Mark Fidelman (@markfidelman) header
Mark Fidelman (@markfidelman) profile picture

Exascale Labs marketing leader | AI infrastructure, data centers, chips and robotics | Author of Agent Shock™

Los Angeles, CA
Joined March 2009
Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)
“AI is taking over the world” but nobody’s talking about the two massive problems that could kill the whole revolution before it even starts. Let’s unpack it. 🧵
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Mark Fidelman retweeted
The chaos in El Salvador before Bukele was never an accident, and the chaos in Haiti today is not an accident either. The media told you that the gangs were just poor boys who went bad on their own, but that story falls apart the moment you ask one simple question. Where does a poor sixteen year old boy living in a slum with no job and no money get an AK-47 and an AR-15 and a Glock and thousands of rounds of ammunition, and where does he get a brand new Toyota Hilux and motorcycles and speedboats and drones and encrypted phones and bulletproof vests and night vision goggles, and who pays his monthly salary and pays for his safe house and pays his lawyer when he is arrested and pays the police and the judge and the prison guard to look the other way, and who pays his family when he dies? A poor boy cannot afford even one bullet, so someone else is paying for all of it. That someone is the multimillionaires and the billionaires and the wealthy entities who profit from chaos, because chaos is a business and a broken country is the most profitable business in the world. When a country is in chaos its land becomes cheap so they can buy it, its gold and its drugs and its resources can be stolen without anyone asking questions, its government becomes weak so they can control it, and its people become so scared that they obey anyone who promises them a little safety. In El Salvador the gangs were not fighting the system, the gangs were the system, paid to keep the poor terrorized so the poor would never rise up and demand a better country. In Haiti it is the same story, the gangs are not independent, they are funded and armed and protected by rich families and foreign businessmen and foreign NGOs who want Haiti to stay weak so they can keep stealing its ports and its gold and its labour. And when a man like Bukele comes and says I will lock up all the gangs and end this in two years, who attacks him? It is the same people. The same billionaires who fund the gangs fund the media that calls Bukele a dictator, the same wealthy entities who arm the gangs fund the NGOs that cry human rights for murderers, the same people who profit from chaos fund the political voices that hate real help in Haiti and sabotage anyone who is actually capable of doing it. Look at the pattern and it becomes clear, when a gang kills a hundred innocent people there is silence, but when a leader kills a hundred gang members there is outrage. When a gang rapes children there is no campaign, but when Bukele locks up rapists there is a global campaign against him. That is because the media is not independent, it is owned by billionaires, the NGOs are not independent, they are funded by billionaires, and the politicians are not independent, they are bought by billionaires. They do not want Haiti saved and they did not want El Salvador saved, they want them broken, because a broken country is cheap to buy and easy to control. Bukele exposed them, he proved that gangs can be destroyed in months if you have the will, and that terrified them, because if El Salvador can be fixed then Haiti can be fixed, and if Haiti can be fixed then Africa can be fixed, and if Africa can be fixed then the billionaires lose their business. That is why they demonize Bukele, that is why they sabotage Haiti, that is why they hate any man who actually helps the poor.
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Reuters found $3B+ of Chinese data center projects built on Nvidia chips the US restricts. 😳 One Fujian county named the chips in an $873M proposal. Proposals are just proposals (and not delivery) But nobody's bothering to hide it anymore.
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Who is going to tell them?
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Jensen Huang resigned as Nvidia’s CEO today. CFO Colette Kress is interim chief. Dan Ives had the stock at $300 with Jensen and $225 without. That’s a $75 difference for one person, at the company every AI budget starts with.
