《Jobs BLOWOUT, Nvidia, AI Stocks, Tesla Hangover, Anthropic, OpenAI - 🚨 COUPON EXPIRATION DAY ⚠️》
对谷歌的增长率极度悲观，因谷歌IO事件后token增长二阶导数崩塌。
谷歌和英伟达将从台积电获得多少产能？
How much capacity will Google and Nvidia get from TSM?
我们一直在报道，通过谷歌 IO 活动，代币增长的第二导数已经崩溃，对吧？我们对增长率非常悲观。
we've been covering that the second derivative of token growth via Google IO event has collapsed, right? We're massively negative on on the rates of growth.