TSMC's dilemma, OpenAI or Oracle, prediction on ambient computingmyriadperspectives.com2 points·by leecmjohnny·9 miesięcy temu·0 comments
Power and Fab Capacity: Last Jigsaw Pieces in the Dash for Computemyriadperspectives.com2 points·by leecmjohnny·9 miesięcy temu·0 comments
leecmjohnny·11 miesięcy temu·discussYes, the API business is cross-subsidizing the consumer business.Back in March, I did the same analysis with greater sensitivities, and arrived at similar gross margins: >70%.https://johnnyclee.com/i/are-frontier-labs-making-80percent-...
Back in March, I did the same analysis with greater sensitivities, and arrived at similar gross margins: >70%.
https://johnnyclee.com/i/are-frontier-labs-making-80percent-...