Nelson

Energy & AI. Innovating in the Built Environment 🇺🇸

[Nelson @N3Newman]

@ArthurMacwaters

[Nelson @N3Newman]

@mattpocockuk Where to access?

[Nelson @N3Newman]

@KashRamki What does CIFR and a hyper scaling failure mean in this context?

[Nelson @N3Newman]

@LionsKool_Aid @DeplorableFJB @barstoolsports I don’t think they knew he was actually injured until the replay

[Nelson @N3Newman]

@chamath 🗣️IREN mentioned

[Nelson @N3Newman]

@blueprintsmb22 I guess once you’ve “made it” then action can set you back but if you aren’t in that class I think extreme action would be a much safer route

[Nelson @N3Newman]

@jamesonhaslam Fool me one time

[Nelson @N3Newman]

@alc2022 Feels like when you were on AMD before the run…

[Nelson @N3Newman]

@PEoperator Top down comms - state the result, then explain process if absolutely necessary

[Nelson @N3Newman]

@yacineMTB When I heard it reframed that you can get proficient in anything with 40 hours but most people postpone the 1st hour indefinitely, it certainly changed how I approach this

[Nelson @N3Newman]

@StanNRGY @IREN_Ltd @iTzAnthonyNap @theallinpod ⏳

[Nelson @N3Newman]

@moseskagan They also don’t teach you that wanting to give your kids a better starting point gets you labeled greedy and gets them labeled spoiled which is so backwards. The goal is to make things better

[Nelson @N3Newman]

@benln Here

[Nelson @N3Newman]

@MatthewBerman @bot @SpaceXAI Maintaining my vehicles, booking oil changes, and putting it on my calendar has been great so far

[Nelson @N3Newman]

Super cool to see after starting my career building submarines @AuburnMBB @WeAreHII

[Nelson @N3Newman]

@toddsaunders Yep. Too many committees make slow progress

[Nelson @N3Newman]

@SecretCFO @awilkinson The 🐐

[PEoperator⚡️ @PEoperator]

Per Grok, electrical backlogs are currently 160% of revenue!

That means the next 19 months of revenue are booked without selling one more dollar.

There are so many constraints on the AI infrastructure buildout and this is clearly one of them.

These businesses are all trading for mid 20x EV/EBITDA multiples.

I’ve seen several private subscale/midsize manufacturers trading for 15x+

Despite all the bad press for data centers, exuberance endures.

Graphic from Beaumont Bailey

[Nelson @N3Newman]

@PEoperator What are you doing to get ahead vs not doing cause in months (if not weeks) enterprise level tools will be rolled out

[Nelson @N3Newman]

@LoganARobison Hahaha I should have clarified! It could be cool to generate a phone number to give to my grok bot (not steal yours)