The NVIDIA CEO, selling compute-as-utility, frames racks as "one giant GPU" and claims ~50× efficiency gains — directional, unverifiable. The OpenAI CEO, selling tokens, calls demand "uncapped... shortage forever." The enrichment CEO declares enrichment "THE bottleneck" (US enriches <0.1% world supply; turbines sold out years) — trust structural facts, discount the definite article. Google's buyer preaches "many winners, no zero-sum." VCs talk portfolio. All testimony, not evidence. Clearest signal: insiders with opposite books describing the same market differently.
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