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Chris Sotraidis's avatar

If AGI doesn't work out, at least we'll have an insane amount of GPU compute for cloud gaming in 2030 😂

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Brigadoo's avatar

Really enjoyed this piece, Chamath. It reminded me of the recent BG2 podcast with Jensen, where his optimism about the AI build-out stood out — framing today as just the tip of the iceberg in terms of infrastructure demand. What struck me most was his conviction that price competition won’t meaningfully displace NVIDIA’s market share, because the moat isn’t just about silicon.

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