
@ns123abc You should not smoke in the plane
Positive users praise Nvidia and Musk as infrastructure winners profiting from AI compute demand, while negative users criticize wasteful capital spending and predict Nvidia's decline as firms shift to custom chips.

@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 🚀 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