The ChatGPT Report

Are the data centers actually for LLMs? I have my doubts and our friend @gregisenberg also tells us 30+ observations on the greatest opportunities in AI agents right now. and as always Hedgie gives us some great content

Do you actually think these data centers are for LLMs?
https://x.com/HedgieMarkets/status/2054360727767674904
https://x.com/gregisenberg/status/2054584280848769413

No AI was used in this episode....is that going to be the norm? is AI dying a slow death or accelerating beyond what we can even imagine...or is is all...not real, are the demos real, is the product real, am I real?
And what happened to the good ole days oh AI when something was coming out every day that felt life changing?
There' s something in the water...but what?

Are LLMs having true issues and why is AI not advancing fast enough…or is it? Ryan discusses why he thinks things are slowing down and why the demos recently are just that…demos, not real life. Take a look at this great video below as well
https://youtu.be/wLC7SATDmy8?si=oN2iVr_eDmMGt0uY

Nvidia dominates as per usual, and listen as Ryan try's to explain Quantum computing (its bad).
Data centers are in trouble? probably not
and Claude us one shotting businesses

Ryan thinks the hype on Claudes newest model fake news for their new IPO, listen to me ramble potentially the dumbest take you've ever heard