The unfortunate reality is that while models may become commoditized, semiconductors will not.
And the leading-edge foundries that manufacture those semiconductors are effectively oligopolized by three countries.
Memory, meanwhile, is oligopolized by two countries.
In the end, this AI export-control shock is ultimately positive for the AI supply chain.
@TheStalwart@TheStalwart China’s model: subsidize areas of national interest. Same playbook China successfully instituted for EV’s. 95 die. 5 company’s rival Tesla.
Bailouts are for zombies. Subsidies are for evolution.
US should copy the subsidy part, skip the bailout.
Yap early, yap only, yap often.
@_kaitoai is connecting AI, attention and capital with Yaps.
Just claimed my social card and I'm accumulating Yap points in real-time.
Claim yours 👉 https://t.co/6dxzAwpAO2
We're giving away Max Pain #491 by @XCOPYART in honor of @gabrielleydon's $7m Super Bowl ad spend.
All you have to do is follow @Ultra_DAO and retweet this. Winner will be picked on 2-23-23.
See that tweet where I described my show on Amazon Music?
They're having a contest today to see who can get the most RTs (and are offering publicity to winning shows).
Please Retweet that one (not this one)? I'd really really really appreciate it.
Recently listened to smarter money podcast with @ErikSTownsend. His views on formation of a new financial system being built over next 10-20 years highlights the importance of credibly neutral protocols @cburniske and transparency