Ross Hendricks
@Ross__Hendricks
Actionable investment ideas at the
가입 June 2018
1.3K 팔로잉 중 36.8K 팬
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
더 보기
