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$EOSE If only there was a full-stack, fully American, zero-lithium battery maker whose tech is uniquely suited for AI data centers. What if that company is guiding a sudden 10x revenue surge that the market has scoffed at? What if its stock has a 30% short float?

YeahDave

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205,502 views • 9 months ago •via X (Twitter)

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This is what would happen if you swallowed a lithium battery #chemistry #experiment #science

Peché Africa 🇿🇦

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David Sacks on what "winning" the AI race looks like for the US and China 🇺🇸🇨🇳 -- Mass adoption of their tech stack (80-90% market share) -- Achieving an advantage so decisive that they cannot be leapfrogged back @jason: "If China wins the AI race, what does it mean to win?" David Sacks: "To me, it would mean that they achieve a decisive advantage in AI such that we can't leapfrog them back." "An example of this might be something like 5G, where Huawei leapfrogged us, got to 5G first, and disseminated it through the world." "This is where we have to change our mindset towards diffusion." "I would define winning as the whole world consolidates around the American tech stack." "They use American hardware in data centers that are fundamentally powered by American technology." "Just look at market share. If we have like 80 to 90% market share, that's winning." "If (China) has 80% market share, then we're in big trouble."

David Sacks on what "winning" the AI race looks like for the US and China 🇺🇸🇨🇳 -- Mass adoption of their tech stack (80-90% market share) -- Achieving an advantage so decisive that they cannot be leapfrogged back @jason: "If China wins the AI race, what does it mean to win?" David Sacks: "To me, it would mean that they achieve a decisive advantage in AI such that we can't leapfrog them back." "An example of this might be something like 5G, where Huawei leapfrogged us, got to 5G first, and disseminated it through the world." "This is where we have to change our mindset towards diffusion." "I would define winning as the whole world consolidates around the American tech stack." "They use American hardware in data centers that are fundamentally powered by American technology." "Just look at market share. If we have like 80 to 90% market share, that's winning." "If (China) has 80% market share, then we're in big trouble."

The All-In Podcast

133,343 views • 1 year ago

The AI bubble argument has the causality backwards. Cerebras CEO Andrew Feldman was in the 1990s fiber optic wave. He knows what a bubble looks like. In fiber, supply was built ahead of demand - companies bet on a future that hadn't arrived. AI infrastructure is the opposite: data centers can't be built fast enough to meet demand that is already here. Cerebras has $25B in backlog. NVIDIA has a backlog. AMD has a backlog. That is not a bubble. That is a queue. If you are short AI infrastructure on bubble thesis, Feldman's framing is the counter-argument you need to engage with. Feldman's full structural argument - including the fiber optic and railroad comparisons:

The AI bubble argument has the causality backwards. Cerebras CEO Andrew Feldman was in the 1990s fiber optic wave. He knows what a bubble looks like. In fiber, supply was built ahead of demand - companies bet on a future that hadn't arrived. AI infrastructure is the opposite: data centers can't be built fast enough to meet demand that is already here. Cerebras has $25B in backlog. NVIDIA has a backlog. AMD has a backlog. That is not a bubble. That is a queue. If you are short AI infrastructure on bubble thesis, Feldman's framing is the counter-argument you need to engage with. Feldman's full structural argument - including the fiber optic and railroad comparisons:

Podcast Alpha

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The stock market is at all-time highs… but is there a way to actually avoid the next crash? What if one signal has perfectly called every major recession? The “AI Job Apocalypse” that everyone feared? Top AI CEOs are now walking it back! And $TSLA is set up beautifully — both technically and with major company moves that could drive the next leg of all-time highs. Let’s discuss:

The stock market is at all-time highs… but is there a way to actually avoid the next crash? What if one signal has perfectly called every major recession? The “AI Job Apocalypse” that everyone feared? Top AI CEOs are now walking it back! And $TSLA is set up beautifully — both technically and with major company moves that could drive the next leg of all-time highs. Let’s discuss:

NicholasGibbs

13,492 views • 1 month ago

Marc Andreessen on the 3 things he looks for when investing in a startup The first thing Marc Andreesen looks for is a big market: “Is there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?” The second thing he looks for is a 10x better product: “Is there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If it’s not 10x, we as both VCs and entrepreneurs have to ask ourselves if it’s really worth doing because it’s really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market that’s so much better than what exists that it punches through the status quo.” The third is the team: “Is the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist — quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.” Marc believes that you need all three of these, but if you’re going to compromise on one of those as an investor, it should be the product: “A great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just aren’t that many customers so it’s hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.”

Marc Andreessen on the 3 things he looks for when investing in a startup The first thing Marc Andreesen looks for is a big market: “Is there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?” The second thing he looks for is a 10x better product: “Is there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If it’s not 10x, we as both VCs and entrepreneurs have to ask ourselves if it’s really worth doing because it’s really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market that’s so much better than what exists that it punches through the status quo.” The third is the team: “Is the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist — quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.” Marc believes that you need all three of these, but if you’re going to compromise on one of those as an investor, it should be the product: “A great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just aren’t that many customers so it’s hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.”

Startup Archive

17,333 views • 5 months ago

I ask myself, “What do I buy that is really the picks and shovels? And what do I buy that is actually a direct ownership of the tech equivalent to, let's say a stable coin or Bitcoin itself?" My conclusion has been if I wanna play the long-term, the next five years or even 10 years in AI, I need to own data centers. I need to own real estate where data centers are built. I need to own power contracts that power the data centers. I've seen this movie so many times before, once you convinced as an investor that this is gonna be here for a while.

I ask myself, “What do I buy that is really the picks and shovels? And what do I buy that is actually a direct ownership of the tech equivalent to, let's say a stable coin or Bitcoin itself?" My conclusion has been if I wanna play the long-term, the next five years or even 10 years in AI, I need to own data centers. I need to own real estate where data centers are built. I need to own power contracts that power the data centers. I've seen this movie so many times before, once you convinced as an investor that this is gonna be here for a while.

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"There is a significant risk in the stock market because the institution that governs it is compromised," says Rahul Gandhi who made 50 lacs in the last 5 months through the same stock market. He should donate that money for Wayanad relief if he has any integrity left. My views:

"There is a significant risk in the stock market because the institution that governs it is compromised," says Rahul Gandhi who made 50 lacs in the last 5 months through the same stock market. He should donate that money for Wayanad relief if he has any integrity left. My views:

Anand Ranganathan

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The Information

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Alex Karp: AI has become a religion in certain circles. "One thing that's charismatic about it, especially if you've never had a religion, is all of a sudden, that hole in your heart that was yearning for an established religion is being filled. And all the answers are there."

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Almost half of American adults have high blood pressure — and the standard response is a prescription. But what if the real problem isn't the number on the screen? What if high blood pressure is actually a symptom of something deeper that medicine has been ignoring for decades?

Almost half of American adults have high blood pressure — and the standard response is a prescription. But what if the real problem isn't the number on the screen? What if high blood pressure is actually a symptom of something deeper that medicine has been ignoring for decades?

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If Andy has a million fans I’m one of them, if she has one fan that’s me, if she has zero fans that is because a russian fuckass drone got me, for eternity, I love Andy

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There is no question that Florida is being targeted for a full on drought complete with fires. Funny how Byron Donald’s wants to build five AI data centers where the drought has hit the hardest.

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#WATCH | National Stock Exchange (NSE) MD Ashish Chauhan says, "America is a laissez-faire market. If you lose money, it is your problem. If you make money, it's your problem. In India, it is not a laissez-faire market. If you lose money, it is the government's problem. If you make money, it is your brilliance. So the government of each country has its own obligations, its own ways of doing things..." Watch the full interview at:

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