Nick Lee

ORACLE CONFIRMS AS ANCHOR TENANT FOR PROJECT JUPITER’S $165 BILLION NEW MEXICO AI CAMPUS Oracle and OpenAI are building one of the largest private infrastructure investments in American history. 1,400 acres in Doña Ana County, New Mexico. Four hyperscale data centers. Up to 800,000 NVIDIA GPUs purpose-built to train OpenAI’s next generation of models. $50 billion deployed in the first five years alone, against a 30-year commitment of $165 billion.

Day and night, rain or shine, our Robotaxi Engineering Fleet is always in motion as we train and test our autonomous ride-hailing service. Driven by Nuro, built by @LucidMotors, exclusively on @Uber. Coming soon to the San Francisco Bay Area. #autonomousvehicles #selfdriving #drivenbynuro

@KamalaHarris Why don't you try to run Iran? Thats right. You're the wrong sex you idiot. GFY!

A few thoughts ahead of the President’s speech tonight.

“The Token Dollar - the currency AI compute is bought and sold in” 🧵 by @JonathanRoss321

"Our head count in Manhattan when I got to JPMorgan was 35,000 and now is 26,000. Our head count in Texas started at 11,000, now it's 33,000. That's what happens." Jamie Dimon on why companies are leaving New York: "Highest individual taxes, highest estate taxes, highest corporate taxes, anti-business sentiment." "When I grew up as a kid in New York City, there were 120 of the Fortune 500 headquarters there. In the 1970s, 60 of the 120 left, including Exxon, GE, IBM, Union Carbide. They're all going to Texas." The Hill & Valley Forum 2026 @HillValleyForum @jpmorgan @ChairmanG

Don’t miss NVIDIA Quantum Day, where leading researchers, developers, and industry pioneers will share how they’re pushing the boundaries of quantum innovation across science and technology. We will also unveil new announcements on how we're accelerating quantum computing—offering a first look at what’s coming next. 📅 April 14, 8 AM - 1:30 PM PT 📍 Online 💡 6 sessions with live Q&A 🔗 Spots are filling fast—secure yours now: nvda.ws/3PZz9Xr

MICROSOFT SIGNS 900MW LEASE AT CRUSOE’S ABILENE CAMPUS Microsoft has signed a 900MW lease at Crusoe’s Abilene, Texas campus, bringing total projected site capacity to 2.1GW. The deal includes two new 336MW buildings and a dedicated behind-the-meter power plant built exclusively for Microsoft, with the first building expected to be energized in mid-2027. For context: Microsoft brought 1GW online in Q4 2025 alone, 2GW across all of 2025, and has now committed another 900MW in a single lease signing.

@alojohhardcore Found it funny that some of the Tesla grifters are suggesting stopping releasing the numbers. As it doesn't matter. Surely it matters from a cash flow basis. Not something MU or NVDA have to worry about. IMHO

@alojohhardcore Nice rebound.

The BIGGEST news in tech this week: - Anthropic's $6BN Revenue Month - OpenAI Kills Sora & Hits $100M ARR on Ads - Oura Going Public & Whoop Raises at $10BN - Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California? The only podcast you have to listen to every week. No politics. Just tech. Show #50 with @jasonlk and @rodriscoll (links below)

@theobjectivist Billionaires first. Then millionaires next.

Bernie thinks this is "fair" because he starts from the premise that your wealth belongs to the collective and you are permitted to keep what it decides you don't need. "You'd still have $2.5 billion" is not an argument for fairness. It is a looter calculating how much he can take before the victim fights back. Fairness is not determined by how much the victim has left. It is determined by whether the taking was justified. A man who robs you of $100 and leaves you $1,000 has not been "fair." He is still a thief. Rights are not proportional to net worth. They are absolute.

It’s time we talked about the “retard-maxxing debate”… Folks are arguing that being a deep thinker, being someone who takes their time making decision tend to ruminate more. The “don’t think, just do” mentality is appealing to many. Does introspection really come with dwelling on the past? Or do people simply have a tough time separating the two?

🧠 How simulation-first AI factories accelerate deployment. With NVIDIA DSX Air, teams can move from months to days, bringing AI capacity online faster and with greater confidence. At #NVIDIAGTC, Amit Katz (NVIDIA) and Harshdeep Banwait (CoreWeave) shared how DSX Air enables @CoreWeave to validate AI infrastructure before hardware arrives. Key benefits CoreWeave highlighted: 🚀 Early hardware testing at scale 📊 Maximized concurrency 🛠️ Accelerated debugging Watch the full session here ▶️ nvda.ws/47DG9PU

@sequoia fascinating. thanks for sharing. Interesting to see Jobs as an "engineering founder" and no @stevewoz "Management Questionable" $6M valuation is a "very rich deal" and "will be tough to do this deal"

In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50

@alojohhardcore @thebrianzheng1 Roll up TSLA into SX

@alojohhardcore @thebrianzheng1 Do you think the hype regarding a post IPO merger will be the hype catalyst? Obviously only under the current administration.

Wow. Incredible amount of SOTA training data now just available to China thanks to @mercor_ai leak. Every major lab. Billions and billions of value and a major national security issue.

First the Claude Code leak and now this. In the same week. "AI safety" by way of "we'll lock it up" is just totally dead. Kaput. Pushing up daisies.