Nvidia partnerships may take years to "create incremental cash flow." 💸

management teams are acutely aware of the reality that if you announce a deal with Nvidia or OpenAI, you're probably going to have a pretty good day on the stock market. The way that we have thought about this whole circular economy question is yes, there are a lot of partnerships everybody feels like they are entangled, but the only thing that matters at the end of the day when we kind of look out 3, five, 7 years from now is does this technology create incremental cash flows that justify all of this spend ...