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Cheap AI Compute from Methane: Crusoe's Business Model

Waste gas creates cheap electrons for busy GPUs

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Dave Friedman
Jul 13, 2025
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Welcome to the latest edition of Buy the Rumor; Sell the News. We’re closing in on 2,000 subscribers, including institutional allocators, venture capitalists, litigators, senior executives and entrepreneurs. Thank you to all who have subscribed!

In today’s post, I take a look at Crusoe, the company which builds cheap AI compute infrastructure powered by …

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