Open AI……The Take-Away is simple……the detail, mechanics and execution are the struggle….Wall Street is….Flailing.

I am going to make the assumption that you know about the OAI/AMD announcement yesterday and have a basic grasp of the big picture detail…..AMD announced a deal with OAI to deliver 6GW of compute to them (thats the same power draw as the whole of Singapore) and at the same time gave OAI warrants...

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