Matthew Condit

[Matthew Condit @mattcondit]

@mark_cummins Are you factoring in the cost of GPUs, that is a large percent of a 1GW land based data center, they aren’t any cheaper in space

[Matthew Condit @mattcondit]

@JonahLupton @ThierryBorgeat Looks like prices “collapsed to their prices of early May”

[Matthew Condit @mattcondit]

@JonahLupton @Aldyland Are you assuming that the gpu purchases will be financed with equity as well?

[Matthew Condit @mattcondit]

@Mr_WhiskeyJack @JonahLupton @data168 False, setting it up and fully executing are different

[Matthew Condit @mattcondit]

@simon_ree Correct, but emphasis on 2-4 weeks part of my response. We can fill gaps in short period like that, 3-9 months and much bigger problems arise.

[Matthew Condit @mattcondit]

@RyanDetrick Jim Simons should be in tier I or II

[Matthew Condit @mattcondit]

@DannyDayan5 Is superstore not impacted by materials that transit the straight, fertilizer etc

[Matthew Condit @mattcondit]

@Agrippa_Inv @si_yokohama0101 @jiahanjimliu @IRENBULLLL Will that gain be additive to EPS this quarter

[Matthew Condit @mattcondit]

@anandragn I don’t understand your disbelief, every HPC data center company has and will continue to dilute until enough active HPC data centers are cash flowing enough to fund future capex. No dilution Means missing out on rapidly building out their footprint.

[Matthew Condit @mattcondit]

@MarkTheLaird @Omeloparece Listen to Anthropic and Googles CEO’s, they are losing revenue due to lack of compute Mark, be patient, they own the bottleneck. If waiting allows better terms and gets you an even larger pre-payment, the wait will be worth it.

[Matthew Condit @mattcondit]

@DannyDayan5 @NickTimiraos Don’t we all acknowledge that the data is lagged on the upside and downside. And every time the fed needs to adjust rates, they are either too late to raise or cut. Maybe it’s because we aren’t using more real time data to make policy decisions

[Matthew Condit @mattcondit]

@WarrenPies @nickgiva1 Don’t disagree, but the people asking the questions are unserious people just looking for sound bites

[Matthew Condit @mattcondit]

@BourbonCap One time breakup fee included there

[Matthew Condit @mattcondit]

@charliebilello Read the phase out ranges Charlie, very misleading post

[Matthew Condit @mattcondit]

@spacanpanman @StockSavvyShay Does it really matter, he just put $11.9M of his own cash into purchasing shares.

[Matthew Condit @mattcondit]

@LogicalThesis Valid request

[Matthew Condit @mattcondit]

@MoMoMacro If you game it out, sustained high prices or even ramping prices start to price in economic downturn and push yields down, maybe not this week but not far away. Or you get negotiations and de-escalation, which should have algos drive down oil and yields…..

[Matthew Condit @mattcondit]

@charliebilello How does 2022 look when added