I think the conclusion of this article is that the current amount of money spent in GPUs can't continue for the next year. What is going to happen to Coreweave?

I think the conclusion of this article is that the current amount of money spent in GPUs can't continue for the next year. What is going to happen to Coreweave?

https://www.sequoiacap.com/article/follow-the-gpus-perspective/

Guido does a great job rebutting this article on multiple levels.

🇧🇷🇺🇸 - Book: Making Things Think: https://holloway.com/mtt .Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph

Guido does a great job rebutting this article on multiple levels.

https://x.com/appenz/status/1704915400096649696