Margins, training vs. inference, and competition

In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about the large amount of speculative data center land purchases, the brittle NVIDIA GPU economy, and the economic realities of AI.

https://paulkedrosky.com/

The Nick, Dick and Paul Show: https://www.youtube.com/channel/UCFbDiETo29GTIjg6Lk4imig

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