Selling B30s
Awesome Dwarkesh episode with Jensen, but did not love the discussion around selling B30s to China and really think that Jensen’s position is pro-American. I am super patriotic and believe that selling B30s to China *lowers* the risk that China surpasses America in AI. Vera Rubin > GB300 > GB200 > B30. Why is this hard?
Tech Valuations Bottom, GPU Prices Surge, Growth Opportunities
Risk/reward seems attractive: Token consumption accelerating, GPU per hour rental prices going vertical and Tech valuations are broadly below their Covid and Deepseek lows. Some high quality secular growth names are at mid single digit multiples on real 27/28 numbers.
Investing Deep Dive: Philosophy, Process, and Minimal AI
Fun to do this with my friend @tseides Minimal discussion of AI; much more of a focus on investing. Background, philosophy, process, etc. https://t.co/f8X30Hd4RY