Matt Dratch
@DratchCap
Macro Equity PM | Dartmouth Fball ’08
“Be bold, and mighty forces will come to your aid.”
Views expressed are solely my own and not on behalf of my employer.
Joined December 2010
317 Following 8.8K Followers
Overheard: “I don’t think I’ve ever seen this big a difference between prevailing investor wisdom and business reality”
Most should know the clouds will be Rip City this eps season. BUT it’s still nice to see the checks clear…
Show more
@DratchCap @DratchCap this SpaceX call a vibe changer!?!? Some v interesting quotes. From 6-12mo paybacks. From being able to rent compute many times over. To 10gw maybe more next year.
