chip layer
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 19, 2024 by Aidan Gomez · across every show →
Everything said about chip layer, oldest first
Aug 19, 2024 neutral
Gomez: AI Value Currently Accrues at the Chip and Application Layers
“Value is accruing beneath, like at the chip layer, because everyone is spending insane amounts of money on chips to build these models in the first place, and then above, at the application layer, where you see stuff like let's say ChatGPT, which is charged on…”