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GPU Obsolescence is Complicated
There are three obsolescence curves, not one.
10 hrs ago
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Dave Friedman
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Why Most LLM Startups are Doomed
May 24, 2025
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Dave Friedman
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McKinsey Doesn't Understand AI
Jun 18, 2025
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Dave Friedman
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AI will not kill McKinsey
Aug 3, 2025
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Dave Friedman
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Sequoia Still Thinks AI Is Software
May 15, 2025
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Dave Friedman
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