
@ns123abc You should not smoke in the plane
Users debate Nvidia and Musk profiting from AI firms' heavy compute purchases as either a smart strategic win or wasteful spending that entrenches dominance.

@ns123abc You should not smoke in the plane

@ns123abc for USA slop output mainly

@ns123abc chads of the highest order

@ns123abc 4D chess

@ns123abc winning

@ns123abc and Jensen is just there hotboxing the whole operation while everyone fights over the compute

@ns123abc And I'm selling these

@ns123abc The party will be over soon Google : custom chip Microsoft : custom chip OpenAI : will do custom chip Anthropic : will do custom chip Nvidia is the reason why AI is unprofitable. In the meantime they alienated the gamer community. Not saying that is going to zero, but 5T->1T

@ns123abc google fumbled so bad

@ns123abc power dynamics in AI are genuinely this simple and this hidden at the same time
funny how the investors never make it into the analogy

@ns123abc 馃殌 The real winners are building the infrastructure behind the AI revolution.

@ns123abc The 'AI gold rush' is less about striking gold and more about who controls the picks, shovels, and the land itself.

@ns123abc everyone fighting over hardware access while these guys are just sitting in a plane lighting the capital on fire

@XFreeze @ns123abc Air Force one can handle it.

@ns123abc selling picks and shovels while smoking in the jet together is such a power move

@ns123abc people keep arguing over the tools, but the real move is charging for the door itself

@alpaysh @ns123abc Air Force One

@ns123abc Nvidia sells the shovels. Musk sells access to the mine. Everyone else pays the bill.

@ns123abc smoke

@ns123abc nvidia's ecosystem lock-in is the real gold here - they own the entire supply chain