and like, these kids are gonna be so excited about the role they're gonna play in the AI future. And I think it just, you know, it's interesting to just observe some, you know, I think there are people who are really smart, are maybe significantly miscalculating, like, the temperature in the room. And I think the temperature in the room has to do with like a lack of clear vision on the people's parts who are building the technology to say like, these are the values, this is what we're doing. So I think it's really complicated. I think at the end of the day, like we need to be building versions of the future that are like awesome for families, awesome for normal people, helping people achieve the goals that they want to achieve in their life. To me, I do think, I mean, I'm a techno optimist, I believe very strongly that the most likely outcome here is that we are going to build abundance for humanity. We can have a 100,000,000,000 people living on earth. And I think the earth is going to feel like a nature preserve.