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424 sats \ 1 reply \ @alphazeta OP 18 Jun \ parent \ on: I’m Rapha Zagury, CEO and Founder of Elektron Energy. AMA starts at 11am EST. AMA

I truly believe the risks on AI/HPC are mostly miss priced. A few points:

  1. Much higher capex needs than BTC mining. The capex is much heavier per MW.
  2. Technology is just emerging. AI will see their version of CPU => GPU => ASICs.
  3. In AI you sign contracts in fiat. In BTC mining you get the best savings technology ever invented. (of course you could always buy BTC with AI revenue).
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10 sats \ 0 replies \ @alphazeta OP 18 Jun

AI will go through this in its own way (but it will be a combination of software and hardware disruption)

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