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Almost 20 years later, AWS is still the most popular cloud in the world. The reason is simple: it just works! They have four services focused on Generative AI: 1. Amazon Q 2. Amazon Bedrock 3. SageMaker JumpStart 4. PartyRock I've been using AWS for around 15 years (honestly, I don't remember well), and their Developer Center is a gold mine. If you open their Developer Center, you'll find a new learning path, "Generative AI for Developers." I'm linking to it below. This is not just a course. This is a collection of courses, examples, videos, tutorials, and code walkthroughs. They will teach you how to use Generative AI on AWS using the four services above. ↑ That right there is a huge selling point: These classes aren't just theoretical. You'll have a chance to learn using the same professional tools everyone else uses. By the way, there are many more resources in the Developer Center: • Machine Learning • Data Operations • DevOps All of these are free. Click, click, and start learning right away. One more thing before I forget: If you are building anything with AWS, check out Amazon Q, their coding assistant. This is the *best* coding assistant for AWS-related work, and it's not even close. It's a Visual Studio Code extension. Install it, and it works like any other code assistant, except this one knows a lot about AWS. Thanks to AWS for sponsoring a post about their free courses and learning resources. There's a special place in Developer Heaven for you.

Almost 20 years later, AWS is still the most popular cloud in the world. The reason is simple: it just works! They have four services focused on Generative AI: 1. Amazon Q 2. Amazon Bedrock 3. SageMaker JumpStart 4. PartyRock I've been using AWS for around 15 years (honestly, I don't remember well), and their Developer Center is a gold mine. If you open their Developer Center, you'll find a new learning path, "Generative AI for Developers." I'm linking to it below. This is not just a course. This is a collection of courses, examples, videos, tutorials, and code walkthroughs. They will teach you how to use Generative AI on AWS using the four services above. ↑ That right there is a huge selling point: These classes aren't just theoretical. You'll have a chance to learn using the same professional tools everyone else uses. By the way, there are many more resources in the Developer Center: • Machine Learning • Data Operations • DevOps All of these are free. Click, click, and start learning right away. One more thing before I forget: If you are building anything with AWS, check out Amazon Q, their coding assistant. This is the best coding assistant for AWS-related work, and it's not even close. It's a Visual Studio Code extension. Install it, and it works like any other code assistant, except this one knows a lot about AWS. Thanks to AWS for sponsoring a post about their free courses and learning resources. There's a special place in Developer Heaven for you.

Santiago

22,104 Aufrufe • vor 1 Jahr

Jeff Bezos on how to build a business strategy “I very frequently get the question: ‘What’s going to change in the next 10 years?” And that is an interesting question… But I almost never get the question: ‘What’s not going to change in the next 10 years?’ And I submit to you that that second question is actually the more important of the two.” Jeff argues: “You can build a business strategy around the things that are stable in time. In our retail business, we know that customers want low prices, and I know that’s going to be true 10 years from now. They want fast delivery. They want vast selection. It’s impossible to imagine a future 10 years from now where a customer comes up and says, ‘Jeff I love Amazon, I just wish the prices were a little higher.’ Or, ‘I love Amazon, I just wish you’d deliver a little slower.’ Impossible. And so we know the energy we put into these things today will still be paying dividends for our customers 10 years from now.” He gives AWS as another example. It’s impossible to imagine AWS customers asking for a less reliable or more expensive service. ”When you have something that you know is true, even over the long term, you can afford to put a lot of energy into it… The big ideas in business are often very obvious, but it’s very hard to maintain a firm grasp of the obvious at all times. But if you can do that and continue to spin up those flywheels and put energy into those things, over time, you build a better service for your customers on the things that genuinely matter to them.” Video source: Amazon Web Services (2012)

Jeff Bezos on how to build a business strategy “I very frequently get the question: ‘What’s going to change in the next 10 years?” And that is an interesting question… But I almost never get the question: ‘What’s not going to change in the next 10 years?’ And I submit to you that that second question is actually the more important of the two.” Jeff argues: “You can build a business strategy around the things that are stable in time. In our retail business, we know that customers want low prices, and I know that’s going to be true 10 years from now. They want fast delivery. They want vast selection. It’s impossible to imagine a future 10 years from now where a customer comes up and says, ‘Jeff I love Amazon, I just wish the prices were a little higher.’ Or, ‘I love Amazon, I just wish you’d deliver a little slower.’ Impossible. And so we know the energy we put into these things today will still be paying dividends for our customers 10 years from now.” He gives AWS as another example. It’s impossible to imagine AWS customers asking for a less reliable or more expensive service. ”When you have something that you know is true, even over the long term, you can afford to put a lot of energy into it… The big ideas in business are often very obvious, but it’s very hard to maintain a firm grasp of the obvious at all times. But if you can do that and continue to spin up those flywheels and put energy into those things, over time, you build a better service for your customers on the things that genuinely matter to them.” Video source: Amazon Web Services (2012)

