Andres
@aherrerag23
$IREN $CIFR $OPEN 🚀
ID: 739528277748940800
05-06-2016 18:44:16
809 Tweet
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𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 is so good at explaining in clear simple terms why $IREN is next level in the AIaaS space. He’s inspired me to add a few more comments from a first-principles view. “The AI race is 10x bigger than the Manhattan Project” — 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 🇺🇸1.0m 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.