I've listened to him for years. The problem is there's a laundry list of receipts of where he's been flatly wrong on the tech, what it does, and the limits of it. He's been right on financing and bubble aspect but being as abrasive while sometimes being obviously wrong earns you a lot of enemies.

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those are three different questions, man. they have different answers. and "is inference profitable" isn't some ticky-tack point about what Ed said once, it's the core of the argument that AI does not and cannot work as a business.

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This is just flatly incorrect and comes from a very significant misunderstanding of how accounting works.

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there is no evidence whatsoever that this Alaska story has changed the state of the race.

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These are two different things though. I don't see the connection.

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