Francois Chaubard on X: “this is a great deck by @a16z 1) token prices are down down down 2) CO…”

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Francois Chaubard on X: “this is a great deck by @a16z 1) token prices are down down down 2) CO…” | PeekX

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Francois Chaubard

@FrancoisChauba1

this is a great deck by @a16z

1) token prices are down down down
2) COGS (memory, gpus, electricity) all up up up.

biggest takeaway not clearly highlighted... this implies:

3) frontier lab gross margins are getting crushed!?