Herman Jin
@ShanghaoJin
Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.
Joined April 2017
665 Following 89.7K Followers
I dont hate memory
But it’s the only layer in driving $/token up. AI cant scale unless $/token keeps falling
In addition, PE multiple needs sustained growth, a sustained price hike will drag AI capex down
Moat only goes to whoever contribute in delivering token deflation
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@ShanghaoJin @YingwenZ51932 @BabybusFL Why do you hate storage so much, the cash flows are very attractive and even if it ends up being another cyclical the valuations are not so inflated, I'm asking because I respect your opinions but I don't get the negativity for the industry
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