Dan Knott

DMB | WBA

[Dan Knott @OsoKnotty]

@satyanadella Follow thru from this weekends tweet almost immediately. Nice. Will try it out!

[Dan Knott @OsoKnotty]

@satyanadella Microsoft, Google, and Amazon require another rerating already. Capex being justified. Compute availability + ecosystem is the value. What’s OpenAI and Anthropic’s combined valuation ? $1.8t?

Mondays rerating:
Microsoft $3.5T $488/share
Alphabet $5T $255/s
Amazon $3.1T $308/s

[Dan Knott @OsoKnotty]

@0xelegant @satyanadella They are. That is why not investing in Microsoft is gross negligence. Doesn’t matter the model. The procurement layer of proper intelligence, the compute, and the IP of the users of the intelligence is what matters. Capex spending is justified in a world where they don’t exist.

[Dan Knott @OsoKnotty]

Hey @vladtenev can you purchase/partner with hyperliquid like yesterday for the weekend trading?

[Dan Knott @OsoKnotty]

Hey bud @satyanadella

[Dan Knott @OsoKnotty]

@shamim_mazarbhy @satyanadella @narendramodi Yea you’d have no idea he was a ceo though.

[Dan Knott @OsoKnotty]

@satyanadella @narendramodi Really disappointed by you achieving 0 milestones, CEO @satyanadella. Your failure of leadership and lack of dedication to Microsoft’s progress is an utterly depressing.

[Dan Knott @OsoKnotty]

@satyanadella brother man you failed us all.

[Dan Knott @OsoKnotty]

@satyanadella gg. You tried. Thanks for trying.

[Dan Knott @OsoKnotty]

@satyanadella do something

[Dan Knott @OsoKnotty]

@The_RockTrading Same 😂

[Dan Knott @OsoKnotty]

@satyanadella ??!? Do something. I thought you did something for a moment. Actually do something this time.

[Dan Knott @OsoKnotty]

@StockMKTNewz I wouldn’t touch $GOOG $AMZN or $META until $MSFT moves.

If Microsoft can’t move… I don’t even want to look at the others. You could argue $GOOG, but it’s less indicative of the others moving and more niche. If Microsoft moves I think we’re good.

[Dan Knott @OsoKnotty]

@ModernDayInves @pulseandprofit Yea I’m in big.

[Dan Knott @OsoKnotty]

@notsoStocks @The_RockTrading Was it not $60 in 3 days!? $472 to $412?

[Dan Knott @OsoKnotty]

@The_RockTrading Bought around $418.40, right before a huge sell off to $414 lol. I mean I sold the majority at $460 so I’m basically getting a second entry at the price that already made me a fuck ton of money.

I’m out to oct. not as soon as you.

[Dan Knott @OsoKnotty]

@Glitch_Trades Agreed it’s going to $450 a share.

[Nicolas Bustamante @nicbstme]

When people say data centers use millions of gallons of water, they're describing an old technology. Before, water went into evaporative cooling towers. Warm water pulled heat off the AI chips, then evaporated into the air to shed it. It was effective, but it burned through fresh water continuously, which is where the headline numbers come from today around "data centers use a massive amount of water."

The data centers we revealed at Build today don't work that way. The cooling loop is closed. Water is added once during construction and recirculates indefinitely between the servers and the chillers. No evaporation, no fresh-water resupply!

Satya put the scale in plain terms: a full year of water use is roughly what a single restaurant uses.

Keep in mind that for us, every liter and every watt is an optimization target. The economics and the environment push in the same direction!

[Dan Knott @OsoKnotty]

@WillBiddy_ Do think META is better than MSFT requires handing over your FURU honors.

Ad rev in an agent/ai workflow is clearly going to be impacted.

I haven’t used Google in months. Instagram/Facebook/Wechat I still use, but I definitely don’t think Ai while using. Microsoft. I think Ai