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156. Playing Bitcoin ETF Fever and Friendship Recession?

Alfalfa Podcast

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Tesla's Potential Acquisition and Nvidia Stock

The speakers speculate on the possibility of Tesla acquiring several companies, including SpaceX and Starlink, forming a conglomerate. They also discuss the sustainability of the current demand for GPUs to train AI models and its impact on Nvidia stock. The chapter explores the options of renting out GPUs or renting the model itself, as well as the advantages of fine-tuning existing foundational models rather than developing new ones.

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