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Sunday, 04/07/2024 11:36:41 AM

Sunday, April 07, 2024 11:36:41 AM

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Things changes. Humans need to realize that a new intelligence is here. Not animal but machine. Not alien but handmade by humans. That’s a pretty remarkable event in our history. That’s why i always look ahead.

AI is a big thing and we know it. GPUs were not present 5 years ago, now Nvidia is the top 3 company in the world. A huge company just got so large most missed it. In hindsight we should have seen this coming but in reality most investors missed. Being pinpoint to their believes.

I believed in photonics for the past 15 years plus. Made a little bit of money. Over that period i was told copper is dead on numerous occasions. No future there. Light will be the medium, not electricity.

At this point i still don’t know but that’s ok. My lesson here is that nobody knows. And i feel good about it. I feel peace in the fact nobody knows 100%.

Copper cables will be needed. S7 has a redriver chip that keeps copper alive. No need to convert to light and use extra electricity.

It’s a whole new ballgame with infiniband datacenters. Don’t believe a thing what you read in favor or against. Use your superpower ‘patients’. Be fearless, stick to your investment. Read 100 baggers by Chris Mayers. Also read other books.
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