Viewing profile — neobobkrause
neobobkrause
HN member- Joined
- Mon, Mar 23, 2026, 11:49 PM UTC
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About neobobkrause
Independent strategist and active investor. First-principles analysis of technology and energy markets. Writing at Unlocked Value on Substack.
Recent public activity
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Comment #47497044
Author here. Most coverage of Jensen's token compensation proposal last week has focused on the labor/recruiting angle. I think the more consequential story is that Nvidia is build…
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Comment #47496982
The compensation debate is interesting but I think it's a sideshow to what's structurally happening here. The entity assigning dollar value to tokens isn't an AI service provider. …
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