Adem Özdaş

[Aren @youngwinvestor]

"He's not broke, all his money is tied up in assets and he can't just liquidate now."

[Timbo @Timboo]

I sell data center capacity for a living. The conversation with customers has changed completely in the last eighteen months.

It used to start with price per kW. Now the first question out of everyone’s mouth is when can you actually give me power, and the honest answer in most major metros is later than you want to hear.

Everyone wants to argue about GPU supply. That is not where the wall is. The wall is a transformer you order today that arrives in three years, a permitting process that answers to a county board, and an interconnection queue with roughly 2,000 gigawatts stacked up in it. PJM ran the numbers on projects that came online last year and the average was over seven years from request to live power. Three years to get an agreement, four more years to actually energize after the agreement was signed.

And this is the easy part. We are nowhere near the peak of this demand curve. There is at least another order of magnitude coming, and the grid that is supposed to absorb it operates on utility capital planning cycles that were designed in a world where load growth was flat for twenty years.

Which is why the orbital compute argument stopped sounding exotic to me sometime around last fall. Up there you get uninterrupted sunlight, you dump heat straight into vacuum instead of running chillers, and there is no zoning hearing, no queue position, no substation to wait on.

Plenty of companies have interesting orbital compute concepts. Only one of them owns the rocket, has the scale, and deeply embedded partnership with Nvidia.

SpaceX filed with the FCC in January to launch and operate up to a million compute satellites, and there is exactly one launch provider on Earth with the cadence and the cost structure to make that number anything other than a press release. Starship is the reason this is an infrastructure plan and not a science project.

The constraint on the ground is the grid. The constraint in orbit is mass to LEO. SpaceX is the only company that has solved the second one.

$SPCX

[Adem Özdaş @Jsjsjsjd88]

@K2adir Yatırım tavsiyesi midir hocam

[Adem Özdaş @Jsjsjsjd88]

@bitkinbiriisi Kral yak��şıklı adamsın senin herhangi bir tecrübenin bu bahsettigin adamlarla aynı olmasinin imkanı yok, o yüzden yorum yapma

[Adem Özdaş @Jsjsjsjd88]

@BitcoinAIGuy @growthrapidly You are not bullish enough tho

[Hezarfen Ahmet Turani @Ahmet_Tyranny]

Kadınlar öyle ilginç canlılar ki; 3 tane günahsız bebeği öldürdüklerinde bile suçlu kadın hariç herkes. Hiçbir şekilde sorumluluk almıyorlar. Tam bir yahudi ahlakı.

Bu kadar sorumluluk almasına bilmeyen canlıya hala oy kullanma hakkı veren çağımız, ileride Karanlık Dönem olarak hatırlanacak.

[Adem Özdaş @Jsjsjsjd88]

@cubeb0 Bunlar kapital sahibi ucuza gençlerin emeğini sömürmek isteyen tipler, serkan inci zaten kapitalistin allahı

[Adem Özdaş @Jsjsjsjd88]

@BoraOzkent @owlofathena_bs Şöyle şeyler yazan insanlar ya muhtemelen memleketten çıkmamış insanlar ya da halktan kopuklar. Türkiye'de üretilen Almanya'ya ihraç edilen en basit tüketim ürünü bile orada daha ucuz. Ortalama kazanç bu kadar düşük, gider kalemleri yüksekken böyle laflar edebilmek mallıktır.

[Adem Özdaş @Jsjsjsjd88]

@otizmspektrum31 @SanjiVinsm28136 172.7'yim amk hemen sporu bırakıyorum

[Adem Özdaş @Jsjsjsjd88]

@OInvests @ldelaflor1602 It is not a rare thing tho it is already used everywhere

[Adem Özdaş @Jsjsjsjd88]

@MCTaquitos It is called postmarridum, every man on this planet knows what it's like. Poor guy

[Adem Özdaş @Jsjsjsjd88]

@Mens_Corner__ Or they were running from the postpartum lady

[Adem Özdaş @Jsjsjsjd88]

@OInvests Lol why not xD and we were also born into families don't forget that

[Adem Özdaş @Jsjsjsjd88]

@OInvests With lots of woman, traveling the world and partying, gym, a nice home and a garden, providing for my family. Not thinking about a single day of work would be great.

[Adem Özdaş @Jsjsjsjd88]

@GlobalCollapse You are not bullish enough

[Adem Özdaş @Jsjsjsjd88]

@usrgnlz Apartman yöneticisine sikayet et

[Adem Özdaş @Jsjsjsjd88]

@K2adir Olmuyor kral yapamıyoruz

[Adem Özdaş @Jsjsjsjd88]

Madem hicbir seyden sorumlu tutulmak istemiyorsunuz o zaman kanunen kısıtlanırsınız, haklarınız da elinizden alınır

[Adem Özdaş @Jsjsjsjd88]

Kadikoylu solcu bi ablayla arkadaslik ediyorduk ara ara, bu amerikada çocuklarını katleden kadına destekle ilgili bir sey paylaşmış engelledim geçtim direkt. Bu kadar woke culture sevdalısı olmayın amk. Cocuklarini öldüren kadin da bi zahmet sorumlu tutulsun.

[Adem Özdaş @Jsjsjsjd88]

Kadinlarin hicbir konuda sorumluluk almayıp psikolojilerini, hormonlarını, başkalarını, toplumu suçlaması ne aq böyle bir sey olabilir mi?