josh schraer

Jerry Seinfeld as a clown in a post-impressionistic style was the AI prompt for this avatar.

[josh schraer @JoshSchraer]

@Budrip1007 All the more magical because it contains dogs.

[josh schraer @JoshSchraer]

@JoeCarlasare I remember a tweet where he said AI was a bubble and you should short it all.

[josh schraer @JoshSchraer]

@TopherGotWifi Perhaps 14 billion ARR if they execute and contract prices stay the same. Real question is what happens with financing? I’m about 25% more bullish than you on all 3 cases.

[josh schraer @JoshSchraer]

@OInvests Absolutely slaughtered.

[josh schraer @JoshSchraer]

@HansCashFlow @daniel_koss By “mess” are you referring to the macro situation? The massive capex and big tech tapping equity and balance sheets? Somethinging else? Genuinely curious why you think the trade is so weak.

[josh schraer @JoshSchraer]

@AutismCapital @neverselling777 Move to Alaska. Winter is starting so there won’t be any bugs or sun.

[josh schraer @JoshSchraer]

@leevalueroach And given the amount of disruption coming, it’s entirely possible they don’t survive. Old enough to remember MySpace over here.

[josh schraer @JoshSchraer]

@leevalueroach I’m biased because I don’t use any products except muse. Survive sure, survive and continue to post 26% growth like they do? No, no I don’t.

[josh schraer @JoshSchraer]

@AndreasSteno 63% seems rich in Texas, but I live in Alaska and considering the amount of political adds and calls I see from both sides in our senate race……very red in my state normally. Trump definitely inspires people,one way or the other. No one’s in the middle these days.

[josh schraer @JoshSchraer]

@jiahanjimliu The only way is start start acquiring existing contracted power. Mara has 4.8 gigawatts and has never created any actual value with them. Many others although gigawatt size campuses might have to be btm.

[josh schraer @JoshSchraer]

@gladstein Damn…….that is sad.

[josh schraer @JoshSchraer]

@billybinion @VivekGRamaswamy @megynkelly It’s impressive at this point.

[josh schraer @JoshSchraer]

@VivekGRamaswamy @megynkelly DED

[josh schraer @JoshSchraer]

@duncancampbell Also many different ways to generate the same energy. Intelligence compute is unique. The models might be commoditized but they all need compute.

[josh schraer @JoshSchraer]

@MebFaber Actually I think we would be better off if declared republicans and democrats didn’t vote.

[josh schraer @JoshSchraer]

@MebFaber @elonmusk This question lacks the nuance I would need.

[josh schraer @JoshSchraer]

@amitisinvesting I think there will be more bullish earnings to come, but yeah that was wild.

[josh schraer @JoshSchraer]

@HHorsley Wait…… not fart coin?!? This prediction stinks.

[josh schraer @JoshSchraer]

@PhotonCap Power and the heavy infrastructure to use it are inherent moats. All of it is becoming increasingly hard to acquire and none of the supply chain scales quickly. What happened with Nscale is going to happen more and more.