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e.w. niedermeyer @niedermeyer.online · 07/08/2026

OK, but what if renting out NVIDIA GPUs is actually the best business of all time

Where have I seen charts like this before? $TSLAQ The obvious flaw is, even if he racks the compute and it has good margins, there isn’t $300B of people that want to business with Elon because he is the worst partner ever

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Bugdozer @timeforma.bsky.social · 08/08/2026

So the pitch is just “become Coreweave?“ It’s very funny how to the extent that he does have real businesses (there’s a lot of Teslas on the road, SpaceX launches a lot of rockets), he has to basically disavow them because they can’t sustain enough hype to keep the stock multiple at insane levels.

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