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![ehrazahmedd Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::139784127.png) Ehraz Ahmed [@ehrazahmedd](/creator/twitter/ehrazahmedd) on x 1890 followers
Created: 2025-07-07 06:14:02 UTC

Ah yes, the classic "AI will code $IREN a software stack in XX months” argument.

Meanwhile, $NBIS has been shipping for XX years, built ClickHouse-scale infra, orchestrates multi-cloud GPU clusters, serves sovereign nations and runs production inference and robotics at enterprise scale.

But sure, IREN will whip that up with ChatGPT and XX devs.

This isn’t a hackathon, it’s infrastructure-grade AI orchestration which is latency-critical, multi-tenant, fault-tolerant, with developer-facing APIs. You don’t just copy-paste that because "AI coders are improving."

You know who else thought software was easy to copy? IBM, Oracle and Intel.
Where are they in the cloud race now?

And the 3GW “moat”? That’s just undeployed concrete without software to extract value.
Try monetizing 3GW without orchestration. You’ll have the world’s most expensive crypto warehouse.

Power without software is brute muscle without a brain.
Software without power? You can lease.
But a decade of AI-native software architecture?
You can’t copy that. You earn it.


XXXXX engagements

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**Related Topics**
[open ai](/topic/open-ai)
[robotics](/topic/robotics)
[inference](/topic/inference)
[infra](/topic/infra)
[coins ai](/topic/coins-ai)
[$iren](/topic/$iren)
[$nbis](/topic/$nbis)

[Post Link](https://x.com/ehrazahmedd/status/1942104804421181930)