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.
加入 December 2010
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The ‘British Burry’ says he’ll reconsider AI when a hardware breakthrough makes it 1,000x cheaper. 🤔 So at the ~90% annual decline in cost / fixed capability, his AI-pilling is scheduled within three years. Probably sooner as AI increasingly helps improve AI. See you in 36mo, Ed. I’ll save some of my bottleneck stocks just for you!
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