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RT Gavin Baker: A series of fairly wild thoughts from Dwarkesh. I thought I was bullish but even I am not assuming that the price to rent compute cont…
RT Gavin BakerA series of fairly wild thoughts from Dwarkesh. I thought I was bullish but even I am not assuming that the price to rent compute continues to go up!I will say that I am in SV this week and Dwarkesh is capturing the zeitgeist.Net, net public markets would probably be trading differently if they saw the Op