Chairman & CFO @InfraSightSC | Scaled hedge fund startup to $500M AUM | Building financial systems for the Compute Economy | 20 years institutional finance

Joined August 2025
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๐—ง๐—ต๐—ฒ $๐Ÿฐ๐Ÿฑ๐Ÿฌ๐—  ๐—–๐—ผ๐—บ๐—ฝ๐˜‚๐˜๐—ฒ ๐—ฅ๐—ถ๐˜€๐—ธ ๐— ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—ผ๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐˜† ๐˜๐—ต๐—ฎ๐˜ ๐—ฑ๐—ถ๐—ฑ๐—ป'๐˜ ๐—ฒ๐˜…๐—ถ๐˜€๐˜ ๐Ÿญ๐Ÿด ๐—บ๐—ผ๐—ป๐˜๐—ต๐˜€ ๐—ฎ๐—ด๐—ผ. A thread
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Charles Portz retweeted
Gamma n8n Claude = AI Presentation Engine that closed $47K in deck services last month... (And it's printing money for agencies who found it) This system generates investor-grade presentations in 11 minutes using AI automation and strategic prompting... โ†’ No more 20 hours weekly trapped in PowerPoint hell โ†’ No more $3K-$5K agency fees for 2-week turnaround decks โ†’ No more designer dependencies killing your delivery speed โ†’ No more creative bottlenecks limiting client capacity to 4 decks monthly Just client brief submission โ†’ autonomous presentation engine that builds Fortune 500-quality decks. Here's how it works: โ†’ Form Submission Trigger (client inputs brief, n8n workflow activates instantly) โ†’ Strategic Narrative Builder (Claude structures investor psychology data flow) โ†’ Gamma Deck Generation (renders production-ready presentations automatically) โ†’ Auto-Export System (delivers to Drive email drafts without manual work) โ†’ Output Tracking Database (logs every deck for client delivery management) Built with Fortune 500 presentation standards. Runs 24/7 without supervision. 10-minute setup. Zero design skills needed. Want the complete system? Like comment "GAMMA" repost, and I'll DM it to you. (must be following)
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On a Zoom yesterday, an investor asked: "Everything I see about trading compute is nowhere near trading oil. You keep saying compute will trade like oil. How does InfraSight actually make that happen?" He got the answer a day early. Today we announced it. ๐Ÿงต
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The structure: InfraSight = measurement analytics InfraX = exchange for transparent pricing and liquidity InfraSight InfraX = Infra Yield Index Standard separation. Same as you see between S&P and NYSE. Initial pilots: Q1 2026.
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Had a fantastic time and made some amazing connections. Looking forward to continuing the conversations with @deel @cartainc and @RilletHQ
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Strong start to the week this morning at the brunch with @deel , @RilletHQ and @cartainc with a room PACKED with finance leaders and founders.
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Anyone who knows me understands my philosophy that if you are not continually evolving than you are going to get left behind. I couldnโ€™t agree any more with @garrytan that as soon as you establish a lead youโ€™re immediately depreciating the gap. Thatโ€™s what I love about the co founders of @infrasightsc. They saw where the computer economy was heading years in advanced and skated ahead. We continue to innovate, growing our patent portfolio and ensuring we will remain relevant for the years to come. Iโ€™m boarding my flight to @Techweek_ in San Francisco and looking forward to spreading the word. Hit me up if you want to learn more about how weโ€™re changing the world of compute for the better.
YC CEO Garry Tan: โ€œMoat is not a noun. Itโ€™s a verbโ€ Popular belief says startups win because they have one big, game-changing insight. But Varun Mohan (Windsurf CEO) argues thatโ€™s a myth. โ€œEvery single insight we have is a depreciating insight.โ€ In other words: the value of your insight declines fast. Competitors catch up. Markets shift. What was once novel becomes table stakes. He uses Nvidia as the example: Even at a trillion-dollar scale and 70% gross margins, they still have to innovate, or AMD catches up. The real advantage? Continuously generating new insights โ€” and executing on them. โ€œItโ€™s not about the insight you had one year ago. Itโ€™s whether you can compound that advantage over and over again.โ€ Thatโ€™s why Varun tells his team: being wrong is fine, but being stagnant isnโ€™t. You need to stay sharp, learn from the market, and compound your edge over time. Or as Garry Tan (YC CEO) puts it aptly: โ€œA moat is not a noun. Itโ€™s a verb.โ€ Video source: @ycombinator (2025)
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Microsoft's BitNet drop is fascinating and it changes more in the compute economy than most people realizeโ€ฆ Everyone's focused on the 6x speed bump and 82% energy savings. But my big takeaway: The compute market just added another layer of complexity that nobody's ready for. Think about itโ€ฆ 100B parameter models running on regular CPUs now compete with GPU workloads. Your capacity planning? Your procurement contracts? The assumptions you made six months ago just became obsolete! And this is exactly why we built the WCU! @infrasightsc didn't create another cloud cost dashboard because those solve yesterday's problems. We built a platform for what's happening right now, when breakthrough tech drops every quarter and your infrastructure strategy needs to flex in real time. The companies treating compute like a financial asset can adapt to this. They have the frameworks. They can hedge their bets and capitalize on the shift. The ones still thinking of it as an IT expense? They're flying blind with better spreadsheets. Itโ€™s in plain sight, compute wonโ€™t be getting simpler anytime soon. But it is getting faster, cheaper, more distributedโ€”and way more strategic. Some of us saw this coming. Now everyone else gets to catch up. #AI #ComputeInfrastructure #BitNet #Microsoft #CloudComputing #DataCenter #AIInfrastructure #FinOps #EnterpriseIT #TechStrategy
