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Nathan Lambert Says AI’s Future Markets May Trail New Compute Capacity
What happened
This is a good post. The reality is that the AI build is pricing in more markets to emerge, and AI has continued to deliver them over the last few years. Timing is everything -- the markets could come well after the compute comes online. https://twitter.com/bookwormengr/status/2116705246856741114
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See the full storyNathan Lambert Says New AI Markets Could Arrive After Compute Capacity Comes OnlineThis is a good post.
The reality is that the AI build is pricing in more markets to emerge, and AI has continued to deliver them over the last few years. Timing is everything -- the markets could come well after the compute comes online. https://twitter.com/bookwormengr/status/2116705246856741114
https://x.com/i/article/2116680651420356613View the quoted post on X
The story so far
Nathan Lambert said the AI infrastructure buildout is pricing in markets that have yet to emerge, and those markets could arrive well after the computing capacity comes online. His assessment points to a potential timing gap between adding capacity and developing the markets expected to support it. Lambert said AI has continued to deliver new markets over the past few years, but argued that timing remains critical to the current buildout.
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