missed it because they didn't understand compute. This trade is still the same. You want to be long compute speed. You want to be long crypto speed. You want to be short everything that has friction. My presentation in DC was about being long speed, short friction. I was saying it to politicians. Ultimate friction. Why are senior people leaving Google? Why hasn't Google been able to do what Anthropic and OpenAI did? Why aren't people asking that question that the best AI models are not at companies
Why aren't people asking that question that the best AI models are not at companies