Mike Alfred
@mikealfred
Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.
Joined December 2009
773 Following 346.7K Followers
I am increasingly concerned about firms spending hundreds of billions of dollars on chips without the physical infrastructure required to plug them in. We could see whale-level deaths if these guys are building a bridge to nowhere. Need more power & infra asap. Who can help?
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