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Fireside Alpha
@firesidealpha
Learn what the best in business and tech are seeing, then go find your edge
加入 June 2026
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OpenAI CFO Sarah Friar reveals the compute she bought a year ago is now worth 3 to 5x in the market "You know what is fabulous is that the compute I bought a year ago I could sell in the market today for 3 to 5x." "So if nothing else, a great investment. Now the bad news is that we're still short compute, so I should have bought more of it." "So I might live in the future, but my future still needs the screen to get a little clearer, higher fidelity."
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