Let's run some numbers on $POD, and address why the FDV is truly a 'meme' in this case: At its last datagen peak the network processed 3.5B output tokens/day across a 600-GPU fleet. With V2 unlocking meaningful per-GPU efficiency gains, 10B output tokens/day is a reasonable conservative target to a

Let's run some numbers on $POD, and address why the FDV is truly a 'meme' in this case: At its last datagen peak the network processed 3.5B output tokens/day across a 600-GPU fleet. With V2 unlocking meaningful per-GPU efficiency gains, 10B output tokens/day is a reasonable conservative target to a

tl;dr Current: 3.5B output/day Gross revenue: ~$4.85M/year Net revenue: ~$4.22M/year Post-V2: 10B output/day (expectation) Gross revenue: ~$13.9M/year Net revenue: ~$12.04M/year = 120% of current MC of 10M All revenue routes to $POD buybacks. https://x.com/i/status/2060273928958820356