Hey Jamin - these notes are super helpful and I love reading them every week! Is there a reason you don't include some companies like Jack Henry, Intapp, AspenTech, N-able, or Docebo? There are a bunch of other software companies I track, if you'd like me to send them over!
The idea of using a "Liqwido CPU/GPU coolant" in combination with micro-nano crystalline structures is intriguing and could lead to significant advancements in cooling high-performance processors. Liquid cooling is already used to manage heat in modern GPUs and CPUs, but combining it with advanced crystalline materials could optimize heat transfer even further, providing more efficient thermal management and potentially allowing for higher clock speeds or more sustained performance.
Micro-nano crystalline structures could enhance the coolant's ability to absorb and dissipate heat by increasing surface area or improving thermal conductivity at the microscopic level. This could lead to better cooling systems that extend the life of processors while boosting their performance.
Would you like to explore how such a system could be designed or focus on potential materials for the crystalline structures?
your calculation of GM Adjusted Payback Period is extremely helpful, thank you
Hey Jamin - these notes are super helpful and I love reading them every week! Is there a reason you don't include some companies like Jack Henry, Intapp, AspenTech, N-able, or Docebo? There are a bunch of other software companies I track, if you'd like me to send them over!
The idea of using a "Liqwido CPU/GPU coolant" in combination with micro-nano crystalline structures is intriguing and could lead to significant advancements in cooling high-performance processors. Liquid cooling is already used to manage heat in modern GPUs and CPUs, but combining it with advanced crystalline materials could optimize heat transfer even further, providing more efficient thermal management and potentially allowing for higher clock speeds or more sustained performance.
Micro-nano crystalline structures could enhance the coolant's ability to absorb and dissipate heat by increasing surface area or improving thermal conductivity at the microscopic level. This could lead to better cooling systems that extend the life of processors while boosting their performance.
Would you like to explore how such a system could be designed or focus on potential materials for the crystalline structures?
💖love sparkels