The tweet was deleted by the author.
But we saved everything 🙂.
Jonah Lupton, investor and market commentator at Social Media / FinTwit, discusses the profitability of purchasing the B200 machine for $50k, depreciating it over four to five years, and generating $70k per year in revenue.
Lupton suggests that this model, if scaled with thousands of clustered machines, could form a highly profitable business.
View post on X Loading...
Lupton previously covered SK Hynix’s projection to generate $492 billion in net income over eight quarters, with an enterprise value of $940 billion, in an earlier article. He has also analyzed growth tactics at Bending Spoons, focusing on its acquisitions of overlooked software firms and use of leveraged debt, as detailed in his report on the company’s strategy. These notes reflect his ongoing coverage of business models and profitability in tech and software markets.