In short: "I love Crusoe… we have a large position in Crusoe." A high-quality neocloud whose GPU-utilization premium he expects to make the business durable.
19:10So first of all, thank you for that. Fast forward to today. CoreWeave, Crusoe, Nebius, Lambda, etc. Is the category durable today? Is it a transitional arbitrage on hyperscaler CapEx and token friction? I absolutely think it's durable. And so, first of all, CoreWeave is a little bit of a sad subject for me. I could have, Trade Desk could have invested over $50 million in the round at $1.1 billion.
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