Tony Dieste

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Tony Dieste

Tony Dieste

@TonyDieste

Founder ROR and Solterra Solar Ranch. Founder @Dieste - Investing in extraordinary people, bold ideas, and problems worth solving.

Katılım Mart 2012
3K Takip Edilen6K Takipçiler
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Jordan
Jordan@HyperAICapital·
TEXAS IS ABOUT TO BECOME THE WORLD’S LARGEST DATA CENTER MARKET According to JLL’s February 2026 real estate report, Texas is on track to overtake Northern Virginia by 2030, the market that has defined U.S. data center dominance for decades. The numbers behind that projection are not subtle. ERCOT currently has 4.6 gigawatts of data center capacity online, with another 2GW approved for 2026 and 12GW in planning through 2030. Those are numbers that rival entire countries in scale. Dallas anchors the Texas Triangle, a corridor stretching from DFW through Austin, San Antonio, and Houston that sits on top of a near $3 trillion GDP economy. The fiber optic infrastructure threading through that corridor is already built. The power pipeline is being expanded aggressively. The land is there. Virginia had a 30-year head start. Texas is closing that gap inside a decade. $MSFT $GOOGL $AMZN $NVDA
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Tony Dieste
Tony Dieste@TonyDieste·
Halter is the first product/service that truly addresses the major pain points of large-scale commercial cattle operators. (There have been others like Cowlar) Halter’s technology is very impressive. It solves several key design/real world usage challenges, such as keeping the collar securely on the animal and eliminating the need for battery charging with its enclosed battery cell, pasture rotation, no need for electric fences. The biggest opportunity for Halter now is achieving sufficient critical mass — getting enough collars on cows (or strategically investing in ranches/cows to reach that scale). Once they hit that threshold, they should be able to reduce the monthly subscription price to a level where the economics make clear sense for commercial operators: the subscription cost becomes meaningfully lower than the existing labor expense it replaces. In other words, Halter needs to deliver savings that justify replacing a meaningful portion of labor — particularly the time of a highly effective ranch foreman spent on cattle management (excluding hay, forage, and feeding operations). When the price per head per month reaches that sweet spot, I expect “hockey stick” adoption and growth. I’m not certain of the exact number, but I suspect it’s somewhere between $2 and $3 per head per month. There are approximately30 million head of beef cattle spread across 622,000 farms so the business is really segmented between small and large operators The additional value of aggregating data from millions of cattle will be enormous — both for the broader beef industry and for end consumers.
Bloomberg@business

Peter Thiel’s Founders Fund is backing a company bringing AI to cow herding at a $2 billion valuation bloomberg.com/news/articles/…

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Tony Dieste
Tony Dieste@TonyDieste·
The PV of TESLA/SPACEX/STARLINK Terafab is still considerable even with the risk discounts factored in.
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Tony Dieste
Tony Dieste@TonyDieste·
If you ever wanted proof that sugar is addictive. Shot in slo-mo!
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Tony Dieste
Tony Dieste@TonyDieste·
I just hired this company, and now I know why they won "Best Pool Service Company of the Year in '26" and are the fastest-growing pool service in the US. - Their service and customer handling are second to none. youtu.be/25cRN-7zx_0?si… via @YouTube
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Tony Dieste retweetledi
SBA
SBA@SBAgov·
📢 NO LOAN FEES FOR U.S. MANUFACTURERS! In FY2026, SBA is waiving upfront fees for small manufacturers. These include: ✅ 0% upfront fee for 7(a) manufacturing loans of up to $950,000 ✅ 0% upfront fee and annual service fee for all 504 manufacturing loans Connect with a lender today! sba.gov/lendermatch
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Milk Road AI
Milk Road AI@MilkRoadAI·
This is WILD. Peter Thiel just bet $2 billion on a collar that wraps around a cow’s neck. The company is called Halter and it has a proprietary algorithm that runs the entire operation. They actually trademarked the name for it and called it the Cowgorithm and here's how it works. A farmer opens an app, taps a button, and 600,000 cows across three countries start walking toward the milking station on their own. No farm dogs, fences or physical labor, it's just a solar-powered GPS collar sending sound and vibration cues to each animal. The collar does more than move cows around. It monitors digestion, fertility cycles, and health patterns in real time, 24 hours a day, using machine learning trained on the behavior of hundreds of thousands of animals. Halter was founded by a rocket engineer who built spacecraft at Rocket Lab before deciding that farming was the bigger unsolved problem. US ranchers alone have already used the technology to build over 11,000 miles of virtual fencing, roughly the full perimeter of the continental United States, saving an estimated $220 million in physical fencing costs. Halter's previous funding round valued the company at $1 billion. This new round, led by Thiel's Founders Fund, doubles that valuation to $2 billion before the new money even hits the account. And they charge farmers between $5 and $8 per animal per month on a subscription model, meaning the more cows they collar, the more locked-in the revenue becomes. The most powerful venture capitalist on earth just decided that the future of food and farming runs through an algorithm named after a cow. He might be right.
Bloomberg@business

Peter Thiel’s Founders Fund is backing a company bringing AI to cow herding at a $2 billion valuation bloomberg.com/news/articles/…

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Tony Dieste
Tony Dieste@TonyDieste·
Many companies already have the programs, they just haven’t figured out how to use them, or just simply mandate certain parts of their workforce to use them. Once that happens real productivity will be unleashed.
Luke Pierce@lukepierceops

