"Neo Clouds to wyspecjalizowani dostawcy chmury, którzy dzierżawią wyłączny dostęp do procesorów graficznych, o które wszyscy walczą, a Asch Brenner zbudował tutaj trifectę, posiadając znaczne udziały w Coreweave, Iron i niedawno ujawniony 5,6% udział własnościowy w Nebius Group." "Neo Clouds are specialized cloud providers that lease exclusive access to the GPUs everyone's fighting over, and Asch Brenner built a trifecta here, major stakes in Coreweave, Iron, and a recently disclosed 5.6% ownership stake in the Nebius Group."

… I think Mera Holdings, for example, is one of the biggest Bitcoin miners, but now they're transitioning to AI as well, but the market has not caught up to that, so there's still opportunities. Not to say this trade is over, but certainly he was very early to it. Now, the final piece of the puzzle is access to the actual computer itself. Neo Clouds are specialized cloud providers that lease exclusive access to the GPUs everyone's fighting over, and Asch Brenner built a trifecta here, major stakes in Coreweave, Iron, and a recently disclosed 5.6% ownership stake in the Nebius Group. Just think about the full stack he's got built out here now. Energy generation through Bloom Energy, physical infrastructure through repurposed crypto mines, compute access through all the Neo Cloud companies, and the actual AI lab itself, which is probably the best that run loves Claude, don't they? And that's Anthropic. He's not betting on one l …