Gengha

industrialist. philanthropist. bicyclists.

[Gengha @ILikeBasil_]

@FransBakker9812 @worsburs These kind of setups are common in Australia's mining industry, that won't be a challenge.

[Gengha @ILikeBasil_]

@ilzmcfly To your point, time to compete key. H5-6 construction already started so don't think IREN has waited

[Gengha @ILikeBasil_]

@ilzmcfly Much more likely msft expand to horizon 5-6 for VR

[Gengha @ILikeBasil_]

@MikeGrunwald Hi alfafa, almonds here. Hold my beer

[Gengha @ILikeBasil_]

@bitcoinbutcher1 Not likely for H3-4. Far more likely Microsoft extend into H5-6 with VR

[Gengha @ILikeBasil_]

@respeculator

[Gengha @ILikeBasil_]

@Lazarus_Capital @DavidSacks but i think the point david is trying to make is with that degree of total return in the value chain, the investment signal is strong and there is likely plenty for all to earn a good return on capital.
and that's before any potential pricing increasing

[Gengha @ILikeBasil_]

@Lazarus_Capital @DavidSacks which is logical as they are capital constrained and losing money at their operating level (currently).
Therefore all analysis really needs to understand total value creation potential under different scenarios and how they breaks along the value chain.

[Gengha @ILikeBasil_]

@puppyeh1 Amazing outcome - huge achievement.
Well Done!

[Gengha @ILikeBasil_]

@Lazarus_Capital @DavidSacks read his comment again.
He said enterprise revenue, not just Data centre revenue. so DC rev + what the user of the power can then onsell it for.
IE: if Anthropic fully vertically integrated all the way back to power and land, they could earn 50% ROI

[Gengha @ILikeBasil_]

@RealJimChanos @JohnnyNorthstar They issued $380m of equity in the quarter.
far cry from multi-billion monthly....

[Gengha @ILikeBasil_]

@Umbisam market is dumb

[Gengha @ILikeBasil_]

@GamewithDave

[Gengha @ILikeBasil_]

@carbonfinancex the market is pricing your view already. Where the asymmtry will come from is it the market realises encumbants distrubition IS the moat, then we are repricing higher for the better software.

[Gengha @ILikeBasil_]

@carbonfinancex in that case, it's possible we see the moat as widening because the moat is the trusted status and distribution --- both of which few VC will have the balls to fund at scale, especially if encumbants are bringing strong AI solutions to enterprise workflows.

[Gengha @ILikeBasil_]

@carbonfinancex thereby few are considering that the best encumbants will lower internal operating costs and potentially extend customers more value.

if i'm a CTO do i risk it on startup A who could be dead in 5 years (total disaster) or the trusted encumbant who is bringing solid product

[Gengha @ILikeBasil_]

Look at US markets these days...