According to Kaparthy, in his LLM talk, he mentions the limitation right now is compute and there are no signs otherwise. So in a sense, it is moores law all over again for GPUs + these models.
was it not fairly obvious that all the big software companies were going to ramp up on training AI models? the writing was on the wall, some people just didnt read it.
so many folks here have industry knowledge that is as valuable as insider knowledge yet they don't have fortitude to act on it. Instead, they dismiss their own intuition and listen to reddit/social hivemind.
Of course, all earning reports occurs outside trading hours. In the past though, most of the price action following earnings happened in after hours trading. Again, it might change after conference call but that's just the way it's been in the past quarters at least.
welcome to the world of capital gains and QSBS!
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