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Today we're launching Iris, the financial network telecom operators plug into to earn on what they already own. Operators built the roads the digital economy runs on. Everyone else got rich building the city on top. From 2012 through 2025, traffic on operator networks grew more than 50% a... year. Operator revenue grew about 1%. The companies on top took the difference. Operators own what those companies pay dearly for: distribution, the billing relationship, daily engagement. And money already runs through all of it, in subscriber payments, top-ups, advertising and settlement. Iris sits underneath all of it. Same business, new revenue, settled in dollars. Iris runs the rails. The operator keeps the economics. VIVA, a licensed carrier in Bolivia, is the first operator live on Iris. Real transactions, settled in USDi, operating reserves held in dollars. Until now, operators built everything and kept almost none of the value. Now they build almost nothing and keep almost all of it.show more

Iris Network

2,260 subscribers

30,295 Aufrufe • vor 25 Tagen •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

15 Kommentare

Profilbild von Avalanche🔺

Avalanche🔺vor 25 Tagen

👏👏👏

Profilbild von Iris Network

Iris Networkvor 25 Tagen

Why we built it, from our CEO @julesemiller:

Profilbild von Yoav Tietz

Yoav Tietzvor 25 Tagen

Huge! The new era of superapps just started.

Profilbild von Scott Friedman 🎗️

Scott Friedman 🎗️vor 25 Tagen

👀

Profilbild von Kevin Lehtiniitty

Kevin Lehtiniittyvor 25 Tagen

🔥

Profilbild von 𝐀𝐦𝐞𝐥𝐞𝐰𝐚

𝐀𝐦𝐞𝐥𝐞𝐰𝐚vor 24 Tagen

Wow, you’re building something really interesting here, big ups Iris 🫡

Profilbild von Crypto hubspot

Crypto hubspotvor 25 Tagen

operators already have the users... makes sense

Profilbild von D LOCOS🐍

D LOCOS🐍vor 25 Tagen

Wow 👏👏👏👏👏

Profilbild von Jasper Holly

Jasper Hollyvor 25 Tagen

the traffic vs revenue gap is wild

Profilbild von Roberto

Robertovor 25 Tagen

VIVA going live already, thats not just a deck

Profilbild von Mario Maurio

Mario Mauriovor 25 Tagen

The eye pic is unsettling but ok

Profilbild von merry go

merry govor 25 Tagen

telcos finally getting a piece of the upside

Profilbild von Budisa1278

Budisa1278vor 23 Tagen

very well

Profilbild von Carmen Sims

Carmen Simsvor 25 Tagen

Finally someone building for the operators not around them

Profilbild von @FarmTheDip8

@FarmTheDip8vor 25 Tagen

turning existing telecom relationships into financial distribution is a serious opportunity

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"What Iris allows the telecom operators to do is take back that growth and build it themselves. They built the roads, and now they can build the cities on top that others are building." -Jules Miller ✨, Iris CEO (via @TheRollUpCo)

"What Iris allows the telecom operators to do is take back that growth and build it themselves. They built the roads, and now they can build the cities on top that others are building." -Jules Miller ✨, Iris CEO (via @TheRollUpCo)

Iris Network

12,929 Aufrufe • vor 23 Tagen

Power to the Operators! Today at Dirac we’re excited to announce the launch of a new module for BuildOS: Operator+. Most manufacturing facilities in the U.S. still run on paper instructions — if they have them at all. They’re usually outdated, missing half the requirements, and don’t give you the ability to have traceability or a way for operators and technicians to give any structured feedback. Context is king. With BuildOS, we’ve already made it easy to generate clean, structured instructions straight from CAD — with animations, required tools, part callouts, and revision control built in. That alone is a huge unlock for manufacturing teams. But those instructions are only as good as what happens on the floor. Operator+ is our way of finally closing the gap. Operators now have a hand in the production planning process – they can suggest edits, automatically run time studies, log traceability information, flag non-conformance, stay fully in sync with the latest revision, and much more. Operator+ a massive step toward making the shop floor as modern and as connected as the design side. Today, we’re bringing Power to the Operator.

