the biggest mistake in AI infrastructure investing is treating the stack as one trade.
it's not.
it's 6+ layers. at any point, one layer controls all the pricing power.
thread on which layer it is, and how i track the shift daily ↓
The AI compute DePIN space is just getting started.
https://t.co/WLXlHkvE4z is building the largest AI compute DePIN in the world and giving builders the power to create super clusters from tens of thousands of distributed GPUs.
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