"Więc myślę, że będziemy mieli rotacje. Nie zawsze musi chodzić o Nvidię. Jak mówisz, będą czasy, kiedy zajmie trochę czasu, aby wprowadzić nowy przełom w kompresji algorytmicznej lub zbudować te centra danych w wystarczającej skali, aby pokazać kolejny duży krok. Wiesz, po Mythos, może przez jakiś czas będzie trudno. Może nie. Jeszcze nie udowodniono, że jest trudno. Nigdy jeszcze nie napotkali żadnej granicy i ciągle mówią, że nie napotykamy granic, a myśleliśmy, że tak, a jednak nie. Ale myślę, że będą rotacje, jak mówisz, przechodzi przez różne części składowe i niejako je rozbija, ponieważ jeśli pomyślisz o teorii wąskich gardeł. Znajdujesz wąskie gardło, cokolwiek to jest, moc, to wąskie gardło koncentruje kapitał na tym konkretnym problemie, ponieważ jeśli wszechświat dąży do inteligencji na jednostkę energii, usunie wszystkie przeszkody, aby tam dotrzeć, a kapitał jest sposobem, w jaki to robisz. Kapitał i uwaga." "Um so I think we'll get rotations. You know, it doesn't always have to be about Nvidia. As you say, there'll be times when it's going to take a while to push a new breakthrough from algorithmic compression or build these data centers in enough scale to show the next big step. you know, after Mythos, maybe it's going to be difficult for a while. Maybe not. It's not proven difficult yet. They've never yet hit any boundary and they keep saying we're not hitting boundaries and we thought we would and we haven't. But I do think there'll be rotations as as you say it goes through different component parts and kind of breaks them down because you know if you think about the bottleneck theory. So you find a bottleneck whatever it may be power what that bottleneck does is concentrate capital into that particular issue because if the universe is solving for intelligence per unit of energy it will clear all roadblocks to get there and capital is how you do it. capital and attention."
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… The TAM has gone to infinity, which people have never understood. The TAM was always humans, right? And now the TAM is infinity. And we people don't understand this yet. They don't understand um what this is about to do to human biology. They kind of sort of do, but it's not reflected in stock prices yet. Um so I think we'll get rotations. You know, it doesn't always have to be about Nvidia. As you say, there'll be times when it's going to take a while to push a new breakthrough from algorithmic compression or build these data centers in enough scale to show the next big step. you know, after Mythos, maybe it's going to be difficult for a while. Maybe not. It's not proven difficult yet. They've never yet hit any boundary and they keep saying we're not hitting boundaries and we thought we would and we haven't. But I do think there'll be rotations as as you say it goes through different component parts and kind of breaks them down because you know if you think about the bottleneck theory. So you find a bottleneck whatever it may be >> power what that bottleneck does is concentrate capital into that particular issue >> because if the universe is solving for intelligence per unit of energy it will clear all roadblocks to get there and capital is how you do it. capital and attention. >> And so two two things you said on there on the power side, it's very clear to everyone now based on the data center delays, based on the turbines and the transformers and every other part that it's we've got a bottleneck. So what is the recent announcement from Nvidia and Seammens? Well, they're doing something with Fluent specifically on …
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