solar power is underrated.
especially when it comes to data centers
congrats to the team!
We built a new type of datacenter for AI inference. We call it NanoDC.
NanoDC is a solar-powered autonomous datacenter that can be deployed anywhere on the planet in 4 weeks.
11 Trillion will be invested in AI compute over the next 4 years. Most of this will be for inference and most of it will be severely delayed: stuck in grid interconnect queues, site permits, or supply chain issues. NanoDC sidesteps these issues completely.
NanoDC is built rapidly at a factory and shipped to the site ready to be turned on in 30 minutes. It generates its own power with solar and batteries. You open the door and the solar panels fold-out like an accordion. The compute is cooled with patent-pending high-density air cooling. It connects to the internet via Starlink.
No construction. No grid interconnect. No Water supply.
It never waits for transformers and turbine generators either.
Getting more compute is as easy as dropping more units and turning them on.
The first units will be live this month. Thousands will be shipping starting 2027.
Sunlight in. Tokens out.
ai buildout is now a local politics problem, thanks to the midterms
46 of 47 towns that put a data center ban on the ballot passed it
in piqua, ohio they even recalled the mayor who backed a 1,400mw meta site...
chip shortage is out, town shortage is next i guess
mary retweeted
hear me out
there are four NVIDIA H100s in every Waymo
just call a Waymo and keep changing the destination continuously for 5 years so it never ends the ride
you now legally own the car and $200k worth of GPUs
do this with 5 cars and you're a millionaire
power traders have products to hedge the price gaps between grid locations (ftrs)
compute has similar gaps (us vs asia b300 hr, b300 vs h200, spot vs 1-yr, etc)
should we make ftrs for compute?..
long dated supply + short dated demand + volatile spot market = a lot of inefficiencies in the compute market
we're so early! congrats to the team
everyone is becoming an issuer these days
Today, we're giving investors access to Anthropic & OpenAI through $MN (a Corgi ETF).
Historically, getting exposure to companies like these has largely been limited to private market investors.
We built MN to help change that.
asked grok to sign me up for the relevant SF events. not really what i had in mind..
in the city for a month. SF people - let's meet. or join me for book club ;)
Good to see polymarket being used for what it’s intended - insider trading
A mystery Polymarket user earned about $22,000 with a series of near-perfect bets on the quarterly earnings of companies that had one thing in common: they were all audited by KPMG. wsj.com/business/c-suite/clu…
BloombergGPT soon?
To be fair, Bloomberg already tested that in 2023. This is more of a research tool.
What’s more interesting is the traceability feature - I wonder how ChatGPT would perform when dealing with conflicting multi-source information
Now available: ChatGPT for Financial Services.
This is a tailored ChatGPT Work experience that combines built-in financial data with GPT-6 Astra’s reasoning.
Teams can develop research, build financial models, and create customized client materials.
openai.com/index/introducing…
Selling your body is cool, but not very scalable.
How often are you doing a hyrox?
Wait, better idea…
harness eng ~ blockchain eng?
this breakdown of harness infra from YC paper club lowkey makes me think of protocols, rollups, consensus…
forget crypto, its tradfi KOL season
- gopro stock down 99% from peak
- company near death
- youtuber buys 8.5% of the stock
- 13.5 million shares (spends $9M)
- becomes largest public shareholder
- bloomberg reports it august 30
- stock pumps 60% next day
- volume explodes
- @sunrise brings gopro on Solana
