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Global Co-Head, AI/Compute Infrastructure at the Cantor Group. Focused on compute, atoms, & physical AI. Janitor @phamilyoffice. ❤️ @sonofalli
AI
One commenter says capital’s opportunity cost is rising and suggests forward and futures markets for compute could help.
AI
Artificial Analysis says Exa's auto mode with Dynamic Highlights scored 80 on its Search Index, tying Perplexity Search (medium).
AI
A user compares that potential shift to writing and the printing press, which spread intellectual output widely.
AI
The critique contrasts 10-year contracts to buy compute with one-year software contracts for AI inference, arguing that cash flows shouldn't substitute for scrutiny of the underlying asset.
Technology
Users on X argue personal AI assistants like Muse lack everyday utility for most people.
