The NVIDIA CEO sells compute-as-utility: his racks are 'one giant GPU' and his efficiency gains are ~50× — directional, unverifiable. The course tags every claim to its speaker's book: the token seller sees 'uncapped' demand, the enrichment CEO calls enrichment 'THE bottleneck' (US <0.1% world supply; turbines sold out years) — trust structural facts, discount the definite article — the buyer preaches 'many winners, no zero-sum.' The clearest signal? Insiders with opposed books describing the same market differently.
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