I’ll check it out :)

Haven’t studied it, I’ll check it out :)

Padhi nahi hai brother, dekhta hu :)

Koi nai brother, market is full of regrets, don’t let that hold you down! Onto the next opportunity :)

I’ll check them out :)

Yup it’s been a while, company looks good ya. I’ll probably jump in on it in sometime :)

🤞🤞

Fair and I respect your opinion. However ai is in its nascent stages right now and E2E is more focused on the developer market which is very small when compared to what Adani, Reliance look at. So unless the market size gets big enough where it makes strategic sense to them they will refrain from such niches and will also refrain from getting into an all out battle with players like Amazon and Google. Coming to google and Amazon yes they are some of the biggest players but have you tried using sagemaker? It’s a pain! Same with the google cloud (Personally I use brev to run my llms). Therefore such players make sense right now as the market size increases the size of these companies will increase as well at least that’s my opinion and yours could be the opposite of mine and that’s the beauty of the markets :) Also having a sense of the valuations makes your entry and exits more strategic

:)

Taking it one day at a time brother 🙏🏻

:)

Noted brother, added to the list :)

I’ll take a look at them :)

Brother ye poora channel hi examples ki ek library hai..fundamental analysis ki playlist may se koi bhi video utha ke dekh lo :)

:)

Agreed, that is one part of it, the other part is the gpu as a service business. There are very few competitors in that space as of now, personally I use brev which has a similar business model but E2E doesn’t cater to the b2c space but rather the b2b space which is what I like apart from their interface and containers

@@brovestor have you compared the offerings of neevcloud, yotta and krutrim with e2e in terms of gpu as a service? What differentiates it over these biggies? AdaniConneX, Reliance, Tata Comm are different types of companies so far so I don't see them as direct competitors (although they may become in the future maybe)

Honestly I haven’t used those services but from what I see, the resources are shared and have a pay as you go model and as far as E2E is concerned they have fixed monthly rate with reserved resources. So you could see it as a pro or con. Pro because revenue is relatively predictable and con because resources won’t be used at 100% 24X7 so that’s wasted and capped revenue as well it depends on your perspective and personal preference

Noted brother, currently I am heavily tied up in a family emergency. But will study these soon

@@brovestor take care man. Hope all is well.

🙏🏻🫂

Superb company and one of our initial videos! :)

Glad you liked it :)

also check net cash (scroll down)..page 211

page 211

Noted, I had gone through this a few weeks ago kuch maza nahi aaya. But I’ll take a second look

Please.. Your videos are addictive ❤