Michael Taylor(@Mike_Taylor1972):AI - I cannot get the top-down economics to work. If we have by the end of 2027, >$3TRN of compute in the ground, we need at least $1.3Trn of revs (mostly from OAI and Anthropic) to cover that cost/depreciation. I cannot find anyone who can make it work. @hedgeye @profplum99 @Seawolfcap @wolfejosh

Michael Taylor

@Mike_Taylor1972

PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.

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Michael Taylor@Mike_Taylor1972

2026.08.20 16:48

AI - I cannot get the top-down economics to work. If we have by the end of 2027, >$3TRN of compute in the ground, we need at least $1.3Trn of revs (mostly from OAI and Anthropic) to cover that cost/depreciation. I cannot find anyone who can make it work. @hedgeye @profplum99 @Seawolfcap @wolfejosh