Matt Dratch
@DratchCap
Macro Equity PM | Dartmouth Fball ’08
“Be bold, and mighty forces will come to your aid.”
Views expressed are solely my own and not on behalf of my employer.
加入 December 2010
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Overheard: “I don’t think I’ve ever seen this big a difference between prevailing investor wisdom and business reality”
Most should know the clouds will be Rip City this eps season. BUT it’s still nice to see the checks clear…
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@DratchCap @DratchCap this SpaceX call a vibe changer!?!? Some v interesting quotes. From 6-12mo paybacks. From being able to rent compute many times over. To 10gw maybe more next year.
