WEBVTT

00:00.580 --> 00:05.570
Ruth: Every Thanksgiving, my brother-in-law asks the good question:

00:05.680 --> 00:09.040
what if this AI thing is a bubble?

00:09.100 --> 00:12.350
Honest answer? Nobody knows.

00:12.860 --> 00:17.060
Not the company. Not us.

00:17.120 --> 00:21.750
And for sure not anybody selling certainty on the internet.

00:25.580 --> 00:30.100
Here’s what we do know. The buildings are nearly full.

00:30.160 --> 00:34.180
About one and a half percent sit empty, nationwide.

00:34.240 --> 00:39.960
But if the big forecast fizzles, somebody eats the cost of the power plants.

00:40.020 --> 00:44.800
In Milton, that would have been everybody’s bill.

00:44.860 --> 00:46.690
Here, we wrote it down.

00:46.880 --> 00:52.960
Minimum payments, use it or not. Exit fees. Collateral.

00:53.020 --> 00:57.310
If their bet goes bad, they eat it.

00:59.160 --> 01:03.630
Whitfield: If we’re wrong, it’s ours. Signed.

01:04.980 --> 01:07.520
Ruth: I don’t know if the boom is real.

01:07.580 --> 01:10.400
I do know who’s holding the bag if it isn’t.

01:10.460 --> 01:14.390
And it isn’t us. Not this time.