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by 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?

2 comments

I would be delighted to see a glut of compute. I'm not optimistic, though.
Don’t they all have mostly the same data, with a small / negligible delta between each other?
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.
Maybe so. That leaves just the hardware. Deprecates badly. Maybe gamers will take it off their hands gladly?