Getting quite the directory structure going here.
Thread of my master threads is now pinned.
First is my master thread for $vxv, which contains many threads. Following this are one-off threads on other projects.
I love you all❤️
@NasheCeezet_zw God I fucking hate these posts. Bring real twitter back. Today it’s all gay made-up shit to get $100 a month in payouts. You barely have a soul
.@davidsenra says Shopify CEO @tobi told him we're going to look back at 2026 as "the year that every single business in the world was up for grabs."
"That AI is coming for everything."
"And you're going to look back and realize that this is the year it should have been obvious that you could rebuild the AI-native version of whatever exists out there."
GPUs from 24 months ago are at roughly 100% utilization capacity and old chips are in many cases trading for above their original price due to scarce supply relative to demand. They will have long useful lives even as new chips come out
Knowledge work labor spend today is in the trillions of dollars today, and while AI will be cheaper per unit of knowledge work than labor, it will also expand the volume of knowledge work dramatically
The entire global economy is going to be rearchitected around AI
Given that fact pattern it’s pretty safe to say the IRR on this capital spend in excess of a hyperscaler’s WACC, even given how large the capex is