Earlier quoted context omitted.
it's worth the least it will ever be worth starting now
Could be the peak!
Only chance that’ll happen is if AI is banned
OpenAI completes deal that values the company at $80B
51–52 of 52 posts
Re: OpenAI completes deal that values the company at $80B
#52Earlier quoted context omitted.
If NVIDIA could be easily replicated, Intel would have done it.
Given enough time they will and won't be able to get 70%+ margins for their hardware. There are multiple initiatives to eat their lunch which is based on Cuda.Their advantage isn't even in hardware, but rather how they've invested years and years in having integrated software + hardware solution for AI.
There’s many hot takes like this, most of which ignore the bottlenecks in the supply chain.