The speaker says the enormous current demand for compute and memory was not foreseeable at the time of the earlier business decisions being discussed.

“Um, clearly, you know, nobody could see this, this demand, uh, this, this enormous demand. Um, but, but no, today, I think, uh, I mean, essentially, the world will eat up as much compute as can possibly be made, and it'll eat, it'll eat up as much memory as can possibly be made.”