Justin Gelinas

Co-Founder & CBO @ TAHO Labs | Run AI and HPC faster on the hardware you already own | Multi-time founder with successful zero to one exit.

[TAHO Labs @TAHOlabs]

How does TAHO Labs engage with partners? Here's what we don't do.

We don’t ask for your model. We don’t ask you to move a workload into our environment. We don’t ask for a rewrite, and we don’t ask you to stand up a second stack alongside your own.

One real workload, on your infrastructure. Then the number. DM if you're curious to learn more.

[David Shapiro (L/0) @DaveShapi]

BTW anyone not using agents like this is falling behind and will inevitably wind up in the permanent underclass.

[Justin Gelinas @Justin__Gelinas]

GPU lead times are still 36 to 52 weeks. So you commit capital today for hardware that lands next fall, into a building that may not see power until 2029, to run workloads you’ll mostly leave idle... Walk me through the part of the spreadsheet where this is a good IRR.

[Justin Gelinas @Justin__Gelinas]

Everyone models this as a supply problem: buy more chips, pour more concrete, sign more PPAs.

Almost nobody models it as an efficiency problem. Double the utilization on the installed base and you’ve effectively built a second installed base without a single new interconnection request.

[Justin Gelinas @Justin__Gelinas]

The real privilege is building something you believe in so deeply that you can’t wait to get back to it the next morning.

[Justin Gelinas @Justin__Gelinas]

It’s a privilege to be embarrassed by your early work because you were brave enough to start

[Justin Gelinas @Justin__Gelinas]

My mental model for AI infrastructure right now is one line: revenue equals tokens per watt times available gigawatts.

Everything else seems like a rounding error.

Most companies are optimizing neither variable. They’re optimizing the press release about how many GPUs they bought

[Justin Gelinas @Justin__Gelinas]

The fastest workload is the one that never runs. Content-addressed execution means work computed once stays globally referenceable, so repeated jobs quietly stop being jobs

[Jeremy Kent @jdk3154]

Arguably the most detailed compute disclosure produced landed Monday, and it still can't tell you whether we got more efficient.

Anthropic S1's compute line: 201% of revenue in H1 2025, 55% in H1 2026. Pricing, amortisation and efficiency all land inside one line.

Huh.

[Dan Martell @danmartell]

Being lazy is a slap in the face to everyone who believes in you.

[Floro S. @sflorimm]

Revenue: $16.3B
Net loss: $80.7B
IPO valuation: $2T

[Justin Gelinas @Justin__Gelinas]

Utilization is the one infrastructure metric your CFO would understand instantly if anybody ever showed it to them.

#taholabs

[Justin Gelinas @Justin__Gelinas]

The darkest moment of the night is the second before the dawn

[Justin Gelinas @Justin__Gelinas]

AWS is out of compute until beyond 2028.

Andy Jassy told z16z co-founder, Ben Horowitz directly.

Not "supply is tight"
Not "we're scaling."
Out. Until beyond 2028.

This is where TAHO comes in. Get more capacity out of the compute you already have.

https://t.co/ejUl1K67GC

[Justin Gelinas @Justin__Gelinas]

overthinking is fear in a labcoat

[Todd Smith @dynadog44]

Crazy that the price of RTX 5090s is 150% ABOVE MSRP!?!?!
Cheapest RTX 5090s in the US — September 2026 https://t.co/bRLiFzqqJ8

[Justin Gelinas @Justin__Gelinas]

Your dashboards were built to catch failure. They were never built to catch expensive idleness, which is how it runs unchallenged for years.

[Elliot Arledge @elliotarledge]

so i actually starting watching and wow this one is insane. nothing like it exists on the internet (and its free!)

@neuralkian literally holds your hand all the way through. no excuses. this is not another hand wavy gpu economics video. everything is explained starting from a simple physics formula.

also lots of lore about how the industry actually works and how the math connects. well fucking done!

[Justin Gelinas @Justin__Gelinas]

Gotta say - I love Rick Rubin, and really looking forward to his new book 'The Way of Code'

Rubin is an interesting persona, because he's recognized as an incredible producer, but he doesn't play a single instrument. He also states that he has no idea how to run a session or a board.

So what exactly is his superpower?

He listens deeper than the people who do, and trusts his instincts deeply.

Founders tend to believe the edge is technical, but usually the edge is noticing what everyone else stopped noticing.

[Justin Gelinas @Justin__Gelinas]

My entire feed is about the Roadster's launch last night... And I love every single one of them, lol