The neoclouds themselves are a business model the hyperscalers didn’t want to own, but Nvidia was happy to help finance and turn former crypto farmers into sacrificial lambs. There is NOTHING special about them - other than the ability to take on debt and build stuff. Anyone can do that. and that is what the secondary markets made clear this week
We are fuckt. MBA with 15 years plus experience in tech with companies like Microsoft and AWS, and I’ve been functionally unemployed since October 2025. My old role was restructured into an Indian run organization. No healthcare, no safety net. Our country must hate us. Time to take it back.