Erik says compute is less homogeneous than many asset classes because capacity differs in network, location, storage, CPUs, and reliability.

“I think it's interesting. Like, I, I think with Compute, like, it does... There are a number of challenges with Compute as an asset class. Like, it's, it's definitely not as homogenous as other asset classes.”

“Uh, you have different network and different locations and, and, and different disks and, and CPUs and all kinds of stuff and reliability.”