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Ben Pouladian
@benitoz
AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016
Joined April 2009
1.2K Following    25.2K Followers
Anthropic just stood up a real biology lab for AI drug work Physical biology. Not only software Street still prices the model as the moat I already wrote the note: Design is cheap. Test is scarce. The moat is the measurement Unpaywalled so anyone can read it The Moat Is the Measurement
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