Ross Hendricks@Ross__HendricksTranslation: we need to immediately stop torching cash to provide some semblance of a sustainable business model so we can rush this IPO out the door before the bubble pops RIP “compute shortage/AI bottleneck” brosOpens with an observation
Ross Hendricks@Ross__HendricksIt’s hard to come up with a worse business model than one that relies on huge amounts of high yield debt to acquire depreciating assets in a commoditized industry with zero marginal pricing power. That’s $crwv in a nutshellOpens with an observation