Investment Notebook
Portfólio de IA 002: Computação
A primeira camada da pilha de IA é também a mais física: chips, memória, rede, energia e refrigeração. O que é fato, o que é tese, e o que eu não estou afirmando.
Investment Notebook
Investment Notebook
AI Portfolio 002: Compute
The first layer of the AI stack is also the most physical one: chips, memory, networking, power and cooling. What is fact, what is thesis, and what I am not claiming.
Investment Notebook
When AI stops being software and starts operating
AI may be moving from software that assists humans to software that operates parts of economic systems. That changes where value may accumulate across compute, models, data, agents, economic rails and physical AI.