Why the Future of AI May Run on a Commodity Contract
U.S. policy and derivatives trading expertise are converging to financialize GPU compute| davefriedman.substack.com
U.S. policy and derivatives trading expertise are converging to financialize GPU compute| davefriedman.substack.com
The future of inference is bifurcation: cheap edge hustle at one pole, sovereign-scale sanctuaries at the other| davefriedman.substack.com
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