“I create the box… put the contract… the box governs cash flow… pays the data center, interest, principal, then leftover flows back to us.”
♫
Said on All-In with Chamath, Jason, Sacks & Friedberg
The Contrarians with Adam and Adir · AI Money Furnace, Lottery Deep Dive, Fair Work Loses the Plot and AirTree Fight Goes Public
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created an adjusted metric called NPAT-A that excludes the $1.2 billion government contract cost
$1.2 billion cost excluded, metric called NPAT-A
“I create the box… put the contract… the box governs cash flow… pays the data center, interest, principal, then leftover flows back to us.”
“That was my very, very first government contract project as a subcontractor. And I only made like 6K off of that.”
“We create implied forward rates based on the reserve contracts we see that’s transacted… It’s implied based on reserve contracts, not futures.”
“An average of 900 companies have been created each day of this Government. Each day. 900. So 30 have become insolvent. 900 have been created.”
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