Navigating the AI Investment Landscape: GPUs, Market Valuation, and the Future of Technology

Sequoia recently published a blog post about AI's $600B problem. The piece has been used as evidence that AI is a massive bubble. NLW argues that the piece isn't actually arguing what people think it's arguing. Read the original piece: https://www.sequoiacap.com/article/ais-600b-question/

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