Patel notes ARM took a decade from 2011 announcement to see large datacenter deployments in 2021.
“I think they announced in 2011 and we really only saw really big deployments from Amazon in 2021, right? Maybe 2020, right? Very big deployments.”
Patel reports GPT-5 expected within three to six months with insider knowledge suggesting even sooner release.
“OpenAI says is coming. They say it's coming, you know, this year, hopefully, the next three to six months, maybe sooner. I've heard sooner, but, you know, we'll we'll see.”
Patel reports GPT-5 is expected in three to six months, possibly sooner based on his sources.
“They say it's coming, you know, this year, hopefully, the next three to six months, maybe sooner. I've heard sooner, but, you know, we'll we'll see.”
Patel contrasts AI adoption timeline with past revolutions that took decades, arguing AI is dissipating in years.
“In in past sort of major revolutions, whether it was like the fax machine or cars or any other technological revolution, it took decades to dissipate.”