TBPN(@tbpn):.@GavinSBaker on neolabs pivoting into neoclouds: "If you signed a long-term compute contract at any point prior to May of 2026, you are way in the money. You're buying compute for $10 or $15 a watt. And you could sell it at a massive premium to that price today." "And it's not just that the spot market is tight today. You have to pay vast amounts to bring on a cluster in mid- to late-2027." "I think that's something that public markets are not appreciating... All [this information] is out there, but for whatever reason, I think it's not legible to the public markets."

2026.10.27 22:00

.@GavinSBaker on neolabs pivoting into neoclouds: "If you signed a long-term compute contract at any point prior to May of 2026, you are way in the money. You're buying compute for $10 or $15 a watt. And you could sell it at a massive premium to that price today." "And it's not just that the spot market is tight today. You have to pay vast amounts to bring on a cluster in mid- to late-2027." "I think that's something that public markets are not appreciating... All [this information] is out there, but for whatever reason, I think it's not legible to the public markets."