Rob

i like golf and systems @voltcapital | prev @Delphi_Digital

[Rob @rsarrow]

https://t.co/hvZ9ERavBr

[Fed @fedpoasts]

There are several Tex customers in this video

[jackson @jacksondenka]

Tomorrow (Friday), Azura (https://t.co/neiX2CEmmH) will become the fastest onchain trading platform in history.

We've invented Atomic Execution: a new way to trade any token across any chain in less than 200ms end to end. Fast as the blink of an eye. https://t.co/IUvvc9etCp

[Rob @rsarrow]

@avizurlo will not tolerate toni kukoc slander

[Rob @rsarrow]

welcome to beşiktaş jensen

[signüll @signulll]

so:

- no succession plan.
- 60 reports which means no obvious person with complete understanding of the co operates. or at least it’ll be insanely messy. potential for a lot of infighting.
- a weak board suddenly tasked to manage a crazy crises w/ arguably the most important co of this era.
- possible talent exodus since founder is leaving.
- a ceo search that could take a while with no obvious outsider candidate at the top.
- potentially more revelations.
- jensen will have zero involvement going forward. no chairman role.
- downstream impact on ai ecosystem from funding, support etc.

this is not good. what am i missing?

[Rob @rsarrow]

Alaska sits on ~1.1T natural resources. all of that will be brought onchain powered by Plural.

[Plural @PluralEnergy]

Alaska and Plural just launched InvestNorth, a new platform for financing infrastructure in Alaska.

Bloomberg (@business) has the exclusive: https://t.co/s8qwf6kBLZ

(Third-party reporting; statements and figures are Bloomberg’s own.)

Securities offered through Plural Brokerage LLC, member FINRA/SIPC.

[apriori @apriori0x]

Compute is not a commodity... today.

[Rob @rsarrow]

reminds me of what fintechs are doing with credit underwriting.

fintech → connect your bank account, underwrite cash flows
compute → connect your GPU cluster, underwrite capacity

same underlying opportunity. make the asset measurable, price the risk, unlock financing.

[Vishwa Naik @hrojantorse]

1 week late, but here are some expanded thoughts from my presentation on "Is Compute a Commodity" from last week.

Read on to find out the 5 reasons why compute is a commodity, and the 3 reasons it is not! https://t.co/Bw8ZArieOj

[Rob @rsarrow]

@ditzikow @spc .@AdamTSilver 🔥

[Rob @rsarrow]

3 priorities for a structural US advantage in AI

- scale energy production across all sources
- accelerate nex gen semis beyond silicon
- improve data quality

[Bounce.Tech @BounceTech]

11.09.26.

Tokenized perps @Enter_Elysium

[Rob @rsarrow]

@0xMadSped

[Rob @rsarrow]

@3xliquidated

[Rob @rsarrow]

seems more relevant by the day that the cfo role will continue to expand and every startup will have its own trading desk, deploying capital into 24/7 permissionless markets

[Rob @rsarrow]

largely agree here

sharing some thoughts on the 'trading arms for everything' that i jotted down in taboo

[Rob @rsarrow]

@RebeccaRettig1 @tomhschmidt surprisingly quite difficult to do it well

[Rob @rsarrow]

👀

[Mads @0xMadSped]

🤫

[Rob @rsarrow]

@AnneliesGamble 👀

[Rob @rsarrow]

RT @biancoresearch: This is the same government that is taking about banning AI

[Rob @rsarrow]

@fedpoasts #0 vibes

[Rob @rsarrow]

@cwamidon LA