RandomRanger
Just build nuclear plants!
No bio...
User ID: 317
p
RandomRanger
Just build nuclear plants!
User ID: 317
p
Just build nuclear plants!
User ID: 317
Just build nuclear plants!
No bio...
User ID: 317
I am not interested in obscurantist accounting jargon, I'm interested in what's actually happening in the real world. The important details, not trivia. In the real world, inference/production is profitable, while research is expensive. That is what causes the losses of these companies. They have barely began to monetize, focusing on developing a brand and a userbase because they have long time horizons.
Has your thesis been making you good returns in the real world? You're so wise and clued in about the real value of OpenAI, this failing business with 700 million weekly users, (up over 100% this year). Why haven't your Nvidia shorts been paying off? You do have skin in the game, right? There are surely so many opportunities for this key alpha to pay off for you given the huge infrastructure buildout. Or maybe it's a bit more complicated than you think, growing a userbase first and then monetizing is a thing. Maybe all these hyperscalers aren't just randomly squandering hundreds of billions 'gambling' on R&D. I have skin in the game, my money is where my mouth is, I'm enjoying my Nvidia gains.
Would you call Zuckerberg a fool for buying Instagram for $1 billion when it had no revenue? This beancounter logic doesn't work in the real world.
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