Inference Revolution
A significant shift in investment trends is underway, with companies gearing up for increased spending on compute in 2025. The discussion highlights the explosive growth of inference, expected to rise dramatically due to advancements in chain of reasoning. As major players like Meta and Microsoft allocate substantial portions of their revenue to capital expenditures, the implications for the future of technology and intelligence production are profound.In this clip
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Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
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