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Geoffrey Litt on X: "I’ve noticed people who have good creative ideas usually know tons of things. Good researchers have read a lot of papers. Good musicians have listened to a lot of songs. Not only that, they generally have strong opinions about what’s good/bad out there. I wonder why? I" / X
cascadian realism fan 🌲 on X: "🧵 This guy @xueqinjiang’s classes from last year, predicting a US/Israel-Iran conflict, are doing the rounds, but I’ve been watching some of his other videos and I’m consistently surprised. This is a high school class, at a prestigious high school in Beijing, many of whose https://t.co/5GJWyHpuww" / X
Why DePIN matters, and how to make it work - a16z crypto
TheValueist on X: "$GOOGL $NVDA $CEG $VST Google is rolling out an operational capability that algorithmically shifts non‑urgent machine‑learning workloads across both time and geography so that its data‑center demand can be curtailed when local grids are tight and redirected to hours and regions" / X
Coding to Cut Carbon - Ambrook
pottery and dandelions - straightupjac
On having more interesting ideas - by Henrik Karlsson
How to brilliantly articulate your thoughts
Jigar & Tim have big things cooking
isabelle 🪐 on X: "So, yeah, turns out the fear people have about nuclear waste comes from cartoons or straight up misinformation. In reality, spent fuel should be the gold standard for waste management. It’s the only industry that knows exactly where every ounce of waste is, and it stays safely https://t.co/W6ZwxqNqQu" / X
Lifestyle Traps to Avoid - by BOSS | Beauty Of SaaS
27 - The Year Everything Changes - by BOSS | Beauty Of SaaS
PG&E tries to prove that a big utility can innovate
Elizabeth Gilbert Is Right: Ideas Will Fly Away — Randye Kaye
The data center event that became an energy event | Latitude Media
Why Treat Compute Like a Commodity? A Beginner's Guide to Benchmarks, Curves, and Hedging | Ornn
evan conrad on X: "What SF Compute does. When you finance a GPU cluster, you need to get an "offtake" agreement. Basically, someone has to agree to rent the cluster from you, typically for a 3+ year period. If that agreement falls through (the person fails to pay), then the person who owns the" / X
The AI Boom Needs a Market for Compute, Just Like Oil and Spectrum - Bloomberg
Compute Exchange's Simeon Bochev on Making a Market for Compute
Lessons and Commitments (3/7) - On rent-seeking and self-respect
Professional Learning Path - Your Path to Becoming a Senior Web Developer! | Frontend Masters
Inside the first ‘bring your own’ VPP program for data centers | Latitude Media
Is this moment for distributed energy different? | Latitude Media
Danielle Fong 🔆 on X: "i've been going on and on about this, but basically, AI flips electricity on its head. previously, nearly half the cost of electricity to the consumer was allocated towards distributing it where (and when) you want it. AI data centers want upwards of hundreds of megawatts of" / X
kasra on X: "maybe I'm built different but this advice has always been the opposite of helpful for me "the life you're wired for" is an idea in your head. none of us are really "wired" to be connected to an internet hivemind with eight billion other people, sitting on our laptops for hours a" / X
Sam Altman on X: "I would like to clarify a few things. First, the obvious one: we do not have or want government guarantees for OpenAI datacenters. We believe that governments should not pick winners or losers, and that taxpayers should not bail out companies that make bad business decisions or" / X
tphuang on X: "Jensen is getting desperate. China is shutting off a major src of demand for Nvidia chips, transshipment to Chinese SOE DCs. I have pretty solid src that just 6000 out of 100k racks in Meta's Hyperion DC will be Nvidia cards. Google TPUs are supplying most of its future demand. https://t.co/Wfj1pEk2qm" / X
maja 🔭🍒 on X: "was talking to a friend about how you know someone is the right person to commit to my take is you start with enough confidence to take a first step, and the deeper clarity comes from walking, not waiting for false guarantees upfront. life is famously impossible to predict, so" / X
Can Google’s grid moonshot get data centers online faster? | Latitude Media
The promise and peril of AI for the grid | Latitude Media
These Autogrid alums want to change how data centers use power | Latitude Media
neha 🔲 on X: "have seen some version of this take forever now and it hurts me. selling picks & shovels doesn’t mean they think the gold won’t be valuable. it means they think that gold will be so valuable that intense competition for mining for it leaves no room for price differentiation, only" / X
Ibrahim Ajami on X: "Themes from my recent week in Silicon Valley " / X
Y Combinator on X: "Starcloud (@Starcloud_Inc1) recently made history by launching a satellite with an NVIDIA H100 into orbit — the first time a GPU that powerful has ever operated in space. It's the first step toward building AI data centers in orbit, powered by continuous sunlight and cooled by https://t.co/xf7C1D583N" / X
Shanu Mathew on X: "Great perspective from @Markmanson: When people ask, “What is my life purpose?” What they’re actually asking without realizing it is: “How can I use my time in a way that feels meaningful?” You don’t find your purpose. You build your purpose, experiment by experiment, mistake by" / X
Banyan Ventures on X: "There’s a major misconception in the AI infrastructure world right now: that GPUs follow a fixed 4–6 year depreciation curve. They don’t. Not even close. Aravolta highlights what most lenders, operators, and investors are still missing: Two identical GPUs can age at" / X
Meltem Demirors on X: "reflecting on the recent slew of “it’s an AI capex bubble” w my partner @kellyjgreer - feels like much ado about nothing there’s some confounding narratives at play: - the magnitude of the capex numbers is enormous and unprecedented - largest infra buildout since WWII - only" / X
ClusterMAX™ 2.0: The Industry Standard GPU Cloud Rating System
Kelly Greer on X: "We’ve spent the last couple of months deep in financing and coordinating our own B300 cluster deployment. Suffice to say buying, financing, deploying and monetizing GPUs is a wild process, so we figured we’d outsource our findings with ideas on improving this market. DMs open if https://t.co/OxwB8ea2zM" / X
Dave Friedman on X: "The compute market is interesting. The AI labs and hyperscalers can't get enough compute. They're all buying/leasing GPUs and using crazy financial structures/circular deals, etc. And Don Wilson and similar people are all saying 'compute is a commodity; this should all be" / X
Benjamin Parry on X: "We are obsessed with "talent" and people that have the "special something". This is just a way of avoiding thinking about what it takes. Excellence is real. There are people that get ahead nine times out of ten. Olympic swimmers, repeat founders, bestsellers... But, if you https://t.co/JkC2gXWyFX" / X
The AI capex cycle: doom, discipline, or differentiation?
GPU futures and the locus of inference - by Dave Friedman
The birth of GPU futures - by Dave Friedman
Why did no one see it coming? – WEA Pedagogy Blog
2025 - by Catherine Yeo - contemplating...
Book review – The Great Leveler: Violence and the History of Inequality from the Stone Age to the Twenty-First Century | The Inquisitive Biologist
Book Review: The Great Leveler: Violence and the History of Inequality from the Stone Age to the Twenty-First Century by Walter Scheidel - LSE Review of Books
The Great Transformation by Karl Polanyi is a classic critique of capitalism – but it wasn’t an overnight success
Living through another great transformation…