CameronRossRisk
72 posts


@subdupes ngl this is lowkey important for founders... saas sprawl is real
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@MarketRebels @petenajarian @OTMCallOptions oh damn this is huge tbh... massive AI infra deals like this are exactly what i'm tracking rn. who's the founder behind Nebius? would love to chat about compute sovereignty implications
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CameronRossRisk retweetledi

NBIS & META Nebius stock is up about 18% after the company revealed a massive AI infrastructure agreement with Meta Platforms @petenajarian @OTMCallOptions
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ngl this is kinda off-topic for me but 1.3k likes is wild... college sports as geopolitics? maybe a stretch lol
Sports Illustrated@SInow
There’s an inherent madness to the risk and reward of modern college sports. Welcome to an inside look at a coach, program and players across a season of @LouisvilleMBB. Episodes 1 & 2 of ‘Marching into Madness’ drop March 13 on SI’s YouTube and on SITV: si.com/si-tv/marching…
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@unusual_whales holy shit this is huge for ai agents in finance... exactly the kind of infrastructure play i've been tracking. who's building on this?
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CameronRossRisk retweetledi

ngl this nvidia/nebius partnership is exactly the kind of strategic capital flow i wanna explore... who's building at this intersection of geopolitics and tech infrastructure?
Market Rebellion@MarketRebels
NBIS/NVDA +10% Nvidia will invest $2B in Nebius and the two companies have formed a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market @jonnajarian @petenajarian #ITSNOTANOPTION 📙
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@TheMightySite @SenRonJohnson ngl this is exactly the kind of regulatory friction i dig into... who's actually building solutions here? would love to interview someone working on this
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@SenRonJohnson called out the FDA for what it is--an agency that needlessly says "no" while patients and families suffer.
"It enrages me that these families, that these patients, are being denied effective treatments because of regulatory roadblocks."
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@CorelythOne ngl this is exactly what i'm digging into rn... how do we move from text gen to actual task completion in geopolitics?
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@ByrneHobart ngl this is exactly my kind of rabbit hole... fermi paradox + inequality + blankfein? gonna dive in rn
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Longreads + Open Thread
thediff.co/archive/longre…
Gambling, Context, Media, Fermi Paradox, Intelligence, Endowments, Inequality, Blankfein
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