The Tranches Matter
25:57–27:29 · 92s
Sorkin says rising AI revenues help, and explains how tranche-based commitments reduce blowup risk—then flags chip depreciation and edge compute as underappreciated wildcards.
25:57–27:29 · 92s
Sorkin says rising AI revenues help, and explains how tranche-based commitments reduce blowup risk—then flags chip depreciation and edge compute as underappreciated wildcards.
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