EHpops

@NoContextBrits No remote control?! Bastards!!

Whoever sold my grandmother this “drone”. Fuck you,

@gldivittorio Power and water resources

One thing I don't get about data centers— there is sooo much flat, empty, highway accessible land in the US that might require some additional infrastructure but would face far less backlash. Why are these AI companies always trying to build LexCorp in quaint midsize towns?

@business Awwwww look how supportive they are. internal memo must have said - put up dough or get fired lol 😂 and the amount of finger pointing that is happening there right now - would love to be a fly on the wall 🍿

A recent wave of investor redemption requests across the $1.8 trillion market for private credit has prompted Blackstone to enlist senior executives in putting up capital to bolster its flagship fund, according to President Jon Gray bloomberg.com/news/articles/…

@bankertobuilder And?

This is my wife’s hometown, population less than 75,000. There's a beautiful Holiday Inn we stay at when we visit. Over 5 unique Starbucks locations. Has 9 strip malls you can visit and get pretty much anything you want. Has a Chili's and a Mexican restaurant. No walkable areas at all. You need a car here. Walmart on the edge of town. Small towns like this are the backbone of America.

@PawlowskiMario Bro you are just encouraging him to do more drunk/high posting… like giving a toddler too much attention 🤣

I kinda understand Elon Musk here. Been there drunk or stoned. You wake up and suddenly: “O fuck… what did I post last night?” Difference is, I could quietly delete my shit. Elon’s own rigged algorithm amplified his to 49 million views before he deleted it. How your own medicine tastes, Elon? 😈

@Batbeat2 Ya bro… and then there were these CDO squareds…. Remember those ? Sheesh lol 😂

Look up CDO...designed to package junk and sell it as investment grade. Almost brought down the financial system.

@MediaKing Awwwwww…. Attention seeking high class problem bro -

My biggest financial regret is investing in random PE and VC stuff $100K at a time. I now get 100 K-1 forms each year. It's a nightmare to manage at tax time.

@Dr_Singularity 10x or 1000 percent hardly and that’s cuz the shit is bloated AF . Attention seeking number inflation bro

we're early Jensen Huang: "Agentic AI requires 1000x more compute than generative AI"

@ViralMuzik1989 His math is pulled out of his ass bro but good luck

David Sacks just laid out the math on a 1GW data center: → ~$50B capex → $25–30B annual revenue → ~2 year payback Now do the math for $IREN with 5GW secured power (Sweetwater 1.4GW already energized): → Potential **$125B – $150B ARR** at full scale → At 15–20x revenue multiple = $1.9T – $3T theoretical market cap Even at 2–3GW ramp: $300 – $800 stock price potential

@zerohedge Wow 🤯

APOLLO HOLDS TALKS TO SELL $3 BILLION PRIVATE CREDIT FUND: WSJ they are making so much money on private credit they want to generously spread the wealth with outside investors

@bengold 💯

I truly don’t understand how anyone using AI for real work can think that we are anywhere close to AGI or that AI is an immediate threat to all tech jobs. Claude, Gemini, and ChatGPT are still so fucking stupid most of the time.

@sama That should fix everything bro - genius lol

what if we name the next model "goblin" almost worth it to make you all happy...

@Ross__Hendricks @srg444 Agree 100 percent lol

@srg444 Enterprise revenue of $25 - $30B is a pure fantasy

Never heard someone use “back-of-the-envelope” to refer to their own asshole, which is where these numbers were pulled from

@ThierryBorgeat I am surprised peeps didn’t heavily lean into hot dogs 🌭

Costco spots a recession before economists do. When members shift from beef to chicken, then to canned tuna, something in the economy is bending. You don't need a model. You need a checkout counter and millions of members with long memories.

@naiivememe Judgy peeps on here don’t know Manhattan rent rates lol 😂 just sayin bro 😎 but pls aspire for another room or something 🤜🏽

peak male living

@DavidSacks @FreightAlley How are you getting to $25-30 bil revenue on 1 GW? based on stuff I seen current data center contracts are priced lower - learning as I go bro 😎 thanks for any good info

Back-of-envelope numbers for 1 gigawatt data center: All-in Capex: ~$50 bn Enterprise revenue generated: ~$25-30 bn/year Electricity cost: $1-2 bn/year ~2 year payback. The boom is real.

@QuartzResearch @MrnllMtt Can’t wait to hear more. Good luck !

@EHpops @MrnllMtt We prefer quality over quantity. All analysis, models, and investment calls are human. AI handles typos, and occasionally pulls data during the research phase.

Rumor is true: we started an equity research firm → @QuartzResearch The idea came from a simple frustration: European markets are full of great listed companies… but high-quality, institutional-grade coverage is surprisingly hard to find. So we decided to build it ourselves. What we’re doing at QuartzSea: – 2-4 initiating coverage reports/month (5–8k words, full models) – Deep dives on sectors + geopolitics – Ongoing updates on names we cover – Some free work to make the space more accessible We've already published our first two reports: Leonardo and Thales. Both are starting to make the rounds on professional desks, which is encouraging to see. We're offering a 50% Early Bird discount (30 spots, link in reply 👇) If this is your area, you’re very welcome to join us. You can also follow along here → @QuartzResearch

Grok is excellent at giving incomplete answers. No backup math unless prompted. Multiple prompts required as answers come back same. Logic breaks that require follow up (all chatbots are like that imo but this one was particularly fn dense today). Analysis was store unit economics - not all public data but also not level 5 due diligence complexity and this is grok which supposedly got great scores on some finance test per Elon lol I had to basically tell it what to do analysis wise just now and it took 7 fn prompts … …wiping its analyst ass over and over as my former colleague used to say… why? 🤷‍♀️ Then I find out that limit usage is based on number of prompts in 2 hours. Oh 😳🤔 THE MAN (lol) be trying to get me signed up to grok heavy 🤨 Longer and more detailed prompts are coming salesperson grok 🤣

@realBigBrainAI Not the way grok been analyzing some store unit economics today

Elon Musk on why companies with humans in the loop are about to be outrun by fully automated ones: He laid out a stark prediction about the future of corporations. He says it plainly: "Corporations that are purely AI and robotics will vastly outperform any corporations that have people in the loop." To explain why, @elonmusk draws a historical parallel that reframes how we think about human labour: "Computer used to be a job that humans had. You would go and get a job as a computer where you would do calculations. And they'd have entire skyscrapers full of humans, like 20, 30 floors of humans just doing calculations." Then came the shift: "That entire skyscraper of humans doing calculations can be replaced by a laptop with a spreadsheet. That spreadsheet can do vastly more calculations than an entire building full of human computers." But Elon's most pointed insight is what happens when you mix the two. "What if only some of the cells in your spreadsheet were calculated by humans? That would be much worse than if all of the cells in your spreadsheet were calculated by the computer." In other words, partial automation is actively worse than full automation because the humans become the bottleneck that slows everything else down. Elon's conclusion: "Really what will happen is the pure AI, pure robotics corporations or collectives will far outperform any corporations that have humans in the loop. And this will happen very quickly." The takeaway is uncomfortable but clear. Entirely AI-native companies will outrun hybrid ones at a pace those hybrid companies simply cannot match.