My "oh sh* moment" with GenAI is ongoing and is watching all the correlated financials unwind when TSMC said "we can only support so much"[1].
Very few things in life experience exponential growth and assembled systems don't often stay that way if they don't become sigmoidal. ie its exponential and end is nigh xor its exponential then sigmoidal xor linear.
Also a bit hilarious to believe that a single 3 month cycle at TSMC could determine a severe amount of propped valutions.
Very few things in life experience exponential growth and assembled systems don't often stay that way if they don't become sigmoidal. ie its exponential and end is nigh xor its exponential then sigmoidal xor linear.
Also a bit hilarious to believe that a single 3 month cycle at TSMC could determine a severe amount of propped valutions.
[1] https://www.theverge.com/tech/943066/tsmc-ai-demand-struggle...