bone@boneGPTWhere to put your money now that Stargate was announced? A thread on what companies stand to benefit from $500b in AI infrastructure spending 🧵Opens with a question
bone@boneGPTimagine paying 6.5 BILLION DOLLARS to hire Jony Ive only to pivot away from hardware without launching a single product gotta know when to fold em but damn 6.5 BILLIONOpens with an observation
bone@boneGPTMETA shipping a useful tool is bullish you can wrap this right now and create a startup that sells it for 3x the inference cost people who get good at speedrunning this kind of arbitrage get rich while wagies slave away in the goyminesOpens with an observation
bone@boneGPTDemis is a bright guy but all this "standards body" stuff is garbage. Google has "standards" and look at where it's gotten them. Third rate product. Bard was making black nazis. Silly shit. Your AI should be aligned with you, not some High Council of Dweebs in an ivory tower.Opens with an observation
bone@boneGPTtrial starts tomorrow, my gut says Musk wins but what is there to win? They aren't going to unwind a trillion dollar company or fire the CEO. The judge is a Latina and women hate Elon, therefore I am betting on Sam.Opens with an observation