Viewing profile — irke

Short term it’s mood and momentum

Incremental revenue and cost-savings, at least for enterprises, is where it would show up. There’s also a present value consideration - if LLM’s make those dollars come into existe…

Complete nonsense. In that world there’s no reason for a business enterprise to exist.

That’s a forward contract yeah. They def do exist. Futures are standardised forward contracts traded on exchanges

Yep - it’s impossible to separate experimental tokens vs value creating ones. Ultimately the performance will be assessed via the income statement and cash flows of customers of th…

Tokens as a metric is the analogue of users as a metric. In the end value per user is what matters in relation to being a healthy going concern and valuation in relation to Meta fo…