jeff

[jeff @jgurr]

@bitcoinbutcher1 @JonahLupton @Bare_Birk Nice analysis! Is your ARR contracted, installed or actual revenue?

[jeff @jgurr]

@_Sgr_A_Star @jiahanjimliu Got it on the definition. Bummer it’s not verifiable though. They report contracted ARR ($3.1B) but not installed-GPU ARR, which is what $3.7B measures by year-end. Nebius gives monthly revenue so you can audit. Think IREN will start disclosing, or stay a mgmt-only number?

[jeff @jgurr]

@jiahanjimliu Congrats on the baby!
Question on ARR: do you think the $3.7 ARR target is contracted? Or actual arr? (i.e. Dec AI revenue * 12)

[jeff @jgurr]

@adamyounggolf D1

[DAN KOE @thedankoe]

https://t.co/7l7Jef99QZ

[Michael S. Kim @Mike_kim714]

Final holiday giveaway!

Tickets to ANY Pgatour event.

Players, WM Phx open, Pebble, you name it, I’ll get you 4 tickets to the event.

You can even caddie for me in the pro am IF you want.

Comment which event you might want to go to (not final), repost, like to enter.

[jeff @jgurr]

@Mike_kim714 Players

[jeff @jgurr]

@alexhillman Would love to try! Been enjoying the recent deep dive videos

[jeff @jgurr]

@jiahanjimliu @MarkosAAIG Cool work! In your price targets, how are you thinking about future dilution from capital raises to build out the additional sites?

[jeff @jgurr]

@IlyaAbyzov Great idea! Would be interested in trying

[jeff @jgurr]

@Mike_kim714 @Binary_Defense @Titleist Go mike!

[Michael S. Kim @Mike_kim714]

Masters Giveaway!

Nothing crazy, just a couple golf shirts and some hats from the ANGC pro shop.

(I know it’s super late but I’ve been busy 🤷🏻‍♂️)

Only 1 winner and I’ll be picking today.
I’ll throw in some of my stuff as well like the @Binary_Defense hat and @Titleist prov1X

[jeff @jgurr]

@pitdesi In Australia merchant’s pass on interchange (incl diff rates for different networks). Wonder if that will catch on in the US.

[jeff @jgurr]

@zacktKHOU @UMichFootball @CFBPlayoff @UW_Football @KHOU Go blue!!

[jeff @jgurr]

@tommy_magill_ Much appreciated!

[jeff @jgurr]

@Katzo60 Top 6 teams from last year have the hardest draws - using the draws to bring the top teams back to the pack?

[jeff @jgurr]

@LeagueEyeTest Awesome stuff! Is it the ending dot where the ball was picked up or where the player was tackled? Have always thought net kicking meters would be interesting, especially for long kicking.

[jeff @jgurr]

@TrungTPhan my favorite: Detroit Lines https://t.co/Xx3WK48BmS

[Mike Ryan @mikeryan]

A few years ago after my dad died I was in a pretty bad place. Out of nowhere Jason Sudeikis sent me an email I REALLY needed . I’ve never shared it before (he said it was okay to do) but I just want people to know he did this. He really is Ted Lasso https://t.co/Q9OVKaDes0