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100 sats \ 4 replies \ @BlokchainB 13h \ on: What GPU pricing can tell us about how the AI bubble will pop econ
Nvida is $5T prices fall what happens to this valuation?
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229 sats \ 3 replies \ @optimism 11h
Nothing for a while. They launch a new gpu that is marginally better and price it up more-than-marginally.
Intel has been doing this for 15 years... that's about how long you can get away with it in the hardware business until you get seriously disrupted. For Intel, the signal was Apple phasing out their chips.
For NVidia, watch for either Larry, Zuck or Elon stocking their massive new datacenters with AMD, or worse, Huawei. (And then all that will happen is TSMC taking a stake in NVidia when it's properly dipped)
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100 sats \ 2 replies \ @BlokchainB 10h
The silicon game is ruthless
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123 sats \ 1 reply \ @optimism 10h
Bleeding edge tech is not for pussies. Ask Philips, cuz they the biggest pussies. They cofounded both TSMC and ASML, and sold early.
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100 sats \ 0 replies \ @BlokchainB 10h
That is maximum pain. But i understand I sold my AMD shares back in like 2020
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