Swings enormous, burns fast, occasionally actually lands on the moon.
*Not a real statistic. No orbs were harmed.
“This week you'll spend more on compute than most Series A companies spend, period. The board is “aligned,” allegedly.”
Tweet this horoscope →The mystical fundamentals behind The Moonshot.
Nvidia's earnings call
Compute
GPUs reserved
∞ — literally cannot be modeled
A board asking for 18-month cash flow projections
The signs the stars — and several failed cap tables — have opinions about.