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"This Is One of the Biggest Economic Impacts of All Time"

Raoul Pal: Real Vision

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The Value of Cruel Computing

A lot of value does accrue to those giant companies because of all the compute power, right? That everybody has to lease. I think people are thinking that loads of models will be trained. My take is that 95% of the compute will be assets or GPUs for running the models. Maybe 5% will be creating your own custom versions of it. 1% will be building the foundation layer.

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