Pelican Perspective

@Pellieslife I think I remember rumors that Weaver wanted to hire Kevin Ollie as HC after Casey and was pushed by ownership to hire Monty instead.

@ApoStructura Business travelers whose company won’t pay for business class.

Who uses premium economy in planes ? It’s 4x the price of economy for only a marginally better experience. Business is an actual step up, but premium eco feels like a scam

@Laura_Buchtel In fairness that was her farewell tour term. How could she not spend $88k traveling on the tax payers dime?

Cantrell hit $88,000 in travel expenses in just ONE QUARTER?!?!

@8teAPi Except he’s wrong on 2. Huawei chip advancement won’t be slowed because Huawei’s R&D budget is not impacted by Nvidia sales. Huawei will progress regardless. Jensen just wants the $$$ going to Nvidia instead of Huawei in the interim.

I finally get Jensen. 1) he sees the model companies as replaceable, if one dies, another one springs up, and especially as Chinese talent flows from US AI labs to China and back. 2) He sees Nvidia as currently irreplaceable BUT given market access Huawei will catch up 3) Export controls on Nvidia sets it up to lose eventually as Huawei uses its dominance in the second largest market to fund R&D 4) He sees the only place China has a commanding advantage is energy, which is why he’s pushing so hard for US energy expansion. Looked at this way, providing China access to Nvidia chips lets them instantly catch up on models, but slows down their development on chips. At that point it becomes a race to expand energy production as quickly as possible, while the US can maintain its upper hand in chips. Conversely, the Dwarkesh view is that America has already lost or will lose on energy production. Dwarkesh also believes that the models are essentially commodities (which is why export controls on chips are the pressure point). Dwarkesh also believes that allowing China the ability to build and run current generation models on Nvidia hardware may allow them to increase their speed of chip development to beat Nvidia. Jensen believes Nvidia will also use the same tools or better ones to improve itself so he can stay ahead. Essentially US AI dominance, in Jensen’s view is built on Nvidia’s chip dominance, not the AI model company innovations alone. Export controls give away that dominance.

@ick_real Doris Gertrude Judith Shirley Phyllis Joyce Beverly Mildred Dolores Arlene

I'm looking for a ridiculously old-fashioned girl's name for our new born . Think great-grandma name. Very old and rare. Any suggestions asap pls?

@UnoMasReactor @AntaresNuclear @RadiantNuclear $BWXT?

Based on previous announcements and the standard timelines associated with some of them, we should be expecting a flow of major news from the world of microreactors over the next 2-4 weeks: • Project Janus selectees • @AntaresNuclear critical preps • @RadiantNuclear DSA • @valaratomics DSA • @AaloAtomics DSA • @oklo PDSA x2

@nikotaughtyou Role players, busts, and a fake franchise player.

My god this top 10 was ass.

@FinancialWarden @Polymarket Unfortunately if everything reported about Mythos is even remotely accurate, it will allow for a significant expansion of cyber criminals. Currently bad actors are limited by the need for technical expertise. Mythos would potentially let anyone become a cyber criminal.

@Polymarket The release of Claude Mythos will just rebrand the cat and mouse game that cybersecurity already is. The criminals find and exploit a vulnerability then it gets patched, now there will just be super capable AI in the equation

JUST IN: American Securities Association warns Claude Mythos could be capable of compromising the SEC’s market-tracking database.

@xDaily Was wondering when they’d switch to offering some cloud services. $META should do the same.

NEWS: xAI plans to supply tens of thousands of GPUs to coding startup Cursor to train its upcoming Composer 2.5 AI model, marking a strategic shift toward providing cloud computing services to third-party developers. The arrangement, according to Business Insider, allows Cursor to leverage xAI's massive infrastructure to develop advanced coding capabilities while providing xAI with a new revenue stream to offset data center costs. businessinsider.com/elon-musk-xai-…

@EdLudlow Depending on lockup, I think you’ll see more defections from the xAI side of things than Space-X. But the Space-X folks are incredibly bright and motivated, so there are certain to be several that move on to do truly amazing things on their own.

