Unknown

[Unknown @cvel317]

This guy is looking at the deals in isolation rather than considering the events that took place in-between. That’s why I stopped following this clown.

[Paul Graham @paulg]

It sounds like we lost by the Iran war, in the sense that the deal we're getting now is worse than they were offering before we attacked. And if we lost by the war, we lost the war.

[Unknown @cvel317]

It’s a bit saddening to see $IREN cling in to hope by running one speculation after another. They had an amazing run with it - some exceeding 10x returns. But, they seemingly cannot be objective and let it go.

[Unknown @cvel317]

I think, once $NBIS is monetising their 4 GW. It will be at least $500B company - probably around 10x current market capitalisation. I believe, they will get there by end-of-year 2029. $NBIS can achieve another 10x in 3.5 years.

[Unknown @cvel317]

@itsalasdairmann @Spiralout_one Why would they stay? Knowing @elonmusk that's absolutely not happening.

[Unknown @cvel317]

@DollarCostAvg They haven't built a GW sized datacenter. They secured power, which is a fraction of the cost of the total build costs of datacenters...

[Unknown @cvel317]

@DollarCostAvg The reason why the cost is rising is because the opportunity of high margin exists on the end consumer layer which unfortunately $IREN is not tapping into directly. This rising cost of datacenter build out is NOT a benefit for $IREN.

[Unknown @cvel317]

@DollarCostAvg This post is stupid. Datacenter cost rising diminishes the power moat of $IREN. Because the cost savings from having FTM as opposed BTM diminishes as a percentage of the costs.

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[Unknown @cvel317]

This is X product person by the way. Cannot understand a simple customer feature requests. Or condescendingly suggest an alternative option. “Can I get a quarter pounder?” and Nikita’s response is “Collect your cheeseburger”.

[Nikita Bier @nikitabier]

@Jason Press the Grok button in the right corner to summarize

[Unknown @cvel317]

Amazing research from @FransBakker9812! Thanks for shedding some light into this 🤩

[Frans Bakker @FransBakker9812]

$NBIS Vineland site moves further with phase 3 of the buildout.

Between June 2 and June 13 there is visible progress on the 2-story building which will house phase 3.

[Unknown @cvel317]

@LandoInvests $IREN loves doing these kind of marketing. Really speaks on the leaderships' core competencies.

[Unknown @cvel317]

@GlobalCollapse That's if it is only the Elon Musk premiums gets eroded away. I won't be surprised if his true liquid value is less than $100 billion. Are you saying his companies have not returned more than $100 billion? He gives more than what he consumes.

[Unknown @cvel317]

@GlobalCollapse Dumb take. His companies are trading at Elon Musk premium - which is priced in about 10x than normal. So, if he were to liquidate his assets, he would probably get valued closer to $100-200 billion. Because as he liquidates, the Elon Musk premium slowly erodes away.

[Unknown @cvel317]

@CarsonTalkMoney During this industrial revolution, investors want to see accelerated top-line revenue as a signal of expanding market share. That growth is the priority, margin efficiency can be optimized later.

[Chamath Palihapitiya @chamath]

@davidroberthowe nebius seems pretty good

[Unknown @cvel317]

We reduce token consumption because of manually limiting usage. Companies that focuses on providing more tokens for cheaper costs - hence price, will capture consumers who wants "more". Tokens is one of those things that if you can have more, you will absolutely have more. $NBIS

[Chamath Palihapitiya @chamath]

Well, it was good while it lasted I guess…

[Unknown @cvel317]

@AdityaInvests90 "Always". Recency bias a its fines.

[Unknown @cvel317]

@TheTechInvest I’m pretty sure that is the cost of building it - which is bad for Neoclouds whose strategic advantage is cost

[Unknown @cvel317]

The market has finally moved on that contracted power is not that big of a deal.