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Distilling high-signal intelligence into digestible insights.
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"An H100 is worth more today than it was 3 years ago." - Dylan Patel [00:15:50]
"You've got $50 billion of economic capex in the data center... and it might be a $100 billion worth of AI value into the supply chain is held up by this $1.2 billion worth of tooling that simply just cannot expand its supply chain quickly." - Dylan Patel…