Disclosure: competitor to TW. I see this as super risky as well. I'm taking a totally different approach with my business. We are only growing with customer de

Disclosure: competitor to TW. I see this as super risky as well. I'm taking a totally different approach with my business. We are only growing with customer demand. First off, we are getting a decent number of GPUs to rent, which should cover our initial capacity needs. Then as we grow, we will push revenue + further investment back into more purchase orders. We can also order and deploy compute on a very short timeframe, so if we have a customer that wants a bunch of compute that we don't have today, we will get it online relatively quickly. Grandiose claims of 20k GPUs by the end of the year, almost never works out the way you want it to.