This is a good post.
The reality is that the AI build is pricing in more markets to emerge, and AI has continued to deliver them over the last few years. Timing is everything -- the markets could come well after the compute comes online.
Nathan Lambert says AI compute is pricing in markets that have not yet emerged
AINathan Lambert says the AI buildout is pricing in markets that AI has repeatedly delivered on over the last few years. He adds that the markets may arrive well after the compute comes online, so timing is critical.
Nathan LambertVerified on X
@natolambert
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