Power to the Operators! Today at Dirac we’re excited to announce the launch of a new module for BuildOS: Operator+. Most manufacturing facilities in the U.S. still run on paper instructions — if they have them at all. They’re usually outdated, missing half the requirements, and don’t give you the ability to have traceability or a way for operators and technicians to give any structured feedback. Context is king. With BuildOS, we’ve already made it easy to generate clean, structured instructions straight from CAD — with animations, required tools, part callouts, and revision control built in. That alone is a huge unlock for manufacturing teams. But those instructions are only as good as what happens on the floor. Operator+ is our way of finally closing the gap. Operators now have a hand in the production planning process – they can suggest edits, automatically run time studies, log traceability information, flag non-conformance, stay fully in sync with the latest revision, and much more. Operator+ a massive step toward making the shop floor as modern and as connected as the design side. Today, we’re bringing Power to the Operator.

Fil Aronshtein

11,283 Aufrufe • vor 1 Jahr

been playing with whop's new blueprints feature and a part of it changes the whole math on starting a business.. a blueprint is a full business ready to run. not a template you fill in. the actual site, the checkout, tracking, the whop pixel, analytics, all of it live from the first second. you pick a bluepint, name it and deploy, that's it. you're on a .whop.app url taking real payments with nothing left to wire up. i deployed one in the time it takes to read this and these aren't thin little landing pages. multi-page sites, customer accounts, carts, booking, subscriptions, reviews, checkout. full commercial sites out of the box, hosted on Whop for free. the analytics sit in the same dashboard. traffic, conversions, revenue, MRR, churn, ad spend, all in one place,you deploy and you can already see everything. but here's the part that actually that got me invested into it. instead of just building and deploying blueprints, it has other features in-built which can make the whole process easier and every business that gets onboarded through a blueprint you built earns you 10% of whop's gross profit from that business. recurring, per business, for as long as they run. so building a blueprint is its own business. you build one for a niche, put it out there, and every business that runs on it keeps paying you while you do nothing. i spent years thinking distribution was the hard part. build a good blueprint and the distribution is the business.

been playing with whop's new blueprints feature and a part of it changes the whole math on starting a business.. a blueprint is a full business ready to run. not a template you fill in. the actual site, the checkout, tracking, the whop pixel, analytics, all of it live from the first second. you pick a bluepint, name it and deploy, that's it. you're on a .whop.app url taking real payments with nothing left to wire up. i deployed one in the time it takes to read this and these aren't thin little landing pages. multi-page sites, customer accounts, carts, booking, subscriptions, reviews, checkout. full commercial sites out of the box, hosted on Whop for free. the analytics sit in the same dashboard. traffic, conversions, revenue, MRR, churn, ad spend, all in one place,you deploy and you can already see everything. but here's the part that actually that got me invested into it. instead of just building and deploying blueprints, it has other features in-built which can make the whole process easier and every business that gets onboarded through a blueprint you built earns you 10% of whop's gross profit from that business. recurring, per business, for as long as they run. so building a blueprint is its own business. you build one for a niche, put it out there, and every business that runs on it keeps paying you while you do nothing. i spent years thinking distribution was the hard part. build a good blueprint and the distribution is the business.

Sulfur

42,267 Aufrufe • vor 1 Monat

Base has been home since 2024. We're building the world's largest decentralized telecom network and it settles to Base. Users can join the global telecom sharing economy, entirely onchain on Base in all aspects of our network. 3M+ daily active users utilize our network, and as we enter the next phase of scaling this video showcases what World Mobile already does on Base: Privacy First cellular phone plans, the first ones that pay you back, owning the core infrastructure of the network and earning rewards in stables, building the network, all transactions onchain settling to base and empowering base native communities like TOSHI We are spearheading the push for global adoption of a new onchain economy, built by all of us for all of us. World Mobile is live on Base

