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Yes, they have assets: GPUs sitting in datacenters, and data. Question is: is that worth enough to cover the debt after the market crashed?
by ragebol 2mo ago
Yes, they have assets: GPUs sitting in datacenters, and data.
Question is: is that worth enough to cover the debt after the market crashed?
- sssilver 2mo agoDon’t they all have mostly the same data, with a small / negligible delta between each other?
- stnikolauswagne 2mo agoI'd argue that data in this case is more like the actual models they use, their codebase and their engineering talent. Not deep enough in the sauce to say one way or another how big the realistic delta between companies is though.
- ragebol 2mo agoMaybe so. That leaves just the hardware. Deprecates badly. Maybe gamers will take it off their hands gladly?
- AlexCoventry 2mo agoI would be delighted to see a glut of compute. I'm not optimistic, though.
- fsckboy 2mo agocontracted revenue streams and subscriptions are also assets. Having first claim on those has tangible value.