Microsoft just killed the GPU mafia! ๐Ÿคฏ They've open-sourced bitnet.cpp, a blazing-fast 1-bit LLM inference framework optimized for CPUs. This is a major step forward for running large models locally, without expensive GPUs or cloud costs. Demo app repo paper in ๐Ÿงต โ†“
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The numbers are staggering: $4.4B in transmission costs this year alone, shouldered by residential ratepayers who never asked for these server warehouses. The grid operator admits they're essentially guessing at future demand... 'extreme uncertainty' in bureaucratic speak. They're selling tomorrow's electricity based on forecasts they acknowledge might be fiction. The uncomfortable truth no one wants to discuss: Every miscalculated megawatt, every overbuilt transmission line, every speculative capacity purchase lands on your grandmother's utility statement. The monitoring authority suggests requiring these facilities to bring their own generators. Radical? Perhaps. Necessary? Absolutely. This chaos exemplifies why @infrasightsc exists. We are helping companies transform computational workloads into predictable, measurable units. CFOs can finally forecast their actual infrastructure needs rather than throwing darts at exponential growth curves. When processing power becomes a trackable asset instead of an invisible drain, both utilities and enterprises can plan rationally... and my grandma can stop sweating over next month's bill. #EnergyEconomics #GridModernization #RatepayerAdvocacy #PowerInfrastructure #UtilityTransformation #ComputeCapacity #WCU
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Holy moly I forgot to include the main attraction My bad ya'll @Techweek_
At #TechWeek starting Sunday and know something you don't: we're accelerating the trend of turning compute into "digital oil". Find me if you want to learn how we're doing it... (Hint: #WCU - That's all you get for now ๐Ÿ˜‰ #InfraSight @a16z #ComputeExchange #ComputeMarkets #aiinfrastructure @infrasightsc @TimMartinISC @REBIForum
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At #TechWeek starting Sunday and know something you don't: we're accelerating the trend of turning compute into "digital oil". Find me if you want to learn how we're doing it... (Hint: #WCU - That's all you get for now ๐Ÿ˜‰ #InfraSight @a16z #ComputeExchange #ComputeMarkets #aiinfrastructure @infrasightsc @TimMartinISC @REBIForum
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Heading to San Francisco next week for a16z @Techweek_ ! ๐Ÿš€ I'll be pitching @infrasightsc , connecting with fellow start-ups, and soaking up insights from some incredible panels throughout the week. For those who don't know InfraSight yet: we've built a Strategic Compute Risk Management Platform that helps companies manage compute like the financial asset it's become. As compute has evolved from an operational expense into one of the world's most strategically important and volatile commodities, we're giving enterprises the intelligence and control to turn that volatility into advantage. If you're in SF next week and want to connect, whether to talk about the future of compute infrastructure, share start-up war stories, or explore potential synergies, I'd love to grab coffee or meet up between sessions. Drop me a DM or comment below and we'll get something figured out. Looking forward to some great conversations! #a16z #TechWeek #SanFrancisco #InfraSight #ComputeInfrastructure #FinOps #Founders #WCU
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If I told you by 2030, @infrasightsc will capture just 1% of the $150B compute risk management market, generating $1.5B in high-margin recurring revenue by enabling Fortune 2000 companies to treat compute as a financial asset through our WCU standardization, delivering both immediate cost savings and risk mitigation all while powering the entire #InfraX compute exchange ecosystem where participation requires our software, how would you respond?
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I read Bloomberg's piece on combinatorial auctions for compute markets. While I deeply respect Nobel laureate Paul Milgrom's theoretical innovation, I can't help but think of the old saying: "In theory, theory and practice are the same. In practice, they're not.
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People smarter than me are claiming compute spending will surpass oil spending this decade. I believe it...and the winning infrastructure won't be the cleverest IMO. It'll be the most practical. We're not chasing the puck; we're already where it's heading.
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The future of compute trading isn't about who has the most sophisticated auction mechanism. It's about creating liquid, transparent, accessible markets that serve real business needs. Standardization beats complexity. Every. Single. Time. #ComputeEconomy #AIInfrastructure #CommodityMarkets #CloudComputing #FuturesTrading #WCU #combinatorialauction
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