Earlier quoted context omitted.
> He seems to think that the moment Nvidia release new hardware, all existing hardware becomes worthless. I am the OP and I totally agree with you on this one point. In fact the progress being made by open weights models strongly suggests that some of this hardware has much more of a life. The overarching point he makes about incomplete data centres is that the current offering is running successfully on that very in…
Future demand is unknowable. He might be directionally correct but wrong in magnitude, or right about everything, or wrong about everything. Unfortunately people who call bubbles never make their claims falsifiable or do anything else to build confidence, like take short positions. Zitron attacks the very notion that he might put skin in the game like that as obviously crazy. I don't know to what extent we can say th…
FWIW on capacity constraints, my gut instinct is that like every other startup these AI companies are are really only now beginning to do the serious efficiency work, because they had money and resources to throw at scaling without it; never optimise too early is pretty much a startup mantra.