today i got to watch an asparagus interview hare krishnas and this is why new york is undisputedly the greatest city in the world

i will not be taking questions

The setup for future U.S. power demand, driven in part by coming data center/AI processing needs, is the most obvious long-term macro trend I’ve ever seen.

Choose your fighter: tech hardware, real estate, power production, electrical infrastructure, picks and shovels, etc.

it’s 3 am and i regret drinking 24 ounces of cold brew concentrate

🫠

beyond the GPU hype

Mayur Chougule Vistara Labs is one of my favorite founders to talk to about hardware availability and how to build a high-performance computing network suitable for AI workloads (just tokenizing the compute isn't enough!)

study the number four

can we be done with points now?

We need a lot more mining

cc The Northern Miner Energy Transition Metals Summit

LET. THEM. COOK.

day 1 is kind of an easy bet tho. let's up the ante - how about matching $10B net inflow in 3 months?

crypto twitter is so spicy rn

so much shade

energy 👉 compute 👉 crypto

great read on venture investing in crypto 👇

from the founder side, early stage you want a few ppl who will let you cook 👩‍🍳 not thousands of ppl screaming online “MAKE NUMBER GO UP”

capital is abundant, value is scarce

best way to get access = create value beyond $$$

speculation is the first and most potent use case of crypto, and this is a GOOD thing

intellectually dishonest of those who have gained wealth, power, and fame via crypto to frame speculation as an illegitimate or unproductive use case

speculation powers the engine of growth

i need the gundo boys to do a bonfire and prayer circle

gib

if you don’t pick right rick i don’t want to be friends anymore

opt out of the culture war and join the real battle

2024 is shaping up to be an abysmal year for our freedoms and rights as americans, basically turning the constitution into toilet paper

WE MUST BAN CRUSHING ROCKS

HOW DARE THEY

seeing a lot of cope on the TL

the market is the arbiter of truth

let us cook

OpenAI is a Nvidia wrapper
Nvidia is a TSMC wrapper
TSMC is an ASML wrapper
ASML is a Zeiss wrapper

Congratulations everyone you just discovered how a technologically advanced economy operates.

wowww

IBM acquiring HashiCorp for $6.4B, HashiCorp traded as high as $13B after IPO in 2021, one of the companies i really admire (terraform is a phenomenal product)

datacenterdynamics.com/en/news/ibm-to…

gmove

excited to back rushi and the Movement team

modularity everywhere 💕