It's cute that CNBC brings on guests to say dumb things like "we are still in the early stages of ai adoption but we are in the late stages of the infrastructure buildout"
Someone needs to email that woman and explain that you can't have meaningfully more ai adoption without significantly more ai infrastructure.
Perhaps she doesn't realize the world is compute constrained which is why companies like $SPCX and $NBIS can charge $40M+ per MW for their capacity.
Kind of funny how many investment professionals still don't understand what's happening across the ai ecosystem... we're seeing accelerating demand for compute which means we're still years away from the ai infrastructure buildout being in the late stages.
Happy Friday except to the people who are bearish on ai infrastructure :)
NFA.
DYOR.
*We are long $NBIS at @FirstWaveFund
@smurthys@Cor3ntin The first cross-country railway was completed in 1869 and today there are several more routes for freight and passengers.
https://t.co/SqjgMUNzw0
I don't think it's radical to say schoolchildren should not have "lunch debt." If we can give tax breaks to billionaires we can guarantee free, universal school meals to all our kids.