neobobkrause

3 ms·

1. 1.▲
   by neobobkrause 6mo ago

   Author here. Most coverage of Jensen's token compensation proposal last week has focused on the labor/recruiting angle. I think the more consequential story is that Nvidia is building the pricing infrastructure the AI industry nee
2. 2.▲
   by neobobkrause 6mo ago

   The compensation debate is interesting but I think it's a sideshow to what's structurally happening here. The entity assigning dollar value to tokens isn't an AI service provider. It's the chip supplier. Nvidia manufactu
3. 3.▲
   AI Token Economics: What Jensen Huang Is Building(unlockedvalue.substack.com)

   3 points by neobobkrause 6mo ago|1 comments