Nathan Lambert on AI infrastructure and market timing
AI summary
Commenting on someone else's post, Nathan Lambert said that AI infrastructure investment is pricing in more markets that have yet to emerge, and that over the past few years AI has indeed kept delivering on those markets; timing is key, and the market may arrive long after the compute comes online.
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This is a good post. The reality is that the AI build is pricing in more markets to emerge, and AI has continued to deliver them over the last few years. Timing is everything -- the markets could come well after the compute comes online.