The sectors include customized enterprise models and on-device inference.
Zephyr#1695
Big, proprietary Foundational Models - YES! Tuned & customized models for enterprises - YES! Inference & AI Infra providers - YES! Big 3 CSPs - YES! On-device inference - YES!
I guess it is human nature to think zero-sum (SAD!), but sure feels like there's demand for all of it.
Many users enthusiastically back claims of strong demand across AI models and infrastructure, citing infinite token use, investment multipliers, and custom model opportunities, while others call the bullish view a bubble.
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Big, proprietary Foundational Models - YES! Tuned & customized models for enterprises - YES! Inference & AI Infra providers - YES! Big 3 CSPs - YES! On-device inference - YES!
I guess it is human nature to think zero-sum (SAD!), but sure feels like there's demand for all of it.
@ericvishria
@ericvishria @zephyr_z9 Key levels I’m watching! $NBIS 👇
@ericvishria demand for inference will be ~infinite, and it will come in all shapes and sizes
@ericvishria @sarthakgh Yes!
@ericvishria
@ericvishria Every token that can be generated will be consumed.
@ericvishria on-device inference feels tiny until one customer says the data cannot leave the building.
@ericvishria Bubble - YES!
@ericvishria SaaS software - YES?
@ericvishria zero-sum thinking limits innovation. there's room for everyone. niches will create opportunities that big players can't even touch.
@ericvishria Yes! To all though I see - Custom models built specific for their task and that they can own, will be on the rise and a moat for domain specific AI natives and enterprises will see the next wave of adoption.
@ericvishria @sarthakgh 100%
@ericvishria every dollar that goes into this market multiplies itself into 10 more
@ericvishria @zephyr_z9 This cat always gets bullish at the highs. Literally zero respect. Time to protect profits!!
@ericvishria @zephyr_z9 I POST ALL TRADES FOR FREE
I share my real-time buy/sell TRADE alert on WhatsApp, free to join ✅ ➡️Copy search input Reply “Stocks” to WhatsApp: +15312409425