Erik expects NVIDIA's bottleneck position to encourage more alternative accelerators, while noting that constraints such as TSMC and ASML remain further down the supply chain.

“And, and I think fundamentally, you know, with NVIDIA being such a bottleneck, like, we'll probably see, you know, more alternative accelerators. That being said, you know, there's bottlenecks further down the pipe.”

“I mean, you know, there's, like, TSMC and ASML- Yeah... maybe, like, a deeper bottleneck to all of this anyway. Uh, but you know, long term, I think monopolies don't always last, and so I, I'm...”