Jax Vullinghs, Partner @ Airtree
Soros's reflexivity theory applied to AI: the real trend is improving models requiring more compute capital, but the misconception is that improvement pace is independent of that capital. Nvidia, acting as AI's central bank through massive commitments and guarantees, has become the crucial founder-driven force accelerating the entire ecosystem—raising questions about what happens when that exceptional leadership changes.
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Topics: AI (Horizontal) · Semiconductors
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