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Ben Pouladian
@benitoz
AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016
Joined April 2009
1.3K Following    26K Followers
The Financial Times having to clarify gross vs. net revenue is quite something for a publication with “Financial” in the name. $70B gross. $50B net. Both can be true. Before framing a $20B shortfall, maybe check whether you’re comparing the same number. Accounting 101.
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