text:  uh... if you're a consumer because these big guys like amazon and microsoft they're probably gonna get those contracts but everybody else we're gonna have a shortage rates are going to go up of this could affect uh... charging stations uh... who are struggling to break even with evs that's gonna be very hard for heat pumps to be cost-effective versus gas in a house just gonna have a big big impact and uh... you know this just clobbered me about a month or two ago and and most of all doesn't really understand this but