
AIDataCenterGuy
1.1K posts

AIDataCenterGuy
@mbAIDC
President & co-founder of QScale - AI Data Center, innovation and tech aficionado. Serial entrepreneur Copernic, 4Degrees, etc.









My conversation with Dan Sundheim (@dsundheim). He is the founder and CIO of D1 Capital Partners, which manages over $30B across public and private markets. There's no one as passionate about investing as Dan. We had a really wide-ranging conversation and discuss: - Public vs. private markets in 2026 - Anthropic, OpenAI, and SpaceX - How Dario reminds him of Jeff Bezos - The future of hyperscalers - The software selloff and what comes next - GameStop and the LP dinner that followed - China vs. US: the risk of Taiwan Enjoy! Timestamps: 0:00 Intro 1:05 Public vs. Private Markets 9:10 LLMs as a Business Model 23:23 The Future of Hyperscalers 27:45 AI's Impact on Traditional Software 36:31 Surviving the GameStop Short Squeeze 49:54 Big Private Bets: Rivian and SpaceX 54:26 The Art of Short Selling 1:04:28 Early Career 1:17:11 Geopolitics and the Semiconductor Collision Course 1:22:05 Traits of Great Leadership 1:23:20 The Kindest Thing

The world of software leaps forward right now _by the weekend_


According to a recent report from Bloomberg’s Mark Gurman, Tesla is still moving forward with plans to integrate Apple CarPlay. Rather than a full-screen takeover, Tesla intends to run CarPlay as a windowed application within its own native interface. However, the rollout has hit a snag regarding navigation compatibility. Currently, Apple Maps and Tesla’s built-in system are failing to sync "turn-by-turn" guidance, which could lead to a disjointed and confusing user experience. Tesla has reportedly requested that Apple address these engineering hurdles. While Apple has already implemented the necessary fixes in a recent iOS 26 update, a specific launch date for the feature has yet to be announced.

Maybe the fumble of the decade by @AnthropicAI. The most popular and fastest growing open source project of all time is not only named after you, but most users are power users of your product. Instead trying to collaborate or work with him they chose violence 😭
















