Palihapitiya says Jane Street did a billion dollar investment and $6 billion compute deal, showing massive compute constraints.
“I don't know if you guys saw recently, but Jane Street did billion dollar investment in, essentially, a neos neoscaler and then also did a $6,000,000,000 compute deal with them.”
Palihapitiya argues SpaceX chart shows neoclouds will be measured on energized compute or tank
“@shaunmmaguire @aaronburnett I don’t think so. People will view this chart and measure neoclouds on energized compute and demand them to be more aggressive. Otherwise they will tank their stocks.”
Palihapitiya argues SpaceX chart shows neoclouds will be measured on energized compute or tank
“@shaunmmaguire @aaronburnett I don’t think so. People will view this chart and measure neoclouds on energized compute and demand them to be more aggressive. Otherwise they will tank their stocks.”
Palihapitiya notes AI capex projected to reach $765B in 2026, passing oil and gas
“AI capex is projected to reach $765B in 2026, passing oil and gas for the first time. Compute is now getting its first futures contract. Here is what has to be true for it to work… https://t.co/STpPLN8wol”
Palihapitiya notes AI capex projected to reach $765B in 2026, passing oil and gas
“AI capex is projected to reach $765B in 2026, passing oil and gas for the first time. Compute is now getting its first futures contract. Here is what has to be true for it to work… https://t.co/STpPLN8wol”