Moe Eslamipour

RCTs / A/B Tests

[Moe Eslamipour @moeeev]

Anthropic took over someone else's Caterpillar order: 1.7 GW of gas generators for $3.4B, per the FT. About $2,000 per kW. My take: the real purchase was the delivery slot. In AI power, a two-year-old order beats a new idea.

Who sells theirs next?

https://t.co/67Wm8vyog8

[Moe Eslamipour @moeeev]

@PhotonCap 600k H200s in Hong Kong limbo. Pricey place to park inventory.

[Moe Eslamipour @moeeev]

@omijagun Agreed. The queue position is the asset; the GPUs are a lease.

[Moe Eslamipour @moeeev]

@al_takwin Every great preface solves philosophy. Then chapter one happens.

[Moe Eslamipour @moeeev]

@patallax Aeons ago, aka 2015. Accelerationist time runs differently.

[Moe Eslamipour @moeeev]

@BladeoftheS Small footnote: the first Industrial Revolution ran on coal, not the grid.

[Moe Eslamipour @moeeev]

@CJTsaiMDPhD @BrendonStilesMD @JoeChangMD @StephenChunMD @DrewMoghanaki @HenningWillers @FordePatrick @gerryhanna @IyengarPuneeth @StephenVLiu @EvanThomas84 ECOG 2 at 26% vs 7% is doing a lot of quiet work here

[Moe Eslamipour @moeeev]

Which of these three would you actually underwrite — and where am I overreaching?

[Moe Eslamipour @moeeev]

The AI bottleneck isn't GPUs.

It's power that's already on — EV charging sites, flexible grid load, and home data centers.

[Moe Eslamipour @moeeev]

Chip fundraising is loud right now, and mostly un-investable from here. Big checks. No lever I can actually pull.

The moat isn't the GPU. It's the energization date.

[Moe Eslamipour @moeeev]

@_LiquidEnergy @sidravi_ @ArshSek @SajKhosa @ycombinator Sunlight in, tokens out. Queue time: zero. That's the product.

[Moe Eslamipour @moeeev]

@Sam_Badawi 702 MW of fuel cells as "utility planning." Wild timeline.

[Moe Eslamipour @moeeev]

@stretchcloud 5–7 yrs to interconnect. GPUs aren't the bottleneck — patience is.

[Moe Eslamipour @moeeev]

@ctrlaltrefuel @InstaVoltUK @premierinn Overnight stay ≠ 150 kW. Destination AC for the win.

[Moe Eslamipour @moeeev]

@TheEVuniverse Owners love it. Production math didn't. Classic product vs plan.

[Moe Eslamipour @moeeev]

@rbrong Large-load tariffs denied. Cost-shift to ratepayers = DOA.