Peter Wolff(@peterjwolff):Each of these companies has successfully delivered operating AI datacenter infrastructure in the last few months, but we as investors need to see these buildouts translate into significant, sustainable, recurring AI revenues in their upcoming earnings reports. These projects are expensive, complicated, and time-consuming. Any hiccups in the "time to compute" factor could prove very costly. These companies' theses remain strong as long as AI compute demand remains insatiable, energy access remains scarce, and other datacenter projects remain delayed/challenged over the next few years.

2026.09.27 20:53

Each of these companies has successfully delivered operating AI datacenter infrastructure in the last few months, but we as investors need to see these buildouts translate into significant, sustainable, recurring AI revenues in their upcoming earnings reports. These projects are expensive, complicated, and time-consuming. Any hiccups in the "time to compute" factor could prove very costly. These companies' theses remain strong as long as AI compute demand remains insatiable, energy access remains scarce, and other datacenter projects remain delayed/challenged over the next few years.

Dan@L1nden_Tree

2026.09.26 22:26

@peterjwolff As an investor in your Flagship Fund, can you provide an example of evidence that we could see over the next 12-18 months that would change your thesis on these companies?