underscored

@underscored

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From the perspective of 2026, Generative AI is a springboard to an acceleration of capital moving faster into deep and emerging technologies.

Michael Spencer
3w ago

the inference that will matter most in the future, at least in terms of market size, will be "agentic inference", where humans aren't involved at all. That will lead to very different trade-offs in architectures, and is good news for both China and space (but maybe not Nvidia).

2mo ago

Underscored — save the words that stop you in your tracks.

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