u/DunkWanoy

You like the returns now? Wait until they announce the plan they are quietly executing on:

Evolution

Phase 1: AI Cloud

Rents GPU clusters cheaper/faster than hyperscalers.

Competes with: Amazon Microsoft Google

Phase 2: AI Native Stack

Builds: inference optimization model routing memory layers persistent agents synthetic workforce tooling

This becomes the “AI operating system.”

Phase 3 — Autonomous Enterprise Layer

Businesses stop hiring for certain workflows.

Instead: they subscribe to AI labor fleets running on Nebius Nebius takes transaction fees

Begins resembling: cloud provider marketplace operating system labor platform financial network