Data Center Buildout Going Too Far: Bokeh Capital’s Forrest

You're joining us now on the theme of the day. I think it has been all about data centers, whether it's 50 billion coming from anthropic, whether we're thinking about matter, continuing its focus in Wisconsin. But why do you think it's too much too soon from the Wall Street perspective.Well, for a lot of reasons. Living in a virtual world, as most of Silicon Valley does, it's really hard whenever they have to, you know, go out into the real world in and do physical things. And that's what we're talking abou ...