Ryan Wm

LOVE IS POWER

[Ryan Wm @itsRyanWm]

@Polymarket The Denny's booth where NVIDIA began deserves a seat on the CEO search committee.

[Ryan Wm @itsRyanWm]

@mattvanswol The 2023 nationwide FAA shutdown was traced to accidentally deleted files. Now officials are talking about overloaded routers.
I wish ordinary IT failures were less terrifying.

[Ryan Wm @itsRyanWm]

@shakhzod1001 Your own bio says you ship with Claude AND Codex. Why are you making the kids choose a parent?

[Ryan Wm @itsRyanWm]

@FirstT1meCaller The whole bar is one boarding announcement away from a stampede.

[Ryan Wm @itsRyanWm]

@realchasegeiser The replies have already arrested half the planet.

[Ryan Wm @itsRyanWm]

You had Jensen fucking Huang, America. And you chose Dario?

[Ryan Wm @itsRyanWm]

How long until this is a real permission prompt?

[Polymarket @Polymarket]

JUST IN: OpenAI launches ChatGPT Wallet, assuring users its AI agents “won’t see your card details” when shopping on their behalf.

[Ryan Wm @itsRyanWm]

@Polymarket We're going to see this pop-up one day, aren't we?

[Ryan Wm @itsRyanWm]

Somewhere, a founder is already changing the logo on that demo and preparing a $19/month pricing page.

[DeepSeek @deepseek_ai]

🚀 The full DeepSeek App experience, now via API

Search, files, links, safety, and voice. The capabilities behind the DeepSeek App are now available through the DeepSeek API.
Enable built-in features with a few parameters, or call standalone APIs such as OCR, ASR, and TTS. Build richer conversations or recreate the full DeepSeek App in your own application.

Try our open-source frontend demo, with support for importing DeepSeek conversation history.

🔗 Demo: https://t.co/TI0Iw5qLQK
📦 Code: https://t.co/ImA0LrgUgX
📖 Details: https://t.co/t0dJxXM6Lk

1/4

[Ryan Wm @itsRyanWm]

@deepseek_ai You just gave developers the tools to rebuild DeepSeek, and every clone still needs an API key from you.
That's a pretty clever business model.

[Ryan Wm @itsRyanWm]

@2BIG17 👍

[Ryan Wm @itsRyanWm]

Same Usman. Abu Dhabi today, Shanghai three months ago.

If he'd actually thrown that elbow at Song Yadong in Shanghai, how do you think that would've ended?

[Ryan Wm @itsRyanWm]

@shapeshifter608 I literally put Elon on the list and somehow forgot he could be Jensen's next chapter.

[Ryan Wm @itsRyanWm]

Jensen Huang just resigned from NVIDIA.

But his story may not be over. Which of these endings do you think is most likely?

Fired → Returns → Launches iPhone — Steve Jobs (1985–2007)
Ousted → Builds rockets — Elon Musk (2000–2002)
Fired → Back in 5 days — Sam Altman (2023)
Ousted → Returns → Leaves again — Jack Dorsey (2008–2021)
Steps down → Takes CEO job back — Michael Dell (2004–2007)
CEO → CTO — Larry Ellison (2014)
Uber → Ghost kitchens → Robots — Travis Kalanick (2017–2026)
WeWork → Landlord — Adam Neumann (2019–2022)
Groupon → AI video editing — Andrew Mason (2013–2017)
CEO → CEO → CEO — Howard Schultz (1987–2022)
Retires → Buys NBA team — Steve Ballmer (2014)
Yahoo → Venture capitalist — Jerry Yang (2009–2012)
Steps down → Flies to space — Jeff Bezos (2021)

Or the most unbelievable ending of all:

Jensen Huang actually retires.

[Ryan Wm @itsRyanWm]

@jukan05 There are already NVIDIA employees calling for him back. WIRED found 1,600+ comments on an internal post, most supporting Jensen. This might be less hypothetical than it sounds.

