Neocloud and New Operator Foundations
A neocloud is a bet that four clocks will keep time together: the customer's contract, the chip's working life, the power at the site, and the loan that paid for all of it. This course builds that model and tests it against the operators that made the category, from CoreWeave to Crusoe to Nebius. The names will change. The structure will not. No background assumed. Glad you're here. — Myke Founder, Faraday Intelligence
What’s inside
What a Neocloud Is
The Business Model
Financing the Fleet
Risks and How to Evaluate an Operator