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IIUC, so far the supplier has only ended up needing to send samples and a quote to a prospect, and no sale has actually happened. So as of today, everyone is sh
by sebastiennight 2mo ago
IIUC, so far the supplier has only ended up needing to send samples and a quote to a prospect, and no sale has actually happened. So as of today, everyone is showing a net negative result except whichever company sells the Grok bot tokens.
If that company is subsidizing the price of the bot with VC money and not turning a profit, then as of today, 40 suppliers, 1 HN member, all Grok/SpaceX investors, all Nasdaq index investors, and probably some others, are showing a net negative, and the only company showing a positive result from all this is NVidia.
- simgt 2mo ago> the only company showing a positive result from all this is NVidia Everyone upstream of the AI labs should be showing a positive result, that includes all the companies needed to actually build the chips and the datacenters around it. If they aren't too incompetent, they should end up with a pile of cash regardless of where their stock goes when the bubble pops.