M🅰️xwell

[M🅰️xwell @SteelWoolSponge]

@pennycheck $tem

[M🅰️xwell @SteelWoolSponge]

@mikealfred I still can't tell if you're trolling with these 😂😂

[M🅰️xwell @SteelWoolSponge]

@danroberts0101 Thank you for remaining focused on LONG-TERM value.

Everybody complaining about lack of deals and more recently IREN's marketing spend is missing the forest for the trees — this is what happens when the company has a more ambitious vision for itself than you can even imagine.

[M🅰️xwell @SteelWoolSponge]

@PrashantKVarde @jiahanjimliu exciting part is that colossus is mostly H100/H200s and some B200s, while I expect Sweetwater to be mostly vera rubin

[M🅰️xwell @SteelWoolSponge]

@PrashantKVarde @jiahanjimliu its for colossus 1 + 2, total of 1.2 GW and basically $12.5 million/MW but we don't know other terms yet

[M🅰️xwell @SteelWoolSponge]

@jiahanjimliu its for colossus 1 AND 2, so $12-13 million/MW for around 1.2 GW total

[M🅰️xwell @SteelWoolSponge]

@ilzmcfly @RJ9974896734346 @FransBakker9812 oh yeah Will Roberts, I know Dan of course haha

[M🅰️xwell @SteelWoolSponge]

Question for long-time $IREN shareholders.

Do we know what Will Roberts does?

Same exact titles and compensation as Dan Roberts, but I have no clue what he actually does operationally, and we've never heard him talk. I can infer, but curious if anyone has more insight.

[M🅰️xwell @SteelWoolSponge]

@ilzmcfly thanks! Am I deaf though and missing where Will is mentioned, or are you just saying he's of course involved operationally in trying to get these deals structured, financed and signed

[M🅰️xwell @SteelWoolSponge]

@ilzmcfly hmm he wasn't mentioned

[M🅰️xwell @SteelWoolSponge]

@FransBakker9812 @brianfry01 @Agrippa_Inv @BitcoinAIGuy @McnallieM @ilzmcfly

[M🅰️xwell @SteelWoolSponge]

@litigious_dulce @Civic108 mm makes sense

[M🅰️xwell @SteelWoolSponge]

@litigious_dulce @Civic108 total would be 18-23% share of total site economics. If the site is now credit at say $500 million, that would bring total share to 30-40% share, similar to what Prudent Whale is guiding for

[M🅰️xwell @SteelWoolSponge]

@litigious_dulce @Civic108 If site is credited at $243M against a $2.4B project equity stack (multi-phase, ~1 GW), NUAI site-contribution common share ≈ 10%. Cash co-invest at LP economics with ~$80M available cash → another ~3%. Add 50% of GP/promote pool → another ~5–10% effective economic share.

[M🅰️xwell @SteelWoolSponge]

@aleabitoreddit you're a complete shill lol

[M🅰️xwell @SteelWoolSponge]

@litigious_dulce @Civic108 yeah that's the only thing I'm not sure on — how much equity value can they own even with a 50/50 GLP structure? I understand the land, local connections, and knowledge are extremely valuable, but NUAI is a team of six individuals. Hyperscaler funding, Stream building/operating.

[M🅰️xwell @SteelWoolSponge]

@Civic108 @litigious_dulce I think its just his way of speaking, which I need to get over

[M🅰️xwell @SteelWoolSponge]

@kingtutcap why the iren hate