Swearengen Capital

💎💎💎 - Stupidest when I try to be funny.

[Swearengen Capital @swear_cap]

@winsteadscap Very well said.

[Swearengen Capital @swear_cap]

“I’m from the government, and I’m here to…”vibes

[Sam Altman @sama]

what problem do you most hope AI will solve in the future?

maybe we can help!

[Swearengen Capital @swear_cap]

It’s the auto body shop, your dog’s vet, your dentist, your HVAC guy, your CPA, your kids soccer team, the pro sports team you root for.

Marry this with AI…the politics are going to get much uglier.

[Swearengen Capital @swear_cap]

I, too scoff.

Liz personifies what ails Democrats.

But don’t under-estimate how well this resonates with voters.

“We won’t have malls,” is a miss. She should (and her party will) focus on all the businesses that surround voters in the service economy being rolled up by PE.

[Swearengen Capital @swear_cap]

I, too scoff.

Liz personifies what ails Democrats.

But don’t under-estimate how well this resonates with voters.

“We won’t have malls,” is a miss. She should (and her party will) focus on all the businesses that surround voters in the service economy being rolled up by PE.

[Conor Sen @conorsen]

What’s the audience for this? Do we have a shortage of trinket shops and casual dining restaurants?

[Swearengen Capital @swear_cap]

Can you imagine talking this much.
Fucking kill me.

[Patrick OShaughnessy @patrick_oshag]

This is my sixth conversation with @GavinSBaker.

As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers.

We discuss:
- Why the wafer shortage may prevent an AI bubble
- Data centers in space (reframed)
- Elon's Terafab and the new chip companies challenging Nvidia
- Usage-based pricing
- The disaggregation of GPUs
- DRAM, frontier tokens, and open source

Enjoy!

Timestamps:
0:00 Intro
7:55 Anthropic and OpenAI Valuations
12:58 Watts, Wafers, and Infrastructure
14:39 Orbital Compute and Data Centers in Space
22:49 Avoiding the AI Bubble
28:26 Terafab and the Future of US Manufacturing
32:16 Returns to the Frontier
37:23 Continual Learning
42:03 New Chip Companies
48:52 Extending GPU Lifespans and Private Credit
51:22 The Application Layer
57:32 The Token Path and Open-Source Dynamics
1:01:37 Cybersecurity
1:05:46 Diversity Breakdown
1:11:59 Assessing the Big Tech Players in AI
1:19:02 Geopolitics, Personal Safety, and the AI Horizon

[Swearengen Capital @swear_cap]

@ClarkSquareCap Has management changed? They’re not sharp and have control or de facto control, don’t they?

There’s got to be something better to do, although I’m sure it was cheap as shit when you bought it.

Don’t overstay your welcome. Since everybody loves unsolicited advice.