Investor | Agentic Commerce & Consumer AI Builder | Built SilverSpoon AI & https://teapaw.org/t.co/ujTPLocOd3 | Former engineer at @Broadcom, @Fidelity, @McMasterCarr, more ..
$SPOONAI
Joined August 2021
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The secret is out. Part Time Barista (parttimebarista.com) is officially open for orders!
I built it as a one-stop shop for people who take home espresso seriously and anyone who wants to make café-quality coffee at home. As café prices go up, I think more people are going to bring the café home and invest in their own setup. And when you make it yourself, you get the luxury of making it EXACTLY the way you like it, with ingredients that meet your standards.
The store carries 600+ products, including espresso machines, grinders, prep tools, and 297 coffees from 22 countries and more than 40 roasters. You’ll find everything from everyday espresso blends to small-lot Geishas, single-origin Yemeni coffees, and barrel-aged releases.
Browse coffee by country of origin, shop for gear that fits your machine, or ask our AI shopping assistant what to brew next. Once you find a favorite, you can set up auto-delivery on 180+ coffees.
Part Time Barista is a Carr Capital Partners venture and a live example of agentic commerce. I designed the operating model and set the rules AI agents follow to handle product sourcing, catalog management, and marketing.
Use CLUB10 today for 10% off your entire order. No minimum, one use per customer.
Black Friday preview · November 27–December 1
• BF20 gets you 20% off 126 eligible products.
• BF15 gets you 15% off 77 eligible products, including the Dial-In Kit and bundles.
Find your next favorite coffee, upgrade your home coffee bar, or try the AI shopping assistant at parttimebarista.com/. Know someone who takes their home espresso seriously? Send them this post.
I’m also open to retail partnerships, board and advisory roles, and consulting engagements focused on putting AI agents to work in day-to-day operations. If that’s on your agenda, let’s talk.
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History! 🔥
Congratulations @SpaceX!
For the first time in human history, a spaceship has been caught by a launch tower.
What an extraordinary engineering achievement. 🎥 by @KEnagonio
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At this point, we might need Zuck, Hock Tan or Elon to pump our bags.
- AI / Semiconductor/ Datacenter investors
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Following up on my last post, I think recent developments are bullish for Broadcom ($AVGO).
Hock Tan was already an important figure in the AI/semiconductor space. In my view, he just moved up the ranks in the AI trade.
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My prayers go out to @JensenHuang and his family. I’ve never been one to celebrate someone else’s misfortune or mistakes.
He’s human, and I hope there are lessons we can all take from this.
Whatever the outcome, Jensen’s contributions to AI have earned him a place in history.
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Woah! That escalated quickly.
BREAKING: Nvidia, $NVDA, CEO Jensen Huang has resigned as CEO, President, and member of the Board of Directors, effective immediately.
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Looking forward to it!
I will be joining an X Spaces on Wednesday for a Q&A on all things @CipherInc. I hope you can join.
$CIFR
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Let’s run it back! #TOPPS
Pulled a fire @AJ_Dybantsa card from a set of @Topps Flagship 2026-2027 Collection.
Did I cook?
#NBA #Topps
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Pulled a fire @AJ_Dybantsa card from a set of @Topps Flagship 2026-2027 Collection.
Did I cook?
#NBA #Topps
Mike Moves retweeted
Rare picture of Dan Roberts finally revealing his ultimate card $IREN
🚨 $IREN's >35 GW Pipeline
They FINALLY did it.... I can't believe $IREN finally revealed the size of their massive pipeline.
For years investors were begging management to reveal the size of their power pipeline.
It only took the stock to crash 58% YTD for them to reveal this very relevant piece of info.
But honestly, wow. No other neocloud, or colo provider for that matter, even comes close to 35 GW...
I have a feeling that 20 years from now, $SPCX (or whatever the combined Tesla, SpaceX, XAi, and etc company is) will be the subject of one of those legendary tweets:
“If you invested just $10,000 in SpaceX at its 2026 IPO, you’d have $___ million today.”
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Mike Moves retweeted
New multi-year contracts. Disciplined capital allocation. Flexibility to set our own pace of growth. Value at every layer of the platform.
Last quarter, AI Cloud revenue nearly tripled to $200 million.
Other highlights from our Q1 FY27 results:
- Total quarterly revenue increased 66% sequentially to $228 million
- AI Cloud quarterly revenue increased 182% sequentially to $200 million
- AI Cloud segment gross margin of 86%, in line with prior quarter
- Revenue backlog increased 22% sequentially to $20.3 billion; approximately two-thirds with investment-grade counterparties
- More than $4 billion ARR target is fully contracted and fully funded
- Expanded contract with Leading Frontier AI Lab post-quarter end
Listen to our conference call at 5:00 p.m. ET today: edge.media-server.com/mmc/p/…
Read more: iren.gcs-web.com/static-file…
