@investingwithac I am sorry for dumb question but I am clearly missing something. How come that Lucie has 600k members? It has started just recently and insurance for 2026 was already fixed
@investingwithac Do you know if OSCR outsource all the AI compute?
I have been thinking what can go wrong, I can imagine the pricing of AI tokens skyrocketing due to shortage of HW and operating loss of AI in general
This can hurt margins a lot. Probably not tomorrow but long term I am worried
@investingwithac Crazy how quickly things evolved. Few months ago people were betting on enhanced subsidies extension and now there seems to be nee huge revenue stream out of nowhere.
I owe you a beer!