Anthropic and OpenAI are both building PE-backed consulting arms to deploy AI inside companies. Let that sink in for a second. The two companies building the most powerful AI on earth looked at the market and said "businesses can't figure out how to use this. We need to go in and do it for them." They are literally telling you where the gap is. Companies have access to the best AI models ever built. And most of them are still running on spreadsheets, disconnected tools, and manual processes because nobody showed them how to actually implement it. That's the whole game right now. Not building better models (obviously) or shipping new features. IMPLEMENTATION. Getting AI inside real workflows. Mapping the processes, building the systems, and making it stick. I've been doing exactly this for 4 years and have worked with 80+ companies at this point. It started with automation and naturally flowed into Ai. And every single engagement starts the same way. Not with AI or automation but with a process map. Because AI alone won't fix broken operations. Companies now understand that. They have not yet seen true ROI from Ai. You have to understand how the business actually runs before you touch a single tool. Where does the data live? Where are the bottlenecks? What's manual that shouldn't be? What breaks when volume goes up? That's the work, and that's what Anthropic and OpenAI just told the entire market is worth billions. Every company is going AI-first over the next 3-5 years. The demand for people who can actually make that happen is about to be unlike anything we've seen. The labs told you where the gaps are. Now go fill them.

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VanquishTrader
VanquishTrader@VanquishTrader·
For the first time in U.S. history, more money is being spent building data centers than office buildings.
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X Freeze
X Freeze@XFreeze·
xAI's Grok Imagine just took over the entire DesignArena Video leaderboard - not one, but THREE #1 rankings → #1 Video Arena - Elo 1337, a 33-point gap over #2#1 Image to Video Arena - Elo 1298, beating Google Veo 3.1, Kling & Sora → #1 Video Editing Arena - Elo 1291 It’s wild, xAI was nowhere in the video space a few months ago, and now it's #1 across various benchmarks Grok Imagine's rate of progress is in a league of its own
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Tony Dieste
Tony Dieste@TonyDieste·
This has been out for a while, but this is a reason why regardless of the disruption I’ve always been “all in” and “invested in” people. During this transition, having the right team- great leadership, creativity and unique skills (that will not be able to be delivered by AI) will be needed.
Dustin@r0ck3t23

Jeff Bezos just delivered the clearest definition of what artificial intelligence actually is. The market is still debating which department should own the AI budget. They’re asking the wrong question entirely. Bezos: “AI, modern AI is a horizontal enabling layer. It can be used to improve everything. It will be in everything. This is most like electricity.” This isn’t a software product. It’s the new utility grid of the global economy. Don’t treat it like a feature update. Treat it like the invention of alternating current. When a horizontal layer hits the board, it doesn’t improve a single vertical. It violently rewrites the baseline physics of every industry it touches. The companies that survive this decade won’t be the ones that bought a new AI tool. They’ll be the ones that ripped out their entire infrastructure and rewired the execution engine to run on the new grid. Bezos: “Because we are literally working on a thousand applications internally. I guarantee you there is not a single application that you can think of that is not going to be made better by AI.” The standard enterprise strategy is to launch one or two safe, isolated AI pilots and test the waters. You don’t pilot a horizontal enabling layer. You saturate the board immediately. Amazon isn’t building a single monolithic chatbot. It’s deploying a thousand specialized execution loops across every friction point in the empire. If your deployment strategy isn’t total saturation, you’re already bleeding margin to someone whose is. Interviewer: “What is it that you’re doing at Amazon?” Bezos: “AI. It’s 95% AI.” The standard CEO delegates automation strategy to a mid-level committee while focusing on quarterly earnings. The operator commanding a trillion-dollar supply chain is spending 95 percent of his personal bandwidth on a single vector. That is the market signal. If the leader of your organization isn’t driving algorithmic integration from the top down with everything they have, the company is already dead. It just hasn’t received the memo yet.

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Damian Player
Damian Player@damianplayer·
🚨BREAKING: $META just acquired Moltbook. a social network built entirely for AI agents. not humans. agents. >moltbook launched in january and hit 1.6 million AI agents in weeks >the platform looks like reddit but only bots post, comment, and upvote. humans observe >cofounders matt schlicht and ben parr are joining meta’s superintelligence labs run by alexandr wang >the whole platform was vibe coded. schlicht didn’t write a single line of code himself >deal closes this month. both start at meta on march 16 meta is betting that AI agents talking to each other is the next layer of the internet. and they’re buying their way in.
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Polymarket@Polymarket

BREAKING: META acquires Moltbook, a social network built for AI agents.

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Shay Boloor
Shay Boloor@StockSavvyShay·
$NVDA CEO Jensen Huang said AI is a five-layer cake: 1. Energy is the fuel that makes everything else possible 2. Chips are the engine of the entire economy 3. Infrastructure is the factory layer where intelligence is manufactured at scale across data centers + networks 4. Models are the intelligence layer where compute gets turned into decision-making 5. Applications are where AI meets the real world & where the value of this entire buildout is ultimately proven
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Ark Invest Tracker
Ark Invest Tracker@ArkkDaily·
NEW YORK WANTS TO BAN AI Cathie Wood says: - A bill could pass blocking companies from using AI or LLMs - "I guarantee" Florida, Texas, Tennessee and Nevada get the talent - Heavily unionized states are next. California could follow.
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