alt Hacker Newsso short them. if you think that the demand for skilled-labor-substitutive capital is saturable in the medium term or that improvements at the model level eat those at the hardware/cuda level or that nvidia just has the timing wrong, short them.
so short them. if you think that the demand for skilled-labor-substitutive capital is saturable in the medium term or that improvements at the model level eat those at the hardware/cuda level or that nvidia just has the timing wrong, short them.