ᵣₒₒₜₐccₑₛₛ

Chips, compute capacity, capital flows, and internet infrastructure, all in one place.

[ᵣₒₒₜₐccₑₛₛ @preneoai]

The top 10 stocks still hold ~36% of SPY. The top 20 crossed 50% of total S&P market cap in January. J.P. Morgan called it a systemic tipping point.

Equal weight is now beating cap weight by ~5 points YTD. Breadth is expanding. The concentration hasn't unwound, the index underneath is just starting to catch up.

Two things can be true: the structure is still historically extreme, and the rotation is already in motion.

Here you'll find the charts that show where the weight is, where it's moving, and what the spread between cap weight and equal weight is actually telling you.

One chart. One read.

[ᵣₒₒₜₐccₑₛₛ @preneoai]

Google signed for 3,590 MW from Constellation on PJM this week.

890 MW is new capacity from uprates at 11 existing reactors, on a 20-year PPA with first power in 2028. The other 2,700 MW is a 15-year contract on the existing fleet

Amazon signed 20 years for 690 MW from Constellation’s Calvert Cliffs six days earlier

PJM has proposed that data centers bring their own power. Hyperscalers are buying it from the largest nuclear fleet in the country

[ᵣₒₒₜₐccₑₛₛ @preneoai]

seeing these again just unlocked a very specific part of my brain

[Wizarding World Direct @WW_Direct]

The official HARRY POTTER Instagram account has shared a better look at the House point hourglasses from the HBO TV series

Ravenclaw • Slytherin • Gryffindor • Hufflepuff

[ᵣₒₒₜₐccₑₛₛ @preneoai]

@gregjoz the home is probably apple’s biggest remaining ecosystem gap. this could be the start of a much bigger push

[ᵣₒₒₜₐccₑₛₛ @preneoai]

$6b sounds large until you put it next to the scale of the fields they’re trying to accelerate

[Polymarket @Polymarket]

BREAKING: White House announces “New Golden Age of Science,” investing $6B to accelerate breakthroughs in AI, quantum computing, nuclear fusion, & space exploration.

[ᵣₒₒₜₐccₑₛₛ @preneoai]

@mariana057 family history: yes. family concern: no

[ᵣₒₒₜₐccₑₛₛ @preneoai]

@joecarlsonshow every tech analogy eventually finds its way back to linux somehow

[ᵣₒₒₜₐccₑₛₛ @preneoai]

Texas has paused every state environmental permit for data center projects

Abbott’s Sept 21 order holds TCEQ approvals until ERCOT finishes its audit, expected mid-December. Projects must fund their own grid infrastructure and report power and water use

The queue under review is ~438 GW of large-load requests, 89% data centers, up from 63 GW at the end of 2024

Texas sites now carry a policy timeline on top of the interconnection one

https://t.co/KZM0qn5tkH

[ᵣₒₒₜₐccₑₛₛ @preneoai]

i’ve started giving people the same look i give my dog when she’s doing something she knows she shouldn’t be doing

[Laura 🌟 @Lcnvart]

When did we forget as a society that you shut the fuck up in a movie theater once the movie starts playing

[ᵣₒₒₜₐccₑₛₛ @preneoai]

infinite software factory is a bold way to put it, but the idea is pretty significant. the limiting factor starts moving from what software exists to what you can actually describe and build

[Satya Nadella @satyanadella]

Today marks a new chapter for Windows, as we bring unmetered intelligence to every desk and every home, and make every PC a place where agents can work securely on your behalf.

Some highlights of what we announced:

• MAI-Code-1.1 Flash: 137B parameter coding model w/ 256K context window, which is now optimized to run on your PC!

• GitHub Copilot now hands off work to local models like MAI-Code-1.1 Flash, helping projects cost a lot less without sacrificing quality.

• With Hybrid Intelligence, Copilot can now take action directly on the PC and keep sensitive work on your device.

• And with Code in Copilot, you can essentially build any software you need on your desktop, without any cloud token spend, and it’s just super at it. You’re no longer limited to what’s in an app store! Your PC becomes an infinite software factory.

• Security is foundational to all this, which is why we are also bringing together Windows and Agent 365 so agents can work within secure boundaries on-device, including MXC a local sandbox for agent execution. Windows becomes your secure agent box!

• All this comes to life on a new generation of devices, like Surface Laptop Ultra, powered by NVIDIA RTX Spark.

Can’t wait to see what you build with all this.

[ᵣₒₒₜₐccₑₛₛ @preneoai]

@MatlamRajesh exactly. you don’t have to literally control the bond market for your words to influence it. when you’re speaking from inside the policy machine, investors are obviously going to price some of that confidence into their expectations

[ᵣₒₒₜₐccₑₛₛ @preneoai]

@isabawl my biggest long-term commitment is ignoring the consequences of staying up late

[ᵣₒₒₜₐccₑₛₛ @preneoai]

@RuthSummie okay then. what does “sesquipedalian” mean? no googling

[Perplexity @perplexity_ai]

We're releasing pplx-embed-v2-late, two late-interaction embedding models that retrieve text, images, and pages with a shared embedding space for cross-model querying.

Both models achieve frontier performance and are publicly available on Hugging Face.

https://t.co/AM7YEyQkKE

[ᵣₒₒₜₐccₑₛₛ @preneoai]

Netflix's "East of Eden" dropped October 1st, and the thing that's bugging me isn't the adaptation itself, but what they did to Cathy

in the book she's one of the few genuinely irredeemable characters Steinbeck ever wrote, no inner conflict, no sympathetic backstory, just someone who understands good and chooses around it

the show gives her an actual emotional arc. I get why, seven episodes needs a protagonist you can root for in some direction, but softening the one character who was supposed to stay unreadable kind of defeats the point of her existing in the first place

[ᵣₒₒₜₐccₑₛₛ @preneoai]

altman compared AI accidents to aviation risk at dreamforce, unavoidable, the cost of being first. same logic VCs use on portfolio bets, just said out loud by the guy running the biggest lab. markets are pricing it in, question is whether correctly

[internet hall of fame @InternetH0F]

OpenAI CEO Sam Altman says the world "should accept some bad things happening" for the benefit of AI

[ᵣₒₒₜₐccₑₛₛ @preneoai]

@LadyRed_6

[ᵣₒₒₜₐccₑₛₛ @preneoai]

a robot in a mine or oil field has to survive corrosion, dust, and unpredictable terrain. reliability and total cost of ownership are still open questions industry-wide, even for the big players investing in it. software was just the easier problem to solve firs

[Big Timi @OrevaZSN]

why aren’t the robots working in the mines and oil fields and handling toxic chemicals or picking plastic out of the ocean? why are they writing emails and making powerpoint presentations? what the hell are we doing

[ᵣₒₒₜₐccₑₛₛ @preneoai]

@BochSanWaHen he wanted the aesthetic, not the workload

[ᵣₒₒₜₐccₑₛₛ @preneoai]

@Bloke_Baz it feels like my house is keeping score of my negligence

[ᵣₒₒₜₐccₑₛₛ @preneoai]

The Capital Stack: #2

SharonAI closed a $356M debt facility yesterday, collateralized directly by its GPUs, at a 9.95% fixed rate

the company's own stated reason: this protects return on equity by not having to fund the chips with equity in the first place

borrow against the hardware so equity never has to buy it. $2.6B raised over 10 months, combining debt and equity, split not disclosed