@buccocapital@JaredKubin Isn't Nvidia also creating open source models to encourage more usage of their chips? I think Meta is trying to go closed source for their top models, Nvidia is best hope for frontier open source models
Anyone else eyeing $CARG at these levels? Looks like it should be an AI thriver, not disrupted by AI. I'm taking a starter position at these levels and will continue to add if thesis plays out.
@jaminball@jaminball great article. Q - if software development goes to zero, isn't there still human cost for those starting software companies that has to be accounted for? The overall cost envelope goes down but we might be too optimistic imo.
@SouthernValue95 Yeah I think depending how you prompt, I have seen AI give conflicting answers. $WDAY is a very common on, in some situations it's likely to get disrupted and in other situations it is likely resilient to AI. Scary that hedge funds making picks off AI slop analysis.
@douglas_sharp1@douglas_sharp1 I'm bullish $ONDS but I'm pretty certain all Vanguard money to date has been mostly passive not active, which is still good but would not say it qualifies as conviction yet.