Mar. 20 at 4:44 PM
$GSIT
Imagine Nvidia spending millions designing & manufacturing chips blindly without knowing exactly in advance if they're going to be any good, what their use cases & market will be, and preparing everything in advance, so they can start selling it like there's no tomorrow from day 1 (GSI claims Gemini-2 is commercially ready), with the hope to, at the very least, amortize R&D and manufacturing costs before it's too late, meaning six months pass and it becomes technologically obsolete because a new cycle is starting.
Now imagine that instead of that, they spend six months to be able to tell investors: "Yes, the proof-of-concept has been a great success. It can detect an object in 3 seconds for real-time drones (what the heck!! 😂) while our rivals could detect 58 times faster, a year ago".
You spent 175 million and claim it's commercially ready but won't sell it yet because you want to spend 6 months to see if it can detect something with 3 seconds lag 🤡
GSI is the ultimate joke
