4min chapter

Equity cover image

It's always earnings season if you look hard enough

Equity

CHAPTER

The Importance of Patience in AI

To succeed in AI at the cloud infrastructure level requires a lot of money up front. Nvidia shareholders shout out, you're doing great, but it does seem that the real revenue growth is going to be two to four quarters out. This is not technology we want to rush. There could be a lot of a lot of harm done in my humble opinion.

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