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Our message to Nvidia's board: Do not fire Jensen Huang. There is no clear replacement for Jensen Huang. We are confident that his departure would ultimately be a net negative for Nvidia, its shareholders, and the AI Revolution. First, take a look at the data. History also suggests that removing a successful CEO will come with a significant cost. A study of 187 forced CEO departures from S&P 1500 companies found that removing outperforming CEOs resulted in negative long-term stock returns. This case would be no different, in our view. Jensen Huang is the definition of an outperforming CEO. Nvidia's board must not make a decision in the heat of the moment. The board should take the time to conduct a thorough investigation and consult with shareholders, with a strong emphasis on the latter. Quite literally, Nvidia's board should convene a special shareholder meeting and hold an advisory vote on this decision. This is the most consequential CEO controversy in world history. Shareholders deserve a say. In addition, Nvidia's stock, $NVDA, is now down -35% in 26 trading days, nearly half of which is a result of the recent scandal. We believe Jensen Huang's potential removal as CEO is now ~80% priced in. Why take an action with massive downside potential when the market has already priced in much of that risk? The downside of retaining Huang may be limited, while the potential upside is tremendous. Lastly, history shows that retaining Jensen Huang could still lead to a favorable outcome. In 2019, Amazon retained Jeff Bezos as CEO after his extramarital affair became public, and the company's stock subsequently surged +108% by 2021. Personal misconduct should not be ignored, but it must also be distinguished from corporate wrongdoing and weighed against the consequences of removing an executive who is instrumental to the company's success. We believe Jensen Huang is an irreplaceable part of Nvidia and the AI Revolution more broadly. Once the dust settles, firing Jensen Huang would prove to be a costly mistake. It is time to pause and consult your shareholders.
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This week Voters rejected or restricted data centers in 40 of 41 local measures. In the same week, SoftBank took a $3.7 billion hit on power equipment it’s already paid We’ve spent years obsessing over who has the most NVIDIA chips. But what good are those chips if you can’t get a data center approved or enough electricity to run them? You can’t outspend a power grid that you can’t access. And you can’t ignore communities that don’t want another massive data center in their backyard. I keep saying it louder, Power is the constraint not the chips.
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Went on AI Marketing with @markfidelman to talk about running email from inside your AI agent. 98% of what our customers did in Nitrosend last month happened inside Claude, ChatGPT or Codex. good chat, thanks Mark youtu.be/wgtjb9aO_6k
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Tau Robotics, an MIT startup is sending humanoids to clean San Francisco homes. $100 for a one-time visit. But Humans are driving them by remote. MIT Tech Review's reporter watched one wobble on stairs and knock over olive oil. Let’s call it like it is, a robot training data-collection business with a mop.
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Xiaomi says its humanoid worked an eight-hour shift sorting parts at its EV factory. It gave no part counts, no success rate, no word on how often a human stepped in. So the eight hours sounds like a PR pitch, let’s see the video
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Buff Billionaires?
🤖 Made with AI
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Agility Robotics is on Nasdaq. TechCrunch: $174K revenue in the first half of 2026, mostly from related parties. $362M loss. $300M in "planned contracts" from 30 unnamed customers. Show me the invoices.
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A bitcoin miner just signed a $28 billion deal with an AI lab. The lab is bringing the chips. So what does the miner have that’s worth a 15-year lease? That’s one question in Issue 20 of AgentShock. I also get into why Goldman took coding agents away from its bankers, why Uber is negotiating with AI assistants after they booked just four rides, and how Amazon lost a data center vote by nearly four to one. The numbers tell a stranger story than the headlines. Read Issue 20: [link in the comments]
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Google switched Gemini on for many K-12 students in August. Now Gemini and Search are off by default for student accounts until schools opt in! 150 million Classroom users. Then a rug pull reversal 😁 #AI #EdTech
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Since Sep 2: 16,794 MW of AI data centers announced. But only 81.4 MW have been energized. Same board: 16.3T tokens a day through the top ten models, 84% of them Chinese labs. The agents are compounding. The grid is falling behind. AgentShock 019 is out. #AIAgents #DataCenters
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A person with ALS just communicated at 75 words per minute using nothing but their brain. No keyboard. No speaking. Just thoughts they converted into words. Neuralink says its implant achieved this in the first week, with only a 5.8% error rate across 125,000 words. The results haven’t been independently verified yet, but imagine what this could mean for people who’ve lost their ability to speak. Pretty incredible.
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Mark Fidelman retweeted
Tesla is celebrating Halloween this year by having a Cybercab autonomously drive around Austin with skeletons inside haha 🎃
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