M Mohan(@mukund):There are 96 neoclouds. Of them 11 have raised more than a billion. All of them have raised more than $100M $NBIS $CRWV $IREN @CrusoeAI etc. Of them I think 5 survive the AI winter from 2027-2029. The rest will sell for 1-2 cents of their assets on the dollar to real estate companies.

M Mohan

@mukund

Long term investor - Day job: PE fund @IncVangal with investments in @yirlaagency, @peridotdev @fundamentell & 18 other startups

Joined March 2007

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M Mohan@mukund

2026.10.18 22:03

There are 96 neoclouds. Of them 11 have raised more than a billion. All of them have raised more than $100M $NBIS $CRWV $IREN @CrusoeAI etc. Of them I think 5 survive the AI winter from 2027-2029. The rest will sell for 1-2 cents of their assets on the dollar to real estate companies.