[nextworddev]

This article is pretty confusing, doesn't really have a thesis, just listing some stats. Maybe that's the intent.

[foundart]

I had the same response.

Certainly it suggests that “this time is different” without saying it in a quotable fashion.

The metrics it provides seem useful. What are the metrics it is missing?

[nextworddev]

The thing that this doesn't get is that 10bn a year is basically 70%+ of yearly R&D and inference budget of OpenAI.. so this Nvidia deal is actually great (for OpenAI) in terms of protecting its cashflow