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whether or not LLMs solve it, several hundred billion dollars of capex is being spent as though they will, and that capex is bidding for the same megawatts I am. I have to plan around the spending regardless of whether the thesis is right.
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Or reap the rewards when they are wrong.
Like going all in on mining in 2021! now miners are so cheap!!
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Intelligence isn’t a demand problem it’s a supply and distribution problem.
I don’t think LLMs solve this.