Ben Pouladian(@benitoz):The Financial Times having to clarify gross vs. net revenue is quite something for a publication with “Financial” in the name. $70B gross. $50B net. Both can be true. Before framing a $20B shortfall, maybe check whether you’re comparing the same number. Accounting 101.

Ben Pouladian

@benitoz

AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016

가입 April 2009

1.3K 팔로잉 중 26K 팬

Ben Pouladian@benitoz

2026.10.08 21:09

The Financial Times having to clarify gross vs. net revenue is quite something for a publication with “Financial” in the name. $70B gross. $50B net. Both can be true. Before framing a $20B shortfall, maybe check whether you’re comparing the same number. Accounting 101.