Johnny B.

Passionate about adding value. Spaces transcript:

[Johnny B. @osoloco22]

Stop losing what was said in Spaces.

Project Too Long; Didn't Listen is alive → https://t.co/hW0Dsrxd4i

Transcription with fact-checking, speaker annotation, and a knowledge base built from aggregated Spaces.

[Johnny B. @osoloco22]

@chiptomunk Monitoring for $mstr leaps

[Johnny B. @osoloco22]

@gavinbreen_49 Since I am a SW engineer and had basic infra ready from previous projects it was just a matter of time give it some shape and form.

[Johnny B. @osoloco22]

The main reason I built this project was to capture the alpha from countless $IREN X Spaces. I couldn't keep up with all that valuable info.

Every new Space updates the $IREN KB. It is the fastest way to catch up if you're new to the story.

https://t.co/mKaDB0ME1u

https://t.co/u7TADPzFRX

[Johnny B. @osoloco22]

@Ultim8Mint You're welcome🙏

[Johnny B. @osoloco22]

I have already added transcripts for 21 $IREN Spaces! Thanks everyone for the feedback and Spaces suggestions.

Read or listen here:
https://t.co/QJyoFTe1uI

[Johnny B. @osoloco22]

@IREN_Bull Thank you 🙏

[Johnny B. @osoloco22]

@pietrovl You're welcome

[Johnny B. @osoloco22]

@archerswilliams 🙏

[Johnny B. @osoloco22]

@PelotasN2Boca Thanks man

[Johnny B. @osoloco22]

@chiptomunk I agree, that is a good suggestion. I still need to refine which direction this project should go. Right now anyone can download the ticker KB and use Claude cowork together with SEC fillings and ER reports to dig deeper. But maybe it would be a good to have it all in one page.

[Johnny B. @osoloco22]

@chiptomunk Thanks, I am planning to hook the llm model with web search at least to verify some available facts if possible. For now fact checking is based on model knowledge

[Jim Liu @jiahanjimliu]

Nscale: Tip of Iceberg on DC Delays

Nscale is the appetizer for DC delays, we will see more in 2027. Nscale has already admitted delays for it's Norway site to be delivered in 2027. This is despite $BE having spare capacity from Oracle backing out (1) and the fact that $BE is able to deploy in 55 days (2).

Meanwhile 5C Group is trying to power 380MW from $FCEL fuel cells (3). $BE Fuel Cells are legit but $FCEL Fuel Cells have commercialization risks (4).

Then, we have Firmus AI, ran by Oliver Curtis. This is the same Oliver Curtis that served 12 months of a 2-year sentence for insider trading in 2017 (5). The insider trades he made? 45 illicit trades which earned him and partner in crime John Hartman a total of $1.43 million (5). That's less than what some influences on X earn this year and Oliver Curtis resorted to insider trading to get there. Now Oliver is worth $1.25B because FirmusAI has a crazy private valuation 7B with 0 active MWs and some pipeline which was enough to convince Nvidia to parter with them to build to DSX specs in Batam, Indonesia.

SharonAI $SHAZ CEO, James Manning hasn't been to jail but he's that's because he's more savy. "U.S. Bankruptcy Judge Mary F. Walrath said the order was necessary because there was “enough smoke” to question whether the involuntary Chapter 11 petition against Mawson was filed in bad faith, possibly in collusion with the company’s former CEO, James Manning" (7). "In a January filing, Mawson alleged Manning had engaged in “self-dealing" including more than $11 million in payments to a shipping company, Flynt International Cargo Solutions, that the miner “did not need.” Mawson said Manning had an ownership stake in Flynt" (7).

Next, we have Crusoe who got pushed out of their Wyoming site because they couldn't meet deadlines and now Google's taking direct control (8). Crusoe also lost Oracle on it's Abilene expansion because of delays (9). Crusoe is signing HS contracts left and right but losing them when it comes time to deliver. What's the point of signing again? To pump Crusoe's private valuation to 30B.

Even Oracle $ORCL, is 12-18 months delayed for it's 2.45GW Project Jupiter Site in NM (10).

What do all these delays have in common? Access to Firm power. For who have been paying attention $IREN is pass it's liquid cooling mishap at H1 and will be getting GPU prioritization. IREN is set to deliver H1 July 19 and the market will learn the difference between:
1. Delay due to ramp and GPU Prioritization.
2. Delay due to power at scale.
The later is much harder to fix and will financially sink some companies.

[Johnny B. @osoloco22]

@jiahanjimliu Thanks Jim 🙂

[Johnny B. @osoloco22]

Guys, I don't want to overwhelm you with new features, but I'm really excited about this one.

You can now open a full-screen player with the live transcript displayed alongside the audio. I find it much easier to stay focused while listening to a Space.

https://t.co/hW0Dsrxd4i

[Johnny B. @osoloco22]

@JKacprzak97431 Thank you 😊🙏

[Johnny B. @osoloco22]

@McnallieM Thanks 🙏

[Johnny B. @osoloco22]

@CompoundingX I have a lot of them in the pipeline to be processed soon. If I miss some please submit them as suggestions and I will add them.

[Johnny B. @osoloco22]

🎙️ Taisu AMA: AI Infrastructure: Power, Data Centers & The Real Bottlenecks- Investor Perspective

“You can't just software engineer your way out of a power constraint, for example.”

#EXASCALE https://t.co/B29n2n3DGP