Base has been home since 2024. We're building the world's largest decentralized telecom network and it settles to Base. Users can join the global telecom sharing economy, entirely onchain on Base in all aspects of our network. 3M+ daily active users utilize our network, and as we enter the next phase of scaling this video showcases what World Mobile already does on Base: Privacy First cellular phone plans, the first ones that pay you back, owning the core infrastructure of the network and earning rewards in stables, building the network, all transactions onchain settling to base and empowering base native communities like TOSHI We are spearheading the push for global adoption of a new onchain economy, built by all of us for all of us. World Mobile is live on Base

World Mobile

21,566 Aufrufe • vor 6 Monaten

📊 Brad Gerstner on the single number the entire AI trade now hinges on: "This is the single most important data point in the market today: is Anthropic's monthly revenue, is OpenAI's monthly revenue, going to be $4 billion or $8 billion? It's almost hard to get your head around. Most of us who've been in venture capital for a long time, if you got to a billion dollars in software revenue over four or five years, you were in the top 5% of software companies. But this is what the world is now pricing in." — Brad Gerstner, Founder and CEO of Altimeter Capital, at the All-in Summit.

📊 Brad Gerstner on the single number the entire AI trade now hinges on: "This is the single most important data point in the market today: is Anthropic's monthly revenue, is OpenAI's monthly revenue, going to be $4 billion or $8 billion? It's almost hard to get your head around. Most of us who've been in venture capital for a long time, if you got to a billion dollars in software revenue over four or five years, you were in the top 5% of software companies. But this is what the world is now pricing in." — Brad Gerstner, Founder and CEO of Altimeter Capital, at the All-in Summit.

bg2clips

33,904 Aufrufe • vor 24 Tagen

Kimi K3 dropped 3 days ago and i already used it to build my own PUBG the model that just took the number one coding spot on earth and it runs on a free tier no team no engine i just fed it free open models and assets that are already public and told it what i wanted it built the entire game itself the shooting the recoil the hit detection all of it came straight out of the model i barely wrote a line what youre watching here is the deathmatch mode and its already live battle royale is next im deep in it and the graphics get reworked right after i know it looks raw right now i wont pretend otherwise but the endgame is a build that runs perfect on phones and the moment its on mobile you drop ads in and it earns on its own the part that still gets me is my whole cost for this was a single subscription

Kimi K3 dropped 3 days ago and i already used it to build my own PUBG the model that just took the number one coding spot on earth and it runs on a free tier no team no engine i just fed it free open models and assets that are already public and told it what i wanted it built the entire game itself the shooting the recoil the hit detection all of it came straight out of the model i barely wrote a line what youre watching here is the deathmatch mode and its already live battle royale is next im deep in it and the graphics get reworked right after i know it looks raw right now i wont pretend otherwise but the endgame is a build that runs perfect on phones and the moment its on mobile you drop ads in and it earns on its own the part that still gets me is my whole cost for this was a single subscription

savip.

68,984 Aufrufe • vor 2 Monaten

“There is no competitor to ServiceTitan until the demo I saw from you guys today.” I got that DM this week from an owner who runs three home services brands. He sent it a few hours after seeing what we’ve been building. We started building AI agents three years ago with a text agent that captured leads and booked jobs. As we kept building, we learned that the system underneath the agent determined how much work the agent could do. Traditional systems of record were built for people clicking through workflows and entering data. An agent sitting on top of one faces major constraints on how much work it can complete. We wanted agents to run workflows from beginning to end, so we built the FSM around them. Larry was our first AI Employee. Because he operates inside our system, he can answer the call, book the job and put it directly on the dispatch board. An AI sitting on top of a traditional system might answer the same call, but often has to hand the rest back to the office staff. In a busy business with thousands of customer interactions, the difference between completing half the work and all of it is massive. Then we started thinking about how AI could impact the entire operation. That led us to build Operator, an orchestrator agent that can work across the schedule, jobs, invoices, payments, customer records and years of conversations. Business owners can give it work in plain English and let it carry that work across the system. As customers have started using Operator, they’ve realized they can ask it to do almost anything. One customer had 2,010 rows of equipment sitting in a spreadsheet. Operator went through the entire file, identified 78 rows that were air filter sizes instead of equipment, and attached the remaining 1,931 units to the correct customer properties. Now when a tech shows up, they already know what equipment is at the house. You can tell Operator: “Here’s our equipment list. Put every unit on the right customer record.” Another owner wanted a price book built from his own history. Operator read 455 past invoices and turned 306 free-text line items into a catalog organized around the work his company performs. He asked: “Read our past invoices and turn them into a starter price list.” One HVAC owner got access before our demo call. He asked Operator who owed him money that day and had payment reminders going out before we got on the phone. This is where we think AI is headed. You tell it what you need done, and it works across your business until the job is finished. If you want to see it, DM me.

