Amir Atefi

Building smaller data centers in the Midwest. New Account

[Amir Atefi @amiratefi_]

Critical path on a lot of these is MV step down and zoning. Very easy to find 25mw in transmission headroom, much harder to find Xfrms flowing electrons just unused over 10mw, and when you do, there’s zoning challenges.

Stick built / modular hybrid will win the day because it’s financed as real estate, pays properly tax as real estate, is actually welcomed by the community, and can be retrofit for future build outs. Not hard to stand up a 150k sf shell and roll in skids.

Fully modular is great in places where the path to 40+ mw isn’t there. The choice isn’t speed or scale. It’s speed, then scale.

[Amir Atefi @amiratefi_]

@Sentdex Have you compared GLM 5.3 flash to the flagship? Generally the same output results?

[Amir Atefi @amiratefi_]

@ashebytes Totally agree there’s no need for middlemen layers, glad I waited to learn al of those workflows that the frontier does on their own now

[Amir Atefi @amiratefi_]

@0xSero What software is this to track across models?

[Amir Atefi @amiratefi_]

@beffjezos

[Amir Atefi @amiratefi_]

@tszzl @samswoora @direct_symbol @tszzl genuinely curious, if you had young kids still too young to grind but set up to enter this“game”, how would you focus your resources and time to set them up for the future you see coming?

Projects? a micro-business? Find their genuine passion young?

[Amir Atefi @amiratefi_]

@Sentdex

[Amir Atefi @amiratefi_]

@berniebiased This is an extremely sophisticated write-up translated to a broad audience. @berniebiased would love to chat soon

[Amir Atefi @amiratefi_]

@dee_bosa @zerohedge They’ll be fine; their tokens are worth gold. The whole point of open source is you can go nuts on volume - both will win, active data center capacity will come at incredible premiums

[Amir Atefi @amiratefi_]

@MatthewBerman Revenue maybe, but enterprise value will stay with the enterprises. Leave the cloud

[Amir Atefi @amiratefi_]

@chamath Week 2 of the AI civil war is going well

[Amir Atefi @amiratefi_]

@alexandr_wang The virtual card thing has issues but when I gave it actual card info it all worked fine - something to work out with @link @stripe virtual cards kept getting rejected by the vendors

[Amir Atefi @amiratefi_]

Bullish af $CRWV, $IREN, $META, $AMZN, $SPCX

All have proved exemplars of converting real estate opportunities into delivered electrons into accelerators. @Meta has the most pricing power of all as it converts its own workloads from NVDA to MTIA in existing high density data centers

[Amir Atefi @amiratefi_]

@alexandr_wang congrats on the launch and handoff. The tweetstorm has been epic and just the reminder that muse can do more has made me find ways to multiply my ai output - little dude spun up a GPU vm for me and is driving other agents that are tracking 56,653 substations - hoping to host muse instances soon at one of our sites

[Amir Atefi @amiratefi_]

@Melt_Dem NRCs will just increase and get impounded and CFs swept

[Amir Atefi @amiratefi_]

@saranormous Yeah but compute peeps, with a few exceptions, are proving to be fairly bad at real estate development. The best partnerships come from each party knowing when to stay in their lane and accelerate together

[Amir Atefi @amiratefi_]

This is actually a super interesting approach to take directly to cities desperate for housing - show up with a PILOT to fund housing development, would work best in smaller towns with strong industrial bases but not enough demand at the higher price point homes to justify spec builds

[Amir Atefi @amiratefi_]

@alexandr_wang Can’t wait!