@RJCcapital Mostly noise to modestly supportive because it reinforces the idea that frontier AI is becoming a strategic infrastructure race rather than a consumer software race. The demand for compute, networking, power, cooling, and infrastructure arguably becomes more strategic, not less.
@OddStats Tempting. Iβd have to consult my two other partners. Oh and I just noticed that both their names start with the same letter, C. What are the βoddsβ of that!
@OddStats Yep, thatβs what I meant. Instead of looking at your positions evey 1.2 seconds - like I do - turn off the computer, phone or whatever and check back in 6 months (checked the market twice while typing this message)