“There is no competitor to ServiceTitan until the demo I saw from you guys today.” I got that DM this week from an owner who runs three home services brands. He sent it a few hours after seeing what we’ve been building. We started building AI agents three years ago with a text agent that captured leads and booked jobs. As we kept building, we learned that the system underneath the agent determined how much work the agent could do. Traditional systems of record were built for people clicking through workflows and entering data. An agent sitting on top of one faces major constraints on how much work it can complete. We wanted agents to run workflows from beginning to end, so we built the FSM around them. Larry was our first AI Employee. Because he operates inside our system, he can answer the call, book the job and put it directly on the dispatch board. An AI sitting on top of a traditional system might answer the same call, but often has to hand the rest back to the office staff. In a busy business with thousands of customer interactions, the difference between completing half the work and all of it is massive. Then we started thinking about how AI could impact the entire operation. That led us to build Operator, an orchestrator agent that can work across the schedule, jobs, invoices, payments, customer records and years of conversations. Business owners can give it work in plain English and let it carry that work across the system. As customers have started using Operator, they’ve realized they can ask it to do almost anything. One customer had 2,010 rows of equipment sitting in a spreadsheet. Operator went through the entire file, identified 78 rows that were air filter sizes instead of equipment, and attached the remaining 1,931 units to the correct customer properties. Now when a tech shows up, they already know what equipment is at the house. You can tell Operator: “Here’s our equipment list. Put every unit on the right customer record.” Another owner wanted a price book built from his own history. Operator read 455 past invoices and turned 306 free-text line items into a catalog organized around the work his company performs. He asked: “Read our past invoices and turn them into a starter price list.” One HVAC owner got access before our demo call. He asked Operator who owed him money that day and had payment reminders going out before we got on the phone. This is where we think AI is headed. You tell it what you need done, and it works across your business until the job is finished. If you want to see it, DM me.

Eric Rea

17,070 Aufrufe • vor 1 Monat

UNPOPULAR OPINION: ETHEREUM HITS $10,000 THIS CYCLE. Not from here in a straight line. Nothing works like that. $ETH is at $1,891. The road runs through $2,200, then $4,000, then $5,100. Every one of those has to break before the number above it means anything. ETH held this floor in 2024 and ran 169%. It held again in 2025 and ran 227%. And the base is not empty: more than half of all tokenized real world asset value sits on Ethereum. The money already moved. The price hasn't noticed. Lose $1,500 on a weekly close and this road is closed.

UNPOPULAR OPINION: ETHEREUM HITS $10,000 THIS CYCLE. Not from here in a straight line. Nothing works like that. $ETH is at $1,891. The road runs through $2,200, then $4,000, then $5,100. Every one of those has to break before the number above it means anything. ETH held this floor in 2024 and ran 169%. It held again in 2025 and ran 227%. And the base is not empty: more than half of all tokenized real world asset value sits on Ethereum. The money already moved. The price hasn't noticed. Lose $1,500 on a weekly close and this road is closed.

