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Josh Wolfe
Josh Wolfe
18 paź, 23:04·
👀Debata inwestorów AI w trybie błyskawicznym datacentra, NVDA, META, GOOG, AAPL, MSFT, SK Hynix, Pamięć, Roboty, "Lifecording", open source, wydatki na utrzymanie, spadek SaaS, Anduril + więcej... -Brad Gerstner (Altimeter) -Andrew Homan (Maverick) -Josh Wolfe (Lux) -Chase Coleman (Tiger)