Andres
@aherrerag23
$IREN $CIFR $OPEN π
ID: 739528277748940800
05-06-2016 18:44:16
809 Tweet
284 Followers
660 Following
ππ π«π’π©π©π ππ§π―ππ¬ππ¦ππ§ππ¬ is so good at explaining in clear simple terms why $IREN is next level in the AIaaS space. Heβs inspired me to add a few more comments from a first-principles view. βThe AI race is 10x bigger than the Manhattan Projectβ β as Stuart Russell (Berkeley AI professor)
James Chanos Jackie - 3 year pay back on GPUs - the last 2 years of MSFT contract then pay off the data centers too - year 6 onwards = free data centers (for colo or cloud) + any residual value in the GB300s Or, you can sign a colo deal and wait 10++ years to get your capital back on the data
Phil DeSantis, CFA πΊπΈ1.0m BTC BitcoinAIGuy Tsuff10 If you think $70 is the right price for this company, you are not as smart as you think you are. You are still not bullish enough.