Ben Pouladian
@benitoz
The world isn’t short of oil. It’s short of tokens.
Hardware, software, models. System-level AI infrastructure analysis.
$NVDA since 2016. DMs open ↓
加入 April 2009
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Alphabet is raising 80B to buy compute “to meet unprecedented customer demand”
Berkshire put in 10B of it
Read that again
The most patient capital on earth just underwrote a GPU bet
Jensen says compute equals revenue
Buffett just priced the collateral
$GOOGL $BRK.A $NVDA
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