Fée-Fée Yang

Founder of PSYCHE
PSYCHE provides delivery settlement and Intelligence for contracted compute.
Purrr🤍

[Fée-Fée Yang @Undiscopurrr]

PSYCHE publishes SQCD-1 · Settlement Quality Compute Data, version 1.0.
The standard governs the form of the record used to settle a contracted compute hour. Availability targets, prices and remedies remain terms of the agreement.
https://t.co/Emo7fSTlkH

[Fée-Fée Yang @Undiscopurrr]

A financed asset is not a delivered hour.
You can require a third-party certificate for the data hall,
and take the customer's word on the machines inside it.
Lovely.
But did the contracted compute arrive as promised?
And when the numbers disagree, are we still settling mission-critical compute contracts with Stone Age spreadsheets?
The numbers don’t lie,
but they do hide secrets.
I’m just here to make sure they’re telling the right stories.
PSYCHE, turning your mess into a well-behaved, independently recomputable record.

[Fée-Fée Yang @Undiscopurrr]

@THR Once Musked, never unMusked

[Elon Musk @elonmusk]

Stunningly beautiful

[Fée-Fée Yang @Undiscopurrr]

@WR4NYGov Ignorance

[Fée-Fée Yang @Undiscopurrr]

It looks like a sexy big delicious fish
The heatshield still has the reentry written on it

[SpaceX @SpaceX]

SpaceX engineers spent several days inspecting Ship 40 in the waters off Christmas Island. They collected heatshield samples and gained vital insight into how the vehicle handled reentry with improvements now planned on future vehicles

[Fée-Fée Yang @Undiscopurrr]

Committed deployments.
That is what the facility is underwritten on.

[Lambda @LambdaAPI]

Lambda has closed a $926 million senior secured term loan B facility, the first broadly syndicated, investment-grade-rated term loan B completed by a private neocloud.

The facility supports the continued expansion of @lambdaapi’s platform and committed customer deployments.

Read the announcement: https://t.co/DoDiho3PeS

[Fée-Fée Yang @Undiscopurrr]

@dylan522p Then you're underwriting the tenant

[Fée-Fée Yang @Undiscopurrr]

@ComputeDesk @sui414 The 30% hits the screen as one number

[Fée-Fée Yang @Undiscopurrr]

@sonnet_xu The megawatts do not say whether the die can move. That lives in the collateral package.

[Fée-Fée Yang @Undiscopurrr]

@waylonjepsen @carmenli @CMEGroup Mostly correct. The print still prices the rate. Delivery prices the hour.

[Elon Musk @elonmusk]

Starbase Louisiana will ultimately have over a dozen launch towers, enabling more than 30 Starship flights per day and making it the biggest launch site on Earth!

SpaceX makes sci-fi real.

[Fée-Fée Yang @Undiscopurrr]

@bavaria_kush So how are you going to shed the load? Magical checkpoint fairies?

[Fée-Fée Yang @Undiscopurrr]

@dwarkesh_sp The one-year payback assumes the lease is collectible as written. A contracted-compute backlog is only as hard as the credits, exclusions, and private reconciliations sitting under it. Lenders will haircut that paper before they haircut the building.

[Fée-Fée Yang @Undiscopurrr]

@chamath If the spend is clustering one generation behind the frontier, the capex case has to be made on utilization of last year’s silicon, not on the next model’s demo. That is a demand mix problem before it is a training-cost problem.

[Fée-Fée Yang @Undiscopurrr]

@aakashgupta The guarantee and Jalapeño are not the same trade. Ohio is exclusive Nvidia for 20 years. The ASIC can land somewhere else. Nvidia is locking the building. OpenAI is building the chip.

[Fée-Fée Yang @Undiscopurrr]

Cash-settled listings can skip the grade while the EFP cannot. The index can blend unequal hours because it only has to produce a number. A print records the price, not whether the hours showed up, and neither side’s telemetry was built to serve as the other side’s evidence. Until there is a meter both counterparties can recompute, cash settlement only postpones the grading problem.

[NASA Marshall @NASA_Marshall]

Galaxies are like cosmic gems, each with characteristics that make them distinct. A new gallery released today from NASA’s @chandraxray and other telescopes displays a collection of galactic images that showcase this variety.

CHECK THEM OUT >> https://t.co/ADBskLJT7L

[SpaceX @SpaceX]

Falcon 9 launches 29 @Starlink satellites from Florida