→ $META decided to sell compute because it is scarce and highly profitable


→ GPU prices will crash and neoclouds will lack demand
You have to pick one or the other
Now, if you think Zuck got into neocloud to sell GPUs for pennies, I have a bridge to sell you
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GateUser-06070724
· 1h ago
An interesting development. We'll be watching.
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GateUser-af61b71a
· 2h ago
Why does it have to be one or the other? They can sell compute and still keep demand strong.
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