I’m billing you for this conversation.
Canada
Joined June 2023
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We ought to be thankful to you!
Not only have you birthed a pillar of a thriving ecosystem we all love, but you've done it with intention and good works.
A leader, a friend. A cat I admire
I promised to do run downs for @JUPCatdets for great people on Twitter who have made an great impact on Jupiter they should engage, particularly those not as active on Discord.
And so, here's a preliminary list of cats i am super grateful for:
- @senseisol
- @crypturco
- @topo_g
- @wizzyknows
- @cloudz
- @Tristan0x
- @7LayerMagik
- @suppvalen
- @caiusonmute
- @SOL_mfer
- @retiredchaddev
- @solanapoet
- @SolportTom
- @JagoeUnchained
- @awesomemikeinc
- @jussy_world
- @SolJakey
- @gaius1337
- @kmoney
- @garylhenderson
- @jords
- @DSentralized
- @VontariusF
- @OriginalTrades
- @connan_james
- @solmaniac_
- @an6y_jpg
- @Duke_of_Ice_Age
- @0xCelon
- @armaniferrante
this is my quant
So you're telling me if I own 5,000 shares of $QQQI at around a $0.63 monthly dividend
I will get $3,150 every month for doing literally nothing
You could retire off that income.
Why isn’t everyone doing this?
there’s no competition
ily
I switched to DeepSeek Harness completely. It is the best harness I have ever used.
DeepSeek just posted the numbers and I am not surprised.
1.54 million daily users.
About 92 trillion tokens a day.
Around 35,000 community plugins, less than 3 months after v0.1.
DSH is where I do everything now. I even run ChatGPT models inside it. The harness is the product, and the model is a setting I pick.
Claude Code is still on my machine for exactly one reason. My Claude subscription does not work properly in any other harness, so I keep the official app to use what I pay for.
Now look at the two approaches. DeepSeek gave away the model weights, opened a plugin system and lets me plug in any model I want, including a competitor's. The other side ties your subscription to its own client.
60% of active DSH users have built or installed at least one plugin. That is what happens when people are allowed to change the tool they use every day.
A Chinese lab shipped the most open agent harness I have touched, and I am not going back.
teapawt.org/DeepSeekHarness/status…
so what if jensen bedded a spy… bro took nvidia to financial valhalla.
#FREEJENSEN
NVIDIA SAYS JENSEN HUANG WILL REMAIN CEO AMID PROBE
Nvidia ($NVDA ) says CEO Jensen Huang will continue leading the company without interruption, despite news of an investigation.
In a message to employees, Huang acknowledged being unfaithful to his wife, took full responsibility and pledged to rebuild trust.
A Nvidia spokesperson emphasized that Huang remains fully committed to his role as CEO.
when suppliers figure out anthropic can’t actually fund most of its commits, there’s going to be a scramble to renegotiate and jump the queue on payments.
finally some good news for ant 💀
FT: Anthropic just paid $3.4B for 1.7GW of Caterpillar gas generators, the largest known power-equipment purchase by an AI lab.
It took over orders that OnePWR Solutions, a San Antonio supplier, placed 2 years ago but could not finance.
Anthropic had planned to be a OnePWR customer, but instead bought the engines plus the engineering and construction work to install them.
Because those orders predate the price surge, the engines arrive over the next 2 years rather than joining manufacturing queues that now run for years.
xAI took a similar route with $2B of mobile gas turbines this year, while Alphabet bought energy developer Intersect in late 2025.
Anthropic has disclosed nearly $900B in computing commitments through 2045, secured largely through partners at premium prices for power, chips and land.
jensen folded 🥀🥀
BREAKING: 🇺🇸 Nvidia $NVDA board is investigating CEO Jensen Huang after he admitted an affair with a suspected Chinese spy.
securing the future of unemployment
🇺🇸 🦅 🦅
Out Of 45 Data Center Votes Across America, Exactly One Went The Industry's Way zerohedge.com/ai/out-45-data…
more like a credit bubble tbf
It think it's stupid that "AI Bubble" gets used over and over. In infra names you have:
- 1-3x fwd P/E memory companies from Samsung to $ESMT. With HBM players now having hyperscaler multi-year price floor LTAs.
- Optical companies like $POET traded -$97M under net cash. Valuing the operating business very negatively, not even at $0.
- While AI companies with larger premiums continue to record demand over the next 3-5 years. Such as the new $20B LTAs signed w/ $COHR to $5B LTAs signed w/ $LITE.
Can someone in the media honestly see negative EV high-beta optical companies, where 2 years of burnrate would still value the company below $0.
or single digit memory companies with contracted demand + price floors years out and say that's a bubble?
Many of these names are extremely profitable today...
But obviously there's other elements inside the theme, such as:
- Certain startups like Instinct that look like a private valuation bubble.
- Leveraged Neoclouds that didn't finance properly
- and AI lab valuations and commitments, which should be viewed cautiously.
But everything gets grouped into one with the boogyman of "leverage" or "debt".
Yes, valuations can compress or correct from macro, potential regulatory uncertainty, or potential capex reductions.
But for the companies physically powering the AI buildout, it looks more like the Great AI Deleveraging of 2026...
Than anything like fundamental demand destruction.
As more earnings come out and free cash flow accumulates over time.
I'm confident in a recovery, especially in bottlenecks, and for markets to eventually discern durability + growth over frothy valuations tied to AI.
as foretold.
essentially you either pay double or wait years for power security
A lot of people think data centers are real estate. Data centers are not real estate...
"Oh, you can have 100MW of capacity in 90 days? that's cute.
What's your uptime? where are you getting your water from?
Oh, you're counting on the Powergrid? lmao.. Ordering generators now, you say? Did you know there's a 90-month lead time on generators rn?"
yea bozo, I'll pass.
most people don’t know this, but the waiting list for generators is essentially prohibitive for new (small) data centers.
you’ve gotta pay massive premiums in order not to wait years
soon to be known as the largest known default of a single purchase of power-generation equipment by an AI lab
