Startup Life in Davos: Four Dudes to a Room Last week, @jason went around Davos "Man on the Street" style, interviewing attendees. Here is Kush Bavaria explaining startup life in Davos: ------------------------------------ Thanks to our partner for making this happen!: Our

Exciting things incoming…. 🇺🇸 🦅

So many things wrong here. Bank of America

industry data before public markets data.ornnai.com

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Agree with the sentiment but I think this take misses a big point. Investment analysis below: $ORCL, like other hyperscales, are incentivized to keep their GPU depreciation schedules as long as possible in order to push margins higher. In fact, they changed it from 5 to 6 years

All investors should understand this before investing in $CRWV and other clouds

1/ great research Ornn on how the hyperscalars are revising their financial modeling on useful life of GPUs and impact on financial reporting depreciation and residual value of GPUs will be a massive opportunity for financial engineering - both on balance sheet and off

The trajectory of human civilization now runs on compute ibtimes.com/price-intellig…

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GOOGL selling 100-year debt 😯

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A must-read primer for anyone interested in how Southeast Asia plays a role in the modern GPU economy

We were highlighted in the The Economist! The world is changing quickly. Ornn is helping to help make building AI infrastructure safer and more transparent. Excited to keep pushing forward to support the future of compute.