Startup Archive

22,420 Aufrufe • vor 3 Monaten

Jeff Bezos on how to build a business strategy “I very frequently get the question: ‘What’s going to change in the next 10 years?” And that is an interesting question… But I almost never get the question: ‘What’s not going to change in the next 10 years?’ And I submit to you that that second question is actually the more important of the two.” Jeff argues: “You can build a business strategy around the things that are stable in time. In our retail business, we know that customers want low prices, and I know that’s going to be true 10 years from now. They want fast delivery. They want vast selection. It’s impossible to imagine a future 10 years from now where a customer comes up and says, ‘Jeff I love Amazon, I just wish the prices were a little higher.’ Or, ‘I love Amazon, I just wish you’d deliver a little slower.’ Impossible. And so we know the energy we put into these things today will still be paying dividends for our customers 10 years from now.” He gives AWS as another example. It’s impossible to imagine AWS customers asking for a less reliable or more expensive service. ”When you have something that you know is true, even over the long term, you can afford to put a lot of energy into it… The big ideas in business are often very obvious, but it’s very hard to maintain a firm grasp of the obvious at all times. But if you can do that and continue to spin up those flywheels and put energy into those things, over time, you build a better service for your customers on the things that genuinely matter to them.” Video source: Amazon Web Services (2012)

Jeff Bezos on how to build a business strategy “I very frequently get the question: ‘What’s going to change in the next 10 years?” And that is an interesting question… But I almost never get the question: ‘What’s not going to change in the next 10 years?’ And I submit to you that that second question is actually the more important of the two.” Jeff argues: “You can build a business strategy around the things that are stable in time. In our retail business, we know that customers want low prices, and I know that’s going to be true 10 years from now. They want fast delivery. They want vast selection. It’s impossible to imagine a future 10 years from now where a customer comes up and says, ‘Jeff I love Amazon, I just wish the prices were a little higher.’ Or, ‘I love Amazon, I just wish you’d deliver a little slower.’ Impossible. And so we know the energy we put into these things today will still be paying dividends for our customers 10 years from now.” He gives AWS as another example. It’s impossible to imagine AWS customers asking for a less reliable or more expensive service. ”When you have something that you know is true, even over the long term, you can afford to put a lot of energy into it… The big ideas in business are often very obvious, but it’s very hard to maintain a firm grasp of the obvious at all times. But if you can do that and continue to spin up those flywheels and put energy into those things, over time, you build a better service for your customers on the things that genuinely matter to them.” Video source: Amazon Web Services (2012)

Startup Archive

61,775 Aufrufe • vor 1 Jahr

"Amazon has to do a lot with this genocide. Not only did they invest $7.2 billion into the Project Nimbus along with Google, along with Meta, & even Starlink, but their intelligence -- the military industrial complex here in America, the Pentagon contracts, AWS, Amazon Web Services, & even abroad in Israel, the Iron Dome -- is run by Amazon Web Services & their intelligence. "So, once again, when you're talking about politicians like AOC & Bernie that claim to be progressive, that go against corporate greed & corporate power, no corporate money, but here you are voting to send money to the Iron Dome, which is run by a corporation -- the number one enemy & the arch nemesis of the world right now -- which is Amazon." -Christian Smalls

"Amazon has to do a lot with this genocide. Not only did they invest $7.2 billion into the Project Nimbus along with Google, along with Meta, & even Starlink, but their intelligence -- the military industrial complex here in America, the Pentagon contracts, AWS, Amazon Web Services, & even abroad in Israel, the Iron Dome -- is run by Amazon Web Services & their intelligence. "So, once again, when you're talking about politicians like AOC & Bernie that claim to be progressive, that go against corporate greed & corporate power, no corporate money, but here you are voting to send money to the Iron Dome, which is run by a corporation -- the number one enemy & the arch nemesis of the world right now -- which is Amazon." -Christian Smalls

Briahna Joy Gray

51,074 Aufrufe • vor 10 Monaten

My beloved Camry is dying a painful death as the transmission fails, so we're scrambling to find a new vehicle. Given Mia's needs, we're specifically looking for a minivan that's: less than 10 years old, under 125k miles, has automatic doors to make it easier to get her in and out. If you're selling a minivan that fits these criteria or know of a good deal, let me know! We're in Charlotte, NC right now, but we could make the drive for the right fit.

My beloved Camry is dying a painful death as the transmission fails, so we're scrambling to find a new vehicle. Given Mia's needs, we're specifically looking for a minivan that's: less than 10 years old, under 125k miles, has automatic doors to make it easier to get her in and out. If you're selling a minivan that fits these criteria or know of a good deal, let me know! We're in Charlotte, NC right now, but we could make the drive for the right fit.

