Rihard Jarc(@RihardJarc):I published an article on what it means for every part of the AI stack if frontier labs (Anthropic, OpenAI) start to slow down their development. - What is scaring the AI labs & RSI - Implications on hyperscalers ($AMZN, $MSFT, $GOOGL), semis & app layer

Rihard Jarc

@RihardJarc

Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.

Joined January 2016

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Rihard Jarc@RihardJarc

2026.09.18 13:01

I published an article on what it means for every part of the AI stack if frontier labs (Anthropic, OpenAI) start to slow down their development. - What is scaring the AI labs & RSI - Implications on hyperscalers ($AMZN, $MSFT, $GOOGL), semis & app layer