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Open original source ↗Bizarre how the GPU doomers all somehow understand “true demand” better than the companies who all have a massive compute shortage, are “melting down their GPUs”, and scrambling to find supply! 🤣🚀
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Datacenter capex is going to 0 Grok struggling deploying Anthropic extremely low rate limits for paid + Cursor Google not offering 2.5 on API OAI not serving o3, struggling to serve 4o image Azure, still not serving many models including o1, o3, deep research, 4.5
dylan522p ↗