JD 🟧
6.1K posts
Chamath reveals his company's AI token costs are doubling every 45 days but productivity is only up 5% "I sat down with my CTO today, I said how are we doing on token spend. And he said the most incredible thing, he said right now, our token costs are doubling every 45 days. I said well what is the downstream productivity? And he said maybe 5% max." "So my costs are doubling every 45 days, my upside is essentially flat. He said honestly, what we're finding out is that you need to use a lot more tokens to get to this next iteration of improvement because we've effectively already asymptoted." "We're going to take a step back and try to figure out what to do. I don't know how many other companies will actually go through this reckoning now, but the point is everybody in the next three or four years will for sure go through it." "I suspect that if you can get out now, you should get out now before all of that starts to seep into the water table. Because I think that's probably what allows you to get out at a huge price and raise a huge amount of money."
Bitcoin is working today. So are we.
🚨@saylor ‘s $STRC Trap $STRC price falling below $100 par has the company strategically boxed in 🛑 As long as it stays under $100, they can’t sell new shares through the ATM program, which means fresh $BTC purchases have completely stopped🤯 💸 Dividend Burden: The lower the price drops, the higher they have to push dividend yields just to attract new buyers. That directly increases their payout obligations To keep funding these heavy dividends, the company will be forced to sell Bitcoin straight out of its reserves. Just like they did last month And even after doing all that, there’s zero guarantee the price climbs back to $100. If it doesn’t, the pressure on $MSTR is only going to intensify $STRC was a major mistake. I’d stay away from $MSTR in the near term
