Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

Appears to be ripple:native meme season. 👀🚀 fuzzybear:native army-3:native phnix:native @589CTO

Leios is getting closer to Cardano mainnet 💙 • Arriving with the Dijkstra hard fork • Initial throughput targets of 3–5x today's capacity • Further upgrades aiming for 10–15x throughput Buckle up, we're in for a ride!

#Cardano fam, this is a tough post to put out there but in the faith of transparency and integrity a must. I have loved my time in the Cardano community and remain a believer but I have decided in my personal best interests to step away. I still hold $ADA but it is no longer my main holding. Things move fast and frankly @Cardano_CF and others have not kept up. Technology and adoption found with @SuiNetwork is a candid contrast. It’s not even close….. Thus I am stepping away as a DRep. Please redelegate to another. I wish EVERYONE success, happiness and peace. @IOHK_Charles @jasonappleton @dangambardello

Is this the break? 👀🥶🚀 lofi-2:native