_lex·4 miesiące temu·discussWe've discovered the language. It changes the economics of computing.As in, this entire cloud buildout is unnecessary because it becomes like using a calculator.Reach out to chat.
_lex·6 miesięcy temu·discussYou're witnessing a collapse of demand. Do not ignore it - though it may not be permanent.
_lex·8 miesięcy temu·discussThe buildout is already taxpayer funded: see the big beautiful bill, which seems like it was engineered to make this effectively free.They can blend leverage, 100% 1st year depreciation with using the hardware itself as a financing asset and dozens more financial engineering steps -Their actual cost of financing is probably incredibly low already.I worry that they are thinking of trying to run the company just ahead of debt/lease payments or something, otherwise this is just a distractionSo they want even more?