The AI industry has reached an inflection point — but not in the way most narratives suggest. 🧵Key signal: average GPU utilization across 23,000 clusters is just 5%. We're overbuilding fast.Apple's AI gap isn't tactical. It's structural. Siri has been stagnant ~15 years.New deep-dive analysis ⤵️https://post.kapualabs.com/2p8f6jp2#AI #Technology #Apple #Investing
The AI industry has reached an inflection point — but not in the way most narratives suggest. 🧵Key signal: average GPU u...
