Increasingly bullish on bitcoin, for a whole bunch of dystopian reasons. Exploring whole space with an open mind, except XRP.
England, United Kingdom
Joined February 2012
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CryptoJoe retweeted
Prediction: within 12 months, top three models will be open source.
Economic winners will be the American clouds that serve them:
Nebius
Iren
Baseten
Together
Fireworks
Looks like today may be a record day for token volume % of open models on Vercel AI Gateway:
๐ฆ Open 78.4% ๐จ Closed 21.6%
While spend ๐ฒ usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Zโ .ai, their combined spend surpasses OpenAI (#2).
(Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)
CryptoJoe retweeted
I canโt stop making ad creatives on Astra.
Give me a brand. Iโll make an ad.
For the love of the game only.
Time to cook. (Ads in comments)
CryptoJoe retweeted
IREN hasย announcedย a planned 800MW data center campus in Bundey, South Australia.ย
This marks IRENโs first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date.
Learn more:ย iren.gcs-web.com/static-fileโฆ
CryptoJoe retweeted
$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders
For the last couple of years, doubters have argued that $IREN is just another $BTC miner or, in recent months, that they canโt compete with the likes of $NBIS or $CRWV because they lack "software orchestration".
Well, it turns out that all of these doubts were severely mis-guided.
Investors who did extensive research and analysis of the AI sector understood that it was always just a question of time โ not merely because $IREN "has the power", but because they have world-class engineers and a one-of-a-kind CTO in Denis Skrinnikoff.
Combine that with excellent leadership at the top & this was a forgone conclusion.
Now keep in mind, this multibillion $ deal โ which, on the surface, appears to have a very strong ROIC profile โ barely encompasses 300 MW (gross) of $IREN's ~3 GW power portfolio.
There will be many more deals, whether in hyperscale cloud contracts or in the form of high-yielding โpremiumโ colocation partnerships.
This is truly just the beginning...
Congrats @danroberts0101 & Team. Couldnโt be prouder as a shareholder today! ๐๐
CryptoJoe retweeted
Which footballer past or present has the most aesthetically pleasing highlight reel in your opinion?
(pls RT to get more responses and hopefully excellent highlights).
CryptoJoe retweeted
Looking back on 14 years of the Tories is like looking back at the traumatising post-vindaloo shit you just did in the toilet.
CryptoJoe retweeted
โค๏ธ #DankeJรผrgen โค๏ธ
ALT Graphic for Jรผrgen Klopp, after his final fixture as Liverpool manager. Danke, Jรผrgen.
CryptoJoe retweeted
So to summarise, the Government has just announced plans to scrap the biggest public transport infrastructure project planned for any Northern city, while taking part in its conference in that same city, which its Chancellor chose to travel to by plane. news.sky.com/story/northern-โฆ
CryptoJoe retweeted
People keep changing Les Dennisโ Wikipedia to claim that heโs actually a horse, so theyโve locked the page for vandalism.
CryptoJoe retweeted
OH MY WORD! ๐คฏ
Julio Enciso with a rocket into the top corner to level the game! ๐
CryptoJoe retweeted
Isak adds a fifth.
#NEWTOT // 5-0