Gavin Baker
@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.
Joined July 2011
6.6K Following 365.8K Followers
@masayoshisson @3F_Research 6 years seems conservative tbh.
I think with disaggregated inference you will see Blackwells have useful lives over 10 years.
Will be able to put the latest and greatest SRAM accelerator in front of a B200 in 5 years and make it sing.
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