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15:23LONG
“Maybe for the first time, this is no longer true, right? So the famous fact here is that an H100 costs more to rent now than it did 3 years ago, even though…”
@Dwarkesh Podcast
If AI compute demand never satiates, GPU pricing power persists and NVIDIA's margins and revenue keep compounding.
NVDALONG@ $221.96
$198.83-10.42%
since call Jun 4
65:29LONG
“Which is, as we were saying, is sort of unique, a capital that is uniquely ill-suited to be complementary to the production of AI or the serving of AI or to…”
@Dwarkesh Podcast
Privatized AI value is now coming public; Anthropic's S-1 starts the re-rating of the biggest private AI name.
ANTHROPICLONGIDEA · NOT YET PRICED
TIMESTAMPS
15:23
65:29