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🔥This is Mind-blowing !🔥 Emmanuel Macron's pro- Palestinian policies are not merely political, but deeply rooted in a personal, shocking psychological sexual trauma he had suffered as a child. How did no one notice ? It makes sense ! It explains so many irrational decisions Macron have made. The...

18,869 次观看 • 10 个月前 •via X (Twitter)

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Peter Thiel on $NVDA (about a year ago): It is probably quite tricky. If you had to concretize it, one thing that is very strange is if you just follow the money, at this point 80 to 85% of the money in AI is being made by one company, it is NVIDIA. It is all on this very weird hardware layer, which Silicon Valley does not even know very much about anymore. We do not really do hardware, we do not do silicon chips in Silicon Valley anymore. I get pitched on these companies once every three or four years, and it is always, I have no clue how to do this, it sounds like a pretty good idea, but man, I have no clue, and we never invest. There is this theory that the hardware piece makes the money initially, then gets more commodified over time, and it will shift to software. And the, I do not know, multi trillion dollar question is whether that is going to be true again this time, or whether NVIDIA will have this incredible monopoly. I suspect NVIDIA will. I think it will maintain its position for a while. I think the game theory on it is something like this. All the big tech companies are going to start trying to design their own AI chips so they do not have to pay the 10x markup to NVIDIA. How hard is it for them to do it? How long will it take? If they all do it, then the chips become a commodity and nobody makes money in chips. So do you go into hardware? You should do it if nobody else is doing it. If everybody does it, you should not do it. I am not sure how that nets out, but probably people stay stuck for a while and NVIDIA goes from strength to strength for a while.

Wall St Engine

824,896 次观看 • 8 个月前