Kant Hores

[Kant Hores @KantHores]

@aleabitoreddit 等那么久，就等你这一句。

[Trade Whisperer @TradexWhisperer]

$MU $SKHY $DRAM $SNDK

I think @elonmusk is talking about me.

[Serenity @aleabitoreddit]

Holy... We've reached 1,000,000 followers!

It's genuinely incredible that so many people care to read about my ideas around AI chokepoints and bottlenecks.

From substrates, lasers, actuators, memory, power to some of the most niche parts of upstream supply chains.

I've had a lot of fun sharing free thoughts I've come across along the way and tracking whether they get validated over time.

A lot worked out, some haven't, and some are still playing out!

But honestly, all of this attention has come as a massive surprise to me this year, especially globally, from Sweden, Japan, Korea, to China.

Thank you for all your support! I'll be announcing something soon to celebrate.

[Kant Hores @KantHores]

@aleabitoreddit To me, it's look like a bubble. Tell me if AI required so much memory to drive then where did the products go for?