8 points | by CharlesW 11 hours ago
1 comments
I mean 3x telecom and fiber doesn’t seem so crazy to me. Both represent massive shifts and I think AI has a lot more potential.
Scaling AI seems to be an energy problem that needs to be solved. Perhaps that is the Achilles heel that makes the bet risky.
I mean 3x telecom and fiber doesn’t seem so crazy to me. Both represent massive shifts and I think AI has a lot more potential.
Scaling AI seems to be an energy problem that needs to be solved. Perhaps that is the Achilles heel that makes the bet risky.