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Open original source ↗A good post on AI GPU depreciation, among other things.
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I just published my cautious view on the current state of the AI market & why I have trimmed or sold many of my positions. - We are running out of organic capital - GPUs are a fast-depreciating asset - Valuations are factoring in a very small chance of things slowing down https://t.co/EYdbd2Lugx
RihardJarc ↗