JPM’s Gokul: Based on VR200, 1GW of AI infrastructure costs roughly $40–45B, while frontier labs can generate about $30B in revenue per GW. That $30B figure was only around $10B a year ago. If a cloud company leases 1GW of capacity to an AI model developer, JPM estimates it can generate roughly $17B in revenue per GW.

Jul 15 | @chipchipgame Crazy Wednesday Ep.16 Highlights 🎬 Goku @gokunocool started with his cap backwards. A freestyle with zero rhyme, followed by Goku’s cheerful and steady poker philosophy. Then came the cards. A hand he folded made a full house, and two pocket Aces cost him 800U. The poker philosophy completely broke down. Being underwater does not taste great. What happened?👇 Watch, predict and win big on #Billionlive# 7月15日 @chipchipgame 疯狂星期三第十六期切片🎬 开局的狗哥 @gokunocool 帽子反戴，谁都不爱。一曲零押韵的 freestyle ，诠释狗哥开心稳定的德扑哲学。 谁曾想，弃掉的牌发成了葫芦，两把 AA 入池损失 800U。牌桌哲学彻底失效，这水下的水可真不好喝啊！ 究竟发生了什么？👇 看直播，玩预测，赢大奖，就来 #Billionlive#

High ARR multiples won't save an AI startup with runaway burn rates. Gokul Rajaram @gokulr, Founding Partner at Marathon Management Partners, explains why evaluating companies on revenue alone is a major risk: "The ARR multiple in isolation without looking at the burn is basically irrelevant…What I want is a company that when the markets turn, they can still keep growing efficiently and they can raise a round even in a bad market."

The Elder Scrolls III: Morrowind is getting a remaster from an RTX Remix community project developed by modder Gokuwashere and is still in an early stage. The current version lets players explore areas including Seyda Neen, Balmora and the Mages Guild. It replaces many of the game’s original assets with higher-quality textures and materials, while also adding: - Path-traced lighting - Better reflections and shadows - Volumetric clouds - Improved water - New foliage and rocks - Enhanced particle effects for spells - DLSS 4.5 - Support for existing community mods NVIDIA says the current build covers only “a small portion of Morrowind’s vast world.”

Bandai has announced three (3) New York Comic Con 2026 exclusives: SHF Dragon Ball Super Saiyan 4 Son Goku SHF One Piece MONKEY.D.LUFFY (The Raid on Onigashima) SHMA Burning Millenium Godzilla More details coming soon.