Joy Beth

11,297 Aufrufe • vor 1 Jahr

🚨$OSS is not an AI company. → It is the hardware that lets AI exist where the cloud cannot. Most investors don’t understand $OSS because they think AI = software. $OSS builds the physical “brains” that run AI in extreme environments where cloud computing fails. Jets. Ships. Tanks. Drones. Space. Hospitals. That’s the game. 1) What $OSS actually is $OSS (One Stop Systems) designs rugged high-performance computers and storage systems for AI at the edge. Meaning: They bring data-center-level computing power into harsh environments. Their products include rugged servers, GPU accelerators, storage arrays, and expansion systems used for AI, sensor processing, and autonomous systems. In simple terms: Cloud AI = brain in a safe building. $OSS AI = brain inside machines operating in chaos. 2) Why this is crucial Most AI today runs in data centers. But the future of AI is not in the cloud. It’s on: • autonomous vehicles • military systems • drones • ships • industrial machines • medical devices These systems cannot wait for the cloud. Latency, connectivity, security, and survival demand local AI. $OSS delivers “data-center performance at the edge” across land, sea, and air. Without companies like OSS, autonomous systems simply don’t work. 3) What OSS actually does: Think of OSS as building AI engines that survive reality. 🌊 SEA example: naval surveillance aircraft and ships. $OSS supplies rugged storage and compute systems for U.S. Navy reconnaissance aircraft to collect and process massive sensor data in real time. Translation: Instead of sending raw data back to base, the aircraft analyzes threats instantly onboard. $OSS = the onboard AI brain. 🪖 LAND example: military vehicles and tactical operations. $OSS delivers high-performance servers and FPGA systems for mobile military intelligence platforms used by the U.S. Department of Defense. Translation: Tanks and vehicles detect threats, process sensor data, and make decisions locally. $OSS = the battlefield computer. ✈️ AIR example: airborne AI. $OSS builds GPU-accelerated servers designed for aircraft, described as a “datacenter in the sky.” Translation: Jets and drones run AI models mid-flight. $OSS = flying supercomputers. 🚀 SPACE example: $OSS hardware is designed for extreme environments and autonomous systems across aerospace and defense. Translation: Future satellites, space drones, and autonomous spacecraft need onboard AI. $OSS = the computing core of autonomous space systems. BONUS: CIVILIAN & COMMERCIAL $OSS systems are used in: • autonomous trucking and farming • industrial automation • healthcare imaging • energy and mining • telecom and 5G Example:A medical imaging company uses $OSS hardware to run real-time AI diagnostics in next-gen breast cancer scanners. $OSS = AI where milliseconds matter. 4) Who their customers are (pattern, not names) $OSS sells to: • defense primes • government programs • industrial OEMs • AI infrastructure companies • medical device manufacturers These customers share one trait: They cannot rely on the cloud. That’s why $OSS exists. 5) The mental model that makes $OSS obvious $NVDA = AI chips $PLTR = AI software $OSS = AI hardware in the real world If AI is electricity, $OSS builds the generators that work in storms. Most investors understand AI software. Few understand AI infrastructure at the edge. That gap is the opportunity. 6) The real thesis The world is moving toward: • autonomous warfare • autonomous vehicles • real-time AI systems • distributed intelligence All of that requires rugged edge computing. $OSS is positioned exactly there. Infrastructure. The hardest layer to build. And often the most valuable.

🚨$OSS is not an AI company. → It is the hardware that lets AI exist where the cloud cannot. Most investors don’t understand $OSS because they think AI = software. $OSS builds the physical “brains” that run AI in extreme environments where cloud computing fails. Jets. Ships. Tanks. Drones. Space. Hospitals. That’s the game. 1) What $OSS actually is $OSS (One Stop Systems) designs rugged high-performance computers and storage systems for AI at the edge. Meaning: They bring data-center-level computing power into harsh environments. Their products include rugged servers, GPU accelerators, storage arrays, and expansion systems used for AI, sensor processing, and autonomous systems. In simple terms: Cloud AI = brain in a safe building. $OSS AI = brain inside machines operating in chaos. 2) Why this is crucial Most AI today runs in data centers. But the future of AI is not in the cloud. It’s on: • autonomous vehicles • military systems • drones • ships • industrial machines • medical devices These systems cannot wait for the cloud. Latency, connectivity, security, and survival demand local AI. $OSS delivers “data-center performance at the edge” across land, sea, and air. Without companies like OSS, autonomous systems simply don’t work. 3) What OSS actually does: Think of OSS as building AI engines that survive reality. 🌊 SEA example: naval surveillance aircraft and ships. $OSS supplies rugged storage and compute systems for U.S. Navy reconnaissance aircraft to collect and process massive sensor data in real time. Translation: Instead of sending raw data back to base, the aircraft analyzes threats instantly onboard. $OSS = the onboard AI brain. 🪖 LAND example: military vehicles and tactical operations. $OSS delivers high-performance servers and FPGA systems for mobile military intelligence platforms used by the U.S. Department of Defense. Translation: Tanks and vehicles detect threats, process sensor data, and make decisions locally. $OSS = the battlefield computer. ✈️ AIR example: airborne AI. $OSS builds GPU-accelerated servers designed for aircraft, described as a “datacenter in the sky.” Translation: Jets and drones run AI models mid-flight. $OSS = flying supercomputers. 🚀 SPACE example: $OSS hardware is designed for extreme environments and autonomous systems across aerospace and defense. Translation: Future satellites, space drones, and autonomous spacecraft need onboard AI. $OSS = the computing core of autonomous space systems. BONUS: CIVILIAN & COMMERCIAL $OSS systems are used in: • autonomous trucking and farming • industrial automation • healthcare imaging • energy and mining • telecom and 5G Example:A medical imaging company uses $OSS hardware to run real-time AI diagnostics in next-gen breast cancer scanners. $OSS = AI where milliseconds matter. 4) Who their customers are (pattern, not names) $OSS sells to: • defense primes • government programs • industrial OEMs • AI infrastructure companies • medical device manufacturers These customers share one trait: They cannot rely on the cloud. That’s why $OSS exists. 5) The mental model that makes $OSS obvious $NVDA = AI chips $PLTR = AI software $OSS = AI hardware in the real world If AI is electricity, $OSS builds the generators that work in storms. Most investors understand AI software. Few understand AI infrastructure at the edge. That gap is the opportunity. 6) The real thesis The world is moving toward: • autonomous warfare • autonomous vehicles • real-time AI systems • distributed intelligence All of that requires rugged edge computing. $OSS is positioned exactly there. Infrastructure. The hardest layer to build. And often the most valuable.

