"We're going to need a bigger boat!"
Friday, January 18, 2019
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Are GPUs Essentially a Subscription?
Are graphics processing units more akin to a subscription than “capital investment?” Think about your own smartphone purchases. Yes, it is ...
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We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
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It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
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Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...
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