Andrew Schoff

S3 Management. Tide Point co-founder.

[Andrew Schoff @andrew_schoff]

@nickgiva1 Exactly.

[Andrew Schoff @andrew_schoff]

@TMTBreakout @BG2Pod @GavinSBaker Nebius would agree. The latest episode of 20VC does a great job explaining their strategy for becoming an open-source behemoth.

[Andrew Schoff @andrew_schoff]

@FredaDuan So that’s about 40b of rev per GW and a GW costs about 50-60b to build right now. Impressive returns.

[Andrew Schoff @andrew_schoff]

@chamath or when the AI generation of companies goes public the multiple goes up, but it's a different mix...that's the beauty of an index.

[Andrew Schoff @andrew_schoff]

@C_Reilly5 @SahilBloom @MarketPalmer_ “Time” and quality of the time are two entirely different things.

[Andrew Schoff @andrew_schoff]

@patrick_oshag Awesome interview

[Andrew Schoff @andrew_schoff]

@Jason @eastdakota France is skiing great.

[Andrew Schoff @andrew_schoff]

@mcagney @mogli493 Very cool.

[Andrew Schoff @andrew_schoff]

@mcagney @mogli493 Capote.

[Andrew Schoff @andrew_schoff]

@FredaDuan How has China acheived this while spending about 20% of what we do in the US on data center capacity? 🤔

[Andrew Schoff @andrew_schoff]

The CoC is possibly lower than you think, should have sizable DOE loans available to them. DOE loans are a bit chicken and the egg, Googles PPA will likely allow access to low cost DOE funding unavailable without the PPA.

Nuclear, small or large, requires private sector to catalyze projects. Where the government, through existing and likely new programs is very eager to lend.

Google, while not using their balance sheet, is using their stature & credit as a counterparty to allow DOE to fund the capex.

Whether the tech works and can scale we won’t know for a few years, excited to see it.

I suspect msft, orcl, amzn, coreweave, oai and others will have similar announcements and we’ll end up with a number of small reactor developers racing to see who can commercialize and scale into next decade.

[Andrew Schoff @andrew_schoff]

@firstadopter "Hopefully the software side of the equation gets into ship shape. Should that happen, AMD would be a serious competitor to NVIDIA."

[Andrew Schoff @andrew_schoff]

@WaterworldCapi1 Why?

idk if i like it or not, lol

PC strong, Xilinx weak, guide light, mi300 savior on the call, sound about right?

[Andrew Schoff @andrew_schoff]

@CharityHedge

[Andrew Schoff @andrew_schoff]

@CharityHedge cut rates in 07 with stocks up, same in 89. i've always found fed reacts to spreads, would seem odd, but if equities have the ability to be a sideshow so be it, fed still going to move on spreads. inmates running the asylum.

[Andrew Schoff @andrew_schoff]

@vader7x Exactly, the wrecking ball. Have a feeling it's going to take more to get folks bullish than prior YTD instances. Getting bearish become easier and bullish harder...it seems

[Andrew Schoff @andrew_schoff]

@vader7x 2pm

[Andrew Schoff @andrew_schoff]

@biancoresearch or core PCE comes down to > 4 next yr and it's done, amazing how that works, huh

[Andrew Schoff @andrew_schoff]

@GavinSBaker If you look at P/Es relative to rates over the last decade > 8% 10yr yield looks like the trigger that takes P/Es materially < 15, apart from that P/E and rates a very dynamic relationship.

[Andrew Schoff @andrew_schoff]

@GavinSBaker It’s a great question to be asking, the markets are dismantling the status quo of the last decade, so why should we use the real rates to P/E model of the last decade. I think we are seeing early signals that the relationship of the last decade is breaking.