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
Ken Griffin of Citadel questions the economics of the AI infrastructure boom: ›What happens when GPU supply exceeds demand & pricing goes into free fall? ›Are today's semiconductor margins sustainable? Are investors overestimating the useful life of GPUs? “Look, I think this market is actually experiencing people doing research. For the couple of years, if you were on the thematic program of we're gonna spend hundreds of billions or a trillion dollars in data centers, we're gonna build…