Fawaz Malik

Fawaz Briefs
#content
#toronto
🇨🇦

Bitcoin
evangelist

enthusiasm for
fitness sports cars and bikes

and a lot of other things

[Fawaz Malik @fawazmkbtc]

We need more IMAX theater screens than data centers

There I said it

Still can't find a damm seat ticket for August

#theodyssey #imax #IMAX70mm

[Marty Bent @MartyBent]

“If you're running complicated AI, you need high speed fiber.”

Sean Milmoe of 360 Energy on why bitcoin mining works at an oil well and AI doesn't: connectivity, uptime and scale. Crusoe, which began on flare gas, now plans AI compute next to Paraguay's Itaipú substation.

[Fawaz Malik @fawazmkbtc]

@pxue There's a new one
Farooj Al abed in Sauga

If u haven't tried it
U will have FOMO

[Fawaz Malik @fawazmkbtc]

@marc02200 Add a home miner maybe
That generates sats and deposits to your self custody

Overall your setup is great

[Fawaz Malik @fawazmkbtc]

If one prompt can strip the spyware from your TV in a single afternoon, who really owned it before? Does that same test apply to your bitcoin keys: can you verify what your device does, and leave if it changes? Is ownership just the ability to check?

https://t.co/Qf4uA3mhN6

[Fawaz Malik @fawazmkbtc]

@farfallica @RhymesWithCode Likewise

[Fawaz Malik @fawazmkbtc]

Ultra NOOB
With confidence

[Fawaz Malik @fawazmkbtc]

@dotkrueger @chamath thats u mr FUD

[Fawaz Malik @fawazmkbtc]

@saifedean @doctor_rahmeh @LloydsBank @PayPal Reading The big print
Looking at France situation
Bitcoin is inevitable
Sir @saifedean

[Fawaz Malik @fawazmkbtc]

NO 1
NOOBS PODCAST

[The All-In Podcast @theallinpod]

https://t.co/siLzLkM2F1

[Fawaz Malik @fawazmkbtc]

If the AI build-out is sized for 10x growth a year, what happens when revenue grows 5x? Amazon's free cash flow is already negative, and Dario Amodei says there is no hedge on earth. Does a supply schedule that needs no forecast look different today?
#Anthropic #AI #aws #cloud

[Fawaz Malik @fawazmkbtc]

If SpaceX spent US$19.6 billion in a quarter on US$14.6 billion of revenue, who funds the gap? Analysts see debt rising from US$50.7 billion to US$350 billion by 2029. Is that growth or leverage waiting on a customer? Does bitcoin supply need either?

[Fawaz Malik @fawazmkbtc]

@MartyBent Unknown and unaudited

[Fawaz Malik @fawazmkbtc]

@Bitkey
If quantum can derive a private key from a public key, does your address type matter? Hash-based addresses hide the key until you spend, and reuse exposes it for good. Does your wallet use a fresh address every time?

[Fawaz Malik @fawazmkbtc]

@LawrenceLepard @federalreserve @LawrenceLepard
Currently reading The Big Print
I am already halfway and Enjoying it

[Fawaz Malik @fawazmkbtc]

This is the FIAT media pattern

Discourage people from investing in valuable assets
Whilst holding millions in wealth

#noToFiat #bitcoin

[Fawaz Malik @fawazmkbtc]

@MartyBent @MartyBent
Yeah its like their hot wheels dream come true

[Fawaz Malik @fawazmkbtc]

Soon a new service will be launched
CaaS
Clusters as a service

To keep up with demand for AI compute

Tommy explains so well how challenging it can be to find resources to run your own Lab or provide hosting services

[Marty Bent @MartyBent]

“It's unbelievable how squeezed the HPC industry is right now.”

@yeahfortommy explains how GPU clusters went from ten providers bidding for his business to nobody having capacity, and blames land, power, regulation and a parabolic jump in inference demand.

[Fawaz Malik @fawazmkbtc]

We all have that a friend or two
Among us

eh
#lanterns #HBOlanterns

[Fawaz Malik @fawazmkbtc]

@mikebraunhealth U r not Leonardo di caprio

Either

sit ur ass down lump turd

[Fawaz Malik @fawazmkbtc]

@jillgun Hard pill for lot of pro bitcoin and crypto folks to swallow but

Its true
And this is coming from a staunch bitcoiner