There are so many horribly confused takes today on the relationships between compute, supply, demand, and details of specific businesses. Never an easier time to separate signal from noise. $META $MU $AMZN
@hkarthik This sentiment is already extremely prevalent outside of tech unfortunately. Many people have a general mistrust, disapproval, or just plain lack of interest in using it
@LDrogen I also think the bearishness on hypers due to infra cost growth is overblown. If they are truly experiencing this level of demand, they can pass high infra costs along to customers! Market just doesn't fully appreciate the scale yet.
@1ssve Ask your boss what’s typical, if they’re serious about it they’ll give you a range and encourage you to use it. In my experience 3-5 weeks is usually very acceptable.