This is probably the highest alpha interview I've done this year if you are trading datacenter stocks, neoclouds. This is the kind of stuff that the institutions who are out trading you on neoclouds are using.
SPECIAL INTERVIEW & EXCLUSIVE DEMO: Drone-powered datacenter intelligence w/ @Lempheter of @raadlabs TL;DR: it blows satellite imagery completely out of the water ✅ thermal imagery, see if power systems are online ✅ beating the quarterly 10-Q ✅ know when specific sites are hot months ahead of time "If you had access to our intelligence you would have known $ORCL's Project Jupiter wasn't looking so hot quite a while ago" Raad founder Teej takes us inside what's currently going on at $CIFR Black Pearl with some insane drone footage. FULL INTERVIEW 👇
1
1
4
1,009
$165 billion $ORCL project Force Majeure | Datacenter drones w/ RAAD | ClusterMAX | Luxor AI nitter.net/i/broadcasts/1MJgNbElq…
1
545
This was a great interview
Industrial scale service for datacenters (100MW+) often have 5-10 years to wait for service, and there's only one utility they can buy power from. "You're trying to tell the fastest moving sector in America that they have to wait a decade for service, that's the same thing as 'no'" says @ts_fisher of @CatoInstitute Travis says the solution is to cut the red tape and "let the companies build their own power"
577
Morgan Stanley says SpaceX will 2X | Travis Fisher CATO Energy Director | Datacenter noise study nitter.net/i/broadcasts/1nxnRBZYW…
567
$CIFR reveals Batch Zero | What the Fed decision means for neoclouds | Zuckerberg fires back at AI doomers nitter.net/i/broadcasts/1MJgNbPDL…
1
623
Pretty much all "neutral" Bitcoin thought leaders spent the last 3+ years couching milquetoast takes on ordinals with "I hate spam more than anyone else" when the obvious response was to say "oh this looks fun and the reactionary pushback against this is completely deranged" And now that it's so clear to them in hindsight it doesn't really matter as everyone's pivoted to AI because Bitcoin isn't fun anymore.
Bitcoin culture is completely lost right now. For the last few years, Bitcoiners have cultivated this off-grid, carnivore, long-termist mindset that is ultimately very conservative and anti-tech. And now there’s a huge dissonance between the group that has stewarded this culture and the technical landscape we find ourselves in due to AI. This group is watching hundreds of millions of dollars get hacked out of the ecosystem and they don’t even know what to say. They don’t even have a take because they’re completely out of their depths. And what’s worse is the old gray-beard technical behemoths aren’t necessarily in a better position to fill this gap. A lot of them checked out when Bitcoin hit $100k and don’t know anything about AI either. In some ways they’re actually worse than the carnivore luddites because they’re extremely confident in their ability to understand what’s going on. The reality is that everything changed this year, and if you weren’t actively keeping up with that transition, you’re lost.
11
3
62
7,650
Fluidstack $5b Pentagon deal | Rich Miller datacenter M&A | Moonshot actually Claude? nitter.net/i/broadcasts/1nxeLMVLX…
3
629
CIFR & CORZ Batch Zero | SpaceX expansion slowdown | Datacenter politics nitter.net/i/broadcasts/1OGwbngAW…
1
597
You could say that Hunter Biden's solana:76cJTCcyZ6zVXUM4TkAWoCJ953MDnEzs3mpaAkbypump .....crashed
1
5
671
$IREN Stock Update+Batch Zero | Palantir prefers Nebius | Soluna Batch Zero | WV loves datacenters nitter.net/i/broadcasts/1jGXgBEqa…
637
Finding out there's crime in the coin's origin story is bullish.
3
860