Bill Tai

🏄VC: 23 IPOs🤠 @Zoom 's 1st seed; Formative catalyst @BitfuryGroup @Canva; seed @Color @Tweetdeck;🌱 Founding Chair @Hut8corp @IPInfusion @TreasureData

[Bill Tai @KiteVC]

HONORED to have Stan O’Neal as our new Chairman! His experience and stature are perfect for us at @Hut8Corp at this stage of our accelerating growth! The future is BRIGHT ! 🚀

[Hut 8 @Hut8Corp]

Today, E. Stanley (Stan) O'Neal succeeds Founding Chair Bill Tai as Chair of the Hut 8 Board of Directors.

Bill stewarded Hut 8 through its most formative years, from pioneering startup to institutional platform. He continues to serve on the Board as a director and member of the Nominating and Governance Committee.

Stan has served as an independent director since November 2023, and previously as a director of US Bitcoin Corp. He brings decades of senior executive leadership to the role — including as Chairman and CEO of Merrill Lynch & Co. He assumes the Chairmanship as we continue to build what we believe will become an enduring, generational business at the intersection of energy and technology.

Read the full release: https://t.co/iOS0PdKU5O

[Bill Tai @KiteVC]

Brilliant kid! Akin to @stevewoz building Phone Phreaking devices before starting @Apple Computer.

[区块链行情研究 @qkl2058]

16岁小孩做了个"星链原型"，赚了30万美元

他能接收卫星信号，而且这玩意儿在哪儿都能用。

SpaceX想关掉他？人家早有准备。

实现方法说穿了其实不复杂，他全靠Claude就搞定了：

先说明一下，他不是在偷星链的网。

他用的，是SpaceX卫星往外发的无线电"信标"，相当于拿这个信号当免费定位系统，在GPS失灵的地方照样能定位置。

每颗星链卫星都在不停往外发信标信号。

你只需要一个小天线锅，再加一个35美元的无线电接收设备，就能接收这些信号。然后通过三颗卫星的三角定位，算出你在地球上任意地方的坐标，就算GPS被干扰或者完全屏蔽了也不怕。

这个思路，美国陆军也在测试。

这小孩把它做成了便携版，卖给了徒步的、跑船的，还有应急队。

具体怎么搞？很简单，分六步走。

第一步：买硬件

RTL-SDR Blog v4 USB接收器，35美元

小号Ku波段抛物面天线，大概50美元

Ku波段LNB下变频器，20美元

树莓派5，8G内存版

偏置T适配器

5000毫安USB电池

全部加起来，大概180美元出头。

第二步：给树莓派装系统

把树莓派系统镜像烧录进SD卡，开机就行。

第三步：装SDR工具

打开终端，敲两行命令：

sudo apt update

sudo apt install rtl-sdr gnuradio python3-numpy

第四步：接线

LNB装在天线锅的焦点位置，LNB连偏置T，偏置T连SDR，SDR通过USB连树莓派。

第五步：让Claude写程序

打开Claude Code，把下面这段话扔进去：

"帮我写个Python程序，用RTL-SDR抓星链卫星的信标信号，用来定位。硬件是RTL-SDR Blog v4加Ku波段LNB加抛物面天线。

要求：扫描Ku波段下行频率抓星链信标，用celestrak网上公开的TLE轨道数据识别每颗卫星，靠至少三颗卫星的多普勒频移算位置，把经纬度和精度显示在小OLED屏上。用pyrtlsdr、skyfield、numpy这几个库，记得加注释方便我调参数。"

第六步：跑程序

树莓派会自动锁定头顶的卫星，然后显示你的坐标，精度大概10到30米。

不用GPS，不用手机信号，也不用联网。

最后，这小孩3D打印了个外壳，打了个牌子叫"徒步水手GPS备份"，一台卖899美元，卖出去350台。

一台成本180，利润719。

客户里有野火应急队、丛林飞行员、深山滑雪的、开游艇的。

SpaceX会不会告他？不会。接收公开广播的信标信号是合法的，小孩的律师提前就确认过这一点。

[Bill Tai @KiteVC]

Team @Hut8Corp is EXECUTING!

