Somik Behera

🚀 Excited to Join Supermicro! 🚀 Thrilled to announce my new role as the GM of Software & AI Products at @Supermicro_SMCI ! Grateful to our formidable CEO @charlesliang , Tom Xiao, and Arun Kalluri for this incredible opportunity to shape the future. t.ly/gGsEW

@martin_casado It’s like the old bashrc file, just written in English, computers will always be computers

My new .cursorrules

TFW Claude decides to reset --hard without asking, wiping out a ton of uncommitted changes. Thank goodness for cursor local history. But even then, about an hour to recover.

@xAIMemphis Supermicro is honored and excited to partner with xAI again to build the world’s FIRST GW datacenter powered by Blackwell GB300 GPUs for the Colossus 2 in Memphis! @elonmusk

By a factor of 2 to 1, you want a new political party and you shall have it! When it comes to bankrupting our country with waste & graft, we live in a one-party system, not a democracy. Today, the America Party is formed to give you back your freedom.

⁦@DataStax⁩ - here we go!

🔥🔥🔥 Top 10 #AI Predictions for 2025. Better late than never - linkedin.com/pulse/top-10-p… @Supermicro_SMCI @nvidia @AMD @intel #Datacenter #Cloud #Inflation #DLC

The story of Memphis cluster in 4:20 seconds. 420 gang 😂

@martin_casado Yes, I would love to participate and maybe contribute as I now actually build the real DC Infra ( servers, data centers & more), not just SW.

Hey infra folks. We're standing up a new Discord server to discuss CS infra. If you want an invite DM me (reply and I'll follow). thanks!

@martin_casado AI has all the answers. All that is now needed is ability to ask the right questions. In other words, all kids need to learn is “Judgement”, rest is automated.

Contrary to the common narrative, I find that AI helps stronger, more experienced programmers a lot more then it does less experienced programmers. They have the context for what to ask about, how to evaluate the responses, and the tools to handle large code disruptions.

🌶️Take - 2025 starts "The Return of the Datacenter". Happy new year to all!! #GPU #CloudComputing #AI #kubernetes #K8s #Inflation #Datacenter @awscloud @Supermicro_SMCI @DellTech @Azure @googlecloud @nvidia @NVIDIAAI @HPE linkedin.com/pulse/return-d…

This is a good role for govt. regulation but as an SF voter in Scott’s district, @Scott_Wiener’s SB1047 is absolutely wrong use of govt. regulation. I hope @GavinNewsom vetoes #SB1047

1) What

Just gonna keep it real @GavinNewsom, if you don't veto this bill, you will kill the Californian AI startup ecosystem. Of course this is what the incumbents want. Choose wisely.

@vkhosla I think this kind of Debt facility could be a better use of venture Opportunity funds as it gives PortCo better shot at making it. Todays venture Opportunity Funds optimize for piling on instead of making the entrepreneur successful

My general advice: take the loan but never plan to use it except to show investors you have runway. Gives better negotiating power and later start of financing if you are trying to get to a milestone to make financing cycle shorter.

@nikitabier @chrismaconi So the low valuation of current early stage startups at 50% discount means they drop to near zero?

@chrismaconi No—but not out of the range of possibility for startup valuations and growth stocks

We did it, everyone: we're 8 basis points from the definitive indicator of the beginning of a recession: disinversion of the 10y-2y yield curve. If you're about to buy equity in any capacity—either as an investor, employee, or via acquisition—go ahead and pencil in a 50% discount and see if you'd still do it.

@vkhosla Absolutely correct. Retiring removes the much needed exercise for the Brain muscles leading to atrophy. I am not a biologist but I have seen so many personal stories.

I turn seventy in the next six months and since I have everything I could possibly need, especially my family, I am really excited to be on the following mission for the next twenty years! Besides, I think you grow old when you retire and not retire when when you grow old. Seen such rapid decline in so many of my cohort once they retire!

@balajis @SenLummis Why not put a cap on bitcoin price and take over public bitcoins like we did for Gold. Its safeguarding the many over the few.

