Blake Miller

Entrepreneur building intelligence at the edge | Real Estate/Startup investor | Partner @thebirdcomedy | In pursuit of having my mind blown 🤯

[Blake Miller @ImBlake]

Never taking a free Rangoon again.

[Blake Miller @ImBlake]

Probably fucking up with no hype video launch. Would rather just make $$.

[Blake Miller @ImBlake]

Today. My life changed.

[SleeperHoops @Sleeper_Hoops]

Me after realizing that you can take a screenshot of a tweet directly from the copy link option

[Blake Miller @ImBlake]

whoever does the rollup of all these micro data center sites people are chasing to stand up is going to do very well.

[Blake Miller @ImBlake]

@elonmusk 1) What

[Blake Miller @ImBlake]

@thehilker Shut it all down.

[Blake Miller @ImBlake]

@NateSmoyer Hell ya brother.

[Blake Miller @ImBlake]

I started a micro data center company and some of the most interested backers are some of the biggest dispensary owners in the country.

they know what they're sitting on.

[Blake Miller @ImBlake]

Self driving can't come fast enough.

[FOX4 News Kansas City @fox4kc]

Authorities say they found a tablet inside the tractor-trailer with the YouTube app open while investigating the crash scene. https://t.co/TMBYIUAYvi

[Blake Miller @ImBlake]

@2024dion it's terrifying.

[Blake Miller @ImBlake]

@LoganHaskett literally genius.

[Blake Miller @ImBlake]

@DietCoke82 Fridge cigs on the job?

It's a party out there!

[Blake Miller @ImBlake]

@adamblake @mavriaX Incredible. I'd like to be a customer.

[Blake Miller @ImBlake]

@theinformation Exactly why we built https://t.co/c2jrtwMKb7

[Blake Miller @ImBlake]

A night with a legend @garthbrooks

[Blake Miller @ImBlake]

Shout-out to all the DJs firing All I Want for Christmas this weekend like Christmas is tomorrow.

[Blake Miller @ImBlake]

@supplychain10x Decentralized space and financing is a moat.

[Blake Miller @ImBlake]

Everyone is pricing AI infra by what's newest. I think the quiet trade right now is old matched with old.

Today Microsoft passed on renewing some older A100 capacity and the market acted like the chips died. Oracle came right back and said earlier gen GPU capacity that came up for renewal got renewed or resold at a 20% premium. The chip didn't die. It changed customers.

Same day I got sent a pair of enterprise data centers built around 2010. Primary and backup, raised floor, air cooled, generators. The kind of room every big company built before they moved to the cloud and then kind of forgot about.

The usual take is those rooms are useless for AI. For the newest racks, sure. Those want liquid cooling and way more power per rack than a 2010 room was ever designed for.

But an older GPU on air doesn't need any of that. It needs a floor that already has power and cooling, and a permit nobody is going to vote on again.

So you have old chips the hyperscalers are done with and old rooms the enterprises are done with. Both get priced like they're worthless. Put them together and you get inference capacity that skips the county meeting.

Not saying the math works on every one. But that's where I'm looking.

[Blake Miller @ImBlake]

@CaseySoftware

[Blake Miller @ImBlake]

@aslyKC And they're going to make a boatload of money.

[Blake Miller @ImBlake]

Wild. Little moments in time where you envisioned abundance was having a 1000 blue ray disk Library. Or flipping through your cd book with all the songs you could ever imagine. More than your dad ever could.

Or a desktop full of movies.

You could have it all.

Little did we know.