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They don't usually ring a bell at the top, but...

The Compound and Friends

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Unraveling the Confusion of Seeking Trillions for Chips and AI

The chapter delves into John Sam Altman's recent statement about seeking trillions of dollars for reshaping the business of chips and AI, expressing confusion about the purpose of such a large amount. It discusses the talks with investors, comparisons to corporate debt issuance and cloud services, and predicts a significant growth in the industry.

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