Antolin Garza

Investor - do more of what works, less of what doesn't

[Antolin Garza @AntolinGarza]

@sidprabhu Seriously, who wants to go to East Rutherford

[Karmel Capital Management @KarmelCapital]

In early 2025, the best open-weight AI models trailed the closed frontier by about a year. Today the gap is about three months. That's the thesis of our new mid-year Technology & AI brief, "The Frontier Compresses." Full read:

Full read:
https://t.co/qsXSD5zpQL

[Antolin Garza @AntolinGarza]

@sidprabhu Let’s go 🚀

[Antolin Garza @AntolinGarza]

@sidprabhu @arpitrage Sid is locked in on this one

[Antolin Garza @AntolinGarza]

@sidprabhu You’re this cycles Jim O’Neill!!!! 😂

[Antolin Garza @AntolinGarza]

@sidprabhu Because rolling 30 day tbills or passively holding a basket of low cost index ETFs is kryptonite to a banker

[Antolin Garza @AntolinGarza]

@Davidstout @thewebAI Very nice! Congrats David!

[Antolin Garza @AntolinGarza]

@GillsiesGoons Man..

[Cully Cavness @Electron_Cowboy]

Over the past 24 months, @CrusoeAI proactively secured more than 3.3 GW of gas turbines and reciprocating engines to be delivered in 2026 - 2027 and we have reached initial agreements to purchase an additional 1.2 GW in turbines. In total, this bring’s Crusoe’s portfolio of deployed and near-term deployable gas power generation to approximately 5GW, roughly equivalent to the size of the entire data center industry in Virginia today.

These quantities exclude incremental gas power generation capacity available to Crusoe through third party partnerships. Our gas power generation capacity is also paired with significant additional power technology investments and partnerships spanning batteries, solar and wind power generation assets, fly wheels, small modular nuclear reactors and more. All of this power generation capability is underpinned by Crusoe’s in-house power generation team, which plans, designs, engineers, builds and operates utility-scale power generation systems to be vertically integrated into our data center portfolio.

Our power generation investments stem from Crusoe’s vision of energy-first AI infrastructure and align with the @WhiteHouse call for data centers to “bring your own power.”

[Antolin Garza @AntolinGarza]

@Electron_Cowboy @CrusoeAI Very cool.. ain’t kidding!

[Antolin Garza @AntolinGarza]

@firstadopter Nice work Tae

[Antolin Garza @AntolinGarza]

@VinnyLingham @StealthQE4 @grok Unfortunately “prediction markets” are a reflection of societal weakness

[Antolin Garza @AntolinGarza]

@elwatto Miguel Carneazada #SanDiegoVersion

[Antolin Garza @AntolinGarza]

@sidprabhu Respect the fade #ThereWereSigns

[John Arnold @johnarnold]

The enormous caveat is that OPEC just publishes the numbers given to them by its members without any independent audit. In late 2000s, Chavez tripled the reported reserves without commensurate new exploration, seeking increased int'l and domestic prestige. 300 billion is made up.

[Antolin Garza @AntolinGarza]

@VinnyLingham @Convertbond @grok

[Antolin Garza @AntolinGarza]

@VinnyLingham @Convertbond @grok lol savage

[Antolin Garza @AntolinGarza]

@DarkfireCapital I’d almost argue “world”

[Antolin Garza @AntolinGarza]

@_charlienoyes Congrats Charlie!

[Greg Brockman @gdb]

AI is the refining of compute into brainpower