Gali
@Gfilche
host of HyperChangeโกpodcast about tech/investing. writing a book about hodling $TSLA since 2012 ๐ also this is my artisanal tea brand @galileotea
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August 2011
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If you're a $SPCX shareholder take notes ๐
Gavin Baker, an OG investor just said in VC terms that the AI compute business is about to get WAY BIGGER than just the Google & Anthropic deals
He's implying like $100B in rev/yr on the table near term if I'm reading it right
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@jukan05 4 gigawatts this year and another 4 next year per this report. Spot price for compute has gone up since they signed their Anthropic and Google deals.
