Mark Fidelman

CMO of turning assets into pixels 💻💸 | Tokenization wizard 🪄 | #AI CMO 🌌 | helping to make fintech and AI valuable at Exabits

[Mark Fidelman @markfidelman]

“AI is taking over the world” but nobody’s talking about the two massive problems that could kill the whole revolution before it even starts.

Let’s unpack it.
🧵

[Elon Musk @elonmusk]

The car that used to be in my garage is currently in an Earth-Mars elliptical orbit and will be there for at least 10 million years

[Mark Fidelman @markfidelman]

@AGRobBonta What Bonta means is that he’s ready to protect the government fraud he’s helped introduce.

[Carlos Domingo @carlosdomingo]

Today, we announced that the SEC has declared the Registration Statement on Form S-4 effective. The proposed business combination will be submitted to $CEPT shareholders of record as of May 11, 2026 (the "Record Date"), for approval at a special meeting scheduled for June 29, 2026, and, if approved, is expected to close shortly thereafter. Upon closing of the transaction, the combined company is expected to operate under the name Securitize Corp., and its shares are expected to trade on the NYSE under the ticker symbol "SECZ."

[Spencer Pratt @spencerpratt]

If you don't vote, I don't want to hear you ever complain about any of the filth, crime, or decline in LA again. Get off your butt and VOTE, or enjoy what you get.

[DENIRO @denir0x]

tu laptop actual acaba de convertirse en un pisapapeles

nvidia revento tres decadas de historia con un solo chip

se llama rtx spark y sus especificaciones son una estupidez

le metieron el nivel de una grafica 5070 128 gigas de memoria y un petaflop entero de potencia

pero lo mas enfermo de todo es que tu ia personal ahora vive fisicamente en tu equipo

cero internet
cero nube
funciona localmente las 24 horas

todo empacado en un diseño super delgado que no pierde fuerza cuando lo desconectas de la pared

las demas marcas ya estan sudando frio intentando ver como copian esta bestialidad

[Make L.A. Great Again 🇺🇸 @lalovestrump]

Wow

Beautiful Memorial Day message from Spencer Pratt

This is Presidential level stuff

I have never seen someone running for office or elected official in California do something like this

[Benny Johnson @bennyjohnson]

Spencer Pratt is power washing a stencil into the streets of LA that says “imagine if the streets were this clean”.

Genius.

[Peptide Critic @PeptideCritic]

Everyone loves to argue over a single COA.

We sent the same Uncle Wang Retatrutide “10 mg” kit to six labs.

Purity? All ~99.7–99.9%.
Mass? Anywhere from ~10.18 mg to 12.80 mg per vial, with Nexaph/Janoshik consistently over 11 mg and TrustPointe/Freedom pushing 12+ mg.

The pattern: clean peptide, generous fill, and the decimal points are where the rats start fighting.

Full multi-lab COA comparison + methods (HPLC-UV, HPLC-MS, Beer–Lambert, etc.):
🔗 https://t.co/krdtBWlWQM

[Mark Fidelman @markfidelman]

Breaking marketing records for campaign ads

[Mark Fidelman @markfidelman]

@JoJoFromJerz @raehanbobby He calls it like he sees it. Ask stupid questions get a stupid response

[Dustin @r0ck3t23]

Chamath Palihapitiya just said what Silicon Valley is terrified to say out loud.

On Joe Rogan. To millions of people. Without flinching.

Chamath: “The only person that we can trust is Elon.”

Not whispered at a dinner party. Not buried in a podcast nobody listens to.

Said on the record. Full weight behind it.

And then he told you why.

Chamath: “I feel like he’s the least corruptible. He’s the most independent thinking. And I think he’s the one that has an actual empathy for people.”

One of the sharpest capital allocators in Silicon Valley history looked at every founder building AI.

Every single one.

And chose the one the media spends the most energy telling you to hate.

That alone should stop you cold.

Chamath: “Then there are folks where there’s just an insane profit motive.”

He’s talking about OpenAI. He’s talking about Google. He’s talking about companies that swallowed billions from Wall Street and now answer to shareholders before they answer to humanity.

Chamath: “They’re less in control of the businesses that they run.”

The people building the most powerful technology in human history do not control their own companies.

Their boards do. Their investors do. Their liquidation preferences do.

And these are the ones we’re trusting with superintelligence.

Chamath: “He’s like, I need to get to Mars.”

This is the fracture line nobody wants to touch.

Every other AI founder is optimizing for the next earnings call. The next funding round. The next quarterly number that keeps the machine fed.

