Apoorv Agrawal, Partner @ Altimeter
A Stanford economics professor synthesizes insights from a nine-week AI supercycle course with industry leaders, distilling key theses on NVIDIA's dominance, power infrastructure bottlenecks, and the coexistence of open and closed AI models through distillation economics.
Read the full post on Apoorv's notes ↗
Topics: AI (Horizontal) · AI Infrastructure · Semiconductors
Published by Apoorv's notes · their site ↗
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