Source item
Open original source ↗Great thread on the hidden risks in the neocloud land grab deals with the hyperscalers (Nebius and Microsoft here). Again, are these companies competitors, suppliers and/or landlords?
Quoted context
These are the quoted author’s words.
As an early Nebius $nbis investor having entered just three days after the Yandex relisting in October 2024, I believe it’s the right moment to assess potential execution risks and bottlenecks. Right now, sentiment feels sky-high, and I’m seeing some extremely bold statements being made. I’m preparing a direct contact with Nebius to raise critical questions and stress-test my thesis. I’ll provide an update once I’ve shared my remarks. Staying sharp and critical is essential at this stage.
MarkosAAIG ↗