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Wenfeng's investor call should be read skeptically. It has several curious contradictions. He says he won't do chips "if possible" (has actually been …
Wenfeng's investor call should be read skeptically. It has several curious contradictions. He says he won't do chips "if possible" (has actually been working on chips for years). The part about the government not giving him a cent (got $150M investment). And… $3B tops for compute? At $25K/pop, that's 120K H200s, but *h