Grade two gates before you treat AI prices as earned
Run two gates this quarter before you treat a hyperscaler multiple as earned. Grade duration of use, then payback on the next build. I will not treat today’s prices as proven until both grade A or B. I will not hide that behind a 400-row forecast. Four markets, not one token price Frontier labs (OpenAI, […]
Grade two gates before you treat AI prices as earned Read More »