@JC_Investment Dude has been wrong 99% of the time for the last 4 yrs and goes radio silent. Suddenly comes out of the blue to give random thoughts lol
@RealJimChanos Dude that’s a fixed cost of compute which can run for avg 5 years (20-40B yearly costs) and generate 100B per yr. So the gross margins are 60-80%, so don’t worry abt the math