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“AI scaling is not exponential. It never was. I fit a logistic model to general capability vs compute across every major model generation — AlexNet to GPT-4. R² ”
@5_utr · NonsparseOncologist
AI capability saturates logistically, not exponentially — NVDA's compute-demand story is built on a broken premise.
NVDASHORT@ $210.89
$199.75+5.29%
since call Jun 20
peak +8.9%
“AI scaling is not exponential. It never was.”
@5_utr · NonsparseOncologist
CoreWeave's GPU-cloud business model requires scaling to be real — if AI capability is saturated, their entire demand thesis evaporates.
CRWVSHORT@ $119.33
$71.91+39.74%
since call Jun 20
peak +48.3%
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