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Novogratz: Galaxy is building what will be the largest single-campus data center in America - 1.6 gigawatts in West Texas. "We've already leased out half of that" with the rest likely gone by summer. And crucially, they hand the shell to clients: "They put up the chips inside it,...

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Milk Road

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19,439 просмотров • 2 месяцев назад •via X (Twitter)

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Mike Novogratz: "If SpaceX is higher than $1.75T by the end of the year, the S&P will hit 8,000." "And if SpaceX is back to a trillion, we will have seen 'oh sh*t - that was the top!'" FT Anthony Scaramucci @Novogratz All Things Markets SkyBridge SALT.
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Mike Novogratz: "If SpaceX is higher than $1.75T by the end of the year, the S&P will hit 8,000." "And if SpaceX is back to a trillion, we will have seen 'oh sh*t - that was the top!'" FT Anthony Scaramucci @Novogratz All Things Markets SkyBridge SALT.

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Bitcoin traded down 50%+ even as the dollar debased wildly. What happened? Novogratz: "It just lost its sponsorship and narrative." AI sucked all the energy out of the room. "Anything that's not memory or part of this AI food chain - no one cares about." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge SALT.
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Bitcoin traded down 50%+ even as the dollar debased wildly. What happened? Novogratz: "It just lost its sponsorship and narrative." AI sucked all the energy out of the room. "Anything that's not memory or part of this AI food chain - no one cares about." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge SALT.

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170,649 просмотров • 2 месяцев назад

"GALAXY IS BUILDING WHAT WILL BE THE LARGEST SINGLE CAMPUS DATA CENTER IN AMERICA" "KNOCK ON WOOD, BY THE 4TH OF JULY WE WILL HAVE LEASED OUT — OR CERTAINLY BY SUMMER’S END WE WILL HAVE LEASED THE FULL 1.6GW" $GLXY
1:46

"GALAXY IS BUILDING WHAT WILL BE THE LARGEST SINGLE CAMPUS DATA CENTER IN AMERICA" "KNOCK ON WOOD, BY THE 4TH OF JULY WE WILL HAVE LEASED OUT — OR CERTAINLY BY SUMMER’S END WE WILL HAVE LEASED THE FULL 1.6GW" $GLXY

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86,684 просмотров • 2 месяцев назад

Scaramucci: 67% of college students view socialism neutrally or positively. "You have to be a little bit alarmed by it (I guess we're getting old?)" Novogratz: "Pure socialism, we're going to sink." "But unbridled capitalism, the way we're actually doing it right now, is also going to break the country." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
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Scaramucci: 67% of college students view socialism neutrally or positively. "You have to be a little bit alarmed by it (I guess we're getting old?)" Novogratz: "Pure socialism, we're going to sink." "But unbridled capitalism, the way we're actually doing it right now, is also going to break the country." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

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24,104 просмотров • 2 месяцев назад

Novogratz: If you put Saylor on a lie detector, he'd pass. "Michael believes Bitcoin is one of the great inventions ever made... and that this thing is still destined for a million." The difference between Saylor and other big-name market analysts? "We're probability basing things. We're not religious. He's religious." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
0:52

Novogratz: If you put Saylor on a lie detector, he'd pass. "Michael believes Bitcoin is one of the great inventions ever made... and that this thing is still destined for a million." The difference between Saylor and other big-name market analysts? "We're probability basing things. We're not religious. He's religious." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

Milk Road

58,682 просмотров • 2 месяцев назад

SpaceX's IPO is the biggest in history - by a factor of three. ... but Mike Novogratz is nervous. "I worry because sometimes this is how great markets end. The Palm IPO was right at the end of the internet bubble." The question is whether the SpaceX moment is a celebration or a warning sign. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
1:10

SpaceX's IPO is the biggest in history - by a factor of three. ... but Mike Novogratz is nervous. "I worry because sometimes this is how great markets end. The Palm IPO was right at the end of the internet bubble." The question is whether the SpaceX moment is a celebration or a warning sign. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

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18,559 просмотров • 2 месяцев назад

Scaramucci: Trump accounts (investment accounts seeded at birth) might be the best policy idea this administration has had. Michael Dell kicked in $5B to jumpstart it. Galaxy pledged one for every employee. Novogratz says the real power is compounding: "All of a sudden you're 13 or 14 years old and you have a nest egg." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
1:52

Scaramucci: Trump accounts (investment accounts seeded at birth) might be the best policy idea this administration has had. Michael Dell kicked in $5B to jumpstart it. Galaxy pledged one for every employee. Novogratz says the real power is compounding: "All of a sudden you're 13 or 14 years old and you have a nest egg." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

