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$ANET Andy Bechtolsheim says AI has made optics demand about 10 times bigger in five years and the industry is only at the "very beginning"
"So I guess I don't need to tell you that AI has been driving this incredible increase in demand for high-speed optics, which is probably
"So I guess I don't need to tell you that AI has been driving this incredible increase in demand for high-speed optics, which is probably
0:57Fireside Alpha@firesidealpha · Oct 5$META Devansh Tandon reveals the tokens-in, engagement-out flywheel behind Meta's recommendation system, where better models lift Reels watch time 30% and the monetization pays for the next training run
"These scaling curves aren't just academic research. They're driving real
"These scaling curves aren't just academic research. They're driving real
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