Omar Khan

Co-Founder and COO @ Rhombus Systems

[Omar Khan @momarkhan]

@StockSavvyShay and would you say that is IRENs current edge over these 3?

[Omar Khan @momarkhan]

@osarood $IOT

[Omar Khan @momarkhan]

Scale, execution, cost advantages and eventually software/services 😉 Tesla's manufacturing moat took years to develop too. IREN doesn't need to become Tesla .. just turn its power advantage into durable, profitable AI infrastructure economics.

[Omar Khan @momarkhan]

@osarood @amitisinvesting @danroberts0101 is building exactly that at $IREN 😉 A power and infrastructure moat that's taken years to assemble. 5GW of secured power doesn't happen overnight!

[Omar Khan @momarkhan]

Fair point! Tesla's journey revision 😉

2012: Model S launched
2017: Model 3 launched, scaling manufacturing was still a huge challenge (remember this quite well pre covid)
2018: Finally hit 5,000 Model 3's/week
2020–22: Manufacturing scale and cost advantages really started taking shape

Took Tesla nearly a decade to build that manufacturing scale moat. IREN seems on a similar journey? Years securing power, building infrastructure and scaling operations. Moats take time to develop .. rarely in the 1st inning 😉

[Omar Khan @momarkhan]

@osarood @amitisinvesting Wasn't Tesla just an EV manufacturer building infrastructure and scale before FSD became the moat? 😉 Who says neoclouds can't evolve beyond just bringing GPUs online with the winners eventually becoming mini hyperscalers?

[Omar Khan @momarkhan]

Been thinking about this whole neocloud debate since Friday. Hyperscalers displacing every neocloud feels a bit like Nvidia deciding it should vertically integrate into HBM. They absolutely can bring more in house, but specialized suppliers often exist for a reason - capital efficiency, speed, focus and flexibility.

@StockSavvyShay curious how you think about this analogy

[Omar Khan @momarkhan]

@osarood @The_AI_Investor buy the ones with sane balance sheets, not CoreWeave style financial engineering … and with some research at least 1-2 will be found 😀

[Omar Khan @momarkhan]

@osarood @The_AI_Investor Could be… though if hyperscalers eventually decide the easiest way to get the power/capacity is to buy the neoclouds, that may not be the worst ending for shareholders 😄

[Omar Khan @momarkhan]

@StockSavvyShay @VanquishTrader And IREN

[Muneeb @muneeb]

Keep showing up, and obstacles go away.

[Omar Khan @momarkhan]

Every leader has seasons where they’re carrying more than people see.

Personal pressure. Company pressure. It all hits at once sometimes.

You may be judged based on couple of interactions instead of years of consistency.

Don’t let one season define you.

Regroup. Keep building

[Omar Khan @momarkhan]

If someone asks, “What’s your point?” it’s okay to answer, “I’m just putting my perspective on the table.” Not every discussion needs an action item. Sometimes the value is making your conviction known.

[Omar Khan @momarkhan]

I’ve never regretted asking a tough question. I’ve only regretted the times I stayed quiet because I was worried how it would be perceived. I’d rather ask the hard question with conviction than stay quiet trying to sound elegant.

[Omar Khan @momarkhan]

At the beginning, I’ll listen to stories about pipeline, meetings, and engagement. After months, I only want to talk about one thing: measurable outcomes.

[Omar Khan @momarkhan]

Counting people, meetings, or enthusiasm isn’t a business metric. After enough time, the only metric that matters is measurable outcomes.

[Omar Khan @momarkhan]

If your response to a tough question is, “You don’t understand how this works,” you’ve missed the opportunity to actually explain how it works.

[Omar Khan @momarkhan]

@SahilBloom 100%!! Founders owe their teams more than optimism. They owe them accountability, hard conversations, measurable progress, and the humility to challenge assumptions before reality does. If your strategy can’t withstand hard questions, it probably isn’t a strategy yet.

[justine @justinemach_]

an idiot in motion goes further than a genius at rest