Also there's a recent ramp up in spending suggesting things are on the up. https://x.com/a16z/status/2088658228959953052/photo/1 https://x.com/a16z/status/20886

Also there's a recent ramp up in spending suggesting things are on the up. https://x.com/a16z/status/2088658228959953052/photo/1 https://x.com/a16z/status/2088658228959953052/photo/1 Up like 3x in half a year or something. I think current investment to date is ~$1tn and revenues are ~$100bn so you'd only need the growth to keep up a short while longer for the current lot to pan out.