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compute infrastructure

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 30, 2026 by David Friedberg · across every show →

Everything said about compute infrastructure, oldest first

Jul 30, 2026 bearish
Opinion
Friedberg: Chinese open-source AI could commoditize the model layer
“China is now demonstrating that they may deflate the value of models by releasing open source AI models. And that ultimately the value may just sit with the compute infrastructure and the compute layer.”
David Friedberg Jul 30, 2026 ▶ 20:25 Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
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