Black Panther Capital

30,138 Aufrufe • vor 5 Monaten

AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale

AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale

Small Cap Snipa

116,034 Aufrufe • vor 6 Monaten

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.

Kevin O'Leary aka Mr. Wonderful

45,121 Aufrufe • vor 11 Monaten

Take a tour through Amazon Web Services Trainium's microchip metropolis: 🏙️ The Systolic Array: Our "downtown" where intensive calculations run around the clock, with billions of transistors packed into an area smaller than a postage stamp 🛣️ The Data Bus: Like city highways and transit systems, moving information at near light speed 🏠 Memory Cells: Our "outer boroughs" - strategic storage spaces holding massive datasets for AI processing ⚡ The Interposer: The underground infrastructure creating vital connections, just like a city's power lines and utilities 🌇 The Greater Metropolitan Area: Where interconnected chips work in concert to form Ultra Servers, powering the next wave of generative AI Learn how AWS chip architects think like city planners when designing and building the tiny devices that are helping to advance the development of gen AI.

Take a tour through Amazon Web Services Trainium's microchip metropolis: 🏙️ The Systolic Array: Our "downtown" where intensive calculations run around the clock, with billions of transistors packed into an area smaller than a postage stamp 🛣️ The Data Bus: Like city highways and transit systems, moving information at near light speed 🏠 Memory Cells: Our "outer boroughs" - strategic storage spaces holding massive datasets for AI processing ⚡ The Interposer: The underground infrastructure creating vital connections, just like a city's power lines and utilities 🌇 The Greater Metropolitan Area: Where interconnected chips work in concert to form Ultra Servers, powering the next wave of generative AI Learn how AWS chip architects think like city planners when designing and building the tiny devices that are helping to advance the development of gen AI.

Amazon

46,398 Aufrufe • vor 10 Monaten

Google just acquired an Israeli Trojan horse to STEAL clients from AWS and Microsoft. $32 billion. All cash. For a cybersecurity startup called Wiz. It’s the largest acquisition in Google’s history. But nobody’s talking about what they ACTUALLY bought... Here’s why this is way bigger than you think: Wiz protects over half the Fortune 100. Their clients run on AWS, Azure, Google Cloud, and Oracle. The platform scans every workload, every vulnerability, every misconfiguration across ALL of those clouds. Meaning Wiz has a god-level view of how the world's biggest companies use their competitors' infrastructure. And Google just bought that view for $32 billion. Now think about what Google Cloud's biggest problem has been for YEARS... They're stuck in third place. 13% market share. AWS has 30%. Azure has 20%. Google has been hemorrhaging money trying to close that gap and nothing has worked. Wiz changes that equation overnight. Because Wiz doesn't just protect cloud environments. It MAPS them. It knows which companies are running what workloads, where their vulnerabilities are, and where they're overpaying. Google now has a real-time blueprint of its competitors' biggest customers. And it gets crazier: The 4 founders of Wiz previously built Adallom, a cloud security startup that Microsoft acquired for $320 million in 2015. After that acquisition, those same founders ran Microsoft's entire Azure Cloud Security Group. They literally built the security infrastructure that Azure runs on today. Then they left. Started Wiz. Built a product that works across every cloud. Got 45% of the Fortune 100 as customers. Most of those customers are on AWS and Azure. And now they just handed ALL of that to Google. Google promised Wiz will remain "multi-cloud" and continue working with AWS, Azure, and Oracle. That's the public story. But here's the game theory every enterprise CTO is thinking about right now: If you're running sensitive workloads on AWS or Azure and your security layer is now owned by your competitor, how comfortable are you? Google doesn't need to do anything shady. The PERCEPTION alone is enough to start shifting enterprise decisions. And that's worth way more than $32 billion. But there's another layer... Wiz went from $0 to $100 million in revenue in 18 months. Fastest software company in history to hit that mark. By 2025, they were at $750 million. The founders said no to Google's first offer of $23 billion in 2024 because they wanted to IPO. 9 months later, they said yes to $32 billion. What changed? The IPO market collapsed. Tech IPOs dried up. Valuations got slashed. Wiz's leadership looked at the math and realized $32 billion in guaranteed cash beats an uncertain public offering in a hostile market. Google paid a 39% premium over the rejected offer. A multiple of 45-65x revenue. For a company founded 5 years ago by 4 guys who met in Israeli military intelligence. This is the BIGGEST tech acquisition of an Israeli-founded company ever. Bigger than Intel buying Mobileye for $15.3 billion. Bigger than anything in Israeli tech history. And Google is betting it will be worth every penny. Because the cloud war isn't about compute anymore. It's about TRUST. And the company that controls the security layer controls where enterprises put their most sensitive data. Google just bought the keys to every major cloud customer on the planet. The question is whether AWS and Microsoft let them keep using those keys. What do you think?

