[AbstractH24]

> I agree that data centers will be recapitalized just like fiber backbones were in 2001.

It’ll be interesting to see what the equivalent breakthrough to multiplexing will be

One which makes all of those data centers and GPUs not just bargain-priced relative to their original cost, but also way more efficient than originally expected.

[wmf]

For AI I think we'll continue to see a series of incremental efficiency improvements like flash attention, MoEs, disaggregated prefill, etc.