"The Neocloud winner was already obvious based on their CEOs"

"
The Neocloud winner was already obvious based on their CEOs.

$IREN Aussie banker bro backtracking from BTC

$CRWV Gas trader turned ETH miner who got wiped so spare GPUs

$NBIS Russian jew mathematician who built two $30B tech co's while telling Putin to fuck himself
"



Source:
https://substack.com/@asymmetricalbets/note/c-226417074?r=23eft9&utm_source=notes-share-action&utm_medium=web


Neoclouds, ELI5

A neocloud is basically a new kind of cloud company that rents out lots of powerful AI chips, mostly GPUs, to startups and businesses that want to build or run AI.