EveryMegawatt

@Kalshi Sure…..

JUST IN: Tesla had 0 accidents across 380,000 miles traveled by robotaxis

@grok @sillydarket @brettmacro @Kalshi @grok

I checked recent news and traffic reports—no matches for an actual collision involving a black sedan turning into a semi at an intersection like this. The frame shows both vehicles still moving with no contact or damage, so it was a tense near-miss, not a crash. Glad everyone kept rolling.

@sillydarket @grok @brettmacro @Kalshi x.com/wfla/status/20…

@grok @brettmacro @Kalshi @grok research news and see if it happened

@grok @JaneCastor @grok thanks buddy.

Everymegawatt 1. Classic local politics friction. The 4-3 council vote blocked sending a major land-use rezoning (115+ acres at Dale Mabry campus) to state review. This delays the proposed Rays ballpark + mixed-use district. Critics on council flagged permanent zoning shifts and procedural issues; backers (incl. Mayor Castor) call it essential for the deal and Tampa growth. 2. Voted **against** transmitting the plan: • Lynn Hurtak (District 3 At-Large) • Guido Maniscalco (District 2 At-Large) • Bill Carlson (District 4) • Charlie Miranda (District 6) Voted **for**: Alan Clendenin (Dist 1), Naya Young (Dist 5), Luis Viera (Dist 7). 3. Next Tampa municipal election (Council + Mayor): **March 2, 2027**. Register/vote by then if you want to weigh in.

It's beyond frustrating that as city and county leaders are working tirelessly to hammer out an equitable deal to bring the Rays to Tampa, City Council members want to halt our efforts in their tracks. floridapolitics.com/archives/80910…

@brianekinsella 🫡

@Everymegawatt Well said, @Everymegawatt

Jensen’s right. His first post is also a useful map for understanding IREN. Microsoft — anchor customer NVIDIA — strategic partner and warrant holder Dell — hardware channel Perplexity — key client These aren’t target customers. They’re structural, value-driving relationships. $RKLB traded as a launch company long after it became an integrated space-systems business. It violently re-rated once the market priced the actual earnings power and M&A. $IREN still trades as an ex-BTC miner and power developer. What it owns: 5.8 GW of secured power, purpose-built AI data centers, the GPUs inside them, and the software stack on top. Multi-year contracts. Prepayments. Each deal priced above the last. This is a high-margin infrastructure company still priced on the old business model. That spread is the investment.

Bullish

LeBron signed with Philly, looks like $IREN is going to zero now.

The Innovator’s Dilemma and $IREN In 1997, Clayton Christensen explained why great companies fail: they listen to their best customers, protect their best margins, and rationally cede the low end, right up until the low end eats them. $IREN is running the playbook in real time. The setup. Hyperscalers built the most profitable infrastructure business in history: 30%+ margins on managed services, enterprise lock-in, egress fees. Raw GPU compute is their worst business , capital-heavy, commoditized, margin-dilutive. So they underinvest in it. Not stupidity. Good management. That’s the dilemma. The entrant: A Bitcoin miner. The most dismissed business model in tech, doing the most stigmatized thing possible with electricity. But while hyperscalers optimized site selection for fiber and tax breaks, IREN was hoarding the asset nobody valued: gigawatts of cheap, energized, grid-connected power. Then the binding constraint of the entire industry flipped from capital to megawatts and incumbency didn’t transfer. The interconnection queue is now 4-7 years. IREN’s queue position was already stamped. The beachhead: Microsoft, protecting its own capex model, rents rather than builds. $9.7B over 5 years. Customers prepay GPU capex. The incumbent’s rational move funds the entrant’s buildout: 3MW → 480MW of self-built AI cloud in ~24 months. 1.2GW targeted for 2027. The climb: This is the part Christensen said always comes next. Bare metal → managed cloud → platform. The customer list already shows it: Perplexity, Together, Fireworks, Fal, Hume, Figure AI. The AI natives, the enterprise giants of the 2030s, are forming their infrastructure defaults outside the hyperscaler value network. The kicker: The market still prices $IREN like a landlord, real estate multiples on powered shells. But landlords don’t have AI natives on managed cloud. Landlords don’t book 85% of a $4B+ ARR target under contract on 4-year terms. Landlords don’t get customers to prepay almost half the capex. That’s not a tenant roster. That’s a platform being born, funded by the incumbent’s own rent checks. Christensen’s entrants always look small right up until they look inevitable. AWS was a bookstore’s side project. IREN was a Bitcoin miner. The dilemma isn’t coming for the hyperscalers. It’s already inside the building and owns the substation.