Google just acquired an Israeli Trojan horse to STEAL clients from AWS and Microsoft. $32 billion. All cash. For a cybersecurity startup called Wiz. It’s the largest acquisition in Google’s history. But nobody’s talking about what they ACTUALLY bought... Here’s why this is way bigger than you think: Wiz protects over half the Fortune 100. Their clients run on AWS, Azure, Google Cloud, and Oracle. The platform scans every workload, every vulnerability, every misconfiguration across ALL of those clouds. Meaning Wiz has a god-level view of how the world's biggest companies use their competitors' infrastructure. And Google just bought that view for $32 billion. Now think about what Google Cloud's biggest problem has been for YEARS... They're stuck in third place. 13% market share. AWS has 30%. Azure has 20%. Google has been hemorrhaging money trying to close that gap and nothing has worked. Wiz changes that equation overnight. Because Wiz doesn't just protect cloud environments. It MAPS them. It knows which companies are running what workloads, where their vulnerabilities are, and where they're overpaying. Google now has a real-time blueprint of its competitors' biggest customers. And it gets crazier: The 4 founders of Wiz previously built Adallom, a cloud security startup that Microsoft acquired for $320 million in 2015. After that acquisition, those same founders ran Microsoft's entire Azure Cloud Security Group. They literally built the security infrastructure that Azure runs on today. Then they left. Started Wiz. Built a product that works across every cloud. Got 45% of the Fortune 100 as customers. Most of those customers are on AWS and Azure. And now they just handed ALL of that to Google. Google promised Wiz will remain "multi-cloud" and continue working with AWS, Azure, and Oracle. That's the public story. But here's the game theory every enterprise CTO is thinking about right now: If you're running sensitive workloads on AWS or Azure and your security layer is now owned by your competitor, how comfortable are you? Google doesn't need to do anything shady. The PERCEPTION alone is enough to start shifting enterprise decisions. And that's worth way more than $32 billion. But there's another layer... Wiz went from $0 to $100 million in revenue in 18 months. Fastest software company in history to hit that mark. By 2025, they were at $750 million. The founders said no to Google's first offer of $23 billion in 2024 because they wanted to IPO. 9 months later, they said yes to $32 billion. What changed? The IPO market collapsed. Tech IPOs dried up. Valuations got slashed. Wiz's leadership looked at the math and realized $32 billion in guaranteed cash beats an uncertain public offering in a hostile market. Google paid a 39% premium over the rejected offer. A multiple of 45-65x revenue. For a company founded 5 years ago by 4 guys who met in Israeli military intelligence. This is the BIGGEST tech acquisition of an Israeli-founded company ever. Bigger than Intel buying Mobileye for $15.3 billion. Bigger than anything in Israeli tech history. And Google is betting it will be worth every penny. Because the cloud war isn't about compute anymore. It's about TRUST. And the company that controls the security layer controls where enterprises put their most sensitive data. Google just bought the keys to every major cloud customer on the planet. The question is whether AWS and Microsoft let them keep using those keys. What do you think?

Ricardo

188,848 Aufrufe • vor 4 Monaten

This is very alarming Housing developers are realizing that selling parcels to data center developers is far more profitable than building homes “AI data centers aren't just using electricity and water. They're using land previously planned for homes” - 55 homes were purchased for nearly $1 million per house and knocked down to build data centers outside of Chicago - Amazon paid $700 million for land so they could build a data center instead of homes - Meta, Amazon, Microsoft, and Alphabet are spending more money on data centers than the US spent on railroads in the the interstate highway system in the 1950s, and more than the US spent on the Apollo space program States are choosing data centers over homes. There are real examples of this Northern Virginia is the center of this phenomenon known as Data Center Alley, even though the region has a shortage of more than 75,000 homes I found real devastating examples of this happening: Prince William County / Bristow, Virginia (Northern Virginia “Data Center Alley”) The homebuilder Steve Alloy’s company was preparing to develop 516 new homes when surrounding land was rapidly bought up by Microsoft, Google, and other data center operators instead. Nearby, the Village Place housing project entitled for 250 additional units had its land sold to a data center developer for $31 million Stanley Martin Homes Land Flip to Amazon, Prince William County, Virginia Residential homebuilder Stanley Martin Homes assembled 270 acres for about $51 million. They flipped most of it to Amazon for $700 million In Suburban Chicago Illinois. Stream Data Centers bought a 55 home subdivision for nearly $1 million per home, demolished the houses, and built a 2.1 million sq ft data center campus This must be stopped. We have starter home affordable crisis already

