Ivan Villasante

Haciendo públicas mis notes diarias. “Estamos hechos de ciclos” y “Todo suma”, por el momento eso.

[Ivan Villasante @IvanVillasante]

@A_EsparzaOteo @TUDNUSA @A_EsparzaOteo está lloviendo joya?💎

[Ivan Villasante @IvanVillasante]

@danielisdizzy @Mr_Derivatives ..going to $200 🥲

[Ivan Villasante @IvanVillasante]

@Speculator_io AI Democratization accelerates demand:
1. Lower model costs = mass adoption
2. Mass adoption = exponential compute needs
3. More compute = higher power requirements

We're at the base of the S-curve. Cheaper AI doesn't reduce infrastructure needs - it multiplies them.

[Ivan Villasante @IvanVillasante]

$CEG Analysis after -19% drop:
- DeepSeek efficiency ≠ zero power consumption
- Nuclear still core for AI sustainability
- MSFT/META deals remain solid
- GS forecasts 160% power demand growth by '30

Tech will keep needing clean, reliable power.

Interesting levels here. 👀

[Ivan Villasante @IvanVillasante]

La comprensión es más importante que tener razón

[Ivan Villasante @IvanVillasante]

@unsereOEBB Yes, same form:

[Ivan Villasante @IvanVillasante]

@unsereOEBB Unbelievable! Vienna-Hallstatt trains cancelled Sep 28 & 30. Left to fend for ourselves TWICE. Can't get refund, online form useless. How do you justify this treatment of international tourists? #ÖBBShame #CustomerServiceFail

[Ivan Villasante @IvanVillasante]

@unsereOEBB Thanks for responding, but this isn't good enough. My girlfriend and I have tried the form 10+ times since yesterday on different devices. Still not working. Is this really the only way to request a refund? Can't you help us directly?

[Ivan Villasante @IvanVillasante]

@Abdiel1596 @Crispy_sego @CavoRayado 1,100 por los dos, están en Poniente 205

[Ivan Villasante @IvanVillasante]

@Crispy_sego @CavoRayado tengo a la venta dos boletos para Mty vs Cruz Azul, cancelaron dos amigos así que si te interesa me avisas 👍🏼

[Ivan Villasante @IvanVillasante]

Love people and use things because the opposite never works. M

[Ivan Villasante @IvanVillasante]

Un cuerpo en forma, una mente en calma y una casa llena de amor, esas cosas no las puedes comprar, tienes que ganártelas. N

[Ivan Villasante @IvanVillasante]

Todo está en la reacción.

[Ivan Villasante @IvanVillasante]

We don't search for old songs, we search for old memories.

[Ivan Villasante @IvanVillasante]

La gente no conecta tantos puntos como crees. El cerebro de todos funciona de manera diferente. Explica clara y concisamente.

Simple > Clever.

[Ivan Villasante @IvanVillasante]

Build what is cool; remarkable and easy to describe!

[Ivan Villasante @IvanVillasante]

@Irvremes HSBC (Premier)

[Ivan Villasante @IvanVillasante]

NET REVENUE:

The portion of GMV that the company recognizes as revenue for services rendered.

[Ivan Villasante @IvanVillasante]

GMV (Gross Merchandise Value):

Total sales dollar volume of merchandise transacted in a given period.

[Ivan Villasante @IvanVillasante]

La historia pertenece a los doers. Así es esto.