The logical criticism of $NBIS which you might start at is that $GOOGL and $AMZN will eat Nebius’s breakfast here. What you find when doing the due diligence is that Nebius has some of the best engineers in the market in this field. They are also not a start-up - they have been fine tuning their enterprise to succeed in this space for a very long time.
The logical criticism of $NBIS which you might start at is that $GOOGL and $AMZN will eat Nebius’s breakfast here. What you find when doing the due diligence is that Nebius has some of the best engineers in the market in this field. They are also not a start-up - they have been fine tuning their enterprise to succeed in this space for a very long time.
@rootlogicblog As far as the logical criticism goes, the TAM is just too massive. And it’s simply not worth it to Amazon or Google to enter a price war with Nebius imo. What do you think?