@DudeWhoInvests Compute is not the final product. Companies like Google have own model, compute, materials, chips, energy, data centers, ecosystem, materials-biology research every improvement, discovery is used to strengthen their own ecosystem, it´s compounding loop.
@WOLF_Financial Slow. I would rather choose construction companies who build them. I strongly believe in solar and energy storage and hydrogen comeback eventually they just need to keep investments coming, researching, scaling and lowering the price just like with solar panels.
@jukan05 A lot of managers and leaders intentionally pick lazy, stupid, morally bankrupt employees to make them look best and make them unchallenged for their job position.
$FLNC Fluence Energy looks interesting. Can it go any lower? Absolutely! But i will just double down and buy even more when that happens. (not a financial advice)
@josenajarro@UbogiRentier No, they did not and it´s cumulative. 2026-2030 and it came out few days ago but it went viral now. Someone want´s to buy at cheaper price in my opinion
@chrishacken@alexanderbittan CoreWeave is a debt burden company. From this list i would go with Google. They have it all. Own chips, own power, own data centers, own AI model that is now closer to state of art. Anthropic is valued 2T dollars and Google´s model is like 6-12 months behind?
@vikktorrrre automated labor, automated research, automated recursive self improvement sounds good enough for me. Labor is no longer 8 billion people on the planet. But agents, robots, automation. Scaling it to trillions.
@DaveShapi It´s the same thing over and over again. AI hit the wall, math is useless anyway, coding is not that hard, there are no profits, it´s just a tool.