Anjney Midha
@AnjneyMidha
Compute isn’t venture. It’s infra with venture demand curves and utility contract structures
The right comp is 90s era independent power producers, except the offtakers have stronger balance sheets and steeper demand than anything in energy history
Most investors will miss it
The right comp is 90s era independent power producers, except the offtakers have stronger balance sheets and steeper demand than anything in energy history
Most investors will miss it
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