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margalabargala
11 days ago
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OpenAI's cash burn will be one of the big bubble q...
It's in Nvidia's interest to charge the absolute maximum they can without their customers failing. Every dollar of Nvidia's margin is your own lost margin. Utilities don't do that. Nvidia is objectively a way bigger liability than electricity rates.
bdangubic
11 days ago
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it is in every business’s best interest to charge the maximum…
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wrs
11 days ago
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Utilities and insurance companies are two examples of business regulated to not charge the maximum, for public policy reasons.
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bdangubic
11 days ago
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we suggesting that nvidia/google/.. be regulated for like utilities?
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wrs
10 days ago
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Just expanding on the above sentence “utilities don’t do that”. Which is why depending on Nvidia isn’t like depending on electricity.
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margalabargala
11 days ago
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AnonHP
10 days ago
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Not GP and haven’t participated in this thread. I’m clueless on what the point in your earlier comment is. Can you elaborate, please?
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margalabargala
10 days ago
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I can try. Which part is confusing to you, the "nvidia will charge as much as it can" part or the "utilities won't" part?
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