See also @SenLummis proposal to purchase 1M BTC over time, representing roughly 5% of total supply, to create the US strategic Bitcoin reserve. x.com/_emergent_/sta…

AMERICA AND BITCOIN A historical speech. Here is Donald Trump's full speech at the Bitcoin Conference with timestamps and transcript. TIMESTAMPS 1:36 - Shoutouts to David Bailey, Winklevosses, Michael Saylor, Cathie Wood, Ron Paul and Rand Paul, Vivek, and the victims of the July 13 assassination attempt. 7:00 - How Bitcoin rose from an idea on an anonymous message board to the 9th most valuable asset in the world. 10:00 - America is a nation in decline, and we cannot let China dominate Bitcoin. The US must lead in tech, science, manufacturing, AI, space, and power generation. 14:50 - Bitcoin will be mined, minted, and made in the USA. If it goes to the moon, it'll get there from America. 16:20 - How the Biden/Harris administration has waged war on crypto for the last three and a half years, by choking off banking support. 22:00 - The Biden/Harris administration is against Bitcoin, because it stands for freedom, sovereignty, and independence from government coercion and control. 25:00 - The day Trump takes the oath of office, Joe Biden, Kamala Harris, and Elizabeth Warren's anti-crypto crusade will be done. He will fire Gary Gensler on day one! 27:57 - Trump commits to immediately shutting down Operation Chokepoint 2.0, and creating a Bitcoin and Crypto Presidential Advisory Council. In 100 days, fair rules written by people who want crypto to thrive. 29:28 - There will never be a CBDC. And he will defend the right to self-custody, freedom of transaction, freedom of association, and freedom of speech. 30:25 - He'll support USD stablecoins and global savings in Bitcoin. And he recognizes that the behavior of the current US government is the threat to the dollar, not Bitcoin. 35:30 - Biden/Harris has presided over the biggest inflation in the history of America. 38:30 - Inflation destroyed Weimar Germany. Bitcoiners understood inflation better than anyone else. Inflation is stealth taxation, a national disgrace. 43:30 - Make the US the lowest cost energy producer in the world, given its natural resources, and turn it into a Bitcoin mining powerhouse. Americans will not need to move to China. 44:20 - The US government has violated the cardinal rule: never sell your Bitcoin. He will stop the US government from selling its Bitcoin. This will serve as the core of the strategic national Bitcoin stockpile. 46:00 - He will commute the life sentence of Ross Ulbricht to time served. 46:26 - He commits to becoming the pro-innovation, pro-Bitcoin, and pro-tech president that America deserves. And will make America and Bitcoin stronger, richer, freer, and greater than ever before. Full transcript in next post. 👇

@parkerconrad Coups are many VCs specialty. Maybe LPs need a platform to invest directly in startups, something like angellist variant vs. VC Managers

Let me tell you, coups are this man’s specialty.

@pmarca Does @KamalaHarris Candidacy help or hinder the little tech agenda? In the same vain, will trump keep his word, given it’s his last term?

THE LITTLE TECH AGENDA Marc Andreessen & Ben Horowitz July 5, 2024 Little Tech is our term for tech startups, as contrasted to Big Tech incumbents. Little Tech has run independent of politics for our entire careers. But, as the old Soviet joke goes, “You may not be interested in politics, but politics is interested in you.” We believe bad government policies are now the #1 threat to Little Tech. We believe American technology supremacy, and the critical role that Little Tech startups play in ensuring that supremacy, is a first class political issue on par with any other. The time has come to stand up for Little Tech. Our political efforts as a firm are entirely focused on defending Little Tech.[1] We do not engage in political fights outside of issues directly relevant to Little Tech. But we will fight for Little Tech – for the freedom to research, to invent, to create jobs, to build the future – with all of our resources. We find there are three kinds of politicians: * Those who support Little Tech. We support them. * Those who oppose Little Tech. We oppose them. * Those who are somewhere in the middle – they want to be supportive, but they have concerns. We work with them in good faith. We support or oppose politicians regardless of party and regardless of their positions on other issues. We are in this for the long haul. [1] a16z.com/politics-and-t…

@chamath Demography is destiny. This is one of the bigger long term challenges for the American way of life.

The U.S. birth rate has fallen to a historic low of 1.62 births per woman in 2023. A new analysis of the Census Bureau's Current Population Survey reveals this decline is primarily driven by an increasing proportion of women choosing to have zero children. This trend spans all demographics, including race, income, education level, employment status, and geographic region. Several factors contribute to this phenomenon, including the rising costs of raising children - such as housing, childcare, education, and general living expenses - which are deterring prospective parents. Moreover, younger Americans view children as one of many paths to a meaningful life. When weighed against other personal and professional ambitions, the investment in child-rearing often appears less worthwhile.

What I Read This Week… Google is in advanced talks to acquire cybersecurity startup Wiz for around $23 billion, potentially making it Google's largest acquisition to date. Founded in 2020, Wiz has grown rapidly, reaching $500 million in annual recurring revenue within 4.5 years. Google's willingness to pay 46x forward revenue underscores the value of cloud security for cloud service providers, as even one significant cybersecurity breach could severely damage their reputation and revenue growth. The potential exit for Wiz’s investors at a high valuation is also a positive signal for venture capitalists, as it could begin to reestablish an exit pathway for private market investments and reinvigorate startup funding across all stages of venture capital financing.