Matthew Tuttle (@TuttleCapital) “Most investors are asking: which AI company wins? That's the right question for” — TopicDigg
Matthew Tuttle
@TuttleCapital
The Next AI Bottlenecks: Memory, Photonics and Space.
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加入 January 2015
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Most investors are asking: which AI company wins?
That's the right question for the last cycle.
The GPU constraint formed. The investors who identified it early — before the crowd arrived, before Wall Street coverage was broad — participated in some of the most significant returns in technology investing history.
That window is closed. The GPU trade is consensus now.
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