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Is everything okay with L2 for V God? ETH believes it can scale… doesn't need L2. Where is L2 headed? Is ETH the best public chain? Not quite… but its consensus only lags behind BTC.
In fact, only a few major players in computational power will remain in the future: XAI, OpenAI, Microsoft, Oracle, Google. Achieving a certain level of computational power seems capable of doubling the expenditure of any PoW coin. We are not yet considering future quantum technologies… just enough for GPUs to reach a certain level. In large AI companies, computational power increases exponentially every year… I believe that avoiding PoW should be a priority. It’s unknown whether a major black swan will appear in the crypto world.
Epstein’s files on 3.5 million probably contain both truth and lies… everything visible is a desire to be noticed. Most executives are mentioned in the files… this is very common.
From the conflict between OpenAI and Nvidia, it’s clear that the price of graphics cards is heavily inflated. During model training, it’s possible to pay a high premium short-term to get training time and maintain a technological advantage. But if the cost of output after training becomes too high, and AI companies cannot generate positive cash flow, a conflict arises. Today, AMD and Nvidia are already showing the first signs of this. This is our future investment trend… high premiums on chips in the long term are impossible.
Many say that if you build a computing cluster, energy will become infinite… at least in five years… and even then, it might not be mature. There are undervalued areas in nuclear energy where participation is possible. High energy density is a priority for nuclear power… and unlike other sectors, nuclear energy has a high entry barrier. Usually, presentations for old Macs start ten years in advance… nuclear energy, national economy, power supply, gaming — these sectors are worth considering.