Antolin Garza

@sidprabhu Because rolling 30 day tbills or passively holding a basket of low cost index ETFs is kryptonite to a banker

@Davidstout @thewebAI Very nice! Congrats David!

@GillsiesGoons Man..

Shit

Over the past 24 months, @CrusoeAI proactively secured more than 3.3 GW of gas turbines and reciprocating engines to be delivered in 2026 - 2027 and we have reached initial agreements to purchase an additional 1.2 GW in turbines. In total, this bring’s Crusoe’s portfolio of deployed and near-term deployable gas power generation to approximately 5GW, roughly equivalent to the size of the entire data center industry in Virginia today. These quantities exclude incremental gas power generation capacity available to Crusoe through third party partnerships. Our gas power generation capacity is also paired with significant additional power technology investments and partnerships spanning batteries, solar and wind power generation assets, fly wheels, small modular nuclear reactors and more. All of this power generation capability is underpinned by Crusoe’s in-house power generation team, which plans, designs, engineers, builds and operates utility-scale power generation systems to be vertically integrated into our data center portfolio. Our power generation investments stem from Crusoe’s vision of energy-first AI infrastructure and align with the @WhiteHouse call for data centers to “bring your own power.”

@Electron_Cowboy @CrusoeAI Very cool.. ain’t kidding!

These early experiences building Bitcoin mining data centers and self-generating power in harsh environments prepared @CrusoeAI for the much larger AI data centers and power plants we build and operate today. If you can build in winter in North Dakota you can build anywhere IMO.

In 2021 @CrusoeAI deployed a turbine fueled by raw natural gas flowing from underground (otherwise being flared/wasted) to power modular data centers at a remote site in North Dakota. VCs invested $350m shortly after we demonstrated this scaling power generation capability.

@firstadopter Nice work Tae

It is not even 24 hours yet since I launched my Substack. Just got this in the email inbox.

@VinnyLingham @StealthQE4 @grok Unfortunately “prediction markets” are a reflection of societal weakness

@StealthQE4 Hey @grok tell me about gambling habits of the population of declining empires before things get really bad

We’re a bunch of degenerate gamblers in the markets now. Investing and fundamentals are dead.

@elwatto Miguel Carneazada #SanDiegoVersion

at least I know it’s not an LLM

@sidprabhu Respect the fade #ThereWereSigns

The enormous caveat is that OPEC just publishes the numbers given to them by its members without any independent audit. In late 2000s, Chavez tripled the reported reserves without commensurate new exploration, seeking increased int'l and domestic prestige. 300 billion is made up.

@VinnyLingham @Convertbond @grok

@AntolinGarza @Convertbond @grok You know how I’ve been betting against them the past 2 years 😉

Gold - $4500 A year ago today, the major banks' 2025 targets clustered in the $2,900–$3,000 per ounce area. Goldman: Forecast around $2,900–$2,973 JP Morgan: Targets were in the $2,900–$3,000. via @grok

@VinnyLingham @Convertbond @grok lol savage

@Convertbond @grok That’s why those analysts have a day job working for banks…

@DarkfireCapital I’d almost argue “world”

Unpopular opinion: San Diego is the nicest place to live in the continental US, and should be the most expensive area to live because of that.

@_charlienoyes Congrats Charlie!

Some personal news: I’ll be stepping down as a General Partner at Paradigm. I joined Paradigm 8 years ago, at 19. Contributing to building the firm from the ground up, alongside Matt, Fred, Alana, and the team, has been an incredible experience.

AI is the refining of compute into brainpower

@sidprabhu Banger 😂

El-Erian level analysis

@ChrisCamillo SAN Terminal 1 is 🔥

I like ripping on government projects and our crumbling infrastructure as much as anyone, but credit where it’s due - from LGA’s new Terminal B to SAN’s Terminal 1, America’s airport revamp wave proves we can still get some things right.

$WMT: 4% revenue growth, 6% EBITDA margins, 2% FCF margins, 14% ROIC. 41x 2026 EPS estimates. $AMZN: 11% Revenue growth, 25% EBITDA margins, 6.5% FCF margins, 15% ROIC. 28x 2026 EPS estimates.

@sidprabhu A picture worth a thousand words

Most young people actually choose to live drug free. When students learn the facts, their perception changes. Access our free 5-day Red Ribbon Week lesson plan: hubs.li/Q03L1JLm0 #RedRibbonWeek #DrugPrevention #HealthyChoices #NaturalHigh #SEL #LifeSkills #StayDrugFree