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Bryan Bishop
Bryan Bishop kirjasi uudelleen
It is crazy to me that some still don't see how big our GPU shortage is:
- Most context window is <100k
- Delayed rollouts of Agents, Codex
- Full Sora never released
- Veo 3 roll out taking weeks
- Claude constant rate limits
- Even big clouds default rate limits are terrible
And all of this isn't necessarily a money thing either, there are just not enough of them around even just for inference.
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Bryan Bishop kirjasi uudelleen
THIS ISSUE👇 of whether trust charters can be used as de facto bank charters (including making loans + obtaining Fed master accounts) at only 10-15% of the capital requirement of a bank is very likely to be litigated. Interesting reaction by the bank trade associations to fight👇—if what they fear will happen ends up happening, then why wouldn’t banks just convert to trust companies & keep their existing businesses at a small fraction of the capital requirements & regulations??🤔


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