Donโt shoot the messenger: Why would Nvidia sell any RTX 5090 at <$5K when they can sell the same die as RTX 6000 Pro for $16K? It has massive demand. Today every RTX 5090 they sell is a charity project. Capitalism basics = sell for highest bidder.
Increasingly becoming convinced the only value left will be in the 5% ai canโt do for a few decades well (at least).
1. Physical.
2. Strategy and very novel ideas.
3. Complex compliance moats.
4. Brands.
5. Community.
6. Authority and trust.
7. Community and events.
Dollars will shift around accordingly.