With massive choke points in compute and power how are Al companies able to increase revenue.

When I look at the market that we have today, the the intensity of the choke point and the scarcity seems to be increasing over time. Uh huh. So one of the questions at the minute is how is it possible that and let's just use Anthropic because they seem to be the seem to be the kind of you know ultimately they're the barometer where we are of AI right now. Yeah. How is it that they're only able to increase their compute so effectively their capacity to deliver AI by 3x but their revenue is able to go out by 10x? What that is as a data point, right? So when they go in there they've only got you know an extra few gigawatts of power to be able to deliver or compute with powered compute to be able to deliver the AI and yet their revenue is going one billion to ten billion and it looks like it's about to go ten billion to a hundred billion next year and They were already running at max capacity, exactly. So it's not the thing of maybe there's just a lot more like Exactly. a lot more user