Marcus

Building the next generation HW/SW Stack for Electricity. Give me Liberty! Texas forever.

[Marcus @Owenby]

@jason_howerton @TheLiveFreePod @howertonjosh 🤣 evergreen LOL

[Marcus @Owenby]

@jason_howerton This was a great analysis. Thanks for taking the time to write this!

[Marcus @Owenby]

@jason_howerton This is the way!🇺🇸

[Marcus @Owenby]

@elonmusk @SawyerMerritt @SERobinsonJr 💪

[X Freeze @XFreeze]

Make electricity abundant first

Actual abundance comes with it

[Marcus @Owenby]

@jason_howerton 🙏

[joshua steinman (🇺🇸,🇺🇸) @JoshuaSteinman]

Hackers are coming for all we take for granted. Water purification. Power transmission. Sewer systems. Logistics infrastructure. Fuel refining.

None of these networks are ready.

It’s why we started @GalvanickCo. Just in time.

[Marcus @Owenby]

@JoshuaSteinman 🇺🇸

[Marcus @Owenby]

fasteners can be fascinating

[Marcus @Owenby]

@elonmusk 😂

[Marcus @Owenby]

@ShanuMathew93 Love to see new models showing up. So much work to do!

[Marcus @Owenby]

@OutSkied @ShanuMathew93 😂

[Marcus @Owenby]

https://t.co/ffjJWxWVgN

[The Ways of A Gentleman @Gentleman_Ways]

“Inaction breeds doubt and fear. Action breeds confidence and courage. If you want to conquer fear, do not sit home and think about it. Go out and get busy.”

-Dale Carnegie

[Marcus @Owenby]

How the Electrical Grid Is Being Rebuilt for AI | Bloomberg Primer https://t.co/5ti006fGZV via @YouTube

[US Department of the Interior @Interior]

We appreciate the enthusiasm for American Energy Dominance, but this isn't what we meant.

[Marcus @Owenby]

@JoshuaSteinman one of these heroes reached mandatory retirement out here in TX in the Guard and we had a nice celebration for him. legend.

[Marcus @Owenby]

@CassidyAWaters 😂

[Marcus @Owenby]

“if they bring on 3 gigawatts of power next year that's $150 billion”

[Сarm1ne @carm1nee]

Gavin Baker on the SpaceX situation: "Wall Street consensus is $73 billion in revenue - if they bring on 3 gigawatts of power next year that's $150 billion - that's not in the model"

this is him explaining why SpaceX could double what the Street expects, why intelligence per dollar will define the future of AI, and why betting against Elon has destroyed entire funds

"open source models fundamentally just shift margin from the model layer to the infrastructure layer - if you have cheaper tokens we're going to consume more of them - we are structurally short compute"

"the Cursor acquisition for $60 billion is looking very smart - that was $3 billion in annual revenue when they bought it - I think it's probably materially higher"

"there's a graveyard of funds that shut down because they were Tesla short"

bookmark & watch the full conversation ↓

[Marcus @Owenby]

@ashleevance Is this not a MOUT?