steve hsu
@hsu_steve
Physicist, AI Founder, Manifold Podcast
가입 June 2010
0 팔로잉 중 48.8K 팬
Suddenly everyone is running the numbers...
This could be a problem: Goldman sensitivity table shows that in a worst case scenario where hyperscaler ROIC on capex is 0 (token costs collapse, token demand goes to open models, etc) they still need to spend $920BN every year just to cover depreciation and running costs
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