Erik warns that a downturn could simultaneously reduce capacity prices and utilization and eliminate the market for reselling capacity.

“Like, we could use- utilize a lot of it, right? But, like- But you can sell it off to somebody else who wants to use it, right? I think the challenge is, like, if there was, like, something in the market that happens, there are a lot of correlations that happen at the same time. If, you know, price is going down and utilization going down, and the market for reselling capacity goes... vanishes at the-- kind of the same time.”