Stargate is a great name but the $500b is a ridiculous number and no one should take it seriously unless SoftBank is going to sell all of their BABA and ARM. SoftBank has $38b in cash, $142b in debt and generates $3ish billion in FCF per BBG. They own $143b in ARM and $18b in

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So cute 🤗🤗

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Stargate is a great name but the $500b is a ridiculous number and no one should take it seriously unless SoftBank is going to sell all of their BABA and ARM.
SoftBank has $38b in cash, $142b in debt and generates $3ish billion in FCF per BBG. They own $143b in ARM and $18b in
btc
( twitter.com )

9个月前由 Gavin Baker 提交

Stargate is a great name but the $500b is a ridiculous number and no one should take it seriously unless SoftBank is going to sell all of their BABA and ARM.

SoftBank has $38b in cash, $142b in debt and generates $3ish billion in FCF per BBG. They own $143b in ARM and $18b in BABA. If they start selling ARM, their stake will be worth much less very quickly.

Oracle has $11b in cash, $88b in debt and generates $10b in FCF.

OpenAI is burning cash.

MGX did not commit to a number and is a $100b fund. Maybe 10% of the fund goes into this best case.

Nvidia will limit how much they invest in any one model company (they don’t need a monopsony). Maybe $5b.

Barring the aforementioned SoftBank ARM sale, might be able to put together $50b in equity funding over several years. Can obviously finance the GPUs and put debt on the JV.

Nowhere close to $500b. Everyone should just start issuing press releases for $1 trillion AI projects.

BTW love it that the ticker MGX which is a biotech company is up 33% on this.

If you a professional investor or analyst and you took $500b at face value - or even worse wrote a note about this - you should resign in disgrace.

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This is a great message.
有趣
( twitter.com)

1年前 • Figen • -- 点击 • 下载视频 0 评论

00:01:12

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This is a great approach
btc
( twitter.com)

8个月前 • Elon Musk • -- 点击 • 下载视频 0 评论

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This is a great idea
btc
( twitter.com)

1个月前 • Elon Musk • -- 点击 0 评论

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This is such a great idea
有趣
( twitter.com)

6个月前 • NO CONTEXT HUMANS • -- 点击 • 下载视频 0 评论

00:00:56

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Wow, this is cool!
(Vampire Survivors is a great game btw)
btc
( twitter.com)

8个月前 • Elon Musk • -- 点击 • 下载视频 0 评论

00:01:19

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He is a special and great father.
有趣
( twitter.com)

1年前 • Figen • -- 点击 • 下载视频 0 评论

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😂🐈This is a GREAT page
时政
( twitter.com)

2年前 • Stormy Helbrook • -- 点击 0 评论

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Space start-up Relativity Space Stargate device is capable of building a rocket fuel tank with a 3D printing process. This is a time lapse of the printing process of the ACO tank for the Terran 1 rocket

[read more: ]
有趣
( buff.ly)

2年前 • Massimo • -- 点击 • 下载视频 0 评论

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This is a great game for brain training.
有趣
( twitter.com)

1年前 • Figen • -- 点击 • 下载视频 0 评论

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Whoever thought of this is a great idea.
有趣
( twitter.com)

11个月前 • Figen • -- 点击 • 下载视频 0 评论

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He is such a sensitive and great brother.
有趣
( twitter.com)

1个月前 • The Figen • -- 点击 • 下载视频 0 评论

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What a great Hummingbird courtship!
She is already impressed!
有趣
( twitter.com)

1年前 • Figen • -- 点击 • 下载视频 0 评论

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He is a great teacher who makes physics fun.
有趣
( twitter.com)

1年前 • Figen • -- 点击 • 下载视频 0 评论

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That is what a great father looks like… 💖
有趣
( twitter.com)

4个月前 • The Figen • -- 点击 • 下载视频 0 评论

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He is a great human! 💕
He is feeding street cats via drone delivery.

有趣
( twitter.com)

1年前 • Figen • -- 点击 • 下载视频 0 评论

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Nancy Pelosi is a great supporter to Chinese，Tibetan and Taiwanese.
Therefore she is a target for CCP‘s disinformation campaign.
时政
( twitter.com)

1年前 • 巴丢草 Bad ї ucao • -- 点击 0 评论

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This is a great game. 😂
Who understood the game?
有趣
( twitter.com)

3个月前 • The Figen • -- 点击 • 下载视频 0 评论

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She has a great guard.
What kind of dog is that?
有趣
( twitter.com)

1个月前 • The Figen • -- 点击 • 下载视频 0 评论

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My friend is a great patriot and has my full endorsement for Florida Governor. Byron is a fighter and a true champion for our America First movement. He will be a great leader for Florida and he'll fight alongside my father to make America greater than ever before!
btc
( twitter.com)

7个月前 • Donald Trump Jr. • -- 点击 0 评论

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This is great.
They added a gift from every place they visited.

有趣
( twitter.com)

1年前 • Figen • -- 点击 • 下载视频 0 评论

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Now this is a great idea. Maybe we should also reopen Alcatraz?!?!
btc
( twitter.com)

9个月前 • Donald Trump Jr. • -- 点击 • 下载视频 0 评论

00:00:29

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He is a great barber who has fun cutting hair with kids.
有趣
( twitter.com)

5个月前 • The Figen • -- 点击 • 下载视频 0 评论

00:00:41

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Two women create a great art!
The harmony of the body with the "frame drum" sound is great.
It’s as a mix of oriental dance and techniques of waving.
有趣
( twitter.com)

1年前 • Figen • -- 点击 • 下载视频 0 评论

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Great work by Grok Code team!
This is just a beta release. It is improving almost every day.
btc
( twitter.com)

1个月前 • Elon Musk • -- 点击 0 评论

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