Submissions from pracap.com

		Datacenters Are the New Shale Oil (pracap.com)
		5 points by Ambolia 7 days ago \| past \| 1 comment
		Should we be positioned for Feudalism? (pracap.com)
		4 points by fnord77 9 months ago \| past \| 1 comment
		Global Crossing Is Reborn (pracap.com)
		1 point by baxtr 10 months ago \| past
		How much revenue is needed to justify the current AI spend? (pracap.com)
		81 points by polskibus 11 months ago \| past \| 100 comments
		Global Crossing Is Reborn (pracap.com)
		1 point by shoo 11 months ago \| past
		An AI Addendum (pracap.com)
		2 points by boramalper 11 months ago \| past
		Global Crossing Is Reborn (pracap.com)
		2 points by wwilson 12 months ago \| past
		The world doesn't have enough money to pay for this much AI (pracap.com)
		6 points by kaycebasques on Aug 22, 2025 \| past \| 1 comment
		Global Crossing Is Reborn in AI Cycle Cash Flow (pracap.com)
		1 point by walterbell on Aug 21, 2025 \| past
		The Reallocation (pracap.com)
		1 point by kaycebasques on March 17, 2025 \| past
		On Businesses with Zero Visibility (pracap.com)
		1 point by kaycebasques on July 13, 2023 \| past