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20VC: Deepseek Special: Is Deepseek a Weapon of the CCP | How Should OpenAI and the US Government Respond | Why $500BN for Stargate is Not Enough | The Future of Inference, NVIDIA and Foundation Models with Jonathan Ross @ Groq
Harry Stebbings
I just bought a shitload of NVIDIA. They dropped 16% on the thesis that the increasing efficiency means that obviously we wouldn't need as much NVIDIA chips. And I thought exactly that, which is like, you'll still need the NVIDIA inference and you'll just have much higher usage. So to me, it's the most screaming buy of the century.
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