James Sanders ⚛🌍

PM - Green Ash Horizon Fund. Perusing latent space

[James Sanders ⚛🌍 @The_Colonel__]

@OrnnExchange Thanks Claude.

[James Sanders ⚛🌍 @The_Colonel__]

@teej_m Still work to do

[James Sanders ⚛🌍 @The_Colonel__]

@JulieBorowski Do you Borowski your electricity from someone else?

[James Sanders ⚛🌍 @The_Colonel__]

@kimmonismus They are in a quiet period ahead of IPO.

[James Sanders ⚛🌍 @The_Colonel__]

Let Data Reign

[James Sanders ⚛🌍 @The_Colonel__]

@patrickc Too technical/too sci fi

[James Sanders ⚛🌍 @The_Colonel__]

@aakashgupta "The light got honest" - your whole post went through an algorithmic filter...

[James Sanders ⚛🌍 @The_Colonel__]

@__Rhodium__ Is it working irl?

[James Sanders ⚛🌍 @The_Colonel__]

The hottest new programming language is Claudish

[Andrej Karpathy @karpathy]

The hottest new programming language is English

[James Sanders ⚛🌍 @The_Colonel__]

@8teAPi Obviously via radiative cooling rather than evapotranspiration.

[James Sanders ⚛🌍 @The_Colonel__]

@michaeljburry

[James Sanders ⚛🌍 @The_Colonel__]

@Birdyword That was Plonk

[James Sanders ⚛🌍 @The_Colonel__]

@Argona0x How much of twitter is written by Claude at this point?

[James Sanders ⚛🌍 @The_Colonel__]

CRWV active power today 1.5GW, YE26 target 1.85GW, YE30 8GW
NBIS active power today 0.2GW, YE26 target 1GW, YE30 5GW
SPCX active power today 1.4GW, YE26 target 2GW, YE27 10GW

[James Sanders ⚛🌍 @The_Colonel__]

It's quite aspirational from the chips angle too - implies $350-420 billion in capex on NVIDIA chips over the next year and a half at ~$40-50 billion per GW, against current cash of $100 billion.

At the mid-point, it also amounts to about 57% of NVIDIA's forecasted datacentre revenues over the next six quarters. The servers for SpaceX/xAI's first 1.4GW were supplied at around a 50:50 split between Dell and SuperMicro - at last estimate, these two providers combined only amounted to 13% of NVIDIA's sales

[James Sanders ⚛🌍 @The_Colonel__]

It's quite aspirational from the chips angle too - implies $350-420 billion in capex on NVIDIA chips over the next year and a half at ~$40-50 billion per GW, against current cash of $100 billion.

At the mid-point, it also amounts to about 57% of NVIDIA's forecasted datacentre revenues over the next six quarters. The servers for SpaceX/xAI's first 1.4GW were supplied at around a 50:50 split between Dell and SuperMicro - at last estimate, these two providers combined only amounted to 13% of NVIDIA's sales

[James Sanders ⚛🌍 @The_Colonel__]

@jamiesont Ending a bright future.

[James Sanders ⚛🌍 @The_Colonel__]

@Sauers_ Can we have $/felony on the x-axis pls?

[James Sanders ⚛🌍 @The_Colonel__]

@williamwardley @paulbristow79 Wat?

[James Sanders ⚛🌍 @The_Colonel__]

@ramez What do you think about having 100 million Chinese humanoid robots with security vulnerabilities in US homes and factories?