Lance Eerhard

2.3K posts

Lance Eerhard

Lance Eerhard

@LanceEerhard

CEO BuyersCircle, Proud father, wine + Carlton FC + craft beer lover!! Coffee!! My tweets are my own.

Sydney Katılım Haziran 2012
870 Takip Edilen347 Takipçiler
Lance Eerhard
Lance Eerhard@LanceEerhard·
Can someone please just work out AI data centres in space already? Surely @elonmusk and @SpaceX could get them up there. I'm sick of reading about AI companies meeting with local policy makers and energy crises. High-speed transfer, free energy via solar and no calling required.... Get on it supernerds
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Lance Eerhard
Lance Eerhard@LanceEerhard·
Can someone please just work out AI data centres in space already? Surely @elonmusk and @SpaceX could get them up there. I'm sick of reading about AI companies meeting with local policy makers and energy crises. High-speed transfer, free energy via solar and no calling required.... Get on it supernerds
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Matt Gallagher
Matt Gallagher@MattP1Gallagher·
@Alex_Gillon Because more people are watching the highlights and not the actual races Wouldn't say that's a good thing
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Alex Gillon
Alex Gillon@Alex_Gillon·
Does everyone REALLY hate Formula 1 at the moment? F1’s YouTube channel actually has about DOUBLE the amount of views over the last 2 months compared to the same 2 months of 2025 #f1 #formula1
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Lance Eerhard
Lance Eerhard@LanceEerhard·
Dear @Bunnings, Free idea to improve customer service. If I have scanned my Onepass card can't you just text me the receipt rather than have me enter my phone number again?
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Lance Eerhard
Lance Eerhard@LanceEerhard·
@VirginAustralia So the way I read it I cancel the fare on the website refunded to travel bank and I shouldn't pay a cent... Yet the website is charging me $109... Guest centre can't help me because business team is closed they can only do refund to my card for $109 fee... What do I do?
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Lance Eerhard
Lance Eerhard@LanceEerhard·
@VirginAustralia how is it that your website quotes that cancelling a flex flight to travel credits is no fee... but when I try to do it the website is trying to charge me the $109 fee.... so then I need to call to do it.. but... if i do it by the contact centre I have to pay a $40 fee..... doesn't feel right to me...
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Lance Eerhard
Lance Eerhard@LanceEerhard·
Here is the website fare conditions.
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Lance Eerhard retweetledi
Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
"The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery. The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite. The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum. Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."
Patrick OShaughnessy@patrick_oshag

This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The economics of AI compute - Why Blackwell's delay mattered - The bear case on the AI capex buildout - Data centers in space - The mistake SaaS companies are making Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before. Enjoy! Timestamps: 0:00 Intro 5:03 The Blackwell Transition 23:15 The Prisoner's Dilemma 27:12 The Bear Case: Edge AI 37:19 Meta, Open Source, and Model Depreciation 43:08 Geopolitics and Rare Earths 50:42 Data Centers in Space 56:06 Power Constraints as a Governor 1:11:31 The SaaS Mistake 1:16:17 Nuclear and Quantum 1:22:25 Gavin’s Investing Origins

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Lance Eerhard
Lance Eerhard@LanceEerhard·
Didn't watch it but congrats Matt Rowell on winning the Brownlow. Didn't watch many @GoldCoastSUNS games so can't comment. Congrats Crippa on breaking 200 votes! George was robbed this season but play on. Consensus: Pick three @AFLAuskick kids per game next year to do the votes.
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Lance Eerhard
Lance Eerhard@LanceEerhard·
I love my morning walk with the dog. Great time to reflect, isn't always sunshine and rainbows but that is all part of the journey! Sometimes you need to walk through the darkness to come into the light. @lanceeerhard/a-morning-journal-18th-sept-25-ed3430ae8718" target="_blank" rel="nofollow noopener">medium.com/@lanceeerhard/…
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Lance Eerhard
Lance Eerhard@LanceEerhard·
It could be media hype but even then my view is that @CarltonFC is actually in crisis.. Please get it together fam....
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Lance Eerhard
Lance Eerhard@LanceEerhard·
@suemitchellafr Yep swings and round abouts, market cycles, call it what you like, small market with limited players means it only takes poor forecasts and your numbers look 'bad'.
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Lance Eerhard
Lance Eerhard@LanceEerhard·
I'm not excusing results in any way, but media like this miss the entire point by labelling the adjacent businesses to the supermarkets as appendages that are weighing the company down. They make it clear they don't understand the Woolworths Group strategy and they don't understand the value of customers.. afr.com//chanticleer/t…
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Lance Eerhard
Lance Eerhard@LanceEerhard·
@thegarybrecka I documented some of my thoughts from my morning walk. It helped me put into perspective the benefits I get from that time alone with the dog to just think.
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Gary Brecka
Gary Brecka@thegarybrecka·
What one choice did you make today that your future self will thank you for?
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Lance Eerhard
Lance Eerhard@LanceEerhard·
Another morning ramble. Gotta love the North Shore of Sydney! @lanceeerhard/a-morning-journal-27th-aug-25-94edbed2d3ae" target="_blank" rel="nofollow noopener">medium.com/@lanceeerhard/…
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Keşfet

@elonmusk @SpaceX @MattP1Gallagher @Alex_Gillon @SamsungAU @Bunnings @VirginAustralia @AFL