High switching costs and long-term contracts have previously made telcos impossible to compete against. Key changes in market structure today are allowing challengers with unique crowdsourced supply to challenge them, says EV3’s Mahesh Ramakrishnan.
AI contracts, not bitcoin, now drive miner valuations, and Cipher and TeraWulf look cheap, says analyst
Compass Point analysts Michael Donovan and Ed Engel said markets are giving little credit to future AI data…