Small Cap Snipa
@SmallCapSnipa
Stock market research. AI / data centers / power infra / cloud compute. NFA
加入 February 2021
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Chamath: Within a year, the top three models will be open source. The economic winners will be the American clouds that serve them.
$IREN & $NBIS
He also mentions Baseten, Together, and Fireworks. All three are customers of IREN or Nebius.
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Prediction: within 12 months, top three models will be open source.
Economic winners will be the American clouds that serve them:
Nebius
Iren
Baseten
Together
Fireworks