This is very alarming Housing developers are realizing that selling parcels to data center developers is far more profitable than building homes “AI data centers aren't just using electricity and water. They're using land previously planned for homes” - 55 homes were purchased for nearly $1 million per house and knocked down to build data centers outside of Chicago - Amazon paid $700 million for land so they could build a data center instead of homes - Meta, Amazon, Microsoft, and Alphabet are spending more money on data centers than the US spent on railroads in the the interstate highway system in the 1950s, and more than the US spent on the Apollo space program States are choosing data centers over homes. There are real examples of this Northern Virginia is the center of this phenomenon known as Data Center Alley, even though the region has a shortage of more than 75,000 homes I found real devastating examples of this happening: Prince William County / Bristow, Virginia (Northern Virginia “Data Center Alley”) The homebuilder Steve Alloy’s company was preparing to develop 516 new homes when surrounding land was rapidly bought up by Microsoft, Google, and other data center operators instead. Nearby, the Village Place housing project entitled for 250 additional units had its land sold to a data center developer for $31 million Stanley Martin Homes Land Flip to Amazon, Prince William County, Virginia Residential homebuilder Stanley Martin Homes assembled 270 acres for about $51 million. They flipped most of it to Amazon for $700 million In Suburban Chicago Illinois. Stream Data Centers bought a 55 home subdivision for nearly $1 million per home, demolished the houses, and built a 2.1 million sq ft data center campus This must be stopped. We have starter home affordable crisis already

Wall Street Apes

62,262 Aufrufe • vor 1 Monat

SITUATION EXPLAINED: The anti-data center movement is trying to solve problems that don't exist. Adrian Dittmann: "There are a lot of misunderstandings around what exactly these things are, their environmental impact, why they even have an impact at all." "There's a neighborhood complaining about generator noise. But they actually requested the data center not connect to the local power infrastructure. So now the company has to run generators. The people complaining about the noise created the noise." "The water problem, people don't understand that these are self-contained systems and that these issues are largely 10 to 20 years old. Many of these issues do not even apply anymore." "You can even look this up yourself. The price for electricity because of data center construction has actually gone down because it has forced the energy companies to actually improve the infrastructure, improve the power grid." "Same thing happened with EVs. They said if there's gonna be a million EVs, there's going to be a collapse of the energy infrastructure. You have millions of EVs now. Nothing collapsed."

SITUATION EXPLAINED: The anti-data center movement is trying to solve problems that don't exist. Adrian Dittmann: "There are a lot of misunderstandings around what exactly these things are, their environmental impact, why they even have an impact at all." "There's a neighborhood complaining about generator noise. But they actually requested the data center not connect to the local power infrastructure. So now the company has to run generators. The people complaining about the noise created the noise." "The water problem, people don't understand that these are self-contained systems and that these issues are largely 10 to 20 years old. Many of these issues do not even apply anymore." "You can even look this up yourself. The price for electricity because of data center construction has actually gone down because it has forced the energy companies to actually improve the infrastructure, improve the power grid." "Same thing happened with EVs. They said if there's gonna be a million EVs, there's going to be a collapse of the energy infrastructure. You have millions of EVs now. Nothing collapsed."

MTS

13,833 Aufrufe • vor 20 Tagen

🇨🇳🇺🇸 CHINA'S QUANTUM WARFARE TOOLS ARE ALREADY IN THE FIELD PLA just confirmed they're testing 10+ quantum cyber weapons on actual frontline missions. Not coming soon... happening now. The play: process battlefield data in seconds instead of hours. Mine public internet for military intel faster than anyone can respond. Build navigation systems that work when GPS gets jammed. Speed over firepower is the doctrine shift. While the U.S.'s still analyzing satellite photos, they've already moved forces. They spent a year collecting open-source data and turned it into live battlefield maps. Google-level data mining meets military-grade quantum processing. National University of Defense Technology in Changsha is running the show. Combining quantum + AI + cloud into one integrated system where information control = physical defense. The U.S. is building bigger weapons. China's making faster decisions. Whoever processes data first wins. Source: Science and Technology Daily, Cybernews

🇨🇳🇺🇸 CHINA'S QUANTUM WARFARE TOOLS ARE ALREADY IN THE FIELD PLA just confirmed they're testing 10+ quantum cyber weapons on actual frontline missions. Not coming soon... happening now. The play: process battlefield data in seconds instead of hours. Mine public internet for military intel faster than anyone can respond. Build navigation systems that work when GPS gets jammed. Speed over firepower is the doctrine shift. While the U.S.'s still analyzing satellite photos, they've already moved forces. They spent a year collecting open-source data and turned it into live battlefield maps. Google-level data mining meets military-grade quantum processing. National University of Defense Technology in Changsha is running the show. Combining quantum + AI + cloud into one integrated system where information control = physical defense. The U.S. is building bigger weapons. China's making faster decisions. Whoever processes data first wins. Source: Science and Technology Daily, Cybernews

