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position yourself properly i think one of the biggest investment themes over the next few years won’t be another ai model it’ll be the infrastructure everything else depends on we’re reaching a point where demand for gpu compute is growing faster than the infrastructure supporting it ai is accelerating it, gaming needs it, and real-time applications are only becoming more demanding that’s why i’ve started paying more attention to the companies and protocols building the rails instead of just the products #ai
position yourself properly
i think one of the biggest investment themes over the next few years won’t be another ai model
it’ll be the infrastructure everything else depends on
we’re reaching a point where demand for gpu compute is growing faster than the infrastructure supporting it
ai is accelerating it, gaming needs it, and real-time applications are only becoming more demanding
that’s why i’ve started paying more attention to the companies and protocols building the rails instead of just the products
#ai
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