@matthew_sigel The 20% figure feels overstated: the $14.6B raise is largely refinancing, not a GPU bet.
My read is different. The real AI multiplier is research throughput: LLMs let one researcher test 2,000 hypotheses instead of 200. That creates the demand for vastly more training on GPUs.
@emanueledpt thank you for making such an amazing app! one question:
is plan mode fully supported yet? it doesn't prompt the back and forth clarifications like mac os app does? or is it a limit from app server