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$EOSE If only there was a full-stack, fully American, zero-lithium battery maker whose tech is uniquely suited for AI data centers. What if that company is guiding a sudden 10x revenue surge that the market has scoffed at? What if its stock has a 30% short float?

YeahDave

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205,502 Aufrufe • vor 8 Monaten •via X (Twitter)

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David Sacks on what "winning" the AI race looks like for the US and China 🇺🇸🇨🇳 -- Mass adoption of their tech stack (80-90% market share) -- Achieving an advantage so decisive that they cannot be leapfrogged back @jason: "If China wins the AI race, what does it mean to win?" David Sacks: "To me, it would mean that they achieve a decisive advantage in AI such that we can't leapfrog them back." "An example of this might be something like 5G, where Huawei leapfrogged us, got to 5G first, and disseminated it through the world." "This is where we have to change our mindset towards diffusion." "I would define winning as the whole world consolidates around the American tech stack." "They use American hardware in data centers that are fundamentally powered by American technology." "Just look at market share. If we have like 80 to 90% market share, that's winning." "If (China) has 80% market share, then we're in big trouble."

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The AI bubble argument has the causality backwards. Cerebras CEO Andrew Feldman was in the 1990s fiber optic wave. He knows what a bubble looks like. In fiber, supply was built ahead of demand - companies bet on a future that hadn't arrived. AI infrastructure is the opposite: data centers can't be built fast enough to meet demand that is already here. Cerebras has $25B in backlog. NVIDIA has a backlog. AMD has a backlog. That is not a bubble. That is a queue. If you are short AI infrastructure on bubble thesis, Feldman's framing is the counter-argument you need to engage with. Feldman's full structural argument - including the fiber optic and railroad comparisons:

The AI bubble argument has the causality backwards. Cerebras CEO Andrew Feldman was in the 1990s fiber optic wave. He knows what a bubble looks like. In fiber, supply was built ahead of demand - companies bet on a future that hadn't arrived. AI infrastructure is the opposite: data centers can't be built fast enough to meet demand that is already here. Cerebras has $25B in backlog. NVIDIA has a backlog. AMD has a backlog. That is not a bubble. That is a queue. If you are short AI infrastructure on bubble thesis, Feldman's framing is the counter-argument you need to engage with. Feldman's full structural argument - including the fiber optic and railroad comparisons:

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