It’s interesting to think about a world where there’s zero incremental ROIC for tech after we significantly increase energy/data center capacity . Cheaper GPUs and power = more accessibility to experiment with AI.
It’s like the IPO market.
Insider private money will Hoover up every last cent then when it’s a shell (of its former greatness/potential) it will be flipped to retail investors to eke out 3% returns.
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Insider private money will Hoover up every last cent then when it’s a shell (of its former greatness/potential) it will be flipped to retail investors to eke out 3% returns.
Actually, their objective: creating a credulous class of consumers.