re: Nebius - NBIS - AI Infrastructure Company

Not to mention that a 1GW or 40-50 BILLION dollar expenditure can be fully paid for in less than 12 months in the current environment

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For example, let’s say Uber’s engineers like using Anthropic’s AI tools for $100. And at $100, it helps Uber’s bottomline. But, it costs Anthropic $400 to power these tools. Something has to give. Either the customer has to pay more, or Anthropic’s needs to get far more efficient. There’s no market equilibrium. We are almost 4 years since ChatGPT launched, none of this has happened. It won’t happen either. That’s why none of these things that you are imagining are going to scale, and in NBIS you are holding shares in the biggest risk of the entire chain, the data center builder.

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Anthropic literally posted a profitable quarter this month. If profitability in less than 5 years for a company and an industry that did not exist 5 years ago is your proof positive that 'it will never happen', do not look at the history of the likes of Amazon.

It is amazing we have these hundreds of billions of wasted dollars being spent right now yet corporate earnings are running at borderline record levels.

Obviously Paul's alt

Good stuff here.

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I’m going to enjoy watching you lose all your money.

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Take this shite to the OT. I'm open to the pros and cons of any investment but when you admit you can't be objective and are actually pulling for people to lose their money on this board, it's time to leave.

It's hard to understand the mentality of someone like you. There are plenty of threads I read here about certain stocks and I determine they aren't for me. That's fine - I still hope those in them make some money.

You've made your bear case. Got it. Readers can consider it, along with the bull case. That's what this board is for. But you aren't invested here so let it go.

healthy skepticism of the hyperscaler/neocloud ecosystem is warranted, simply because we’ve never seen anything like this before. I have seen quite a bit of irrational confidence right here in this thread.

Nobody knows what the actual endgame will look like. Openly hoping people lose money though is childish and…”YesStupid”

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healthy skepticism

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Healthy is the operative word. Always want to hear the bear thesis but the discourse the last few days is surely not that - there must be better arguments lol

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I cannot disagree with that, however, when your premise for AI failing is that the only customer for data centers is the hyperscalers and that AI is just a fancier version of Google search, it's hard to take him seriously

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70% of the customers for Data Centers are two companies. That’s a fact.

Takes like this is why I hope you lose money.

I don’t worship at the “Trust me bro, Stonks only go up” alter. You do.

I truly hope you put all your money into NBIS. Don’t diversify it. Put it all here. Ignore all fundamentals. The money will magically appear out of thin air. Do it

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but to suggest AI is some niche technology sounds extremely uninformed at best. Intellectually bankrupt, otherwise.

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It’s niche bc it can’t be scaled given the expenses it takes to run everything.

If it could be scaled, you’d have already seen it with the LLM chatbots. ChatGPT is the #1 App in the IPhone Store. OpenAI financials=a disaster.

The math will never work here. It’s why companies like Oracle have had their debt downgraded to near junk.