Pausing the trivia to ask you a question
I’d love to see a recurring piece on where the physical bottleneck moves next: compute, memory, packaging, networking, power. The investor edge is often in the layer that becomes scarce before consensus catches up.
I’d love to see a recurring piece on where the physical bottleneck moves next: compute, memory, packaging, networking, power. The investor edge is often in the layer that becomes scarce before consensus catches up.