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35,829 просмотров • 1 месяц назад

Scott Bessent had a plan to fix America's debt trajectory... Mike Novogratz: "He has failed miserably on his plan so far. The deficit is larger than it was when we started. Inflation is higher." And Ray Dalio thinks it may already be too late entirely. "There's no coming back" FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
1:26

Scott Bessent had a plan to fix America's debt trajectory... Mike Novogratz: "He has failed miserably on his plan so far. The deficit is larger than it was when we started. Inflation is higher." And Ray Dalio thinks it may already be too late entirely. "There's no coming back" FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

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34,972 просмотров • 2 месяцев назад

Novogratz lobbies DC every week trying to get crypto legislation passed - and he keeps almost getting there. His message to Democrats: "[If] the administration wants to be corrupt, they can be corrupt. There's nothing you can do to stop it." Plug your nose and pass the bill anyway. It's good for America, good for the industry, and gets crypto off their plate entirely. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge SALT.
2:08

Novogratz lobbies DC every week trying to get crypto legislation passed - and he keeps almost getting there. His message to Democrats: "[If] the administration wants to be corrupt, they can be corrupt. There's nothing you can do to stop it." Plug your nose and pass the bill anyway. It's good for America, good for the industry, and gets crypto off their plate entirely. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge SALT.

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11,812 просмотров • 2 месяцев назад

Novogratz: Jane Street makes more than Goldman Sachs with 1/120th the people - quarter after quarter after quarter. The AI-driven trading firm thesis already played out. "They've been doing this for 15 years and they've been winning." Now that same disruption is going businesswide. (The question is just how fast it morphs) FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
1:44

Novogratz: Jane Street makes more than Goldman Sachs with 1/120th the people - quarter after quarter after quarter. The AI-driven trading firm thesis already played out. "They've been doing this for 15 years and they've been winning." Now that same disruption is going businesswide. (The question is just how fast it morphs) FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

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54,163 просмотров • 1 месяц назад

Novogratz: Everything FEELS like a bubble, but the companies are printing money because the technology is genuinely transformational. "The S&P less the mag seven... it doesn't look really good at all. And so that's a warning sign." But the supply chains are tight, chips are scarce, and Nvidia keeps crushing numbers. The inflection point is coming - it's just nobody knows when. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
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Novogratz: Everything FEELS like a bubble, but the companies are printing money because the technology is genuinely transformational. "The S&P less the mag seven... it doesn't look really good at all. And so that's a warning sign." But the supply chains are tight, chips are scarce, and Nvidia keeps crushing numbers. The inflection point is coming - it's just nobody knows when. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

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53,883 просмотров • 1 месяц назад

Mike Novogratz: The US is only 6 to 12 months ahead of China in AI - and the pressure NOT to slow down is enormous. A co-founder of one of the big LLMs told Novogratz just 2 days ago: "We're now really thinking early '28, where we get recursive AI models that can create their own AI models." "That was such a sci-fi idea 5 years ago, and now we're 18 months from it." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
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Mike Novogratz: The US is only 6 to 12 months ahead of China in AI - and the pressure NOT to slow down is enormous. A co-founder of one of the big LLMs told Novogratz just 2 days ago: "We're now really thinking early '28, where we get recursive AI models that can create their own AI models." "That was such a sci-fi idea 5 years ago, and now we're 18 months from it." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

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Novogratz: The US budget is never getting balanced. The only hope? AI saves us from ourselves. "We need to pray that AI is so good it brings rates back to 3%" Even then, the budget still won't balance, but at least the debt acceleration "won't kill us." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
0:56

Novogratz: The US budget is never getting balanced. The only hope? AI saves us from ourselves. "We need to pray that AI is so good it brings rates back to 3%" Even then, the budget still won't balance, but at least the debt acceleration "won't kill us." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

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15,825 просмотров • 25 дней назад

Novogratz: The market wants to force Saylor's hand - but they're going to be disappointed. "He can sit and do nothing and be fine. He's not a force seller of Bitcoin anytime soon." "He has plenty of cash to pay his dividends (for a while) and wait." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
1:03

Novogratz: The market wants to force Saylor's hand - but they're going to be disappointed. "He can sit and do nothing and be fine. He's not a force seller of Bitcoin anytime soon." "He has plenty of cash to pay his dividends (for a while) and wait." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

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26,782 просмотров • 1 месяц назад

Novogratz: The Anthropic IPO is coming - and it will be "as frantic, crazy an IPO as SpaceX was." SpaceX came in at $135, ran to $210, now back to $134. (And that's before any insider has sold a single share) "We start getting liquidity on that thing in a month." It feels priced to perfection. "I'd rather be on the sidelines of this one unless it really corrects" FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
1:31

