Dr. Parik Patel, BA, CFA, ACCA Esq.
@ParikPatelCFA
Aswath Damodaran 🙏🏾 Dhandho Investor Chapter 3:4 🐂 | God first, full employment second 😤 | Investor @SamosaCapital | Subscribe to my newsletter 👇🏾
参加 August 2020
1K フォロー中 2M ファン
Nvidia’s bet is quite simple:
If all AI tokens are generated by OpenAI and Anthropic, they will run on Trainium and Jalapeño, not Nvidia
If open source models proliferate, and are designed to run cheaper on GPUs, Nvidia succeeds
Open source is existential for Nvidia’s survival
もっと見る
*NVIDIA IN TALKS TO ACQUIRE REFLECTION AI: FT
Jensen going all-in open models.
