"You either die getting to the frontier, or you live long enough to serve inference." Air Street Capital GP @nathanbenaich on the neolab to neocloud pivot: "Companies that have tried to build frontier models and failed have eventually pivoted towards building huge data center businesses to serve Chinese models." ▻
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"You either die getting to the frontier, or you live long enough to serve inference." Air Street Capital GP @nathanbenaich on the neolab to neocloud pivot: "Companies that have tried to build frontier models and failed have eventually pivoted towards building
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$SECZ market result
Exit $SECZ with .95 profit per share - thanks to a nice after hours pop. Will re-enter tomorrow most likely
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