Producing more tokens could make a firm most valuable, Patrick OShaughnessy notes

Producing more tokens could make a firm most valuable, Patrick OShaughnessy notes
Token volume as driver of company value

Patrick OShaughnessy shares a perspective from Robert Wachen that producing the most tokens may lead a company to become the most valuable in the world.

He highlights that the cost of goods sold (COGS) for software companies will no longer be close to zero for each additional user, with inference costs expected to keep operating expenses high across businesses.

OShaughnessy has previously commented on Bending Spoons' plans to go public, highlighting the company's emphasis on luck and operational excellence in its S-1 filing. He has also shared Paul Tudor Jones's outlook on trend investing and recent reflections on Warren Buffett's strategy in a separate analysis. The author's recent posts continue to focus on strategic insights and industry perspectives.

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