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margalabargala
8 months ago
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OpenAI's cash burn will be one of the big bubble q...
It's in Nvidia's interest to charge the absolute maximum they can without their customers failing. Every dollar of Nvidia's margin is your own lost margin. Utilities don't do that. Nvidia is objectively a way bigger liability than electricity rates.
bdangubic
8 months ago
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it is in every business’s best interest to charge the maximum…
wrs
8 months ago
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Utilities and insurance companies are two examples of business regulated to not charge the maximum, for public policy reasons.
bdangubic
8 months ago
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we suggesting that nvidia/google/.. be regulated for like utilities?
wrs
8 months ago
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Just expanding on the above sentence “utilities don’t do that”. Which is why depending on Nvidia isn’t like depending on electricity.
margalabargala
8 months ago
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AnonHP
8 months ago
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Not GP and haven’t participated in this thread. I’m clueless on what the point in your earlier comment is. Can you elaborate, please?
margalabargala
8 months ago
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I can try. Which part is confusing to you, the "nvidia will charge as much as it can" part or the "utilities won't" part?
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