X @Cassandra Unchained
Cassandra Unchained·2025-12-12 03:52
The Supply-Side Gluttony Recurrence: Queries and Quibbles has been published.I took questions from the comment section of The Cardinal Sign of A Bubble: Supply-Side Gluttony and did my best to answer them long form. I cover $NVDA of course, defend my chart, and expand on misconceptions re: the demand/revenue side for generative AI, among other topics.https://t.co/IzdYBdtpS3 ...