Thank you for your attention to this matter! https://t.co/3HU47FBC4f
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🚨 Pod up: The fifth bestie returns @altcap Welcome back Brad Gerstner! -- Trump Brokers Gaza Peace Deal -- National Guard in Chicago -- OpenAI-AMD deal -- AI Roundtripping and the Bubble Myth -- Gold Rally -- Polymarket $2B investment, future of prediction markets https://t.co/bsGjjC9mXw
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Cerebras’ IPO failed because of revenue concentration to a Emirati hold co (G42) the US Gov wanted an embargo against Not because of “per-watt efficiency” As real time, high bandwidth models (ie Sora 2) reach mass adoption, ASICs with lower latency are the most viable option
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