greekanalyst

Joined 2 years ago

Karma
132
Submissions
82
Member since
Dec 27
The Greek Analyst

https://greekanalyst.substack.com/ https://x.com/greekanalyst

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Recent submissions

Comment · 4 days ago
Fast depreciation of these assets is a key parameter that will guide who out of these players will win/lose in the long-run. I hope people at these teams have studied aircraft depreciation rates to understand the true LTV of their GPU clusters.
Comment · 9 months ago
Comment · 9 months ago
I have a feeling we will be looking back at this multi-party interview in 10 years, perhaps with delight or maybe with horror, but certainly with great interest.

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