Merlijn The Trader

61,843 Aufrufe • vor 1 Monat

These three almost won it all last season... Now, a year later, trekking the same path, what they got to say? The full episode of Off Top with Ari Chambers and the Minnesota Lynx available NOW on the WNBA App + YouTube 📲

These three almost won it all last season... Now, a year later, trekking the same path, what they got to say? The full episode of Off Top with Ari Chambers and the Minnesota Lynx available NOW on the WNBA App + YouTube 📲

WNBA

48,200 Aufrufe • vor 1 Jahr

ANTHROPIC LEAKED A $4.2M FILE WHERE 4 AGENTS BUILD THE JEV SYSTEM IN 60 MINUTES, DOING $100K A MONTH four agents cost $0, and the system they assemble in an hour generates $100K a month scout → builder → critic → operator → JEV every agent is pinned to one exact model version, and none of them runs on "latest" the scout on Haiku 4.5 reads the market, the builder on Sonnet 5 builds everything, the critic on Opus 5 decides what ships the operator runs Haiku through the batch API at half price - the one agent that never has to hurry the builder takes 59% of the whole hour, because it's the one writing, and writing costs 5x more than reading short answers are cheap answers - and the whole economics rests on that one rule pin the versions in ROOT.md and next month JEV behaves exactly the same point it at "latest" and the model underneath updates quietly, no error, and the answers start to drift $100K a month is 334 customers at $299 four versions, one system - pin them and JEV stays JEV save this and paste it into Claude Code - let it build you these 4 agents ↓

ANTHROPIC LEAKED A $4.2M FILE WHERE 4 AGENTS BUILD THE JEV SYSTEM IN 60 MINUTES, DOING $100K A MONTH four agents cost $0, and the system they assemble in an hour generates $100K a month scout → builder → critic → operator → JEV every agent is pinned to one exact model version, and none of them runs on "latest" the scout on Haiku 4.5 reads the market, the builder on Sonnet 5 builds everything, the critic on Opus 5 decides what ships the operator runs Haiku through the batch API at half price - the one agent that never has to hurry the builder takes 59% of the whole hour, because it's the one writing, and writing costs 5x more than reading short answers are cheap answers - and the whole economics rests on that one rule pin the versions in ROOT.md and next month JEV behaves exactly the same point it at "latest" and the model underneath updates quietly, no error, and the answers start to drift $100K a month is 334 customers at $299 four versions, one system - pin them and JEV stays JEV save this and paste it into Claude Code - let it build you these 4 agents ↓

Sprytix

37,977 Aufrufe • vor 20 Tagen

#NoToDataExpiration‼️‼️‼️ Cmsr Sinawo Thambo on behalf of the Economic Freedom Fighters Submitted The Following To the Portfolio Committee on Communications and Digital Technology: 1. Logic behind ‘data expiration’ is it a pure capitalist scheme? 2. What justifies the Mobile Network Operators to venture into banking and insurance. 3. Why are mobile operators headhunting former operators? Is this ethical or opportunistic? 4. What is the relationship between Starlink and mobile operators in South Africa, if any? #EFFinParliament #EFFTurns12 ❤️🖤💚

#NoToDataExpiration‼️‼️‼️ Cmsr Sinawo Thambo on behalf of the Economic Freedom Fighters Submitted The Following To the Portfolio Committee on Communications and Digital Technology: 1. Logic behind ‘data expiration’ is it a pure capitalist scheme? 2. What justifies the Mobile Network Operators to venture into banking and insurance. 3. Why are mobile operators headhunting former operators? Is this ethical or opportunistic? 4. What is the relationship between Starlink and mobile operators in South Africa, if any? #EFFinParliament #EFFTurns12 ❤️🖤💚

🇿🇦 Apostle Dr D Mekgwe🇹🇼

16,131 Aufrufe • vor 1 Jahr

People are so concerned about AI taking their job that they can’t see the massive opportunity right in front of them. The economy that's coming won't run on wages. It'll run on infrastructure. Agents will do the work, generate value, and settle the transactions, and all of that activity will live on top of a small number of layer 1 blockchains. Own that layer, and you own a piece of everything they produce. For the first time in history, anyone with an internet connection can put 10% of their income into the same asset class as a sovereign wealth fund. This is humanity's pension plan in the post-AGI world… a way to participate in the invisible economy that's being built right now. Owning the rails is how you unfuck your future.

