Resetting the feed.
R&D Finance by day. Building personal AI boxes and tracking the memory trade ($MU $SNDK) here.
Most AI talk skips VRAM and power. Most market talk skips what’s actually shipping in the rooms.
NYC · local LLMs · AI meetups.
@StockMarketNerd CEO of a ~$30B company vs. building Meta’s enterprise AI platform at a ~$2T company
MDB should just be lucky Zuck didn’t just buy the company