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> we are not going to get a share of it

We are literally getting a share of it. The chinese are releasing open weight models that compete with fucking Fable. We just need the industry to catch up and start manufacturing the hardware we need to run this stuff. We are so close!

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> Compute will become the means of production

> We just need the industry to catch up and start manufacturing the hardware we need to run this stuff

Dude, he's saying that it won't catch up because it's part of the new means of production. Compute is the hardware.

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Why not? Demand is absurdly high, and so are the margins. The chinese are pretty good at obliterating those margins.
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