Small Fish Big Pond

Small Fish Big Pond

Home
Archive
About
The Future of Compute: NVIDIA's Crown is Slipping
Demand consolidation, changing compute mix, custom silicon, and distributed training will hurt NVIDIA's pole position.
Oct 25, 2024 • 
Mohit Agarwal
101

Share this post

Small Fish Big Pond
Small Fish Big Pond
The Future of Compute: NVIDIA's Crown is Slipping
Kalshi’s Court Victory
A Turning Point for Prediction Markets?
Oct 18, 2024 • 
Mohit Agarwal
5

Share this post

Small Fish Big Pond
Small Fish Big Pond
Kalshi’s Court Victory
1
The Open (Source) Question in AI
Look to Semiconductors
Oct 18, 2024 • 
Mohit Agarwal
 and 
Abhi Desai

Share this post

Small Fish Big Pond
Small Fish Big Pond
The Open (Source) Question in AI
© 2025 Mohit Agarwal
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share