Ross Hendricks
@Ross__Hendricks
Actionable investment ideas at the
参加 June 2018
1.3K フォロー中 36.8K ファン
This is the bear thesis. Costs of providing compute are sky-rocketing (chips, power), while the output prices (tokens) are hyper-deflating
Rising input costs and collapsing output prices is what kills every debt-fueled capex cycle
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