BREAKING: Dylan Patel (@dylan522p) of @SemiAnalysis_ says "chips in Europe have less seasoning than chips in America & Mexico." Plus: › Data centers & France’s nuclear power › AI infrastructure over-optimization › Flexibility vs. specialized infrastructure › Software-hardware co-design › Open vs. closed models › Memory costs & token pricing › Tokenmaxxing vs. token budgeting › Haiku scandal › Favorite chip: 👀 “I think most people don't know what they're doing. They're just buying NVIDIA…