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@kawzinvests
Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. NFA DYDD
AI
A user reviewing CoreWeave's Q2 10-Q says only one $1.3 billion loan carries a 15% rate.
AI
Meta calls the platform the next major pillar of its business. A post describing the effort says former MongoDB CEO CJ Desai will lead it.
Technology
One post says 53% of surveyed data center operators report running at only 50–70% capacity during peak demand, and argues that waiting for data leaves GPUs idle.
Technology
A user argues the AI selloff will look overdone and that a coordinated slowdown could protect labs’ margins without stopping the infrastructure buildout.
