Praetorian Capital Fund is a hedge fund managed by Harris “Kuppy” Kupperman dedicated to seeking non-correlated, asymmetric and absolute returns| Praetorian Capital
Last month, I chose to strip away all the hubris around AI and ask one simple question, one that oddly no one had really bothered to ask; how much revenue is needed to justify the current level of capex spend and give AI investors a return on their capital?? I clearly hit a nerve in […]| Praetorian Capital
Given the rate at which tech companies are spending on data centers, current revenues would have to increase ten-fold just to break even.| Futurism
An investment manager realized he made a crucial mistake — and that his grim prediction about AI investments may not have been cynical enough.| Futurism
