A bear case for Nvidia: competition from hardware startups, inference-heavy "reasoning" models, DeepSeek's training and inference efficiency breakthroughs, more (Jeffrey Emanuel/YouTubeTranscript ...)

https://ift.tt/rJKnbFj

Jeffrey Emanuel / YouTubeTranscriptOptimizer:
A bear case for Nvidia: competition from hardware startups, inference-heavy “reasoning” models, DeepSeek's training and inference efficiency breakthroughs, more  —  As someone who spent ~10 years working as a generalist investment analyst at various long/short hedge funds …

from Techmeme https://ift.tt/42ofFuK