Augie

Dad, doc, social media skeptic.

[Augie @Augietx]

@Albert_Kim2022 Aston Villa would be amazing

[Pope Leo XIV @Pontifex]

The World Cup begins tomorrow, and many will watch the matches. Soccer reminds us of something we must not forget: life is not a race to show off on our own, but a path we learn to walk together. Anyone who does not know how to pass the ball, even if they have talent, has not yet understood the game. Anyone who does not know how to live with and for others has not yet understood life. #ApostolicJourney

[Augie @Augietx]

@bitcoinbutcher1 @elonmusk @xai @SpaceX Something to look forward to

[Augie @Augietx]

@bitcoinbutcher1 @elonmusk @xai @SpaceX Ahh yes that’s what I had thought. Maybe at something close to Google/aix rates, no?

[Augie @Augietx]

@bitcoinbutcher1 @elonmusk @xai @SpaceX Ok I see, thx for the reply. So then is there not a tranche of available GPUs to contract out? All soon to come online GPUs are accounted for by the 4.4 ARR? Meaning whatever new deals they make would require either prepay or additional financing?

[Augie @Augietx]

@jiahanjimliu @good_knight_xx The idea of space based data centers sounds good in theory, but even with our current technology will be nowhere near practical. We have enough trouble putting one together on land, how many trips to space to change out a light bulb each time one goes out?

[Augie @Augietx]

@JaredKubin You and your wife are blessings! Examples of God’s grace. Keep being the examples that you are

[Augie @Augietx]

@isa_galda @Albert_Kim2022 Both teams looked really lackluster. Korea should have been down by two or three goals in this game

[Augie @Augietx]

@Albert_Kim2022 Fully agree, the three back system is gawd awful with this group of players

[Augie @Augietx]

@Albert_Kim2022 I hope there will be no self sabotage and that Lee, the best player on this team, starts and plays the full game, every game. He’s gotten plenty of rest at PSG

[Augie @Augietx]

@jciccale Agree with you on all the above

[Augie @Augietx]

@FransBakker9812 @Agrippa_Inv Thx Frans for the tip. I’ll see if investor relations respond La to a request for a visit

[Augie @Augietx]

@Agrippa_Inv @FransBakker9812 I didn’t realize yall had been there as well. Did you have company reps with you? Childress is on the way of car trips I do relatively frequently so next time I go, I’ll see if I can get permission to walk the site, maybe ask some questions. I’ll most carve out time for SW

[Augie @Augietx]

@RealJimChanos Good Lord Jim, this capital expenditure is mostly infrastructure buildout, which is the whole point of this company being created from the ground up. Are you implying because it’s expensive to build, one shouldn’t even bother?

[Augie @Augietx]

@SylentTrade It’s kinda the whole point of the stock market. A place where you raise capital to go out and expand your business at a scale you otherwise couldn’t. I can’t 10x my lemonade stand with profits alone regardless how good my sales

[Augie @Augietx]

@ilzmcfly Yes exactly. I don’t see the rash signing of deals as particularly helpful. It’s clear that $IREN management’s style is achieve the basics first and deliver closer to the timeframe when there is material to deliver, so focus on acquiring max compute capability asap - ATM

[Augie @Augietx]

@RealJimChanos @InvestingDaws @Agrippa_Inv @jiahanjimliu @FransBakker9812 @bitcoinbutcher1 @BitcoinAIGuy @ilzmcfly @TheBigDegen @scludweed @JonahLupton @TheRayMyers If this were not a company related to AI in any way, and assuming that $65B is a real ARR that could be achieved in 5 years, what would be a reasonable total invested capital to achieve that in your view?

[Augie @Augietx]

@ilzmcfly “There is a longer-term opportunity here too. As the enterprise AI market matures, we see real potential to serve a much broader and more diverse customer base. Large anchor contracts - hyperscalers, frontier labs, model trainers, demand aggregators - are foundational.” D Roberts

[Augie @Augietx]

@ilzmcfly Yes exactly. I don’t see the rash signing of deals as particularly helpful. It’s clear that $IREN management’s style is achieve the basics first and deliver closer to the timeframe when there is material to deliver, so focus on acquiring max compute capability asap - ATM