Press Space to continue
Curated tech Twitter/X posts on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
Press Space to continue
Press Space to continue
Ken Griffin of Citadel questions the economics of the AI infrastructure boom: ›What happens when GPU supply exceeds demand & pricing goes into free fall? ›Are today's semiconductor margins sustainable? Are investors overestimating the useful life of GPUs? “Look, I think this market is actually experiencing people doing research. For the couple of years, if you were on the thematic program of we're gonna spend hundreds of billions or a trillion dollars in data centers, we're gonna build…