Shanu Mathew
@ShanuMathew93
Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. PM equities. Prior: HY credit, ibanking. All views expressed = personal. No investment advice. DYOR
2K Following 30K Followers
Investing X and substack is such an interesting phenomenon
-on one side you have retail garbage / x bois that just repost/steal content and pump stocks based on regurgitated anecdotes, vibes, reference to someone else's 'credible' research with 10s to 100s of thousands of followers
-then you'll have someone with like <1K followers do the most granular ROIC modeling or forensic accounting you've ever seen
the range is so wild haha
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“The really interesting implication is that the frontier labs end up competing on who can afford the most compute. The labs making the most revenue can bid up GPU prices, making it even harder for everyone else to catch up. Basically it’s a super steep power law with only top labs surviving and the rest fighting to create small cheap models with no pricing power. “
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