Donovan de Cerff

Comments are my own and do not express the sentiment of my employer.

[Donovan de Cerff @DonoDC]

@cmkusher Morrison was poor for inaction on things he should have been acting on.
Albo is bad because he is acting and doing things he said he wouldn't - and causing issues for people.

By definition Albo is worse.

[Donovan de Cerff @DonoDC]

@patrickadownes I actually agreed with you more on those posts than the USA takes :P

[Donovan de Cerff @DonoDC]

@AshPolitik Seems like we void the right to a democracy then too. Whats the point of your vote?

[Donovan de Cerff @DonoDC]

@JEChalmers Confidence is lower now than during COVID. This is a direct result of the poor economic management of your government. You have not demonstrated an ability to deliver on the premium you say we need of responsible fiscal management.

[Donovan de Cerff @DonoDC]

@AlboMP Albochiavelli - political masterclass in attempting to shift conversations over the easter break. Good work.

[John Quakes @quakes99]

🎯Bezos Earth Fund Target: Add 50+ Gigawatts of safe #Nuclear #energy capacity globally PER YEAR by the 2030s🤯⏫⚛️⚡️🏗️👷🌎🤠🐂 #Uranium 24/7 #CarbonFree #NetZero #EnergySecurity #NuclearRenaissance #RideTheNuclearWave 🌊🏄

[Ricardo @Ric_RTP]

Jensen Huang just called out every CEO who’s been firing people “because of AI.”

Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive.

Jensen's answer:

"For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more."

Read that again.

The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing:

They have no imagination.

They have no vision for what comes next.

They got handed the most powerful tool in human history and their FIRST instinct was to fire people.

This is the CEO of NVIDIA. The company whose chips power every AI system on the planet.

If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang.

And he said the OPPOSITE.

He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it.

But here's where it gets really interesting...

During the same interview, Jensen revealed something nobody's talking about:

He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees.

One to two billion per week.

That's a $50 to $100 BILLION annualized run rate.

For companies that most people think are burning cash and making nothing.

The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong.

Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real.

So if the money IS real, why are other companies firing people?

Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets.

They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board.

Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines.

That number doesn't include the new chips, systems, or partnerships announced this week.

And he's not cutting people. He's hiring.

Because when you have imagination, more capability means MORE opportunity. Not less headcount.

Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency."

Jensen's response: You're out of imagination.

He also said something that stuck with me.

Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's.

His answer: "I was just trying to make it through the shift."

Biggest tip he ever got? Two, three dollars.

Now he's building tech that increased computing demand by one million times in two years.

He announced OpenClaw, which he says is as big as ChatGPT.

And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet.

When asked how long he plans to keep working?

"I'm hoping to die on the job. And I'm not hoping to die anytime soon."

This is a man who believes every single thing he's building.

And his message to every CEO using AI to justify layoffs is simple...

You're not innovating. You're surrendering.

The technology wasn't built to shrink companies.

It was built to make them limitless.

If your leadership can't see that, the problem isn't AI.

It's THEM.

[Office of Nuclear Energy | US Department of Energy @GovNuclear]

MAKING HISTORY 🚧: @TerraPower’s Natrium advanced reactor project in Kemmerer, Wyoming, just received a construction permit from the @NRCgov.

It’s the first commercial non-light-water power reactor construction permit to be approved by the NRC. https://t.co/Rsjh7n01gW

[Donovan de Cerff @DonoDC]

@2worldsPodcast Andrew would be bound by lib front bench loyalty and has to defend the party decision.
Unless he dropped and became a backbencher.
Even if he did it, net result no different. Better to let it implode
Hate to say this just ended up being an albo win Political strategist mastermind

[Donovan de Cerff @DonoDC]

@gave_vincent @ErikSTownsend @PatrickCeresna Do you think that given your split portfolio example, that a government that focuses on equity performance vs say the other categories is more or less capitalistic than other approaches IE is China today more capitalistic given the pressure placed on equity’s than that of the US?

[Donovan de Cerff @DonoDC]

@KosSamaras @Accent_Research Kos, when you refer to the young vote and diverse communities what is the breakdown based on gender here with their support for either ALP LNP or minor parties/independents.

[Donovan de Cerff @DonoDC]

@elonmusk Does this drastically change the dire predictions about social security unfunded obligations?
Perhaps things won’t be as bad as the doomsdayers say.

[Donovan de Cerff @DonoDC]

@Nacrisssa @wowclassicdevs Maybe because it isn’t just US players that play the game?

[Donovan de Cerff @DonoDC]

@JohnRuddick2 @MattSainsb No, but academics get paid less than train drivers now!
PhD educated for no return.
Vs no educational qualification and a nice 32% pay rise being advocated for.
Surely a piss take.

[Donovan de Cerff @DonoDC]

@LucyTurnbull_AO So build a molten salt reactor that didn’t need water….

[Donovan de Cerff @DonoDC]

@WallStreetSilv Need to capitalise and get stuff done on his agenda with all 3 controlled. Delaying might hurt.

[Donovan de Cerff @DonoDC]

@TheKouk I'm no economist so I am curious, How much of the job creation number is offset by increases in labour force participation with elevated levels of migration?
GDP per capita?
If GDP is essentially number of jobs x hours worked x productivity - isn't it obvious what is going on?

[Donovan de Cerff @DonoDC]

@maximum @joshcorbettpods sounds familiar!

[Donovan de Cerff @DonoDC]

@Sarthetv @GhoWoW Gho how did you miss saying boomies give that same buff on alliance…

[Donovan de Cerff @DonoDC]

@footy_charts I know - but optimisation is always a possibility!