Issue 2026-11-02 · Voices
Nathan Lambert @natolambert
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. [引用 @bookwormengr]: https://t.co/FwCvq5z2nh
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