This feels like a return to the moment just before Deepseek when the market was feeling all fat and confident that "more GPUs == MOAR AI". They don't understand

This feels like a return to the moment just before Deepseek when the market was feeling all fat and confident that "more GPUs == MOAR AI". They don't understand the science, so they really want a simple figure to point to that means "this is the winner". Framing it in GW is just giving them what they want, even if it makes no sense.