Kyle Harrison@kwharrison13"We ran the math. OpenAI is buying 3-4x more memory than it could possibly need in the short term. The most charitable explanation is aggressive forward positioning. The less charitable one is that they're cornering supply to kill on-device AI before it starts."Opens with an observation
Kyle Harrison@kwharrison13The SaaS oversell right now will go down in history alongside other recent market overreactions like DeepSeek wiping out $2 trillion of market cap or Meta losing 2/3 of its value at one point over VR investment fears.Opens with an observation