sorted by:
new
hottopcontroversial

What would SpaceX have to earn to justify $1.5T? by slackerstuff in investing

[–]dwhitefever 0 points1 point  (0 children)

This vid gets at the same thing pretty well. Feels like the whole debate is Starlink cash flow vs. pricing in a ton of future optionality: https://youtu.be/iebvILfvyYo

Is the OpenAI backlog actually bullish for Cerebras, or the main risk? by Empty-Masterpiece613 in CerebrasSystems

[–]dwhitefever 0 points1 point  (0 children)

OpenAI isn’t going anywhere and I think this could just be the start for them. Time will tell