Andrew Ryan

l/s equity
“Those who have knowledge, don’t predict. Those who predict don’t have knowledge.”
DYODD

[Alexandr Wang @alexandr_wang]

@rayanabdulcader oh we're just getting started

[Andrew Ryan @BioShoock]

If you haven't been to Istria yet, add it to your bucket list immediately. It is a absolute must-see!

Inside Istria, Croatia’s Culinary Heartland: Visiting The Producers Behind The Flavors via @forbes https://t.co/fJlIn2YblJ

[Scrooge McDuck @ScroogeCap]

This is a catastrophic signal for neoclouds like $CRWV and $NBIS.

These companies exist because compute was scarce. When someone like SpaceX enters the rental market with 220,000 GPUs at once, they become the 800lb gorilla.

SpaceX has the advantage of vertical integration and they can underprice neoclouds into oblivion just to keep their utilization rates at 100%.

Anthropic was a crown jewel customer for specialized clouds. If they are moving their heavy lifting to SpaceX then the moat for neoclouds just evaporated.

Now regarding xAI:

Colossus 2 is supposed to bring them toward 1 million GPUs, but if they can't even utilize the first 200k for a winning internal model, the Gigafab becomes a massive, expensive monument to overcapacity for them.

If xAI had a model capable of leapfrogging GPT-5 or Claude 4, they would be using every single one of those 220,000 H100s/GB200s to train it. You don’t let a direct competitor take over your primary training ground unless:

- xAI’s research might have hit a wall where throwing more compute at Grok isn't yielding proportional returns.

- Maintaining a 300MW facility with 200k+ GPUs costs billions in power and debt service. If they can’t justify the internal training run right now, they have to rent it out to stop the bleeding.

- Musk will clean up the books for a SpaceX IPO. Renting out the hardware makes SpaceX a high-margin infra provider rather than a high-risk research lab.

$TSLA

[KKGB @INArteCarloDoss]

This one leader kisses my ass

This one leader is beaten-up by his wife

I grab them by the pussy

I send them back to the Stone Age

How will the US recover from a man who debased with methodic vulgarity the stature of President of the USA?

[KKGB @INArteCarloDoss]

He wants to leave Nato for not helping fight a war he had already won but still has to finish a job that was a June 25 mission accomplished to ensure the safety of an ally that is not participating in the offensive to liberate a people he is about to send back to the stone age

[Don Winslow @donwinslow]

Honestly, I cannot believe 77 million Americans voted for this absolute fucking clown.

[Andrew Ryan @BioShoock]

https://t.co/P0tqPyL7vl

[factorydoge @factorydoge69]

claude confirm all my pre existing cognitive biases and amplify them by sycophantically agreeing with all my ideas. make no mistakes.

[Wall St Engine @wallstengine]

Al Hadath is reporting a draft framework for a U.S.-Iran deal that would require Iran to dismantle Natanz, Isfahan, and Fordow, hand enriched uranium to the IAEA, halt enrichment on Iranian soil, keep Hormuz open, and scale back proxy support, in exchange for sanctions relief and backing for a civilian nuclear program at Bushehr.

[FinancialJuice @financialjuice]

🔴There has been US "outreach" and Tehran "willing to listen" - CNN citing Iranian source.

[Barak Ravid @BarakRavid]

🚨Turkey, Egypt, and Pakistan have been passing messages between the U.S. and Iran over the past two days in an effort to de-escalate, U.S. source says
🚨Senior officials from the three countries held separate talks with White House envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi, the U.S. source says
🚨"The mediation is ongoing and making progress. The discussion is about ending the war and resolving all outstanding issues. We hope to have answers soon," the source says

[zerohedge @zerohedge]

*TRUMP WANTS NO MORE STRIKES ON IRANIAN ENERGY SITES: WSJ

[Gail Weiner @gailcweiner]

OpenAI announcing the focusing on Coding and business is essentially them saying: we’re not going to win the consumer trust battle, so we’re going to plant our flag in enterprise and developer tools instead.

The problem is Anthropic already owns the enterprise trust story and Claude Code is eating their lunch on the developer side. So they’re pivoting into the exact space where they’re already losing.

It’s also a tacit admission that the consumer ChatGPT product, the thing that made them culturally dominant, is no longer their primary identity.

That’s an enormous strategic concession dressed up as a pivot announcement.

[David Vance @DavidVance]

This is what economic suicide looks like;

[Andy Stone @andymstone]

@elitanjourno Funny that the @nytimes wrote almost 1,000 words to tell you what Mark already said on Meta's earnings call two months ago. Here he is:

[Andrew Ryan @BioShoock]

https://t.co/cAfL3w03av

[LiveSquawk @LiveSquawk]

Trump Tells Axios There's "Practically Nothing Left" To Target In Iran - @Axios
https://t.co/I7FAEBjlH0

[First Squawk @FirstSquawk]

CARGO MOVEMENT NEAR THE STRAIT OF HORMUZ RESUMES, SAY GOVERNMENT SOURCES. COMES AFTER IRAN PLEDGED NOT TO TARGET NEIGHBOURS UNLESS ATTACKED FROM THEIR TERRITORY.

[Javier Blas @JavierBlas]

Well, that escalated quickly. First it was nuclear program, then the missiles, then regime change, now is unconditional surrender, in capital letters.