I don’t agree with you. Their product is a fully scalable almost human tier intelligence. I think it’s worth way more than $1 trillion but they have to get their capex in order first so they can provide dirt cheap tokens.
"fully scalable" except it requires massive capex to build out data centers with limited actual resources to put in those data centers.
> Their product is a fully scalable almost human tier intelligence.
"Almost" being a synonym for "not".
> get their capex in order first
how are they gonna do that when the half-life of a GPU is 18 months?
If the company cant convert the product into earnings it really doesnt matter what the product is. It can be a magic machine that turns water into wine. They still have to find people willing to pay for it.
If the world is not ready for fully scalable almost human tier intelligence then, being right at the wrong time is the same as being wrong.