Engineer → floor trader → former equity desk quant. Credentials debatable, execution surgical, systematic to the core. Take my views with a dash of humor.
Joined February 2020
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SpaceX ($SPCX) launched 10,000 Starlink satellites to serve 12 million customers and generate $11 billion in revenue.
Meanwhile, Spotify ($SPOT) is leasing a couple of hosted cloud instances to serve 290 million paying subscribers who generate $20 billion revenue.
Yay 🚀🚀🚀🤡🤡🤡
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Early Fable distillers after they managed to jailbreak it...
#Anthropic
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$SPX “Too powerful to release!” Finally, peak hype achieved and those “change-the-world” business models no longer close.
So we’re back at boring old-school cash flow and profit projection analysis.
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Jun 13
AI datacenter power race.
In 2025 China added about 540 GW of new power capacity. Roughly 40% of the entire U.S. grid capacity, in just one year!
China now has around 3.9 TW of generation capacity while the U.S. has about 1.25 TW.
This race needs to move to outer space, fast.
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Jun 12
$AMZN painting that path of sailing into hyperscaling.
The tides always come back in...eventually
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Jun 6
Token smokin.
This $4,700 DGX tiny box can run a Llama-3 70B parameter open-source AI model locally.
Enough AI horsepower for daily needs of a couple dozen employees.
Zero token fees. Data stays in-house. Plugs into a wall outlet with no neighborhood nuclear reactor needed.
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Jun 5
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Jun 4
$SPX thank you Sam, thank you Jensen…one third of all household assets are now in stocks...yay
Now throw in the incoming $6 Trillion of IPO bonanza and 40% is just around the corner.
As they say: “rent don’t buy and drop every last penny on anything AI”
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Jun 3
Human brains run on 20 watts, the power of a dim light bulb and still outperforms today’s LLMs on almost all tasks.
When AGI finally arrives, its breakthrough won’t be becoming 10x smarter but rather twice as smart using 1/10th the compute.
So cut it out, it's all coming home
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Jun 3
$UBER it's 2027, remember, capping my Tokens is like shutting my brain off!
Good luck getting any work done on time, punks.
HR are you seeing this?
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Jun 1
You’re welcome. $NVDA and $MSFT just confirmed that next logical phase of AI.
$GOOG had every advantage imaginable and managed to get caught napping…yet again!
Welcome to the Age of the Idlescalers™
Bring inferencing home. On-prem is back and Token taxes just got Smokened.
May 13
$NVDA as we head into another "record print" now is the perfect time to coin this new term: Idlescalers™
Soon we realize that the world only needs 1 or 2 frontier cloud clusters while the rest start collecting dust as inferencing moves closer to home...
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