People are so concerned about AI taking their job that they can’t see the massive opportunity right in front of them. The economy that's coming won't run on wages. It'll run on infrastructure. Agents will do the work, generate value, and settle the transactions, and all of that activity will live on top of a small number of layer 1 blockchains. Own that layer, and you own a piece of everything they produce. For the first time in history, anyone with an internet connection can put 10% of their income into the same asset class as a sovereign wealth fund. This is humanity's pension plan in the post-AGI world… a way to participate in the invisible economy that's being built right now. Owning the rails is how you unfuck your future.

Raoul Pal

116,497 Aufrufe • vor 2 Monaten

Today, we're launching shift. We're starting by cleaning your apartment in New York City, for free. Here's how it works. Book a shift cleaning. A vetted shift operator comes to your home wearing one of our devices. They clean. They leave. You pay nothing. In exchange, we record the cleaning. Robotics is being built on data about how people do daily tasks, and the value of that recording is what funds the service. Anything personal in it is anonymized before the recording is processed. By now, you have heard about the shift to AI more times than you can count. About the shift toward you, the part where you actually feel it, you have heard almost nothing. Shift is what starts to make it concrete, in specific cities, with specific services. Today, cleaning in New York. Soon, handymen, repairs, and errands across the globe. And this is just one side of shift, with more on the way. Comment “shift” and we’ll send you an early access link.

Today, we're launching shift. We're starting by cleaning your apartment in New York City, for free. Here's how it works. Book a shift cleaning. A vetted shift operator comes to your home wearing one of our devices. They clean. They leave. You pay nothing. In exchange, we record the cleaning. Robotics is being built on data about how people do daily tasks, and the value of that recording is what funds the service. Anything personal in it is anonymized before the recording is processed. By now, you have heard about the shift to AI more times than you can count. About the shift toward you, the part where you actually feel it, you have heard almost nothing. Shift is what starts to make it concrete, in specific cities, with specific services. Today, cleaning in New York. Soon, handymen, repairs, and errands across the globe. And this is just one side of shift, with more on the way. Comment “shift” and we’ll send you an early access link.

shift

8,500,782 Aufrufe • vor 4 Monaten

"Now you may ask, is this really happening?" Blackstone answered with data. Across its companies, annualized Anthropic spend went from $25M to $525M in ten months. The adoption is real. So is the revenue. And all of it runs on compute. $HIVE

"Now you may ask, is this really happening?" Blackstone answered with data. Across its companies, annualized Anthropic spend went from $25M to $525M in ten months. The adoption is real. So is the revenue. And all of it runs on compute. $HIVE

HIVE Digital Technologies

72,427 Aufrufe • vor 5 Tagen

Decentralized web hosting. Addressable sites via dotNS. Universal sign-in. Private payment rails. Message passing, hot storage, syncing and notifications - decentralized and uncensorable. The building blocks of a fully integrated Web3 stack. Abstracted from the underlying chains. Built to work together as a cohesive whole. Web3 Summit demonstrated a small part of it. The rest is in the pipeline. Gavin Wood touched on the direction in Polkadot 2030. The building blocks are there. They work. And privacy across payments, identity, and everything in between runs through all of it.

Decentralized web hosting. Addressable sites via dotNS. Universal sign-in. Private payment rails. Message passing, hot storage, syncing and notifications - decentralized and uncensorable. The building blocks of a fully integrated Web3 stack. Abstracted from the underlying chains. Built to work together as a cohesive whole. Web3 Summit demonstrated a small part of it. The rest is in the pipeline. Gavin Wood touched on the direction in Polkadot 2030. The building blocks are there. They work. And privacy across payments, identity, and everything in between runs through all of it.

