post Baker argues game theory suggests memory LTAs are durable and Nvidia may have significant cloud revenue shares
https://x.com/GavinSBaker/status/2084699467010195882
post Baker suggests NVIDIA accelerators have residual value that distinguishes them from first-party ASICs, responding to concerns about financing OpenAI hardware
https://x.com/GavinSBaker/status/2092747643428475048