$IREN's latest results deck has a slide every real estate developer would recognize. Substations, earthworks, structure, electrical, cooling, handover. It is a Gantt chart with the dates taken off. These are not new, but really happy to see. What makes me happy is how many tech people on X now follow this closely. Concrete, steel and substation dates are FinTwit content now. AI still needs a roof, power and land under it. AI will not replace me unless I walk away from my own business.
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