Ben Bajarin(@BenBajarin):Via our Giagawattonomics model, we can confirm compute returns attractive economics. Whether any current generation (perhaps its the generic just compute is Jensen's point) is an investible asset will be fun to debate.

Ben Bajarin

@BenBajarin

CEO & Principal Analyst @creativestrat. Full-stack tech analysis from silicon to markets. Advisor to tech leaders. Technologist at heart. Keeper of Bees.

参加 April 2008

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Ben Bajarin@BenBajarin

2026.08.11 15:43

Via our Giagawattonomics model, we can confirm compute returns attractive economics. Whether any current generation (perhaps its the generic just compute is Jensen's point) is an investible asset will be fun to debate.