Tom
@TomSzczypka
Pro Poker Player | Mathematician
Investing in the AI buildout
Journaling my investment journey.
87 Following 3.3K Followers
-This ties back to what Elon said in another post, any missing piece, even insignificant can de-rail the build out
-He expects some kind of bottleneck(s) to prevent completion of buildouts where the builder failed to secure something (anything)
-a lot of mostly completed datacenters, but the somethng missing means they are stranded
-like a car missing 1 tire, or a steering wheel, anything missing, even insignificant means the unit is useless
The more common this becomes, the higher the cost of compute will be
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