Darin Feinstein

Founder: Core Scientific $Corz (no current role), Father

[VraserX e/acc @VraserX]

The West is sleepwalking into irrelevance.

83% of Chinese people are excited about AI. In Germany, it’s 37%. In Britain, just 29%.

China is racing to automate everything while the West debates whether AI should even exist.

The countries that embrace AI will dominate the economies of tomorrow. Those that resist will become dependent on those that don’t.

And once China controls the technology, infrastructure, and industrial capacity the rest of the world relies on, good luck reversing that.

This isn’t just a technological race anymore. It’s a race for geopolitical survival.

And the West seems determined to lose it.

[Darin Feinstein @DarinFeinstein]

Thank you @MSN Best Mexican restaurant in Las Vegas

@ElDoradoVegas

**Seed oil free and organic food since 2014

https://t.co/lTvnqXkFiU

[Julien Chaumond @julien_c]

open source won’t pace

[Darin Feinstein @DarinFeinstein]

If you only slow down American AI companies you better learn how to speak Chinese.

https://t.co/8XhxQYLtHi

[Darin Feinstein @DarinFeinstein]

No expiration date exists for any Bitcoin ever.

https://t.co/G46wBOFN2j

[Tablesalt 🇨🇦🇺🇸 @Tablesalt13]

JUST IN - EU President Ursula von der Leyen says that people's savings accounts are a problem

and that she must put this money "to the service of European companies"

says her plan to "securitize them" and "supervise them"

They're coming for your savings, Europe.

[Darin Feinstein @DarinFeinstein]

CBDCs

Purchase denied. You have consumed your quota of real meat this month, please try meat substitute from vegan shelf.

Purchase denied. Your voting records show you did not participate in latest polls, accounts will be reinstated in 72 hours or after completion of polls.

[Darin Feinstein @DarinFeinstein]

CBDCs

Purchase denied. The funds you are attempting to use were valid for 12 months from issue and have expired. Saving money beyond 12 months requires approval from federal social, safety and political ministers. Proper forms along with approved category for saving required.

[Darin Feinstein @DarinFeinstein]

China vs USA - Next 5 years

China is scheduled to turn on 1.4 TW's of energy in the next 5 years greater than the entire American active power grid across all 50 states.

During this same 5 year period the USA is slated to turn on only 20% of what China is building (if permits hold).

This energy will power the next generation of AI and robotics, which is why this is the most critical infrastructure build in history of the USA.

If NPC activists succeed in blocking American energy and data centers, you’d better learn to outrun Chinese robots improving 100%+ every year.

[el.cine @EHuanglu]

1 year progress of china's AI robot

[Sama Hoole @SamaHoole]

Sunlight on skin makes vitamin D out of cholesterol.

Sunlight on skin releases nitric oxide and drops your blood pressure.

Sunlight at dawn sets the clock running your sleep and your mood.

Sunlight in a child's eye slows the elongation that becomes short-sightedness.

Every living thing on this planet is downstream of that star, without exception.

It has arrived free every morning for four billion years.

The eye was built specifically to receive it.

And somewhere in the last forty years we were taught to be afraid of it.

Afraid of the sun.

We check an index before we go outside.

We coat children in chemicals before school, every two hours.

When the regulator finally tested those chemicals, all six crossed into the blood after one application.

The star that made every calorie you have ever eaten is now something you buy a product to avoid.

Vitamin D deficiency went from a slum disease to a routine blood result.

No animal has ever needed protecting from its own star.

Every other creature on earth still moves toward it.

One species checks an app first.

[Darin Feinstein @DarinFeinstein]

@SamaHoole 👏👏

[Sama Hoole @SamaHoole]

pH 1.5. That is your stomach, and the only other animals down there eat things that have been dead for days.

Everyone wants to argue about teeth. Teeth are on the outside, where a campaigner can point at them. The stomach is filed in a 2015 review nobody handing out leaflets has ever read.

