Markos
@MarkosAAIG
Founder of AAIG. Research built across the stack. A 7-person team spanning engineering, finance and strategy. One investable view.
Joined July 2023
236 Following 17.5K Followers
@pequityresearch Yet is related to the accelerated adoption of AI and that you don’t assume a rebound but additional capacity gets consumed immediatly with bigger models, longer context etc etc.
Its my base case of my HBM research
Show more