Novogratz: The Anthropic IPO is coming - and it will be "as frantic, crazy an IPO as SpaceX was." SpaceX came in at $135, ran to $210, now back to $134. (And that's before any insider has sold a single share) "We start getting liquidity on that thing in a month." It feels priced to perfection. "I'd rather be on the sidelines of this one unless it really corrects" FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

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45,602 просмотров • 1 месяц назад

Mike Novogratz: The US has $40T of debt and there's only one way out. "The only way we deal with that debt is to inflate it away. Period. End of story." Run 4% inflation while convincing markets you're targeting 2%. Do that for 10 years and you've erased 30% of real debt. The danger is that people could lose confidence, and 4% becomes 14% or 40% - wiping out debt AND wealth simultaneously. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
1:43

Mike Novogratz: The US has $40T of debt and there's only one way out. "The only way we deal with that debt is to inflate it away. Period. End of story." Run 4% inflation while convincing markets you're targeting 2%. Do that for 10 years and you've erased 30% of real debt. The danger is that people could lose confidence, and 4% becomes 14% or 40% - wiping out debt AND wealth simultaneously. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

Milk Road

306,031 просмотров • 2 месяцев назад

With $40T in debt, Novogratz says there's really only one playbook left. "What you really need to do when you got 40 trillion dollars of debt is constantly have inflation a little higher than people are comfortable with." "(But not accelerating higher.)" Run 4% inflation while the economy grows and you slowly eat the debt away. "Unfortunately it's the only thing that works." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
1:30

With $40T in debt, Novogratz says there's really only one playbook left. "What you really need to do when you got 40 trillion dollars of debt is constantly have inflation a little higher than people are comfortable with." "(But not accelerating higher.)" Run 4% inflation while the economy grows and you slowly eat the debt away. "Unfortunately it's the only thing that works." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

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36,142 просмотров • 2 месяцев назад

Google just posted negative free cash flow for the first time since its 2004 IPO - is this the beginning of an AI capex reckoning? Novogratz: There will absolutely be wasted CapEx - not everyone wins. "Gary Winick changed the way we live by laying all that fiber between continents, and his company went out of business, and we all use his fiber." Creative destruction is coming. The infrastructure gets built. Some of the builders go bust. That's just how it works. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
1:51

Google just posted negative free cash flow for the first time since its 2004 IPO - is this the beginning of an AI capex reckoning? Novogratz: There will absolutely be wasted CapEx - not everyone wins. "Gary Winick changed the way we live by laying all that fiber between continents, and his company went out of business, and we all use his fiber." Creative destruction is coming. The infrastructure gets built. Some of the builders go bust. That's just how it works. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

Milk Road

17,431 просмотров • 25 дней назад

Novogratz: The single number you need on your screen right now is the 10-year Treasury yield. "4 to 4 and a half, 4 to 460, fine zone. We start going to 470 to 520, not a fine zone. And if it's going there quickly, really bad." The US has $41T in national debt that's accelerating. That's why Trump and Bessent want short rates back to zero - they pay a lot financing that debt. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge. Follow for more: Milk Road
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Novogratz: The single number you need on your screen right now is the 10-year Treasury yield. "4 to 4 and a half, 4 to 460, fine zone. We start going to 470 to 520, not a fine zone. And if it's going there quickly, really bad." The US has $41T in national debt that's accelerating. That's why Trump and Bessent want short rates back to zero - they pay a lot financing that debt. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge. Follow for more: Milk Road

Milk Road

16,953 просмотров • 4 дней назад

Novogratz: Why does capitalism keep beating centrally planned economies? Obsession. "Sam Altman goes to bed every night thinking how he's going to beat senseless Dario and Elon Musk and Mark Zuckerberg and the Google team." That competitive fire is what drives the cutting edge forward. Novogratz saw the same thing in crypto - dozens of blockchains doing broadly the same thing felt wasteful... But you "kind of can't have it both ways." Economic incentive + bragging rights + winning... that's the engine. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
1:07

Novogratz: Why does capitalism keep beating centrally planned economies? Obsession. "Sam Altman goes to bed every night thinking how he's going to beat senseless Dario and Elon Musk and Mark Zuckerberg and the Google team." That competitive fire is what drives the cutting edge forward. Novogratz saw the same thing in crypto - dozens of blockchains doing broadly the same thing felt wasteful... But you "kind of can't have it both ways." Economic incentive + bragging rights + winning... that's the engine. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

Milk Road

22,301 просмотров • 25 дней назад