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Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware Trade

Monetary Matters with Jack Farley

Your trackerEverything said about AnthropicThe low elasticity between cost reduction and token demand challenges the assumption that cheaper inference will automatically drive exponenPhysical constraints of drug developmentAn analysis of why the scarcity of laboratory animals and physical testing capacity has replaced computational power as the primary bottleneSemiconductor investment cycle shiftA breakdown of the rationale behind rotating out of AI hardware stocks and the specific revenue metrics required to justify current capitalMeta versus Google competitive positioningAn examination of the strategic factors driving a preference for Meta over Google in the current AI infrastructure and software landscape.

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