Discussion on Nvidia's GPU Models, AI Demand, and Competitive Pressures

A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of AWS and Amazon Supply Chain. At the end: An Elon hater reviews the Cybertruck.

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The AWS IPO — Stratechery

The Amazon Tax — Stratechery

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