RJC
8K posts
RJC
@RJCcapital
monitoring the situation. not financial advice.
Guys, the world is so compute constrained. I honestly don’t understand how anyone can think otherwise. Almost nobody is seriously using AI today, and we’re already hitting capacity. Everything is a bottleneck: land for data centers, permits, electricity, grid connections, chips, construction, cooling. Demand is growing far faster than supply, and expanding supply is insanely expensive. In this game, the best-positioned companies are the ones with massive net income from non-AI products. They can fund hundreds of billions in CapEx while everyone else has to raise money just to stay in the race… and remember if you are not at the frontier you have no pricing power so you won’t be able to fund your compute need.
this place was a fucking zoo when NFTs were popping and ETH DeFi happened for the first time