Parity Technologies

14,224 Aufrufe • vor 3 Monaten

📈 Brad Gerstner on the insane revenue numbers coming out of Anthropic: "We had a $6 billion month out of Anthropic in February...It was only a 28-day month. That's more revenue than the annual revenue of Databricks and Snowflake – that are two of the greatest software companies of all time after 12 years, right? They could do, in the first four or five months of this year, the total revenue of SpaceX this year." –Brad Gerstner on The All-In Podcast

📈 Brad Gerstner on the insane revenue numbers coming out of Anthropic: "We had a $6 billion month out of Anthropic in February...It was only a 28-day month. That's more revenue than the annual revenue of Databricks and Snowflake – that are two of the greatest software companies of all time after 12 years, right? They could do, in the first four or five months of this year, the total revenue of SpaceX this year." –Brad Gerstner on The All-In Podcast

bg2clips

93,888 Aufrufe • vor 6 Monaten

$0.05 PER KWH IN PARAGUAY VS $0.15 IN THE US, A 5,000 GPU FARM NEAR ASUNCION CLEARS $4.7M/MO ON VAST AI WHILE US OPERATORS NET $1.8M ON THE SAME RACK the warehouse in the clip is somewhere outside asuncion, multi story racks running floor to ceiling, the operator built it next to a hydroelectric dam where electricity costs 5 cents per kilowatt hour a US warehouse running the same 5,000 GPU rack burns through $1.6M a month in electricity at $0.15/kWh, the same rack in paraguay burns $530K, the gap is $1M of pure margin every 30 days the racks host RTX 4090s, A100s and H100s on vast ai and clore ai, indie AI startups and image generation services rent them by the hour because aws is rationing GPU access to fortune 500 a 4090 nets the US operator $500 to $1,000 a month, the paraguay operator clears $850 to $1,400 on the same card because power eats half what it does north of the equator bitfarms, riot and core scientific have all expanded into paraguay since 2024, the next 10,000 GPU AI farm coming online in 2026 is more likely to sit near a paraguayan dam than in texas bookmark this and read the article below

$0.05 PER KWH IN PARAGUAY VS $0.15 IN THE US, A 5,000 GPU FARM NEAR ASUNCION CLEARS $4.7M/MO ON VAST AI WHILE US OPERATORS NET $1.8M ON THE SAME RACK the warehouse in the clip is somewhere outside asuncion, multi story racks running floor to ceiling, the operator built it next to a hydroelectric dam where electricity costs 5 cents per kilowatt hour a US warehouse running the same 5,000 GPU rack burns through $1.6M a month in electricity at $0.15/kWh, the same rack in paraguay burns $530K, the gap is $1M of pure margin every 30 days the racks host RTX 4090s, A100s and H100s on vast ai and clore ai, indie AI startups and image generation services rent them by the hour because aws is rationing GPU access to fortune 500 a 4090 nets the US operator $500 to $1,000 a month, the paraguay operator clears $850 to $1,400 on the same card because power eats half what it does north of the equator bitfarms, riot and core scientific have all expanded into paraguay since 2024, the next 10,000 GPU AI farm coming online in 2026 is more likely to sit near a paraguayan dam than in texas bookmark this and read the article below

starmex

27,045 Aufrufe • vor 3 Monaten

Every AI model needs somewhere to run. Compute. Power. Data centres. That's the bottleneck now, not the software. Canada is putting billions on the table through 2030 to secure sovereign AI capacity. HIVE Digital Technologies is building that infrastructure now, ahead of the funding curve. Why investors are watching: - Sovereign AI compute infrastructure, live in Canada - Data centres, GPU capacity, and power, already in motion - Dual-engine business model generating revenue while expanding AI infrastructure - Sitting at the intersection of AI, energy, and infrastructure - Exposure to one of tech's fastest-growing long-term trends Railroads built the industrial economy. The internet built the information economy. AI infrastructure is building this one. Every company will use AI. Fewer will own what it runs on. Learn More:

