Some great insights with some less interesting in there. I didn’t know about the SPVs, that’s sketchy and now I wanna know how much of that is going on. The MIT study that gets pulled out for every critical discussion of AI was an eye roll for me. But very solid analysis of the quants.
How much of a threat is custom silicon to Nvidia remains an open question to me. I kinda think, by now, we can say they’re similar but different enough to coexist in the competitive compute landscape?
How much of a threat is custom silicon to Nvidia remains an open question to me. I kinda think, by now, we can say they’re similar but different enough to coexist in the competitive compute landscape?