willweathersby

@JLCauvin Dar Adal!

Went to Ragtime solo tonight. Met Salieri.

@Umbisam @brianfry01 💯

I strongly believe in hybrid models when scaling into the unknowns ... ie this new AI stratosphere ... at times, particularly if/when you need a ton of capital, you may want to take note of at least some investors preferences market is telling, quite loudly, colo is an appreciated model, as it gives (perception of) stability for much longer than csp (10/15 years) that means higher market cap, easier access to capital and - above all - lower dilution for current shareholders going all in GPU as-a-service seems more ideological than first principled (at least for me & several investors I regularly talk to) ... it's a bet without para-shoots ... closer to reasoned gambling than fundamental investing ... it may turn out to be a huge win, as possibly a dramatic defeat ... 90/10 ... 50/50 ... 10/90 ... nobody knows odds now days ... we'll know in two years maybe I understand NBIS & CRWV seemingly winners in the GPU-only model ... sort of supporting the idea that a vertically integrated GPU as-a-service provider will necessarily win even more ... but that's a wrong take imo !! they seem to win as they are 1yr ahead in the cycle (ahead by leasing DCs here & there instead of building them out/owning) ... their anticipated cash flows are winning (as it happened with MARA & RIOT back in the day, in mining) ... but the business model - beside initial anticipation - is structurally weak and their current market cap proves nothing (they better raise at these levels, in fact). All in all ... GPU as-a-service only is an unproven model and colo is a fantastic tool for smoothing/balancing out upside & downside. No need to prefer one over the other ... just do both. Pretty sure IREN would trade at $100/sh if it had signed a colo deal with MSFT. Or if it would sign a similar size colo-only deal with any top HS in coming weeks/months. My take, in a world of unknowns and having secured a ton of GWs, is to present the market - aspirationally - a 50/50 colo/GPU model. Taking the most out of either. Going all in GPU-only is limiting your many options. For no reasons.

$IREN And given duration, my best guess is a colo deal (I know it's unpopular ... but I'd love it !!)

@Umbisam Umbi - the Alfred whisperer 😀

$IREN Deal Incoming. Stay Tuned.

@_tobyblush Night Agent

I need a Netflix series so addictive that I completely forget the outside world exists. Shoot me your best recommendations!!!

@SecDuffy Where was Puck?

The radical, miserable left has noticed our awesome Great American Road Trip trailer… and they hate it. It’s too wholesome. It’s too patriotic. It’s too joyful. They’re upset because they don’t want you to celebrate America! And they definitely don’t want you to teach your kids civics & patriotism. So they tell lies to undermine the mission. Here are the facts: 1. Production costs were paid for by the Great American Road Trip Inc., not taxpayers. Zero taxpayer dollars were spent on my family. 2. Neither myself nor my family received a salary or production royalties. The five part series will be freely accessible by the public on YouTube. 3. The series was filmed in short, one to two day production windows — such as weekends and the kids’ spring break. 4. Career ethics and budget officials at the Department of Transportation reviewed and approved both my participation and individual travel in accordance with federal rules. 5. Under my leadership, DOT has become the most responsive, productive, and transformational in its history — modernizing air traffic control, hiring 20% more controllers annually than my predecessor, moving grants at record speed, and removing illegal truck drivers from the road. Don’t let the haters stop you from visiting our spectacular national parks, monuments and sights in honor of America’s 250th birthday! Our message is really simple: to love America is to see America. So put the phone down, hit the open road, and rediscover what makes America great.

@atrupar The Corps has

Rep. Wesley Hunt: "Despite the fact that his life is in danger, he still gets up, goes to the White House lawn, and teaches kids how to do the Trump dance. This guy is a machine. This is our guy. We must follow suit or we're gonna lose our country."

@VicLombardi oh the hypocrisy! 😂

How dare you good people of Minnesota suggest violence in sports.

@marcuslemonis @_jamico Great read is @bfeld's book on entrepreneurial ecosystems.

@_jamico Says the guy not from miami

Miami tech scene failed because they put it in Wynwood instead of Coconut Grove. This can be fixed!

@LaxCoachKG Congratulations! Beat Penn St.

@SleeperNuggets NO

Is Kevin Durant the move this offseason?

@MarkSingelais We need another deluge of rain!

UAlbany has played UNC just once, beating the Tar Heels in the first round at Casey Stadium in 2017.

@Tyler_Polumbus and his agent is on the Mt Rushmore of sport's agents.

I say this as a long time Christian Braun defender... Braun has likely entered the Mount Rushmore of worst sports contracts passed out in Denver...

@VicLombardi @AltitudeSR @nuggets cancun

The autopsy of a season. NOW on @AltitudeSR 92.5. Where do the @nuggets go from here?

@SwipaCam And please no more of those awful Meritrust Credit Union commercials

I suggest Christian Braun stays off of Twitter all summer.

@BennettDurando He's not going to throw anyone under the bus, but maybe he'll by DA bus ticket for the ride back to Denver.

Nikola Jokic says this was not David Adelman’s fault.

@Coach_Sanford2 I agree with you, but the difference was the injured nuggets are the two most athletic defenders who can play above the rim, and the wolves reloaded with guys who were more athletic and not afraid to take it to the rack.

To make this abundantly clear: Aaron Gordon and Payton Watson’s Health had absolutely NOTHING to do with this EPIC FAILURE vs dang near a G-League Roster.

@DanTanner091 and get a true point guard

The most embarrassing loss of the Jokic/Murray era. No Ant, DiVincenzo, & Dosunmu and they still got cooked. Major changes need to be made this off season...priority #1...fix the defense

@JmoneysteckNFL I wouldn't miss his, bring more energy commentary that's for sure.

If Murray is on the team next year im just not watching man

@childishtrevino @VicLombardi @AltitudeTV It is a team built to win games in the regular season, and when the defense gets ratcheted up by more aggressive, athletic players the current roster just can't level up to that.

@VicLombardi @AltitudeTV Fire Adlemen. Look to trade Murray, CB, cam and future picks to get more physical and athletic players. I’m sick and tired of the excuse we didn’t make our shots today.

So what happened? What happens now? So much to discuss on the @altitudetv postgame show coming up right after the final whistle. Don't blame you if you skip it. I probably would.

@VicLombardi @AltitudeTV Burn that silver suit! 😀