Gavin Baker
@GavinSBaker · Jan 27, 2025
2) Conclusions: 1) Lowering the cost to train will increase the ROI on AI. 2) There is no world where this is positive for training capex or the “power” theme in the near term. 3) The biggest risk to the current “AI infrastructure” winners across tech, industrials, utilities
Elon Musk
@elonmusk
Interesting analysis. Best I’ve seen.
AJ will be everywhere.
04:40 PM · January 27, 2025 · 396.9K views
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