Press Space to continue
Curated tech posts from X on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
Press Space to continue
Press Space to continue
When people talk about the global market for GPUs, the thing that I think it misses is people are assuming that models are going to stay at the same capability and the same cost per task as today. For sufficiently high-quality intelligence at sufficiently low cost, I think it’s very hard to talk about an arbitrary market size there. I think it’s just gonna keep—people call us all sorts of things, Jevons paradox, whatever. I think it’s just gonna keep going up. I believe there will be some…