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
690 Following 91.8K Followers
Goog模型训出来之后，市场会给一个考验期——估值相对给的宽松：但最终要看GCP能不能从租算力，到搭建出场景
其实，Goog更重要的是再次证明了RSI：结果一方面Goog要加大投入；另一方面，RSI也会极大增加迭代频率（算力）
Goog供应链确定性比公司股票本身更强
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