& then is it a commodity or a premium product?
When Meta starts selljng [extra] computer capacity .. you need to start thinking as what's wrong with this picture?
What i find funny is how this AI thingy shifted the focus from big models to small models to more energy to power centers to less energy to NVDA the chipmaker to everyone making their own to memory / Korea now .. to all jobs going to AI to Meta realizes its biggest mistake .. the point: is there anything unique here or are we just shifting the focus..!
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