Interesting Video by Asionometry on the state of SF Chips

The later section of the video (based on the earlier data) says that a glut of compute will likely come in 2027. This massively devalues the current generation technology because of mass overproduction.

There's some vague numbers (if you believe Dylan Paten who is among the most "west" pilled voices on AI) that he sources. Asianometry is a friend of Dylan's but that doesn't mean he doesn't disagree with him numbers after doing the math.

Good video to sit down and watch to see the future of the industry and compute specifically from someone who covers it VERY deeply.