So read it. Scientists pulled gastric pH from 68 species of birds and mammals and sorted them by diet. Mean pH by group:

- Obligate scavengers, the carrion specialists: 1.3
- Humans: 1.5
- Facultative scavengers: 1.8
- Generalist carnivores: 2.2
- Omnivores: 2.9
- Fish and insect eaters: 3.6
- Herbivores: 4.1 to 6.1
- Every other primate alive: 3.0 or higher

pH runs on a log scale, so 1.5 against 3.0 is roughly thirty times the acidity. You are carrying an acid bath no other ape comes close to, and your only company is the vulture and the hyena, the animals built to eat the dead without dying.

That filter is expensive to maintain. Evolution does not issue a scavenger's stomach to a fruit eater for a hobby. It issues it to kill what is living inside meat that would put other animals in the ground.

You have the stomach of a vulture and the dietary opinions of a rabbit.

Have the steak. Bring the teeth.

[Sama Hoole @SamaHoole]

The fat on your plate becomes the fat in your skin. That is not a metaphor, it is just where it ends up.

Fill your diet with seed oils and you build your skin out of polyunsaturated fat, the kind with unstable bonds that sunlight tears apart.

Fill it with the fats humans ate for a couple of million years and you build it out of something that does not catch fire in daylight.

Fill it with seed oils and the same sun that your grandparents lay out in for hours now reddens you in twenty minutes flat.

Fill it with butter, tallow and suet and the skin holds up under a light that has not changed its strength since before we had a word for it.

Then we reached for a bottle of factor 50 to guard the skin, and a bottle of statins to guard the heart, and never once looked at the oil doing both.

Then we blamed the daylight.

[Mark Kaplan @markkaplan20]

There are tribes on this planet who eat meat, fat, and whole foods every single day.

They've been doing it for tens of thousands of years.

They don't get heart disease. They don't get diabetes. They don't get obese.

You've been told the food they eat is killing you.

They're the proof it isn't. 🧵

[Andrew Kang @Rewkang]

VC interest in robotics has barely started

[Alice Smith @TheAliceSmith]

Hating Elon Musk has definitely become the latest low-IQ red flag.

[Darin Feinstein @DarinFeinstein]

Real-world example of private industry vs. government bureaucracy.

Compare:

SpaceX founded in 2002:
$12B in capital invested VOLUNTARILY to transport humans, satellites and rockets into SPACE.

California High-Speed-Rail started in 2008:
$15B+ FORCED from taxpayers to build a high-speed rail system to transport only humans across the EARTH.

Results:

SpaceX spent $12B:
Revolutionized rockets, satellites, and space travel. Over 15,000 payloads launched into space, over 12,000 Starlink satellites deployed, over 99% success rate across Falcon launches.

California High-Speed-Rail spent $15B:
After 17 years, still has not transported a single passenger to any destination anywhere on the planet.

Consequences:

SpaceX - Success ✅
Goes public over $2T increases shareholder valuation thousands of percent and humanity benefits.

California High-Speed-Rail - Failure ❌
Taxpayers zero recourse to recover wasted $15B+. No politician held liable. No contractor accountable. All money is simply RIP.

If you were wondering why so much hate for Elon, career politicians pushing big government continuously humiliated by successful entrepreneurs. Musk produces with private funds the most sophisticated engineering marvels in human history. Government boondoggles create nothing, with no recourse.

[Robert Sterling @RobertMSterling]

SpaceX raised only $12B of capital before going public. With that $12B, they revolutionized the rocket industry, built a global satellite network, and created arguably the most innovative company of all time.

The federal government spends $12B every 15 hours and still can’t get its shit together. Prior to SpaceX, NASA was sending astronauts into space on Soviet-era Russian Soyuz capsules.

So no, I don’t find Elon’s wealth to be a problem, and I wouldn’t trust Elizabeth Warren or Bernie Sanders to allocate a single dollar of it.

[Beff (e/acc) @beffjezos]

Technology allows us to grow food without pesticides and support more healthy humans.

Another absolute win for the techno-capital machine.

Another L for Decels.

[Darin Feinstein @DarinFeinstein]

SpaceX

From an investor across 7 rounds since 2016, and buying more in the IPO, $1.75 Trillion is still a bargain.

Godspeed! See you at $5T and beyond. 🚀

[Sama Hoole @SamaHoole]

Breaking news for anyone who hasn't worked this out yet:

Cows are vegan.

Stay with me.

