For comparison, cdr.fyi currently lists DAC spot prices at $690/T, and if I'm reading correctly most if not all of those selling are specialized and only working on DAC. Though I don't have good intuition if this is currently being sold below cost to finance scale-up in expectation of later progress or something.
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[ 2.8 ms ] story [ 13.9 ms ] threadFor comparison, cdr.fyi currently lists DAC spot prices at $690/T, and if I'm reading correctly most if not all of those selling are specialized and only working on DAC. Though I don't have good intuition if this is currently being sold below cost to finance scale-up in expectation of later progress or something.