Mario Nawfal

51,967 Aufrufe • vor 5 Monaten

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

The All-In Podcast

304,297 Aufrufe • vor 7 Monaten

Was very excited about this thoughtful conversation with Jonathan Ehrenfeld, Head of Strategy at Swift. I think it clearly showcases the large benefits of Swift as a private key signing infrastructure, financial standards organization and network for routing key financial messages/information across the capital markets, among many other key services it already provides. It is clear to me that for our industry to go to the next stage, we need to make sure that blockchains become compatible with the existing financial system. Chainlink has a key role to play in making that happen, by simplifying the connectivity of those traditional data, payment and compliance systems into all blockchains, as well as the connectivity of those blockchains between each other. There will continue to be more and more critical data, identity, payment, compliance and other key systems to be integrated into and across blockchains securely, which I feel Chainlink is in a unique position to address in ways no other system can. You can hear my and Jon's views in the full podcast here:

Was very excited about this thoughtful conversation with Jonathan Ehrenfeld, Head of Strategy at Swift. I think it clearly showcases the large benefits of Swift as a private key signing infrastructure, financial standards organization and network for routing key financial messages/information across the capital markets, among many other key services it already provides. It is clear to me that for our industry to go to the next stage, we need to make sure that blockchains become compatible with the existing financial system. Chainlink has a key role to play in making that happen, by simplifying the connectivity of those traditional data, payment and compliance systems into all blockchains, as well as the connectivity of those blockchains between each other. There will continue to be more and more critical data, identity, payment, compliance and other key systems to be integrated into and across blockchains securely, which I feel Chainlink is in a unique position to address in ways no other system can. You can hear my and Jon's views in the full podcast here:

Sergey Nazarov

52,040 Aufrufe • vor 1 Jahr

🚨 JUST IN: President Trump has just announced an agreement with tech companies REQUIRING THEM to fully cover the cost of increased electricity production required for their data centers This has been a HUGE worry of Americans worried about their electric bills spiking as more and more data centers are built, so Trump stepped in. Trump says the new electricity generated from plants built by big tech firms will actually DRIVE DOWN energy prices for consumers, as excess power will go back into the grid. "This is an HISTORIC win for countless American families and will also make our electricity grids stronger and more resilient than ever before." "They will be getting a lot of excess electricity for the data centers where they build their own plants." "It's actually going to mean the prices come DOWN."

🚨 JUST IN: President Trump has just announced an agreement with tech companies REQUIRING THEM to fully cover the cost of increased electricity production required for their data centers This has been a HUGE worry of Americans worried about their electric bills spiking as more and more data centers are built, so Trump stepped in. Trump says the new electricity generated from plants built by big tech firms will actually DRIVE DOWN energy prices for consumers, as excess power will go back into the grid. "This is an HISTORIC win for countless American families and will also make our electricity grids stronger and more resilient than ever before." "They will be getting a lot of excess electricity for the data centers where they build their own plants." "It's actually going to mean the prices come DOWN."

Nick Sortor

711,162 Aufrufe • vor 4 Monaten

IN NEWS: Mariana Minerals raises a Series A led by a16z bringing its total funding to $85M. Mariana coins itself as the world’s only software-first, vertically integrated minerals developer, using an AI platform to turn every step, from discovery to refining, into a live, data-driven system. The team’s goal is to shrink a mine’s usual 12-year runway to “10 critical-mineral projects in 10 years,” starting with lithium, copper, and nickel sites already underway in the U.S. We spoke with Turner Caldwell about the mineral exploration and production process. "I think what we're missing is folks that are focused on condensing the timelines from when you have discovered something to when it is actually producing."

IN NEWS: Mariana Minerals raises a Series A led by a16z bringing its total funding to $85M. Mariana coins itself as the world’s only software-first, vertically integrated minerals developer, using an AI platform to turn every step, from discovery to refining, into a live, data-driven system. The team’s goal is to shrink a mine’s usual 12-year runway to “10 critical-mineral projects in 10 years,” starting with lithium, copper, and nickel sites already underway in the U.S. We spoke with Turner Caldwell about the mineral exploration and production process. "I think what we're missing is folks that are focused on condensing the timelines from when you have discovered something to when it is actually producing."

TBPN

39,656 Aufrufe • vor 11 Monaten

Asked Chris Finch about the adjustment in Mike Conley's role this season and what that process has been like. In his answer he talked a bit about the rotation big picture "We're getting up to the point here where we might even shrink the rotation a little bit smaller, and then everybody (who plays) minutes will level out". For context, the Wolves have been playing a 10-man rotation for most of the season, but with the 9th and 10th guys often playing between 4 and 8 total minutes. So I read that as the leveling out coming in the form of removing one guy so everyone who plays is receiving 10+ minutes a night. These were the 10 players who played tonight while the Wolves were at full-strength Gobert Randle McDaniels (got hurt tonight) Edwards DiVincenzo Reid Conley Hyland Shannon Clark (Rob Dillingham has not been in the 10-man rotation of late when the Wolves are at full-strength.)

