$tril 93% institutional ownership which continuously increased over the past 6 quarters. Only 7 million shares with retail. Let’s see how this pans out in next few quarters.
@wintonARK It’s not the uber market that matters. There’s approximately 1 million uber drivers on road. And there is 150 million unique cars on road every day. Look at the TAM when it’s cheaper to take cybercab to work compared to owning a car.
17,000 tokens per second!! Read that again!
LLM is hard-wired directly into silicon. no HBM, no liquid cooling, just raw specialized hardware. 10x faster and 20x cheaper than a B200.
the "waiting for the LLM to think" era is dead. Code generates at the speed of human thought.
Transition from brute-force GPU clusters to actual AI appliances.
https://t.co/Bf6DH7Q6Uf
17,000 tokens per second!! Read that again!
LLM is hard-wired directly into silicon. no HBM, no liquid cooling, just raw specialized hardware. 10x faster and 20x cheaper than a B200.
the "waiting for the LLM to think" era is dead. Code generates at the speed of human thought.
Transition from brute-force GPU clusters to actual AI appliances.
https://t.co/Bf6DH7Q6Uf