the 2 fundamental questions around the ai trade rn is:
- who can efficiently (timely, cost effective) convert dollars into tokens
- who can best (scalable, sustainable, largest multiple) convert tokens into dollars
personally think $googl and $meta are at the very top of for 1 or both of these questions -- the 80b raise should be accretive but will take the market a bit to realize imo
the 2 fundamental questions around the ai trade rn is:
- who can efficiently (timely, cost effective) convert dollars into tokens
- who can best (scalable, sustainable, largest multiple) convert tokens into dollars
personally think $googl and $meta are at the very top of for 1 or both of these questions -- the 80b raise should be accretive but will take the market a bit to realize imo
@evrgn11112231@akramsrazor lol if there's anyone who is discussing in good faith it is razor
after the jan ER he added heavily with the expectation that accel revenue would be a straight shot to $830
but yea, this is why there is a market
@evrgn11112231@akramsrazor lol yes u dont have to do anything
but u are on here being a meta advocate and being able to deconstruct razor's argument and explaining what its wrong helps everyone (incl yourself)
but yes - u dont have to do anything