SpaceX IPO wealth creation: how many SpaceX (and xAI) staff will generate enough $ from an IPO to go and seed their own startups? Tesla, SpaceX alumni story well know: lots of startups out there Does this create some big wave of those that cash out and want to do something new?

@StockSavvyShay $BWXT is the most likely to be the SMR provider, not $SMR.

The White House said NASA will work with the DoD & DoE to deploy nuclear reactors in orbit by 2028 while also targeting nuclear power systems on the Moon by 2030. Bullish for nuclear plays: • $CCJ uranium supply • $LEU uranium enrichment • $UUUU fuel cycle exposure • $SMR small modular reactors • $OKLO advanced micro-nuclear • $BWXT nuclear defense infrastructure

@Hoopss espn.com/wnba/story/_/i…

Serious question: Where did the WNBA get this money all of sudden for new contracts?

@FearTheBrown Coach was spazzing out on smelling salts on the sideline. 🤣🤣🤣

Just from the outside looking in, the Magic appear to have quit on their coach. But in the same vein, their top guy just isn't good enough. 18 points on 31 possessions is awful. It's a tough spot for their org because they are pretty pot committed with the Bane deal

@JohnWillia71018 @pmarca He missed Anthropic

@pmarca 😂 Andreessen never misses an opportunity 😂

Aahhhhh the government has to take control ahhhhhh we didn’t mean Donald Trump

@Rainmaker1973 Gym bro

Haiti’s President drinks straight from a water jug while speaking at the UN.

@Mr_Derivatives Degenerates attention spans are off crypto. The miners realized there is more money to be made in the AI narrative and the degens followed suit with high beta stocks/options.

How the hell is $BTC still sub $80k despite record equity highs… What does that tell you about crypto?

@firstadopter He sidesteps the question. Why should $NVDA get 75% premiums if the current top model was built on Trainium/TPU? He says Anthropic doesn’t know what they are missing. That implies Anthropic is considerably ahead of everyone else as they built Mythos wearing ASIC handcuffs.

Wow. Jensen suggests that nearly all the growth in TPU and Trainium is driven by Anthropic and that the only reason Anthropic uses TPU and Trainium is because Google and Amazon invested in Anthropic early. Are TPUs and Trainium the reason Anthropic's uptime performance is so poor? $NVDA

@matthew_sigel That $BIRD pay package must be nice.

$RIOT loses top data center exec who resigns, forfeiting $19M in stock May not be bullish for RIOT (-8%), but speaks to the shortage of talent (and thus pricing power) in the space

@tracyalloway Shareholder suit likely being drafted this moment.

One of the big US fertilizer companies, CF Industries, has said it's "foregoing" more profitable exports, in favor of keeping nitrogen at home for US farmers this spring: cfindustries.com/newsroom/2026/…

@TheNBAinsomniac It’s astounding to see people arguing to move that ‘27 pick after the debacle this year. Ware is not moving the needle. Bucks are going to be bad. They have no avenue of improving and Giannis will want out. Not moving that pick unless it’s for a young star.

This is no slight on Ware, he does have great potential (he won’t hit it here) but trading for him is the right move. Having zion should not force us to make more bad moves to justify drafting him #1 8 years ago. It’s time to accept that.

I’m seeing all these Pelican fans saying we need to trade for Ware ASAP. I get it but I wanna break it down what that actually means so you understand what you’re really asking for and hopefully you realize it’s not the right move. If you want Ware you’re giving up the 27 pick.

@_sorrengailll It’s cheaper

It’s been many months and I’m still trying to figure out WHY TF AI DATA CENTERS NEED FRESH WATER?!?!?!?! NOT USED, NOT RECYCLED?!?! FRESH??????