註冊並分享邀請連結,可獲得影片播放與邀請獎勵。

Ben Pouladian
@benitoz
AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016
加入 April 2009
1.3K 正在關注    25.2K 粉絲
Anthropic just stood up a real biology lab for AI drug work Physical biology. Not only software Street still prices the model as the moat I already wrote the note: Design is cheap. Test is scarce. The moat is the measurement Unpaywalled so anyone can read it The Moat Is the Measurement
顯示更多