Matt Dratch
@DratchCap
Macro Equity PM | Dartmouth Fball ’08
“Be bold, and mighty forces will come to your aid.”
Views expressed are solely my own and not on behalf of my employer.
参加 December 2010
271 フォロー中 6.7K ファン
I'm really starting to worry about the memory LTAs. If the GPU:CPU ratio inverts, what's stopping memory companies from breaking them? This could be v bad for hyperscalers! 😜
