Sure. My base case is that LLM’s find uses and that compute gets cheaper and more efficient, which helps make more business cases possible. Investing in current

Sure. My base case is that LLM’s find uses and that compute gets cheaper and more efficient, which helps make more business cases possible. Investing in current state GPU’s doesn’t seem that useful in that world. Nvidia is priced for a monopoly and I’m not sure it is one.