Jul. 15 at 12:15 AM
$CBRS $NVDA Tell the audience why ure boy Feldman can't get his bleeding OpenAi (not profitable yet ) hardware on time, so much so he's gotta guide down for the next qtrs becuase he's renting his own equipment from g42. Also tell the audience how revenues go down on *contra revenue* deductions on Open AI's growing warrant value. They gave Open Ai 32 mil worth of warrants to GET their business. But nothing is free, they must deduct this from their topline qtrly as their share value increases. They tried the same with
$AMZN , with no final amount of compute fully disclosed for Amazon. Why?
Open AI working on Jalapeño with
$AVGO , if Cerebras is alpha and omega, why is Sam doing this?
Open AI= Client whom holds the largest warrant size of
$CBRS entire company, whom Feldman owes a billion dollars to AS WELL, out of the 3.3 bil he has from ipo reserve at 6% and can only pay back to OpenAi in compute or money and can be called back at a moments notice. Check the filings, it's all there.
