Multifaceted | SMU Alum | UVA Alum
Joined December 2013
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Sam Westfall retweeted
Pete Carroll with a masterclass on the philosophies of leadership.
Must-listen for all coaches, leaders, and athletes out there.
Sam Westfall retweeted
Something no one tells you when you're 20yo:
MD at an investment bank = sales
Partner at a consulting firm = sales
Partner at a law firm = sales
CEO at a startup = sales
Partner at a VC firm = sales
CEO at a AI lab = sales
Sales is the lifeblood of any company, something I feel Europeans need to be reminded of more often than Americans.
Sam Westfall retweeted
The old sales demo is dying
Elite sellers today are building and presenting custom environments with the buyer's own data, customers and use cases
You can't build any of that without great discovery
Sam Westfall retweeted
This is 100% real 😂
SpaceXSI is running an ad on a different platform about how to use Grok Bot to buy a local home services business featuring...
Never mind… just watch it yourself. My head is spinning.
Sam Westfall retweeted
This is not normal what is happening across America right now, $1+ TRILLION in the mega-project pipeline……
The USA Mega-Project Pipeline ($1+ Trillion)
• $200B+ – Pacific Northwest "Datacenter Alley West" Hyperscale AI Clusters (Planned / Under Construction, WA/OR/ID)
• $100B+ – TSMC Arizona Advanced Semiconductor Fab Complex (Under Construction, Phoenix, AZ)
• $100B+ – Micron Syracuse DRAM Semiconductor Megafab (Under Construction, Clay, NY)
• $100B+ – Intel "Silicon Heartland" Semiconductor Megafab (Under Construction, New Albany, OH)
• $100B+ – OpenAI / SoftBank / Oracle "Project Stargate" AI Infrastructure Hub (Planned / Under Construction, Abilene & West TX)
• $50B – Micron Boise DRAM Megafabs & Global R&D Center (Planned / Under Construction, Boise, ID)
• $44B – Samsung Advanced Semiconductor Fab Complex (Under Construction, Taylor, TX)
• $40B – Texas Instruments Semiconductor Mega-Site (Under Construction, Sherman, TX)
• $40B – Venture Global LNG Terminals & Export Facilities (Under Construction, LA / Gulf Coast)
• $18B – Port Arthur LNG Export Terminal – Phases 1 & 2 (Under Construction, Port Arthur, TX)
• $15B – NextDecade Rio Grande LNG Terminal (Under Construction, Brownsville, TX)
• $13B – Energy Transfer Natural Gas Grid & Pipeline Expansion (Under Construction / Planned, Multi-State)
• $11.6B – Crusoe / Oracle AI Data Center Campus (Under Construction, Abilene, TX)
• $11B – SunZia Wind & High-Voltage Transmission Line (Under Construction, NM / AZ)
• $10B+ – Meta Hyperion-Scale AI Data Center (Under Construction, El Paso, TX)
• $10B – Tesla Gigafactory & Cybercab Production Expansion (Under Construction, Austin, TX)
Sam Westfall retweeted
Louisiana is about to become wealthier than all of Europe.
This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline....
$100B – SpaceX Starbase LA (Planned)
$50B – Meta Hyperion AI Data Center (Under Construction)
$18B – Venture Global Plaquemines LNG Expansion (Planned)
$18B – Amazon Multi-Site AI Data Centers (Under Construction)
$18B – Argent LNG (Planned)
$18B – Woodside LNG (Under Construction)
$15B – Venture Global CP2 LNG (Under Construction)
$13B – Entergy Energy Buildout for Meta (Planned)
$10B – Commonwealth LNG (Under Construction)
$10B – Hut 8 AI Data Center (Under Construction)
$10B – Cameron LNG Expansion (Planned)
$8B – Ascencion Carbon Ammonia (Planned)
$6B – Hyundai Steel Mill (Under Construction)
$4B – Applied Digital AI Data Center (Under Construction)
$4B – CF Industries Ammonia Plant (Under Construction)
$4B – Lake Charles Methanol II (Planned)
$3B – Shintech Petrochemical Expansion (Planned)
$3B – DG Fuels Synthetic Chemicals (Planned)
$3B – Louisiana International Terminal (Planned)
Sam Westfall retweeted
Business owners by email address:
[email protected]: normal
[email protected]: probably doing well
[email protected]: owns the building you lease
I have a lot of confidence in this completely unscientific ranking.
Sam Westfall retweeted
What makes my capital different than the masses of other allocators?
While the masses focus on what their capital is worth or on a specific return, I am focused on your revenue model and customers.
Sam Westfall retweeted
One of the most annoying questions from a broker or intermediary is, “What return are you looking to get from this deal?”
Listen, my assumptions (i.e., costs, structure, etc.) are different than those of the seller and intermediary.
I just need the facts.
Sam Westfall retweeted
MORE EVIDENCE OF A COMMODITY PRICE SUPERCYCLE.
teapawt.org/bulltheoryio/status/21…
China's copper inventories have crashed over 25% to just 54,356 tonnes as physical copper becomes increasingly difficult to source.
Copper stockpiles are accumulating in the US while China faces tightening supplies despite global inventories exceeding 1.2 million tons.
The Yangshan premium has hit its highest level since 2017 as US tariff fears divert hundreds of thousands of tons of copper to America.
China's copper import premium surges above $200 per ton to a record high amid tightening supply and stronger competition.
China's smelters are also cutting production due to higher costs, while additional African supplies could take 1-2 months to arrive.
Copper is up +16% this year and trades at $14,472 per ton after hitting an all-time high of $14,875 in September.
Sam Westfall retweeted
This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline....
$100B – SpaceX Starbase LA (Planned)
$50B – Meta Hyperion AI Data Center (Under Construction)
$18B – Venture Global Plaquemines LNG Expansion (Planned)
$18B – Amazon Multi-Site AI Data Centers (Under Construction)
$18B – Argent LNG (Planned)
$18B – Woodside LNG (Under Construction)
$15B – Venture Global CP2 LNG (Under Construction)
$13B – Entergy Energy Buildout for Meta (Planned)
$10B – Commonwealth LNG (Under Construction)
$10B – Hut 8 AI Data Center (Under Construction)
$10B – Cameron LNG Expansion (Planned)
$8B – Ascencion Carbon Ammonia (Planned)
$6B – Hyundai Steel Mill (Under Construction)
$4B – Applied Digital AI Data Center (Under Construction)
$4B – CF Industries Ammonia Plant (Under Construction)
$4B – Lake Charles Methanol II (Planned)
$3B – Shintech Petrochemical Expansion (Planned)
$3B – DG Fuels Synthetic Chemicals (Planned)
$3B – Louisiana International Terminal (Planned)