OpenAI's o1 model is changing the landscape and forces in the industry to a considerable extent. Inference has become a new scaling paradigm. Models will not only scale and become more accurate via training compute but also inference compute. Inference computing is much cheaper than training computing, but the market for inference will be vastly bigger than training computing.
I tried to watch your interview with Sunny but the "watch now" button does not seem to work. Is this content for subscriber only? Also if there a retail investor oriented subscription for alpha-sense?
Thanks.
Looks like ASML is also can be involved to the inference market and therefore may have a positive effect. Do you agree?
You also have all the suppliers, like ASML and others, who will benefit from a pure bigger demand perspective.
Thanks for the article. Really enjoyed it.
I tried to watch your interview with Sunny but the "watch now" button does not seem to work. Is this content for subscriber only? Also if there a retail investor oriented subscription for alpha-sense?
thank you! Did you try using a work email (non Gmail)? If you don't have one or it still doesn't work just email me at uncoveralpha@substack.com