← Dwarkesh PodcastTrade on Hyperliquid →
2:47LONG
“we just never satiate demand for compute. And as long as that stays the case, then the share of the economy that is going towards compute would keep increasing.”
@Dwarkesh Podcast
AI keeps demand for compute insatiable, so the share of the economy spent on compute rises and GPU rents stay high.
NVDALONG@ $211.89
$198.87-6.14%
since call Jun 14
peak +3.4%
TIMESTAMPS
2:47