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Bryce Elder

Wrote about big tech's $680 billion buy-now-book-later problem related to AI hardware accounting.

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Nov 2025 — Feb 2026
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OpenAI Needs To Raise At Least $207 Billion By 2030
Financial TimescautiousNov 27, 2025

“Author of "OpenAI Needs To Raise At Least $207 Billion By 2030"”

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Mind The GAAP Again
blog.dshr.organalysiscautiousFeb 6, 2026

AI hardware accounting uses straight-line depreciation that mismatches actual value generation curves, creating a $680 billion accounting gap similar to Bitcoin mining rigs, where older chips remain profitable only due to supply constraints.

“Wrote about big tech's $680 billion buy-now-book-later problem related to AI hardware accounting.”

AI InfrastructureAI Chips/HardwareAI InvestmentAI Economics