
just a chart guy | co-host of The Market Watch @RUMSHQ | Haven graduate | MonkeDAO | @99CENTS__ good price | opinions are my own
Joined November 2015
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.@tradingview please add back in the name tag for each exchange/source in search. You might as well have removed the logo too smh
Someone is short neoclouds
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk will give us signals, was a leader heading into September
drift retweeted
If you’re a student or young developer, looking to stand out in a crowded job market, I’d recommend picking up a mid-size systems library or application (zlib, sudo, a TLS stack, sqlite, etc.), and re-write it in Lean.
There’s going to be enormous demand for formal verification engineers, and right now basically nobody has experience. You could leapfrog into a senior positiob very quickly with a demonstrated “proof of work” in the field



















