Michael Taylor @Mike_Taylor1972 · 20 Aug 2026
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 https://t.co/bVuCfcbi2A
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