Inference is thinking, and thinking is harder than reading

“After shares of CoreWeave sold off, he noted that he's optimistic about the company's future and that its cost of capital was actually going down.”

“Nvidia’s chief executive Jensen Huang said the chipmaker’s dealings with Megaspeed International were “normal and not unusual” following a New York Times report that one of the Singapore-ba…”

“Huang said Nvidia checked its GPUs and found no illegal shipments to China, which is barred from buying Nvidia’s powerful AI chips under US export rules.”

“There has never been a trillion-dollar revenue business, and we may have two of them in the next 5-10 years.”

“has emerged as a significant business with a revenue run rate in the tens of billions of dollars and is now profitable in its own right”

“We’re going to invest to continue being the leader. We can fund this plan, and I think it will forever change the size of Amazon. It will forever change our revenue.”