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0 pointsMP_17291y ago0 comments

Nope, I'm not

0 comments

Then your overarching thesis is not very clear. Is it simply ‘don’t invest in hardware capital, software always makes it worthless’?

MP_1729OP1y ago

It's more like: don't invest $100B in capital when there's still orders of magnitude improvements in software to be made.

j / k navigate · click thread line to collapse

0 pointsMP_17291y ago0 comments

Nope, I'm not

Then your overarching thesis is not very clear. Is it simply ‘don’t invest in hardware capital, software always makes it worthless’?

MP_1729OP1y ago

It's more like: don't invest $100B in capital when there's still orders of magnitude improvements in software to be made.

j / k navigate · click thread line to collapse