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@shanumathew93
Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. Background in equity & credit markets, startups, & IB. Personal views NOT employers. NOT advice.
Technology
AI infrastructure firms CoreWeave (down 14.9%) and Nebius (down 9.7%) dropped sharply, a market post reported.
AI
A post quotes figures putting manufacturing spending down 28%, commercial real estate down 13% and residential spending down 6%.
AI
A user called a post they quoted “awesome” without explaining what they liked about it.
AI
A user jokingly calls the present moment the ‘Agentoprocene.’
AI
A user argues that companies raising venture capital for compute deals rather than taking on debt may lack confidence in pricing.
AI
One user says the businesses they pitched on switching from ASIC fleets to GPUs weren't interested in diversifying away from Bitcoin until after ChatGPT—with CoreWeave the exception.
AI
A user’s summary of a Zuckerberg interview highlights Meta’s existing reach and cash flows as a way to fund up to 100 million free tokens a week plus a virtual computer.
Technology
Twitter users debate a claim that AI will let everyone build personal software like houses or cars.
AI
Shanu Mathew observes pride in not subscribing to paid AI services.
AI
Venture capitalist posts on AI companies reselling electricity as cognitive work.
AI
Shanu Mathew posted a Sankey diagram from BNP Paribas Equity Research tracking AI capital expenditure.
AI
Quote attributes Musk with briefing leaders to advance civilization scale.
AI
Investor flags Microsoft and Google exits from Nscale campus talks.
AI
Posts reference Bloomberg report on memory costs driving server price changes next year.
AI
Podcast covers AI infrastructure buildout and investing lessons from hardware and software.
