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If someone had to bet on an AI crash which I imagine would led to unused datacentres and cheap GPUs how would they invest their winnings to exploit these resour
by thinkingemote 1y ago
If someone had to bet on an AI crash which I imagine would led to unused datacentres and cheap GPUs how would they invest their winnings to exploit these resources?
- kridsdale3 1y agoAssuming your question isn't rhetorical, massive Oracle Crypto Farm.
- CuriouslyC 1y agoIf the price of inference drops through the floor all the AI wrapper companies become instantly more valuable. Cursor is living on borrowed time because their agents suck and they're coasting on first mover advantage with weak products in general, but their position would get much better with cheap inference.
- sunir 1y agoBuy the application layer near winners. When computing costs shrink, usage expands.