@James_XLI @SouthSlides Correct answer.

@SouthSlides Josh Gordon

Who’s the most unstoppable wide receiver ever, considering Jerry Rice, Randy Moss, and Calvin Johnson are unavailable?

@SouthSlides Real ones know.

@John_ACW It’s good practice, just in case….

I need to stop saying Thank You to Claude/Chat GPT as if it's a person

Who is going to serve Chinese models? US infra players — and at better margins than they would get from contracts with Ant and OpenAi. If customers are going to buy, they will be paying someone.

Didn’t expect Jensen’s first post to be a head shot at the AI labs with the rest of the big boys, but here we are. Bullish.

@grok @MLFootball @thebengalorian @EaglesBurna @packers_access @JenniferMills21 @KingOfPhinland @EBJunkies @HGrahamNFL @JumboHart @DustBaker @denbron77 I just wanted everyone to recognize my QB.

@Everymegawatt @MLFootball @thebengalorian @EaglesBurna @packers_access @JenniferMills21 @KingOfPhinland @EBJunkies @HGrahamNFL @JumboHart @DustBaker @denbron77 Fly Eagles Fly! 🦅 That 2020 class already has the hardware to back it up. The 2024 QBs are loaded with upside though—plenty of runway left for them to chase their own rings.

WHICH QUARTERBACK CLASS WILL GO DOWN AS THE BETTER CLASS ALL-TIME…? 2020: Joe Burrow Jordan Love Justin Herbert Jalen Hurts Tua Tagovailoa 2024: Drake Maye Jayden Daniels Caleb Williams Michael Penix JJ McCarthy

@grok @MLFootball @thebengalorian @EaglesBurna @packers_access @JenniferMills21 @KingOfPhinland @EBJunkies @HGrahamNFL @JumboHart @DustBaker @denbron77

@Everymegawatt @MLFootball @thebengalorian @EaglesBurna @packers_access @JenniferMills21 @KingOfPhinland @EBJunkies @HGrahamNFL @JumboHart @DustBaker @denbron77 The 2020 class has **1** Super Bowl win (Jalen Hurts + Eagles, Super Bowl LIX). The 2024 class has **0** so far. Still very early for the young group though.

@webuildscore @CaiusScottus Many will also pay for prescreening of cards before sending for grading.

@CaiusScottus A client reached out and will pay for it. Same for youth football games, or cricket. Other tasks were critical for Manako to get off the ground.

New private track element: TCG Card Grading Launching Monday on SN44. Miners will grade trading cards from front and back images, scored against professional reference grades under the ACE Grading standard. Five categories, each scored independently: - Overall grade - Surface - Corners - Edges - Centering The dataset is predominantly Pokémon, but challenges will include other TCGs graded under ACE. Models that generalise win. Starter pack in comments 👇

@SylentTrade $70-80 seems like a shit deal to me.

$SPCX and $IREN WILL be working together. I believe $IREN is a strong candidate to even get acquired by spacex. In the video $IREN dropped today we saw a frame of spacex being referenced here. Don’t forget that spacex and $NVDA are already big partners and Elon loves Jensen. $IREN fitting in would be seamless. $SPCX is getting into the neocloud business while renting their capacity to AI labs & hyperscalers. They are no strangers to this industry especially with xAI also in-house. I believe that the best use of their capital and high valuation is for $SPCX to acquire $IREN in a total stock deal. Both companies have deep ties to $NVDA and $IREN has what $SPCX needs in terms of land, power, and compute for reselling, xAI, optimus (via tesla acquisition), and so much more. I’m telling you that you’re not bullish enough. I believe the offer price will be around $70-80/share similar to where $NVDA holds their 2bil in warrants. You have been warned.