Out of adversity, opportunity?
A few hours ago, Nick Dorsi, a former Apple executive and AI researcher, confirmed our thesis on the storm that occurred over the weekend regarding AI safety:
"The way we ensure advanced and safe AI models is by investing compute power – so the point is that we will need even more compute power to ensure that future models are safer and more aligned...
Yes... slow down my ass."
More compute power = a larger order backlog for all companies in the value chain.
According to him, it seems the market really erred in its reaction to this event...