如果相信 OpenAI 的预测，三年半后它将变得比 Meta 更大，且其支出将是 Meta 运营支出的两倍以上。
OpenAI is going to become the going to become bigger than Meta in 3 and a half years if you believe their projections. And they're going to do that while spending more than twice of Meta's OPEX.
Meta 也是如此，但他们什么也没做。他们只是在坐享其成。
Meta as well, but they're not doing anything. They're just they're just rolling in their filth.
除了 Meta 之外，没有超大规模云服务商在 Nvidia 芯片上花费巨资来服务自身需求。
you don't have a hyperscaler spending on Nvidia chips to serve itself. Except in the case of Meta,
我承认我在 2024 年判断错了，因为我当时天真地认为市场是理性的，微软、谷歌、亚马逊和 Meta 不会无缘无故花费数千亿美元。
To be clear, I was wrong back in 2024. And why? Cuz I was naive. I was like, the market's a sensible place. Microsoft and Google, Amazon, Meta wouldn't spend hundreds of billions of dollars for no goddamn reason.