McDavid

2.4K posts

McDavid banner
McDavid

McDavid

@RobMcStodda

head of growth @silicondotnet long live dubstep

San Francisco Katılım Ağustos 2010
622 Takip Edilen907 Takipçiler
Sabitlenmiş Tweet
McDavid
McDavid@RobMcStodda·
Life Update! I'm excited to share that I've joined @silicondotnet to lead growth. We're bringing GPUs and their cashflows onchain to @arbitrum. Tokenized NVIDIA H100s and H200s can earn 20%+ APRs when plugged into @runpod secure cloud demand. Excited to work with @peterhaymond @0xtyler and @jrdnwaldenville again at Offchain Labs! My first order of business when I joined was to figure out our EVM deployment. Arbitrum had the right blend of team who gives a f**k and liquidity / defi primitives for an RWA project like ours.
Silicon.net@silicondotnet

The RWA you've been waiting for. Tokenized GPUs and their cashflows are coming to @arbitrum. Pre-deposit for Cluster 01 is live.

English
5
3
31
1.9K
McDavid
McDavid@RobMcStodda·
@JakeCan72 They thought they’d win a jury trial with those facts? Now they lost the legal battle AND their dumb ass BS went viral and they’ve lost the court of public opinion.
English
0
0
4
92
Jake
Jake@JakeCan72·
Seven cops raided a rapper’s house looking for drugs and a kidnapping victim. Found neither. Filed no charges. Left behind a broken gate, busted doors, and one deputy eyeing a lemon pound cake in the fridge. Afroman had security cameras rolling the whole time. He turned the footage into diss tracks, music videos, and merch. Mocked the raid. Made money off it. The deputies sued him for $3.9 million. Defamation. Invasion of privacy. Emotional distress. Yesterday a jury of his peers ruled in his favor on all 13 counts. Zero damages. Case closed. He walked out of the courthouse in an American flag suit: “I didn’t win. America won.” They came for the lemon pound cake. They left with nothing. 🇺🇸
English
166
2.1K
14.9K
607.1K
androolloyd.hl
androolloyd.hl@androolloyd·
Psa: usdxl has a redemption floor of .98 usdt0 presently so anything under is a free arb right now. Gluex aggregator is no longer operating on hyperevm and was the primary route for usdxl gsm traffic. We’ve submitted the gsm for routing to other aggregators as well as are working on our own aggregator that’s in prod testing now.
English
2
3
28
1.7K
McDavid retweetledi
SemiAnalysis
SemiAnalysis@SemiAnalysis_·
PROFESSIONAL NEWS ALERT: As we have said a couple months ago, NVIDIA GPU rental prices are rising rapidly again and capacity is being sold out. Between mid 2024 to Q3 2025, it was an customers market for compute where customers were able to neogigate low prices & favourable terms with Neoclouds. But due the surge of demand of agentic coding & increase in DRAM pricing, Customers no longer have as much negotiating power.
SemiAnalysis tweet media
English
23
62
489
115.4K
shad0w
shad0w@0xShadow·
agents are just llm humans on computers. they curl apis, puppeteer browsers, ssh around. when they need to pay for something they use stripe or build their own fix in minutes. they don't need x402 or any bespoke agent payment rail. x402 and every agent payment protocol is rent seeking middleware. and rent seeking doesn't survive Moloch. google, aws, stripe are burning billions subsidizing the exact same pipes as loss leaders to win adjacent wars. you cannot toll a road when trillion dollar companies are paving free highways right next to it. this chart is just the timeline of people figuring that out. volumes crashed because the only real volume was people farming the narrative itself.
Uttam@uttam_singhk

x402 transactions volume btw 🫠🫠

English
23
7
71
21.1K
David | www.usd.ai
David | www.usd.ai@0xZergs·
H100s might have a useful life of 10 years lol
David | www.usd.ai tweet media
English
2
0
9
1.4K
McDavid
McDavid@RobMcStodda·
this "FBI" (Kash Patel) warning is a psy-op to justify more fuckery.. y'all know this right?
English
0
0
0
44
McDavid
McDavid@RobMcStodda·
Vibe drilled into every SEC filing for @BoostRunGPUs ahead of their $614M SPAC merger.. the unit economics mirror what @silicondotnet cluster 00 is already doing 👀
McDavid tweet media
English
0
2
6
325
Elizabeth Warren
Elizabeth Warren@SenWarren·
Taylor Swift Pearl Jam Olivia Dean Zach Bryan Oasis The Cure What do they all have in common? They've all spoken out about Ticketmaster ripping off fans. But Trump just gave Ticketmaster the equivalent of a corporate pardon. It's a betrayal of every fan in America.
English
2.2K
5.1K
25.5K
404K
Kylie Robison
Kylie Robison@kyliebytes·
75 degrees in sf. driving down the 101 with sunroof open. blasting myspace era edm. confirmed drinks with friends tonight. Never kill yourself
English
7
44
1.2K
41.4K
McDavid
McDavid@RobMcStodda·
@mert I think the value capture is more in the stablecoin of choice used for said payments
English
0
0
0
40
mert
mert@mert·
can someone give me their "agentic payments" thesis? it seems highly overrated to me. even if you capture 90% of that market, you make basically no real money on it open to changing my mind though
English
256
20
660
142K
McDavid
McDavid@RobMcStodda·
@stacy_muur Movement is down so bad it’s not even in these kinds of lists
English
0
0
1
175
Stacy Muur
Stacy Muur@stacy_muur·
These chains are dead. They raised ~$2.6B combined. They generate ~$65K in weekly fees. ~$3.4M per year across 15 chains. Discuss.
Stacy Muur tweet media
English
372
121
1.1K
322.9K
McDavid
McDavid@RobMcStodda·
@_ConorMoore @USDai_Official Don’t the private credit behemoths (Apollo etc) want you to deploy every single dollar into servers? Otherwise you’re paying 11% - bill rate in interest on cash that’s doing nothing productive
English
1
0
0
138
Conor Moore
Conor Moore@_ConorMoore·
As we continue to iterate on USDAI underwriting requirements, something we’ve implemented recently is the requirement for a “debt service reserve account” which is basically some cash held on hand by the borrowers reserved to make cover debt payments if needed. Obviously, this adds more protection to staker capital and is marginal credit enhancement, though not particularly new or novel. What is novel, however, is that the borrowers can hold this reserve account in an onchain smart contract, in our native stablecoin USDai and earn an interest rate reduction on their loan for doing so. This simultaneously lowers the interest rate for borrowers AND increases it for stakers. Because every dollar of USDai that’s minted earns 4.5% to stakers. So while the face rate paid by borrower drops by 50bps, the face rate earned by stakers actually INCREASES by 25bps. You earn more yield and take less risk at the same time. The marriage of lending and payments together is a truly unstoppable flywheel and the real innovation of USDAI. The use of USDai in a reserve account is a very small first step towards this unified vision, but a step forward nonetheless.
USD.AI | Public Launch is Live@USDai_Official

