Interplanetary Disk
552 posts

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I don’t think this is getting enough attention. These hyperscalers are booking the perceived (unrealized) price appreciation of their ownership interest in private companies like OpenAI and Anthropic as “other income”, boosting their earnings. 👇🏼
Never mind that the all the income earned by these privately owned AI companies is coming directly from these same hyperscalers.
GIF
Kalani o Māui@MauiBoyMacro
The recent earnings growth of hyperscalers isn’t from core business operations. 👇🏼 The tail is wagging the dog.
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I'm not trying to onboard the masses. I'm trying to onboard visionaries. The type of delusional folk, who can contribute to the vision and build onto the madness. Everything you do is a commentary of the world around you, so if you're going to push something that's dogshit, well... I think that reflects on you, doesn't it? Guess that's my approach to shilling. Even if there's a veneer of financialization baked in, I'm still doing this as earnestly as possible, regardless of what the externalities are. No ticker necessary.
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@Polymarket Wtf y'all talking about I got a 10lb bag of russet potatoes for $3.50
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