Jonas Sorheim @JonasWJS

You can calculate it quite easily using GPU rental prices, utilisation, years life and cost inputs from SemiAnalysis. The ROIC is attractive today. Question is if it remains so. Increased AI CPU usage helps too. Also shifts power back to the hyperscalers after the attempted market fragmentation by Nvidia.

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Jonas Sorheim @JonasWJS

6 months ago

@RealMattMoney Symbotic is not able to build a working prototype. Ocado has the best in class system both for large centralised systems and side of store systems.

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Old England in Colour @englandincolour

6 months ago

Esso Hibernia tanker under construction in Wallsend, 1970.

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Mustafa. @oprydai

7 months ago

i often think about this..

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Jonas Sorheim @JonasWJS

7 months ago

@9_Invest_obey Which book?

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Jonas Sorheim @JonasWJS

8 months ago

@Larryjamieson_ There are none

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Jonas Sorheim @JonasWJS

8 months ago

@noyesclt Makes sense. If you can do the sweep and easily swap MMF tokens for USDC, I am a bit unsure how deposits remain in place unless the regulator adds swap friction.

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Jonas Sorheim @JonasWJS

8 months ago

@noyesclt I am not sure you need to be able to pay with MMF tokens as you can swap for USDC. The swap could happen in the background without the user ever knowing. Can just use USDC and USYC and run through Circle / Visa.

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Jonas Sorheim @JonasWJS

8 months ago

@noyesclt Wont some of the neo banks offer auto sweep of cash balances into MMF tokens forcing larger banks to do the same? There is some par risk with MMF tokens during stress periods but can get around that matching in/out and taking some liquidity fee.

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Campbell @abcampbell

a year ago

x.com/i/article/1978…

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Jonas Sorheim @JonasWJS

a year ago

@david_katunaric Ashtead Technology

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Jonas Sorheim @JonasWJS

a year ago

@tobaccoinsider Yup

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Jonas Sorheim @JonasWJS

a year ago

@tobaccoinsider Its because they have a view that investors will not buy nicotine stocks so they will apply a heavily discounted multiple. If they used a normal valuation method, their price target would be substantially higher.