> like with our portfolio of IPv4 addresses, I’m even more comfortable making bets backed by tradable assets with durable value.
Is that referencing the gpus, the hardware? If yes, why should they have a durable value? Historically hardware like that deprecated fast and reaches a value of 0, energy efficiency alone kills e.g. old server hardware. Something different here?
> like with our portfolio of IPv4 addresses, I’m even more comfortable making bets backed by tradable assets with durable value.
Is that referencing the gpus, the hardware? If yes, why should they have a durable value? Historically hardware like that deprecated fast and reaches a value of 0, energy efficiency alone kills e.g. old server hardware. Something different here?