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A Breakdown of AI Chip Companies | the singularity is nearer

geohot.github.io · 2,012 words · saved by 1 readers

I see something similar happening in AI chip companies that I do in self driving cars. You have many wildly overcapitalized companies that have 0 product market fit, never mind revenue or profit.

I see something similar happening in AI chip companies that I do in self driving cars. You have many wildly overcapitalized companies that have 0 product market fit, never mind revenue or profit. Not a single one of these companies has a product I can buy! The current leader in AI chips is unquestionably NVIDIA, and they have a card I can buy. So that leaves the question, are the companies banking on a stupid business model, or do they just not have anything? I tend to think it’s the latter. Remember: Unless it’s a from company with a track record like Apple, secrecy is just cover for “we don’

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