themlg.bsky.social
Soccer nerd. Sometimes I even do soccer poasts.
👤 Joined on 13 Mayıs 2023
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They’re going to exit this year at an annualized run rate of revenue well above that in all likelihood.
Show Postone of the core questions has been “is there a business here selling inference” and Ed’s answer has been “no” and that’s just flatly wrong.
Show PostI mean it’s Professor Frink logic that one day the infrastructure will be twice as fast, 10000 times larger and only the 5 richest kings of Europe can serve AI models Something is going to crack on the CUDA, fab, models, or margins and turn a lot of projects into lazer tag centers.
Show PostA frontier lab or Mag7 neocloud can absolutely be a massive business! Perhaps even one or more Salesforces in market cap. A trillion dollar valuation is still a lot of people betting on a longshot
Show Post