The only modification I'd make is to amortize the investments over 5-6 years instead of 20 because most of the cost is GPUs not the buildings. This increases the required revenue by 4x.
Well, if you buy a bunch of GPUs and don't have buildings to put them in (a very real situation right now), then you're just .... holding hardware and not making a return off it and *the building (and related power infrastructure)* becomes much more important than how many GPUs you have.
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Another weird trick (that seems to be in play) - don't unpack them yet, so they are not yet depreciating assets! Listen to https://open.spotify.com/episode/1QjM5Ud5kjHzMIY5G7hjhW?si=o...
There's one weird trick to preventing your GPUs from losing value. Buy all the ram.
The trouble that that idea is that there comes a point where the generated AI needs machines to test the code that is generated... and it actually puts a limit on the growth of AI.
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