Here's the unspoken truth: Everything in Hollywood is driven by money—and if the audience wants Michael Jackson, despite all the scandals, the entertainment industry will deliver him on a silver platter.
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).
Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble.
1mo ago
Underscored — save the words that stop you in your tracks.
