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ragebol 2 hours ago

Yes, they have assets: GPUs sitting in datacenters, and data.

Question is: is that worth enough to cover the debt after the market crashed?

AlexCoventry 26 minutes ago | parent | next [-]

I would be delighted to see a glut of compute. I'm not optimistic, though.

sssilver an hour ago | parent | prev [-]

Don’t they all have mostly the same data, with a small / negligible delta between each other?

stnikolauswagne 32 minutes ago | parent | next [-]

I'd argue that data in this case is more like the actual models they use, their codebase and their engineering talent. Not deep enough in the sauce to say one way or another how big the realistic delta between companies is though.

ragebol 7 minutes ago | parent | prev [-]

Maybe so. That leaves just the hardware. Deprecates badly. Maybe gamers will take it off their hands gladly?