Asked Chris Finch about the adjustment in Mike Conley's role this season and what that process has been like. In his answer he talked a bit about the rotation big picture "We're getting up to the point here where we might even shrink the rotation a little bit smaller, and then everybody (who plays) minutes will level out". For context, the Wolves have been playing a 10-man rotation for most of the season, but with the 9th and 10th guys often playing between 4 and 8 total minutes. So I read that as the leveling out coming in the form of removing one guy so everyone who plays is receiving 10+ minutes a night. These were the 10 players who played tonight while the Wolves were at full-strength Gobert Randle McDaniels (got hurt tonight) Edwards DiVincenzo Reid Conley Hyland Shannon Clark (Rob Dillingham has not been in the 10-man rotation of late when the Wolves are at full-strength.)

Dane Moore

14,193 Aufrufe • vor 6 Monaten

Today we’re announcing a new product for warfighters and first responders: Astranis Vanguard. A fully air-gapped, rapidly deployable network using a dedicated satellite. In partnership with Persistent Systems, Kymeta, and Satcube. And we’ve demonstrated this capability using an operational, on-orbit satellite asset. Astranis Vanguard offers both defense and commercial customers the ability to quickly and easily spin up a resilient, self‑forming network capable of voice, video, and broadband data. For defense missions, Vanguard allows operators to sustain command‑and‑control and situational awareness in austere or contested environments. Dismounted or mounted teams can deploy mobile terminals to extend connectivity beyond line-of-sight, all without reliance on a central hub or existing infrastructure. For commercial and public safety users, Vanguard offers a method to rapidly restore or extend coverage. First responders can stand up connectivity within minutes after severe weather or wildfires, enabling push‑to‑talk, live drone feeds, and data sharing for incident command. And industrial operators in the energy, mining, rail, and maritime industries can use the system to link remote crews and equipment where cellular access is sparse or unavailable. The live demonstration proved out this capability with: ‣ an operational Astranis satellite in geostationary orbit (GEO), with connectivity managed using the satellite’s onboard software-defined radio ‣ a Mobile Ad-Hoc Network (MANET) with Persistent Systems MPU5 broadband radios, using that network to share video feeds, comms, and IP traffic ‣ Flat-panel user terminals by Satcube (for communications on the pause) and Kymeta (for communications on-the-move), connecting directly to the Astranis satellite to provide backhaul and extend the network beyond line of sight This is real equipment that is already deployed all over the world with warfighters, first responders, and a wide array of enterprise customers. In industries that care about mobility and security like oil & gas. Astranis Vanguard is a big deal. It’s a capability that customers have long asked us for. It was only made possible due to our collaboration with Kymeta, Persistent Systems, and Satcube, and we’re excited to roll it out to our existing and future customers.

Today we’re announcing a new product for warfighters and first responders: Astranis Vanguard. A fully air-gapped, rapidly deployable network using a dedicated satellite. In partnership with Persistent Systems, Kymeta, and Satcube. And we’ve demonstrated this capability using an operational, on-orbit satellite asset. Astranis Vanguard offers both defense and commercial customers the ability to quickly and easily spin up a resilient, self‑forming network capable of voice, video, and broadband data. For defense missions, Vanguard allows operators to sustain command‑and‑control and situational awareness in austere or contested environments. Dismounted or mounted teams can deploy mobile terminals to extend connectivity beyond line-of-sight, all without reliance on a central hub or existing infrastructure. For commercial and public safety users, Vanguard offers a method to rapidly restore or extend coverage. First responders can stand up connectivity within minutes after severe weather or wildfires, enabling push‑to‑talk, live drone feeds, and data sharing for incident command. And industrial operators in the energy, mining, rail, and maritime industries can use the system to link remote crews and equipment where cellular access is sparse or unavailable. The live demonstration proved out this capability with: ‣ an operational Astranis satellite in geostationary orbit (GEO), with connectivity managed using the satellite’s onboard software-defined radio ‣ a Mobile Ad-Hoc Network (MANET) with Persistent Systems MPU5 broadband radios, using that network to share video feeds, comms, and IP traffic ‣ Flat-panel user terminals by Satcube (for communications on the pause) and Kymeta (for communications on-the-move), connecting directly to the Astranis satellite to provide backhaul and extend the network beyond line of sight This is real equipment that is already deployed all over the world with warfighters, first responders, and a wide array of enterprise customers. In industries that care about mobility and security like oil & gas. Astranis Vanguard is a big deal. It’s a capability that customers have long asked us for. It was only made possible due to our collaboration with Kymeta, Persistent Systems, and Satcube, and we’re excited to roll it out to our existing and future customers.

John Gedmark

74,510 Aufrufe • vor 8 Monaten