Elon was hyping his Dojo chip in 2021 and then he cancelled it and now says Nvidia chips are best.
Dojo is a supercomputer built from scratch for video processing and NN training. We think it will be roughly an order of magnitude better than existing supercomputers at lower cost."
— August 2021 (leading into the August 19, 2021 AI Day unveiling of the D1 chip)
@PatrickMoorhead Your are right. That is going to help the revenue growth for all IT System Integrators and their stock price may recover. $ACN already came back from 127 to 180. $CTSH $INFY
I think that means company’s IP and Moat compounds by the resources it uses like humans and now Tokens. But the IP and Moat only flows in to frontier models. Neither microsoft or its client companies benefit in new world of llm. The more microsoft and client spend on tokens their human capital are not learning skills and any value created is ephemeral, but IP and Moat grows for frontier models
@GaryMarcus At the core it is billable hours business with million employees. If they know how to Apply AI they could cut 50% employees right away. But they will loose 50% revenue with that model.
My stock pick for second half of 2026 is $GTLB . Clear aquisition target with price above 6B$. Github cant handle all the code generated by AI and alternative needs to be in the hands of Google AWS or even model builders like anthropic grok openai Check out GTLB (GitLab Inc. Class A Common Stock) - Current price: $26.28
https://t.co/fz5JyQzJW7