EU Semis vs software turns after almost 40% drawdown
@OpenAI’s new Dots is the shift from chatbots to always-on agents in one product.
More agents means more compute demand and more heat on incumbent software.
https://x.com/joemccann/status/2105359190139285934
@OpenAI’s new Dots is the shift from chatbots to always-on agents in one product.
More agents means more compute demand and more heat on incumbent software.
https://x.com/joemccann/status/2105359190139285934