Matt Dratch(@DratchCap):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!

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.

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Matt Dratch@DratchCap

2026.08.29 13:22

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!