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While I dislike this take, when the dust settles we will have compute clusters orders of magnitude larger than anything that existed in 2023.

If demand vanishes for the 3 million cards Amazon just bought, then something will be done with them. The AI market may end up in a bizarre jepson's paradox of rotation between inference use cases and model training.

I find "bro" and "dudebro" to be such fascinating slurs. The previous incarnation was "neckbeard" / "obese dude living in mom's basement", so "dudebro" comes across almost like a compliment.