A new $9.8M loan was originated through USDAI. - Collateral: 10 H200s, 38 B200s - Term: 36 Months - Rate: 11.5% APR Today marks the first time a borrower has held their debt service reserve natively in USDai, fully onchain.

English
13
15
70
14K
McDavid
McDavid@RobMcStodda·
@0xZergs ** The Havana syndrome weapon ** That has been widely reported even on 60 minutes. This dentist thing sounds like absolute bullshit.
English
0
0
1
41
David | www.usd.ai
David | www.usd.ai@0xZergs·
as ridiculous as this story might sound, there were reports in venezuela where the guards were literally bleeding from their ears and were completely incapacitated by some weird sonar tech brains r getting directly EMP'd
David | www.usd.ai tweet media
Israel Now@neveragainlive1

You’re not gonna believe this latest story. Over the past few years mossad undercover agents infiltrated as doctors and dentists in Iran. The Dentists gave priority to. Key military, and elite Iranian personnel. While doing a routine dental check up, they implanted tracking devices as fillings for cavities. On the other side, Gastro doctors implanted similar devices in their elite patients. Yesterday mossad knew exactly where each one of them were ( komayne’s wife and family members included )and sent missiles at them. Over 400 elite military in government personnel were eliminated in the first few moments ( maybe that’s one of the reasons why they knew where he was hiding )when Israel attacked.

English
4
0
13
4.4K
McDavid
McDavid@RobMcStodda·
@ai I wish semianlaysis would start including more TOC data for these Mac home rigs #inference" target="_blank" rel="nofollow noopener">inferencex.semianalysis.com/#inference
English
1
0
1
102
anand iyer
anand iyer@ai·
@RobMcStodda Sure, but if you're running it regularly the hourly costs blow past $36K quickly. and you lose the always-on, no-dependency advantage of local inference.
English
2
0
18
2.3K
anand iyer
anand iyer@ai·
4 Mac Studios can run a 1T parameter open-weights model for about $36K. The equivalent on NVIDIA hardware requires a full DGX B200: 8 GPUs, ~$500K because you can't buy fewer than 8 even though the workload only needs 3 GPUs' worth of memory (if you can get the chips at all). Local inference at batch size 1 (one user, one model) is entirely memory-bound. FLOPS barely factor in. NVIDIA optimized everything for compute. The local AI era is actually memory constrained.
Alex Cheema@alexocheema

It feels ironic that stacking mac studios is the cheapest way to run frontier AI today. But it actually makes sense. Nothing else beats the memory unit economics of Apple Silicon. Memory and memory bandwidth (not FLOPS) is what matters for local inference. Everything runs at batch_size=1. @karpathy talked about this at his AI SUS keynote: personal computing v2 is coming. Just look at the numbers: M3 Ultra: $18/GB, $6.70/GB/s DGX Spark: $36/GB, $17/GB/s B200 (DGX): $360/GB, $8/GB/s Memory for B200 is 20x more expensive. Memory bandwidth for DGX Spark is 2.5x more expensive. If DeepSeek V4 is >1T parameters (as it’s rumoured to be), by far the cheapest way to run it will be Apple Silicon. M5 Ultra will likely push this further. NVIDIA has completely missed this segment of the market.

English
47
62
636
109.1K
McDavid
McDavid@RobMcStodda·
@SocksIroned And for the rest of you there’s @silicondotnet pool token.. fractional exposure to a professionally manage data center powering, yes, AI workloads
English
0
0
1
56
Socksling (｡◕‿‿◕｡)
Socksling (｡◕‿‿◕｡)@SocksIroned·
sometimes you just have to believe in yourself, fully stabled, buying a small data center, see you guys in 2028 ✌️
English
101
11
870
216.4K

Keşfet

@JakeCan72 @donnoh_eth @androolloyd @0xShadow @shawmakesmagic @0xZergs @BoostRunGPUs @silicondotnet