Having run a 10KW GPU farm if FriedCat can manage 50x the power AND has a plan to more efficient tech then that is worth more to me than a stable dividend in the long run. I think many of these other mining ops have no idea the complications that "real" power bring. Going from 200W to 1K of mining gear is pretty simple just plug it in and go. Going from 100KW to 500KW isn't quite the same thing. I would like to see two things though. The first is that the hashrate stabilize north of 50 TH/s for more than a week and some communication on the plan to migrate to 2nd gen.
Freidcat can probably afford his own coal plant at this point. (Coal being the go-to fuel source in China at the moment. In the US natural gas is now more popular)
Well the markup of way over 1000% on the hardware he's been selling he should be able to ...
My guess the tiny USBs are finally now only in the range of 200%-500% markup at 0.17 BTC ...