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s4mmy· 2025-09-15 13:06
AI Infrastructure & Market Opportunity - Aethir is positioned as an AI infrastructure cash cow, similar to Pump but in the AI sector [1] - Aethir operates as a decentralized cloud platform, providing enterprise-grade GPU-as-a-Service [1] - NVIDIA H100/200 chips are identified as a key bottleneck for AI training, highlighting Aethir's potential role in addressing this constraint [1] Aethir's Business Model - Aethir's business model is based on delivering enterprise-grade GPU-as-a-Service [1] - The company's valuation is implied to be attractive, with a comparison to Pump at 13x revenue [1]
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s4mmy· 2025-09-15 13:04
I'm officially cited as a 'Leader of Key Opinions' in SURF Copilot.I can now officially retire. https://t.co/0dPFNpXvHbs4mmy (@S4mmyEth):To be clear I still think we are early to the Robotics trade.If you’ve seen how badly some of them move, it’s borderline laughable.However, as AI improves so will their co-ordination and functionality.Once we have robots doing chores in homes at competitive price points https://t.co/gc5bgg4wwY ...
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s4mmy· 2025-09-15 12:20
Company Positioning - Aethir is positioned as an AI infrastructure cash cow, similar to Pump but in the AI sector [1] - Aethir operates as a decentralized cloud platform, providing enterprise-grade GPU-as-a-Service [1] Market Opportunity - NVIDIA H100/200 chips are identified as a key bottleneck for AI training, suggesting a significant market opportunity for solutions like Aethir [1] - The AI sector is experiencing product-market fit, indicating strong demand for AI infrastructure [1] Revenue Focus - The report emphasizes the importance of revenue generation, suggesting that companies need to demonstrate strong revenue performance [1]
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s4mmy· 2025-09-14 19:02
RT s4mmy (@S4mmyEth)To be clear I still think we are early to the Robotics trade.If you’ve seen how badly some of them move, it’s borderline laughable.However, as AI improves so will their co-ordination and functionality.Once we have robots doing chores in homes at competitive price points there will be a surge in retail interest.We aren’t far off; you can pick up a “half decent” humanoid robot for $10k. Still too expensive for your everyday household, but not eye watering.What does this mean for Decentrali ...
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s4mmy· 2025-09-14 17:49
@coingecko Turns out Caesar has done my job for me:- Peaq- Auki- GEOD- EMDR- CODECI'll have to think outside the box and find undercover gems with limited public data on.cc: @wronguser000https://t.co/X1U5ULQKuWAsk Caesar (@ask_caesar):@wronguser000 @S4mmyEth @coingecko Top 5 robotics tokens: peaq $134M; Auki $68M, 7-digit ARR; Geodnet $55M, 19k; Modulr $38M, testnet to mainnet Q4; Codec $30M, Solana early.https://t.co/uuS0NHwddd ...
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s4mmy· 2025-09-14 17:27
RT s4mmy (@S4mmyEth)PUMP has an insane revenue engine which (alongside its streaming virality) has driven its FDV above $8bn.Crazy that building a traditional business & integrating buybacks would work.You should also pay attention to AI backed revenue generation, so I’ve linked examples below: https://t.co/KPhReiBXQT ...