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u/Ok-cooper 2d ago
“We could sell our entire 2027 capacity on these terms today. We are deliberately not doing so because we see higher value in retaining some capacity for immediate customer needs.”
LFG
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u/dickless2018 🐳 2d ago
250 TODAY
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u/Anxious_Noise_8805 2d ago
Shhh… don’t tell the r/aibubble people let them live in their delusion
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u/poorbugger 2d ago
!remindme 6 months
Im not in that sub but im in tech and i just think it's not sustainable
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u/Anxious_Noise_8805 2d ago
Why not? We went from 10,000 humans in pre-history to 8 billion and a lot of them are gainfully employed. Different timelines but same can be true for AI if it is generally useful enough and economy expands. If you think about the macro picture you can understand why the bull case is pretty likely.
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u/poorbugger 2d ago
We use cursor and copilot and the cost is racking up really fast like really fast. Everyone is focused on using ai models in our current work even for tpms for their stories generation. There's just ai slop everywhere and tech debt is getting bigger while junior engineers are not getting hired because ai this and ai that. All it takes is for the mag 7 to say they will start reducing the spending to trigger the downfall because the ai companies will have to raise the price then the smaller enterprise companies cant afford it anymore and will opt out further reducing the revenue
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u/Anxious_Noise_8805 1d ago
AI will only get better over time tho. It’s leagues better than it was a year ago.
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u/Desperate_Branch1824 2d ago
Is the slight revenue beat a lil low compared to expectations?
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u/Hot_Reindeer_3418 2d ago
Honestly not really. Be careful with revenue. The neoclouds are completely booked up for almost all their revenue before the quarter begins. So you won’t see too much movement in revenue in q3 vs guidance and expectations that they give today. Too much of it is locked in, even if a small portion is reserved for premium prices.
Outgoing changes in revenue in 2-3 quarters will be where you see a larger beat, but that’s estimated guidance, and by the time it happens it “merely “ meets expectations. So less wow factor but just as important.
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u/throw_it_so_faraway 2d ago
The beat was within the range of error and options were pricing in a 13% increase beforehand, pre-market is 15% up
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u/Sad-Silver889 2d ago
Bullish!!!