Irrational Analysis
@insane_analyst
Engineering-Driven Investment Analysis
参加 March 2024
103 フォロー中 48.6K ファン
@DratchCap I think the power issue in 2028 will get solved by ripping out liquid cooled B200/300 Trn2/3 TPU6/7 and replacing with Feynmann equivilant.
Token/w overtake priority from Token/$ in power scarce world. Anyone who depends on long depreciation will get hurt.
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