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287 sats \ 1 reply \ @gmd 16 Feb

Could end up being the smartest of the bunch by resisting the peer pressure.

Let the others spend tens of billions and wait for hardware and overall costs to drop before jumping in...

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And meantime make contracts that are very demanding, dictate the terms

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I would have expected their capex to be a bit higher after they started focusing more on their own chips? Slow and steady wins the race?

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they started that before the chart begins

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👀

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