@arsham_manukyan@oguzerkan Crwv is a different business. Crwv sells bare metal. NBIS sells an ai stack. They look similar now but will differentiate over time. NBIS in offering the full stack will have better margins.
Crwv should still do well, but it NBIS has more potential.
@0xbrel@KobeissiLetter This post makes for a great read. Unfortunately the dumb money only bought 1/8 of what was sold. Someone else bought the rest. Faulty narrative.
@KobeissiLetter These numbers don’t add up.
If there is $8.3 billion sold that means someone was buying $8.3 billion. Every sale has a buyer.
Lots of comments here about dumb money but the supposed dumb money only bought $1 billion. Who bought the rest?
@PaddyMcAllister I heard an interview in which you spoke about the difficulty of finding employment. I understand you’ve found something. Congratulations! I work for a growing tech company, Datactics, located in Belfast, and would be happy to speak with you. Get in touch.