Daryl Xu

Daryl Xu@darylX24 · 15 天前观点输出

great question, depends whether you’re buying as a business or an individual businesses may be able to depreciate the hardware. Individuals may also benefit (through bonus depreciation) if they’re actively managing to operate their GPUs as an income-producing activity but would definitely consult your CPA

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Daryl Xu@darylX24 · 15 天前赛道影响

H200s became available in 2024 and median on-demand rental pricing is still ~$4.68/hr Meanwhile B200/B300/GB300 are already in the market. Good reminder that a new GPU generation doesn’t immediately make the previous one irrelevant. Utilization + $/compute matter.

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Daryl Xu@darylX24 · 20 天前赛道影响

CoreWeave's latest earnings are another good signal for where AI value is starting to accumulate. The models get most of the attention, but there is an enormous physical layer underneath them that still needs to be built, financed and operated. GPUs, data centers, power, networking, cooling. As demand for AI grows, the companies owning and operating that infrastructure are becoming increasingly important. That’s one of the reasons compute became such an obvious direction for B3.

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AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Daryl Xu@darylX24 · 23 天前观点输出

RT @b3labs: You can invest in NVIDIA chips on B3IQ. We make it easy to own, run and monetize compute.

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Daryl Xu@darylX24 · 25 天前观点输出

RT @viktoriya0x: with B3IQ, your wife will not leave you

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Daryl Xu@darylX24 · 27 天前赛道影响

Everyone agrees AI compute is the scarcest asset of this cycle. Owning a piece of it is harder than it sounds. What you now own is stock in a company that owns it, or a token priced on the idea of it. The machine itself belongs to someone else. That gap is the opportunity @b3labs is now offering.

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Daryl Xu@darylX24 · 29 天前观点输出

@Melt_Dem @kellyjgreer where can I get this merch

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Daryl Xu@darylX24 · 29 天前赛道影响

RT @seangeng: Today we launched B3IQ, a way for democratize compute. As Jensen said, "compute is the new asset class" - and now, you can o…

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Daryl Xu@darylX24 · 29 天前观点输出

@Tapped_1n @b3labs great question. from the B3IQ dashboard, you have two options: 1/ use the compute yourself (via terminal or prompt open-weight models using our playground) 2/ rent it out to workloads but only those you approve https://t.co/8wOPTZvwjq

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Daryl Xu@darylX24 · 29 天前观点输出

@kiddoq @carmenli @b3labs @carmenli is a legend, we love Silicon Data plus Compute Exchange

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。