|
|
|
|
|
|
by govideo
503 days ago
|
|
|
Let me qualify your statement... CapEx is what EXISTING US firms were/are lining up to battle with. With R1 as inspiration/imperative, many new US startups will emerge who will be very strong. Can you feel a bunch of talent in limbo startups pivoting/re-energized now? |
|
|
True! It certainly should be, as there is a lot less reason to hitch one's wagon to one of the few big firms that can afford nation state scale GPU compute.