https://press.airstreet.com/p/the-case-for-open-source-ai The Case for Open Source AIArm the rebelsAir Street Capital, Nathan Benaich, and Alex ChalmersFeb 8, 2024 “Open source is indisputably one of the biggest drivers of progress in
What I Read: Nvidia, GPU gold rush
https://blog.johnluttig.com/p/nvidia-envy-understanding-the-gpu Nvidia Envy: understanding the GPU gold rushJohn LuttigNov 10, 2023 “In 2023, thousands of companies and countries begged Nvidia to purchase more GPUs. Can the exponential demand endure?”
What I Read: AI’s $200B Question
Follow the GPUs Perspective AI’s $200B QuestionBy David CahnPublished September 20, 2023 “GPU capacity is getting overbuilt. Long-term, this is good. Short-term, things could get messy.”