Abner Germanow (@abnerg) 's Twitter Profile
Abner Germanow

@abnerg

Cloud & DevOps GTM + recovering analyst.
Collector of tech surveys.
A new resource for CTOs coming soon
Ex: @lacework @newrelic @idc @Junipernetworks @ stake

ID: 14760179

linkhttps://bit.ly/m/therightstack calendar_today13-05-2008 15:31:00

11,11K Tweet

4,4K Followers

4,4K Following

Rory Johnston (@rory_johnston) 's Twitter Profile Photo

Basically every tariff-related podcast over past few days: Host: “we have with us X, an economist who is far from sanguine about prior US trade trajectory and has been especially concerned re China What do you think of the Liberation day tariffs?” X: “wow, unfathomably stupid”

James Surowiecki (@jamessurowiecki) 's Twitter Profile Photo

Just to remind everyone: It is absolutely nuts that a single person is wreaking total havoc on the global economy, and doing it by exercising powers that the Constitution explicitly (and for good reason) reserves for Congress. This is not OK, and we shouldn't pretend it is.

unusual_whales (@unusual_whales) 's Twitter Profile Photo

Alright, I think people knew of the tariff pause and traded it beforehand. You can see before Trump posted "buy" on Truth Social, traders opened $QQQ $TQQQ and $SPY calls RIGHT BEFORE THE NEWS, someone opened $SPY 509 calls, expiring TODAY!!!!!!!!!!!!!!!!!!!! Those calls are

Alright, I think people knew of the tariff pause and traded it beforehand.

You can see before Trump posted "buy" on Truth Social, traders opened $QQQ $TQQQ and $SPY calls

RIGHT BEFORE THE NEWS, someone opened $SPY 509 calls, expiring TODAY!!!!!!!!!!!!!!!!!!!!

Those calls are
Eric Jhonsa (@ericjhonsa) 's Twitter Profile Photo

$IESC on demand from data center construction clients: "Certain customers have accelerated project schedules, resulting in additional revenue in the quarter, and new bookings remained robust."

$IESC on demand from data center construction clients: "Certain customers have accelerated project schedules, resulting in additional revenue in the quarter, and new bookings remained robust."
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

This is absolutely insane: There are now $40 BILLION worth of US data centers under construction, up +400% since 2022. For the first time in history, the value of US data centers under construction will soon EXCEED office buildings. This is a historic shift. (a thread)

This is absolutely insane:

There are now $40 BILLION worth of US data centers under construction, up +400% since 2022.

For the first time in history, the value of US data centers under construction will soon EXCEED office buildings.

This is a historic shift.

(a thread)
Neil Sethi (@neilksethi) 's Twitter Profile Photo

Goldman: US power demand is up 2.9% year-over-year year-to-date and growing more quickly than US GDP, in large part because data center capacity is growing at a breakneck pace (Exhibit 1). We estimate data centers now account for 8% of total US power demand, and drive 1pp of the

Goldman: US power demand is up 2.9% year-over-year year-to-date and growing more quickly than US GDP, in large part because data center capacity is growing at a breakneck pace (Exhibit 1). We estimate data centers now account for 8% of total US power demand, and drive 1pp of the
Tobias Carlisle (@greenbackd) 's Twitter Profile Photo

"Big tech CapEx as percentage of EBITDA is now running at 50%-70%, which is similar to AT&T’s 72% at the peak of the 2000 telecom bubble and Exxon’s 65% at the peak of the 2014 energy bubble. Historically, companies experiencing higher capital intensity tend to be structurally

"Big tech CapEx as percentage of EBITDA is now running at 50%-70%, which is similar to AT&T’s 72% at the peak of the 2000 telecom bubble and Exxon’s 65% at the peak of the 2014 energy bubble. 

Historically, companies experiencing higher capital intensity tend to be structurally
Shanu Mathew (@shanumathew93) 's Twitter Profile Photo

Personal Takeaways from Yotta and the AI Infrastructure Summit: -The Infrastructure Arms Race & Time-to-Power Premium: Every fundraising and revenue dollar is flowing directly to compute infrastructure, creating a GPU/HPC arms race. Time-to-power now dominates all site selection

Eric Jhonsa (@ericjhonsa) 's Twitter Profile Photo

"Quantum systems cannot be networked...The reality is Quantum computing is narrow, domain-specific breakthroughs with [an] extremely limited TAM." From Deep Sail Capital. shortscorner.substack.com/p/quantum-bubb…

"Quantum systems cannot be networked...The reality is Quantum computing is narrow, domain-specific breakthroughs with [an] extremely limited TAM." From <a href="/DeepSailCapital/">Deep Sail Capital</a>.

shortscorner.substack.com/p/quantum-bubb…
Abner Germanow (@abnerg) 's Twitter Profile Photo

Oracle announced a third network architecture today. At first glance, it's a modern Juniper QFabric developed with Arista. Kinda neat to see that architecture come back. $ORCL $ANET blogs.oracle.com/cloud-infrastr…

Kody Nordquist (@kodynordquist) 's Twitter Profile Photo

Founders say “we’ve got PMF.” But do you have: • Offer-audience fit? • Channel-message fit? • Delivery-expectation fit? If any one’s off, scale breaks.