Elon is optimizing for the next planet.

One group builds to satisfy investors. The other builds to survive as a species.

Those aren’t different strategies. Those are different operating systems running on different hardware.

And it changes everything about how you build.

When your time horizon is 90 days, you cut corners. You monetize behavior. You trade safety for speed because the board needs a number by Friday.

When your time horizon is interplanetary, you can’t afford a single shortcut. Because shortcuts don’t survive launch.

Chamath: “Where is this going to end up?”

The only question that matters. And nobody in power wants you asking it.

Because the answer comes down to who gets there first.

If it’s a company owned by Wall Street, superintelligence becomes the most sophisticated extraction engine ever built. Every decision optimized. Every behavior predicted. Every market captured. Not for you. For the balance sheet.

If it’s someone who can’t be bought, pressured, or voted out by a board of directors, there’s at least a chance it bends toward something bigger than quarterly revenue.

History never remembers who built the most powerful technology.

It remembers who controlled it. And what they used it for.

The only founder in AI who cannot be fired by a board, leveraged by an investor, or replaced by a shareholder vote is the one they spend the most energy telling you not to trust.

Ask yourself why.

[Dustin @r0ck3t23]

Elon Musk just revealed what’s actually holding AI back.

It’s not chips. Not models. Not data.

It’s concrete.

Someone asked him the obvious question. Why not just build private power plants next to data centers? Bypass the grid entirely.

His answer was four words.

Musk: “The power plant makers.”

There aren’t enough of them.

You can design the best chip on earth. Train a frontier model. Raise $10 billion for a hyperscale data center.

None of it matters if you can’t power it.

Musk: “You can drill down a level further.”

GPUs need power. Power needs turbines. Turbines need factories. Factories need permits. Permits need a government that hasn’t paralyzed itself.

Every link in the chain is physical. And every one of them is breaking.

We can train a frontier model in weeks. We can’t permit a power plant in under five years.

The country that invented the assembly line now needs 40 agencies to approve a gas turbine.

China doesn’t have this problem. They don’t run 7-year environmental reviews on infrastructure they need tomorrow. They break ground while America requests approval to break ground.

The AI race won’t be decided by whoever writes the best algorithm.

It’ll be decided by whoever can still build in the physical world.

We spent 30 years getting faster in software and slower in steel. Outsourcing manufacturing. Hollowing out supply chains. Treating builders like liabilities instead of assets.

Now the bill is due.

Every breakthrough in AI is gated by atoms. Steel. Concrete. Turbines that take years to manufacture and decades to approve.

The smartest code on earth is worthless without electricity.

Musk didn’t give a speech about this. He didn’t need to. He answered one question and the whole infrastructure myth collapsed.

“Where do you get the power plants from?”

Follow that thread far enough and you stop finding a technology problem.

You find a civilization that mastered thinking and forgot how to build.

[Spencer Pratt @spencerpratt]

A new era of responsible journalism! Thank you to CBS for posting our full interview so the voters can hear from their next Mayor!

[Mark Fidelman @markfidelman]

@HustleBitch_ This is BS. Next.

[Mark Fidelman @markfidelman]

This is good and accurate

[Mark Fidelman @markfidelman]

@NicHulscher @IamJCraig He was pardoned

[Exascale Labs @ExascaleLabs22]

AI’s biggest problem isn’t intelligence. It’s electricity.
Everyone talks about the next model or agent. Almost no one talks about power, cooling, substations, and grid infrastructure. The real bottleneck isn’t NVIDIA chips- it’s megawatts and infrastructure speed. The next AI arms race is actually an energy arms race.

That’s where Exascale comes in.

Hear it from @markfidelman, Exascale Lab's Head of Marketing.

[Mark Fidelman @markfidelman]

@PunkXBT_ Exactly!

[Mark Fidelman @markfidelman]

What is really happening in AI

1/ The real bottleneck in AI isn’t just GPUs.
It’s power, cooling, and data center architecture.
Hyperscalers own the entire stack.
Neo clouds mostly rent space + GPUs.

We’re building the layer in-between:
GPU-as-a-Service + vertically integrated power & cooling.

[Mark Fidelman @markfidelman]

2/ By owning the power + cooling design, we:

Unlock >100 kW/rack density for Blackwell-class chips
Avoid the “we’ll take whatever DC space is left” trap
Nearly 3× the gross margins of typical Neo clouds
AI infra isn’t a commodity. It’s an edge.

#AI #DataCenters #GPUs