Every AI model needs somewhere to run. Compute. Power. Data centres. That's the bottleneck now, not the software. Canada is putting billions on the table through 2030 to secure sovereign AI capacity. HIVE Digital Technologies is building that infrastructure now, ahead of the funding curve. Why investors are watching: - Sovereign AI compute infrastructure, live in Canada - Data centres, GPU capacity, and power, already in motion - Dual-engine business model generating revenue while expanding AI infrastructure - Sitting at the intersection of AI, energy, and infrastructure - Exposure to one of tech's fastest-growing long-term trends Railroads built the industrial economy. The internet built the information economy. AI infrastructure is building this one. Every company will use AI. Fewer will own what it runs on. Learn More:

BTV & CEO Clips

24,998 Aufrufe • vor 2 Monaten

Ray Dalio: “AI is eating everything… and it might eat itself.” Ray Dalio: “Right now it looks to me like AI basically is eating everything and it might eat itself.” “What I mean by that is not produce adequate profits.” “When we look at the bubble question on AI, what a lot of people don't realize in bubbles is that through all technologies, they think that they are betting on the technology when they buy the stocks in the companies.” “That's not true. There's a giant difference between the behavior of the companies and the behavior of the technologies.” “The norm is that a lot of companies won't survive at the start. Very small percentage, and they'll all fight and so on.” “But the technologies will go on and it'll be great. That has big implications.” ---------------------------------------------- Thanks to our partner for making this happen! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. Airwallex

Ray Dalio: “AI is eating everything… and it might eat itself.” Ray Dalio: “Right now it looks to me like AI basically is eating everything and it might eat itself.” “What I mean by that is not produce adequate profits.” “When we look at the bubble question on AI, what a lot of people don't realize in bubbles is that through all technologies, they think that they are betting on the technology when they buy the stocks in the companies.” “That's not true. There's a giant difference between the behavior of the companies and the behavior of the technologies.” “The norm is that a lot of companies won't survive at the start. Very small percentage, and they'll all fight and so on.” “But the technologies will go on and it'll be great. That has big implications.” ---------------------------------------------- Thanks to our partner for making this happen! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. Airwallex

The All-In Podcast

74,087 Aufrufe • vor 7 Monaten

Chamath said AI is not like the internet. Every new user costs real money. And the infrastructure making it possible was built by everyone. His argument was the clearest case for government ownership of AI labs I have ever heard. And it had nothing to do with Bernie Sanders. Start with the internet comparison. Google and Facebook became the most profitable companies in human history because of one number. The marginal cost of adding a new user was effectively zero. One more search query cost Google nothing. One more Facebook profile cost Meta nothing. They could serve a billion people and the incremental cost of that billion person was rounding error. That is the money printer. Infinite scale at zero marginal cost. AI breaks that model completely. Every single user taxes a GPU. Every query costs electricity. Every response requires memory and compute. The marginal cost of AI is real, significant, and does not disappear at scale. You cannot print money the same way. Then Chamath made the point that landed hardest. The infrastructure these companies depend on, the power grid, the land, the data centers, the permitting, the national security apparatus that protects their chips from being stolen, none of that was built by Anthropic or OpenAI. It was built by the public. By taxpayers. By decades of government investment in the physical and legal foundation these companies are now running on. He compared it to the interstate highway system. If the federal government built the roads and two companies transported all the goods on them, a logical question at that point would be how much of that should I own? You are riding on my rails. His conclusion was direct. If he were running a sovereign wealth fund and had the negotiating leverage of the US government, he would own 75% of these companies when he was done. The internet had zero marginal cost. That is why the founders captured almost all of the value. AI has real marginal cost and runs on public infrastructure. That changes who has a claim on what gets built. WATCH THE FULL PODCAST ON The All-In Podcast

Ihtesham Ali

79,477 Aufrufe • vor 3 Monaten