Ojas Shukla

osint, gpus, data, markets, humanoids & the infotsunami of everything else

[Ojas Shukla @synthpolis]

You will only care about the model

Everything you do is for the model

> Build a startup, service of the model
> Work a 9-5, employed by the model
> Spearfish in the Arctic, believe it or not... sustaining the model

This post is for the model.

Nothing matters but the model.

[Ojas Shukla @synthpolis]

high frequency trading but I colocate to x the everything apps servers so I can see serenitys tweets first.

[Ojas Shukla @synthpolis]

[OSINT]

$6840.TP / BTL / 東研信超 reported a Delta Electronics ($2308.TW) order to validate Taiwan's first HVDC 800V / 1MW AI power rack, built for the VR200. L10 testing is underway, L11 rack integration expected from July.

[Ojas Shukla @synthpolis]

your parents, your mentors, the older folks, the boomers, they wont get it. but you, zoomer, can feel it in your bones.

there is no product anymore. there is no ip. there is no way you can outsmart the Model.

there is no focusing on a single idea, no honing your craft. those days are gone. every business is a service that spins down as quickly as it spins up.

now, the only secret you can build wealth around is whats in your head and how much risk you're willing to take. thats it.

you are the product. you are the startup. your decisions will compound over your life. how you can find what the ai needs next and get it is what determines where you end up.

dont get liquidated. show up tomorrow and dig deeper, find the next thing before it becomes the current thing™

keep doing that and you come out on top of todays wealth holders.

you will win. you have to believe in yourself. nobody but our generation has seen this change. but you can do it, and you will be better for it than those who came before you.

[Ojas Shukla @synthpolis]

[OSINT]

$BTBT / $WYFI / Enovum's MTL-3 in Saint-Jerome is the Cerebras 5MW site. Municipal permit + CWB/CNESST trail points to Domaco Encocorp as the EPC/GC at 500 Monseigneur-Dubois.

[Ojas Shukla @synthpolis]

@InmanRoshi interesting. pulled the abatement filings. $TSSI leased 212,793 sqft of building 1. compal's lease is 212,793. the building is 425,586.

they've split the entire building cross-dock down the middle. compal assembles on one side, tss integrates on the other. same landlord too.

[Ojas Shukla @synthpolis]

@InmanRoshi interesting. pulled the abatement filings. $TSSI leased 212,793 sqft of building 1. compal's lease is 212,793. the building is 425,586.

they've split the entire building cross-dock down the middle. compal assembles on one side, tss integrates on the other. same landlord too.

[Ojas Shukla @synthpolis]

interesting osint from williamson county property records.

compal ($CMPCY) is leasing 1800 aviation drive bldg 1 suite 200, georgetown. that's the same building as $TSSI, who are in suite 100.

compal makes the server racks. tssi integrates and deploys them. they are now physically next door.

server service center opens 2027. draw your own conclusions.

[Ojas Shukla @synthpolis]

@InmanRoshi locked in

[Ojas Shukla @synthpolis]

alpha is simply how strongly you believe in the scaling laws.

[Ojas Shukla @synthpolis]

nah dawg join the rest of us in the permanent underclass

[Eric Weinstein @ericweinstein]

Pay your scientists.

[Ojas Shukla @synthpolis]

not if sota models stay restricted, as we saw with mythos.

enterprises, small businesses, startups, none of them can compete with the labs. everyone everywhere gets swallowed up.

you cannot slay the giant with a normal company. you need something new. a business that understands its customer is not a consumer or a business but the Model.

you can already see this shape forming in the valley. nothing like the product shops, the saas salesmaxxers, or the researchclad labs.

its a softbankesque entity led by aa single individual that helps ease the Model's "bottlenecks".

the current trend of fintwit investing is a part of that, leopold's hedge fund, or semianalysis data collection - all different parts of the elephant that needs to be tamed under one umbrella.

we will soon see a cambrian explosion of this new form of a company.

[Mark Cuban @mcuban]

1. Small Business creates ~60% of new jobs every year
2. AI makes it easier and faster for them to compete with larger companies.
3. The % of jobs created by Small biz every year will only increase.
4. Start your job search with small businesses

[Ojas Shukla @synthpolis]

faraway or otherwise desolate land will become increasingly more valuable as humanoids make the real world programmable.

let the patagonia be sprawling with skyscrapers like hong kong.

[Ojas Shukla @synthpolis]

an incredible source of osint is simply scraping github for repos becuase even billion dollar startups are so technically incompetent that most internal worlflows are public.

[Ojas Shukla @synthpolis]

ai operates as a leontief production function where the next token is constrained by whichever bottleneck is tightest

[Ojas Shukla @synthpolis]

embrace the bubble

[Irrational Analysis @insane_analyst]

Ok uh everything highly correlated with TPU capex go up. Broadcom, Mediatek, Lumentum, Semtech, TTMI.

Embrace the bubble lmao.

[Ojas Shukla @synthpolis]

on openai's dime: foxconn assembles, goertek on speakers. screenless means the codec is the product - cirrus the obvious tell, 90% aapl revenue, already talking "ai devices" on calls. no fcc id yet so nothing's confirmed. $2317.TW $002241.SZ $CRUS

[Ojas Shukla @synthpolis]

all roads lead to westfield century city

[Ojas Shukla @synthpolis]

all four are the same customer.

the Model is the fastest-growing buyer of energy, capital, compute and data, and eventually the supermajority of each.

humans are marginal - what we need is a rounding error on what it needs.

[toucan @distributionat]

four very large markets have emerged in 2026 and each seem like they can 10x by EOY 2027

1. compute: ~800B
2. tokens: ~100B
3. data: ~50B
4. (AI) equity: ~800B

I am handwaving the definition of markets here but isn't this an extremely unusual moment for capitalism?

[Ojas Shukla @synthpolis]

in the quote tweets and replies of every religious and world leader who denounces or downplays ai, you can watch the new religion taking shape.

[Ojas Shukla @synthpolis]

pack it up boys had a good run

[Wintermute @wintermute_t]

Prediction markets are emerging as a distinct asset class, pricing probabilities on events that traditional markets don't capture cleanly

Wintermute is now providing liquidity on event contracts across leading venues