Sell APLD by Sep 30, 2026.

My thesis is very simple. 1. LLM models will become more and more efficient - needing less and less compute, memory and network requirements. 2. LLM models will also become narrow and deep in their context - reinforcing the low need for hardware resources even further. 3. LLM models will start getting deployed locally with a small condensed data set - and would ping the external network less - only when the embedded local data happens to not have any …