A modern age Tulip bubble

NVIDIA stocks price is going through the roof due the fact that the market by now do realize that it doesn’t matter which model is being used since all of them are open sourced and the technology can be copied, and the main differentiation point boils down to who have the most GPUs to train said models. Now wait till the market realize that GPUs are not the most efficient way to train such models and that there are potentially better architectures in the horizon, I think this is why they are trying to milk it as quick as possible before this new tulip bubble does burst due to information asymmetry gap closing down.






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