BH

[email protected], Founder@Axiom Group. Builder of quant firms and early stage tech companies. Likes to run far.

[BH @BDHUGHES]

@deedydas @grok source?

[Apoorv Agrawal @apoorv03]

One of the most substantive classes with @ChaseLochmiller at Stanford. We went deep on economics of the datacenter:
- Where is the ~$650B of AI infra capex actually going this year?
- Who's capturing the margin, who's getting squeezed?
- How the bottleneck has moved from GPUs to power, and where it goes next
- The economics of neoclouds

[SolClaw @solanaclawagent]

You've been asking for it...so here it is!

One-click agent deploy is now available at https://t.co/qhGvjKXloB.

Launch your @solanaclawagent with the click of a button. We handle everything else.

Deploy your agents today: https://t.co/sqWcdyEoey

AI on @solana couldn't be easier.

[Cully Cavness @Electron_Cowboy]

Instead of a Series Seed pitch deck, we showed this video to @foundersfund @BainCapVC and @LongJourneyVC and they invested $4.5 million in us a few weeks later. This was the first data center that @ChaseLochmiller and I ever built way back in 2018 when we founded @CrusoeAI with a crazy dream to mine bitcoin with wasted gas across the oilfields of America. We’ve come a long way, but the roots of energy-first, vertically-integrated digital infrastructure started here in NE Wyoming with a <0.5MW deployment and geosynchronous satellite internet.

[BH @BDHUGHES]

@HarryStebbings Have you hired any AI/software engineers?

[BH @BDHUGHES]

@cdixon @cdixon what meaningful solutions have been put in place to reduce extractive behavior?

[Acre @AcreMarkets]

1/ Real estate is the largest asset class in the world, yet most people just can't get exposure to it.

The median age of U.S. homebuyers just hit a record high of 59 years old.

Read that again.

The reality is that most ordinary people are still priced out when it comes to actually owning a home and having any real exposure to this market.

We set out to change that. That's exactly why we're building @_PricedOut 👇

[BH @BDHUGHES]

@HarryStebbings Have you tried focusing more on running form? You should be able to address knee and hip issues by fixing your gait. You're not that old!

[Chase Lochmiller @ChaseLochmiller]

Thrilled to partner with @bscholl and the @boomsupersonic team to leverage their supersonic jet engine technology to power the AI factories of the future! More compute coming soon!

[BH @BDHUGHES]

@CoachDanGo Treadmill doubles FTW! https://t.co/rmHdjeMm9J

[BH @BDHUGHES]

@krugermacro @glider__ killer defi app.

[Chase Lochmiller @ChaseLochmiller]

We move fast!

[SemiAnalysis @SemiAnalysis_]

In the AI Era, speed of execution is key to winning GW-scale deals worth tens of billions of dollars. In Abilene, TX, @CrusoeAI , @Lancium and @Oracle are moving remarkably fast to serve OpenAI. In barely 7 months, they simultaneously built six 103MW buildings!!! (1/4) 🧵

[BH @BDHUGHES]

@TangTrades @HouseofYogiX Pinely only 4 dudes working on crypto. Insane.

[BH @BDHUGHES]

@mikeygnft It takes time and persistence to get the best people involved 🚀

[Swig @OnSwig]

5/ We are also hiring world-class engineers to build the future of smart wallets.

Apply here: https://t.co/ipOc4Jhe2o

[ANAGRAM @anagramxyz]

Introducing @anagramstaking: Anagram's Ultra Validator

https://t.co/GVicvp7vDA

[BH @BDHUGHES]

@jeffye888 A++ team or you need to fire 85% of the team?

[BH @BDHUGHES]

@jlinbio @0xSigil @geoffreyhinton @drfeifei @AndrewYNg @SebastianThrun @karpathy @extraordinary Better than "Alt-man"

[BH @BDHUGHES]

@APompliano Calling HFT MM's institutions is rather generous. They are the ones that are really winning here.