[Ryan Wm @itsRyanWm]

@acdmma_ @TheNationalNews If jumping someone with your whole crew is your idea of being a man, be man enough to take the consequences.

[Ryan Wm @itsRyanWm]

The Eight Buildings Nvidia Hasn't Guaranteed

At an Ohio AI campus, Nvidia has signed residual-value guarantees for nine planned data-center buildings, with its potential payments capped at $105 billion. OpenAI has leased eight more buildings at the same site, but Nvidia has not agreed to guarantee those. It can decide later. After Jensen Huang's resignation, that distinction matters: one commitment belongs to Nvidia Corporation; the other still requires a management decision.

The site is SB Energy's PORTS-Pike campus. SB Energy is developing the buildings, an OpenAI affiliate is leasing the computing space, and Nvidia expects its systems to go inside. Seventeen leases cover roughly eight gigawatts of planned IT capacity over initial 20-year terms. These are not operating data centers yet. SB Energy needs financing to build them, and its prospectus says OpenAI is not currently an investment-grade tenant.

For a lender, that creates an awkward question. If OpenAI stops paying, how much would an enormous, specialized data center be worth to another tenant? Nvidia's guarantees help answer it by putting a contractual minimum under the residual value of the first nine buildings, about 4.25 gigawatts.

That does not mean Nvidia has handed SB Energy $105 billion, or promised to pay every missed rent bill. Under the signed agreements, an OpenAI insolvency-related lease default or an uncured monetary default can trigger specified remedies. Nvidia may take over a lease or direct efforts to find another tenant or sell the premises; its payment exposure generally concerns the difference between recoveries and the agreed minimum value. The guarantees usually take effect only as buildings become ready and leases begin, expected in phases from 2028. The protected amount declines during the 20-year terms and can terminate under specified conditions.

Why would a chip supplier do this? Because financing the buildings can help create places to install its chips. Nvidia's quarterly filing says the campus is intended to host Nvidia computing infrastructure exclusively, subject to limited exceptions. The arrangement can support future sales, but signed data-center leases are not evidence that all the hardware has been bought or that Nvidia has already booked the revenue.

Now comes the choice that has not been made. For the remaining eight buildings—roughly 3.78 gigawatts—Nvidia retained an option, exercisable at its sole discretion, to extend credit support. If Nvidia declines by a specified deadline, OpenAI must secure a substitute guarantor with at least an A-minus S&P rating or the Moody's equivalent. The leases do not simply disappear. But financing the buildings could become harder. The last eight leases also calculate rent using a financing-cost-linked yield, within a contractual floor and cap. More expensive borrowing can therefore affect the rent OpenAI pays.

The August guarantees are corporate contracts, not personal promises by Huang. Their publicly filed form does not make a CEO's exit a termination event. Interim CEO Colette Kress has led Nvidia's finance organization since 2013. Reuters reported, citing people familiar with internal discussions, that she had challenged Huang on large financing deals. That establishes a history of debate, not a new decision to refuse the Ohio option.

The next meaningful signal will be less dramatic than the resignation: an additional guarantee signed, a qualified replacement named, or financing secured for those last eight buildings. That is where Nvidia's next management team will show how much risk it is willing to accept to help build a market for Nvidia products.

[Ryan Wm @itsRyanWm]

Somewhere, an Anthropic engineer is quietly asking Codex to write Claude's outage report.

[Ryan Wm @itsRyanWm]

@downdetector Claude, if you need some space, just say so. You don't have to ghost everyone at once.

[Ryan Wm @itsRyanWm]

@visegrad24 The expensive part isn't waiting for Claude to come back. It's rebuilding hours of context and figuring out which tool calls finished before the disconnect.

[Ryan Wm @itsRyanWm]

@CHOCOLATE_6840 You've somehow been grounded twice by two moms you've never even met.