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Danny Page
@danny.page

Full S-1 is out for $ANT - www.sec.gov/Archives/edg... Overall the picture seems similar to what was reported before: They are now making real money, inference is profitable, but also need to keep the growth rate to fulfill the commitments to the contracted compute.

Danny Page@danny.page

anyway we just need to wait for the full S-1, not these (illegal!) leaks

Danny Page
@danny.page

If the DCs aren’t delivered at that pace, I wonder if that means they can re-negotiate the contracts for spend, thus lowering the necessary revenue goals? bsky.app/profile/dann...

Danny Page@danny.page

what if the moratoriums and delays on data centers ensures that they built at a sustainable pace and there's no pop in the AI Bubble

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