X @Nick Szabo

CEO Performance & Credibility - The report questions Sam Altman's credibility as CEO, suggesting he may be untruthful [1] - It implies potential mismanagement due to unconfirmed funding and supply for "Stargate" [1] DRAM Market Impact - Altman's statement about "Stargate" consuming 40% of global DRAM supply triggered shortage fears [1] - DRAM prices have reportedly increased by 300% (3x) due to these shortage fears [1] Project Viability - The cost of "Stargate" has tripled, potentially jeopardizing the project's feasibility [1]