Jul. 4 at 5:34 PM
$NBIS Do bulls here believe in the narrative that a supply-constrained compute market is what the business is about? For me, that has never been the end game since day 1.
That >20T total enterprise AI market Space X was pitching about? It would not happen if hardware remains this constrained. We need cheaper tokens, cheaper models, cheaper everything for AI R&D and adoption to really increase across the board.
We'd better have dozens of players working on compute infrastructure because that's a sign that the market is growing.
I don't want a oligopoly, supply-constrained commodity market.
