3 ms·
I think a lot of disk/compute has legitimately lasted longer than they initially thought it would. The initial estimates are too conservative
by sidibe 10mo ago
I think a lot of disk/compute has legitimately lasted longer than they initially thought it would. The initial estimates are too conservative
- ghtbircshotbe 10mo agoYou can read part of his response to this here: https://stansberryresearch.com/whitney-tilsons-daily/alphabet-has-replaced-nvidia-as-the-ai-market-darling-the-numbers-dont-add-up-for-massive-ai-spending-mike-burrys-bearish-views-on-ai-and-nvidias-response https://stansberryresearch.com/whitney-tilsons-daily/alphabe...