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tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
publisheddirectional thesisLONGyoutubenot an explicit trade

CRWV directional thesis

A pure-play GPU neocloud catches the dollars that drain out of the training step into the long rollout-and-inference grind that reasoning models can't avoid, and that compute runs on rented clusters.

$107.15entry snapshot
pendingcurrent snapshot
— pendingsince mention
“The amount of information per flop has been decreasing as you had to unroll 2 days worth of thinking in order to see if you even did something correctly.”
132:18claim_id mcl_83e1acdbe53c3e4bf6open evidence ↗
Classification directional thesis

Human-reviewed public claim.

Evidence span 132:18

Evidence URL, source timestamp, and excerpt are attached to this permanent claim page.

Correction path available

Creators or reviewers can request reclassification, context, or entity corrections without erasing the source record.

Machine-readable claim
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    "title": "What rebuilding AlphaGo teaches us about self-play, RL, and future of LLMs - Eric Jang",
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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.