I think it's a fun theory (if they actually want the user base) - but even if they wanted to the actual mechanics are hard. Would need a 15bn+ cheque and they don't have the money. Huge raises required next year to just meet the compute bill even with the NVDA cash. They can't use stock and aren't ready to be public just yet.
This write up is the perfect mix of logic and math on a shitco that has burned everyone’s money so far.
Perfect yolo material, I say.
I think it's a fun theory (if they actually want the user base) - but even if they wanted to the actual mechanics are hard. Would need a 15bn+ cheque and they don't have the money. Huge raises required next year to just meet the compute bill even with the NVDA cash. They can't use stock and aren't ready to be public just yet.