DON’T HIT GRANDMA IN THE CROSSWALK
🚨 A Waymo nearly hit me in a San Francisco crosswalk.
My first thought was not about litigation.
It was: this vehicle needs faster, better inference.
Luckily, I was quick enough to get out of the way. Grandma may not be.
Training teaches an autonomous vehicle what a pedestrian looks like. Inference determines whether it stops before hitting one.
That distinction sits at the center of our investment thesis for a $10 billion AI infrastructure strategy.
The first phase of the AI boom was dominated by massive training clusters and multi gigawatt campuses. Those facilities remain essential. But…
The skinny
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