e.w. niedermeyer @niedermeyer.online · 07/08/2026OK, but what if renting out NVIDIA GPUs is actually the best business of all timeGreg Wester@gwestr.meWhere 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 ever11:38 PM · Aug 7, 2026 9815
War n’ Oats @jedgeco.bsky.social · 07/08/2026↪ Replying to @niedermeyer.online"What if we just imagine number get bigger?" 020
Misadventures In Astro @misadventures.astronomer.social · 07/08/2026↪ Replying to @niedermeyer.onlineFootage taking from leadership retreat.static.klipy.comTadawul Growth PresentationALT: Tadawul Growth Presentation 010
Greg Wester @gwestr.me · 07/08/2026↪ Replying to @niedermeyer.onlineIn the software stack, it can be. Renting bare metal is well known to not be where the margin is! 040
Gangly Bitch @gangly-bitch.bsky.social · 07/08/2026↪ Replying to @niedermeyer.onlineWorth more than the earth itself, maybe 000
Brian Rinaldi @remotesynthesis.com · 07/08/2026↪ Replying to @niedermeyer.onlineSomeone actually put that they are projecting to go from $2.6B (most recent quarter) to $235B in 18 months? And they were serious? 020
JZ @jimmyalapdance.bsky.social · 08/08/2026↪ Replying to @niedermeyer.onlineI am disappointed space isn’t growing when space is always growing, truly infinite TAM in space 110
Bugdozer @timeforma.bsky.social · 08/08/2026↪ Replying to @niedermeyer.onlineSo 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. 040
nope @jpshipley.bsky.social · 08/08/2026↪ Replying to @niedermeyer.onlineit’s working out pretty well for nvidia 000
Classic MacGruber @rkpatrick.bsky.social · 08/08/2026↪ Replying to @niedermeyer.onlineAt least the capex here is just money. Wait until they start trying to make their own chips and burn through years waiting on the world's most expensive equipment and ironing out bugs. 010