The Inversion Investor

The Inversion Investor

The Big Idea Doesn't Scale

Peter Pham's avatar
Peter Pham
Nov 10, 2025
∙ Paid

The fact that a movie star has to tell you there’s a depreciation inefficiency with GPUs — and is relying on a systemic trickle-down effect — shows how much of a one-hit wonder he potentially is, and how hard true scale really is to achieve.

The bigger idea is this: the moment someone needs others to believe and act for their concept to work, the idea it…

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