“you would have a computer that basically has no software whatsoever on it … just inference capability”
The neural computer replaces the software layer with on-demand inference, and that compute demand routes to GPUs.
“you're coming in. $16 billion short. At least that's what it looks like. And anyways, this bid could be, could be over before it really started.”
GameStop's $125 eBay bid is under-financed by ~$16B and may collapse; deal doubt pressures GME
“Memory bandwidth, not GPU FLOPS, is the binding AI constraint, keeping HBM sold out and memory pricing tight.”
Memory bandwidth, not GPU FLOPS, is the binding AI constraint, keeping HBM sold out and memory pricing tight.
“that's $2,400 of marketing per new user on a site that every American already knows exists.”
eBay is undervalued: $2B of cuttable cost plus a collectibles moat that gets more valuable in the AI era
“We're increasingly ripping out systems of record like ServiceNow.”
AI-native compound startups rip out ServiceNow as system of record, accelerating churn and multiple compression.
“Gone are bankers hours, gone are wire cutoffs … you're talking about global from day one, 24/7.”
Stablecoin rails now move more value than card networks; the regulated dollar-token issuer compounds with that volume.
“one of the most impressive tools in the market that we've seen today is Thomson Reuters Code Counsel … I would love that as an API. Uh, we'll certainly be building on it when they launch it.”
Thomson Reuters' tax AI tool (Code Counsel) is best-in-class moat; API launch later this year unlocks a huge market