Earlier quoted context omitted.
Yeah. Sometimes I wonder who the long term financial winners will be from the ai boom. It might be ram / gpu manufacturers. Or whoever cracks putting LLMs on asics.
IMO many are still missing a big part of the picture. We're looking at the potential for a massive scale level of automation of [x], which happens to be a huge part of the economy, and people are wondering which player in [x] is going to be the biggest winner. I think the historically precedented answer is none of them. When the Industrial Revolution came along it did create 'super farms' relative to the past through…
Sorry to cut you off, but have you looked at Nvidia's numbers since the NFT craze? They won.
Sell shovels in a gold rush, make better shovels, repeat on the next rush.