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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
Jonathan Ross
Today, there's this wonderful business selling mainframes with a pretty juicy margin because no one seems to want to enter that business. Training is a niche market with very high margins. And when I say niche, it's still going to be worth hundreds of billions a year. But inference is the larger market. And...
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