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kovacs

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kovacs
·há 11 meses·discuss
This is the best analogy I've read to explain what's going on and takes me back to the days of Doom and how it was so transformative at the time. Perhaps in time the current generation will be viewed as the Doom engine as we await the holy grail of full 3D in Quake.
kovacs
·ano passado·discuss
it's the best comment in the entire post IMHO and made me LOL
kovacs
·ano passado·discuss
That's fair but look at the assumptions currently built into NVDA's stock price. Hard to say for certain but to some it's priced as if it has a monopoly on all things AI for a decade. If you can spend $6K (and less in the future) on a full system that runs a model for you where does that leave the assumptions baked into that stock price? I'm too lazy to have come up with a model myself but off the cuff it seems like there might be some dislocation in a lot of assumptions. I dunno. I'm kind of a luddite because of the .com bubble and this has the same feel.