The cow eats the grass. The clover. The herbs. The wildflowers. The diverse, mineral-rich, organically grown plant matter you've been told to base your diet around.

The cow then, and this is the interesting bit, converts all of that plant material into complete protein, bioavailable haem iron, zinc, B12, the fat-soluble vitamins, omega-3 fatty acids, creatine, and carnosine.

She does this with four stomachs. Which are considerably better at the job than yours.

The most efficient way to eat a plant-based diet, biologically speaking, is to let a cow do it first.

The cow is the blender.

The cow is performing the processing you cannot perform yourself, on a scale you could not approximate with the entire contents of a Whole Foods salad bar.

When you eat beef, you are eating a hyperconcentrated, grass-powered superfood that a committed vegan has spent eighteen months in a field assembling for you.

You're welcome.

[Darin Feinstein @DarinFeinstein]

AI infrastructure spending up to 2.8 Trillion through 2029 - Citigroup

🚀🚀

[Milk Road AI @MilkRoadAI]

Larry Ellison, the man who built Oracle into a $500 billion enterprise software empire and he said something that every investor needs to hear (Save this).

"By 2029, I can guarantee you, AI is not going to be the problem."

The problem is going to be compute specifically, who has enough of it and who does not.

Ellison described the current AI race in terms that strip away all the abstract commentary about models and capabilities and reduce it to the one thing that actually determines who wins: "Me and Elon begging Jensen for GPUs. Please take our money. We need you to take more of our money, please."

Citigroup raised its forecast for AI infrastructure spending to $2.8 trillion through 2029, with hyperscalers already spending at a $490 billion annual rate by end of 2026 and the firm estimates global AI compute demand will require 55 gigawatts of new power capacity by 2030 at a cost of approximately $50 billion per gigawatt.

Sam Altman publicly thanked Jensen Huang this past March for significantly increasing NVIDIA's capacity at AWS, the CEO of the most important AI lab in the world writing a thank you note to the chip supplier because compute is still the binding constraint on everything OpenAI wants to build.

Ellison's point about getting there first is the part of this clip that deserves a second read.

He named three specific races, self-driving, reading cancer biopsy slides, and synthesizing video and said that being first in each one is a big deal.

The logic is that in winner take most AI markets, the first mover trains the best model, the best model attracts the most usage, the most usage generates the most data, and the most data trains the next best model, a compounding loop that the second-place finisher never catches up to.

"The guys in this race are very smart and they understand they need to be best at something," Ellison said.

What makes this clip so important right now is the timing.

The AI GPU chip market is projected to grow at a 32.4% CAGR through 2029, reaching $145 billion in incremental spend, and NVIDIA's data center revenue is already running at a pace that would have seemed impossible three years ago.

Every major hyperscaler, Microsoft, Amazon, Google, Oracle, Meta is no longer funding AI capex from operating cash flows alone, they are borrowing to keep up, because falling behind in compute now means ceding the winner-take-most race Ellison just described.

At Milk Road, we have been positioned in NVIDIA, AVGO, AAOI, MU, and Bloom Energy and more.

Come join Milk Road Pro and get the full picture on how we are playing every layer of the GPU demand supercycle that Larry Ellison just guaranteed will not slow down before the end of the decade, link below/bio.

[John LeFevre @JohnLeFevre]

California almond farmers use 1.5 trillion gallons of water per year - 8x more than all US data centers combined.

And golf courses use 500 billion gallons of water.

This isn’t environmentalism; it’s propaganda.

Are green fairways and almond exports more important than space exploration and cancer research?

[Sam Badawi @Sam_Badawi]

Hyperscaler CapEx consensus estimates imply spending grows from roughly $380B in FY2025 to about $1.03T by FY2028, a 39.5% CAGR.

$NVDA CEO Jensen Huang believes AI infrastructure spending could ultimately reach $4T by 2030, implying a much steeper trajectory beyond current consensus estimates.

That would require spending to accelerate dramatically from FY2028 through FY2030 as demand for compute, networking, memory, storage, cooling, and power continues to surge. Of course, much of that investment would be funded by $AMZN, $MSFT, $GOOGL, and $META.

Take a wild guess who the beneficiaries might be.