Denali Capital

tech partner

[Denali Capital @kingbo2000]

@BigBreakfastLob Any concerns or updated thoughts around $SKM ?

[Denali Capital @kingbo2000]

@techfund1 What if HBF comes along?

[Denali Capital @kingbo2000]

@TradexWhisperer PhD’s still need a cold one after a long week

[Denali Capital @kingbo2000]

@tengyanAI I don’t believe it’s apples to apples regarding compute. OpenAI has a billion WAU that generate images etc. A better comparison is enterprise to enterprise compute which I suspect is a much more level playing field

[Denali Capital @kingbo2000]

Very interesting

[Nick Dorsey @Midnight_Captl]

This mirrors something @MartinShkreli talked about and I covered last year. Test time compute to solve ultra scale problems.

Ex. A fortune 100 asking how they can raise EPS by $.10, the answer is worth a lot, so maybe willing to spend millions of dollars on test time compute to find it

[Nick Dorsey @Midnight_Captl]

This mirrors something @MartinShkreli talked about and I covered last year. Test time compute to solve ultra scale problems.

Ex. A fortune 100 asking how they can raise EPS by $.10, the answer is worth a lot, so maybe willing to spend millions of dollars on test time compute to find it

[Denali Capital @kingbo2000]

The simple reason why almost everyone is still underestimating memory is that memory is surfing the trend of all AI inference - a market 100x the eventual size of AI training.

Does your average agent need to be that much incrementally smarter? Or would you rather have it flawlessly remember your entire life and context?

My bet is on the latter.

$MU $HY9H

[Denali Capital @kingbo2000]

@ChiefNosey

[Denali Capital @kingbo2000]

@ChiefNosey It literally says 0.3% in the DART filing. I did zero calculations.

[Denali Capital @kingbo2000]

@MikeFritzell In simple terms there’s a shortage of compute for a very very long time and any provider of compute will have a business

[Denali Capital @kingbo2000]

@MetacriticCap I don’t really think that would’ve worked tbh. Perhaps investing in Anthropic (like Amazon and Google) rather than tying themselves solely to OpenAI

[Denali Capital @kingbo2000]

@MetacriticCap What would you have done differently in his shoes?

[Denali Capital @kingbo2000]

@BoringBiz_ Asset light is bad in the AI age

[Denali Capital @kingbo2000]

@TradexWhisperer Dare I say top 5?

[Denali Capital @kingbo2000]

@KiteVC @negligible_cap The ownership percentages of Anthropic are too high for both, doesn’t factor in employee and investment dilution accurately

[Denali Capital @kingbo2000]

@Midnight_Captl Likely 10T within 2 years

[Denali Capital @kingbo2000]

@puppyeh1 Yahoo investment - not Yahoo Japan - was $100m in the 1990s for 35% of the US co. A huge bet at the time

[Denali Capital @kingbo2000]

@puppyeh1 Re check size for BABA that’s fair. I think you have to look at it on dollars in vs dollars out for investing. The resulting IRR from investing is incredibly high, despite the zeroes