Honored to be part of the journey!

[Hut 8 @Hut8Corp]

Hut 8 has closed a $4.25 billion offering of investment-grade senior secured notes for Beacon Point, our second investment-grade data center construction financing following River Bend.

Highlights of the offering include:
- A fully amortizing structure that is non-recourse to Hut 8 and non-dilutive to existing shareholders;
- A Baa2 rating from Moody’s Ratings, one notch above the ratings assigned to the River Bend notes by S&P Global Ratings and Fitch Ratings, and an issuance spread 20 basis points tighter than that of the River Bend notes;
- And a substantially oversubscribed book that broadens Hut 8’s institutional credit investor base.

Together, the financings bring Hut 8’s cumulative project-level, investment-grade data center construction financing to $7.5 billion, reinforcing the repeatability of our financing model and our ability to scale data center development while preserving balance-sheet flexibility.

Read the full release: https://t.co/vc7E6RTd5l

[Bill Tai @KiteVC]

@sriramkri The team there IS AWESOME.. @jhfabricant

[Bill Tai @KiteVC]

@KSimback @AndreasSteno Really thoughtful and well written piece that captures the variables in this multi variate equation of “can and will ROI of token usage be positive?”

[Bill Tai @KiteVC]

@sriramkri Your substack is awesome

[Bill Tai @KiteVC]

Fantastic thread. Great synthesis of the technical elements , throughput vs capacity vs volatility , and the key gating items preventing quick relief of the choke points.

[Teng Yan @tengyanAI]

Everyone thinks the AI bottleneck is compute. Well...not exactly.

From the A100 to the B200, compute scaled 8x. Memory bandwidth scaled 4x. Capacity only 2.4x.

The gap between what a chip can calculate & what you can actually feed it is the real wall.
A thread on memory:

[Bill Tai @KiteVC]

@sriramkri Sent you a DM ..

[Bill Tai @KiteVC]

Totally. We turned HUT into an energy infrastructure company starting around 2019 and have 10 GW in our pipeline with some now contracted to @AnthropicAI , @googlecloud , @fluidstack and some larger companies we can’t name under NDA.. (I am founding chair and listed it in 2017! )

[Bill Tai @KiteVC]

@shahh Stay with quality companies with strong cashflow.

[Bill Tai @KiteVC]

@KairosPraxis @subbdue That was all prior to
1) way too many suppliers consolidating down to an oligopoly
2) the barrier to entry rising many fold due to the cost of ASML and other gear where few can play
3) the minimum fab size to be competitive went up to $5-10B per
4) the advent of HBM

[Bill Tai @KiteVC]

@456girls Solid.

[Bill Tai @KiteVC]

@vkhosla Truth.

[Bill Tai @KiteVC]

Perfect succinct description 👆🏻 for what’s needed.

🇺🇸 “ENERGY IS GDP” 🇺🇸

Particularly when it’s electrons running through pipes that come out as “knowledge” which is where we’re at now.

If we don’t fix this China will dominate over time. The effort you are leading with ATLAS (American Transmission Leadership and Security) is a national priority!

[Bill Tai @KiteVC]

@RosannaInvests Really insightful.. thanks for pointing this out.

[Bill Tai @KiteVC]

@demian_ai you should take a look at Maxlinear ; "The star of the show is MaxLinear's Keystone PAM4 DSP platform - this is the high-speed 400G and 800G optical interconnects that sit inside the optical transceivers that connect GPUs across AI clusters in the hyperscale players. "

[Hut 8 @Hut8Corp]

Hut 8 has priced $4.25 billion of investment-grade senior secured notes due 2042. The fully amortizing notes will finance the development and construction of a turnkey data center at our Beacon Point campus, which will comprise six data halls with a combined total of 352 MW of IT capacity.

Read the full release: https://t.co/ZKU2JG9HTR

[Carmen Li @carmenli]

https://t.co/e6Byrv3Wsn

[Bill Tai @KiteVC]

@realarmaansidhu I stand corrected!

[Bill Tai @KiteVC]

@meowmeowdj @DavidSacks @Hut8Corp 🚀🚀🚀🚀🚀🚀🚀