A̶T̶T̶E̶N̶T̶I̶O̶N̶ CONVICTION IS ALL YOU NEED. Doc Holliday Stan
Silicon Valley
Joined August 2008
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Chandra Duggirala M.D retweeted
Chamath Palihapitiya says SpaceX could double or triple what Anthropic pays for compute by pulling one 90 day clause
"SpaceX and Anthropic's compute deal has a mutual 90 day out"
"It allows SpaceX to reprice that compute at the spot rate, which is probably double... it could probably triple"
"All the game theory literally comes down to this one deal and whether Elon decides to rip it"
With post-midterm data center permits in doubt after a week that erased close to $4 trillion in market cap, Chamath argued capacity owners become kingmakers while neoclouds that rent compute get squeezed ($GOOGL $AMZN $CRWV $NVDA)
If new data centers stall, whoever already owns the power and the racks sets the price, and the renters pay it
via @theallinpod, featuring @chamath
Chandra Duggirala M.D retweeted
JUST IN: Google now owns approximately $69,000,000,000.00 in SpaceX stock after adding nearly 4 million shares last quarter.
Chandra Duggirala M.D retweeted
Bukele did in 1 week what USAID couldn’t do in 50 years… improve the lives of Haitians in Haiti!!
Chandra Duggirala M.D retweeted
Bring back the era of stylish capitalists.
The lost art of tycoon aura
Chandra Duggirala M.D retweeted
SpaceX and Tesla have prospered in Texas, because we were not constantly operating under an oppressive and extractive state government.
And I need to be close to the factories, so that I can walk the floor in person. That’s why the first major SpaceX factory was in LA and first major Tesla factory was in SF Bay Area.
As California became increasingly difficult, due to extreme taxes and overregulation, we moved our major domestic expansions and HQ to Texas.
Chandra Duggirala M.D retweeted
Brute force computation is not enough for intelligence. Clever new methods are needed. The science of AI is far from finished. IMHO
Chandra Duggirala M.D retweeted
What a fucking idiot
"No no no if I play word games and pretend like every one at OpenAI and Anthropic is actually braindead and won't be improving safety, only raw capability, then my contrived narrative makes sense"
Everyone dunk on this fucking clown
Chandra Duggirala M.D retweeted
Imagine telling someone in 1850 that you’re opposed to machines replacing human labor because people need jobs.
They’d probably think you were insane.
People weren’t working 14-hour days in factories because they loved employment.
They were working because they had no alternative.
Yet here we are, nearly 200 years later, treating the preservation of human labor as some kind of moral obligation.
The objective was never to create jobs.
The objective was to create prosperity.
Somewhere along the way, we confused the two.
Chandra Duggirala M.D retweeted
Andrej Karpathy:
"The biggest mistake in AI right now: people are forcing agents to work instead of mastering the harness engineering for model first.
We made that mistake in 2016 at OpenAI and it cost us 5 years "
Chandra Duggirala M.D retweeted
Louder for the people in the back
Miller “has never been accessible to downtown either in the first term or now,” one GOP lobbyist told me, comparing the new chief to Wiles — a former lobbyist who made it a point to maintain downtown relationships.
w/ the great @politico team:
politico.com/news/2026/11/06…
Chandra Duggirala M.D retweeted
Linus Torvalds, the creator of git and linux(arguably the most two important pieces of software ever created) has called NOT using AI "Utterly Stupid"..
Chandra Duggirala M.D retweeted
Anthropic’s UNRELEASED MODEL helped researchers solve an 18 year old conjecture in quantum computing.
it’s interesting how far ahead these internal models are compared to what the public has available.
Today Physical Superintelligence PBC is announcing a proof of the Aaronson-Ambainis conjecture, one of the central open problems in quantum complexity, with major implications for quantum computing speedup.
psi.inc/research/aaronson-am…
Thread 👇
Chandra Duggirala M.D retweeted
Lol Google's 13F is basically a SpaceX fund now.
In Yesterdays filing they showed that 94.8% of their entire portfolio is SpaceX stock
Not only did they not sell a single stock, they even accumulated another 3,854,060 SpaceX shares in the last 3 months.
Do I need to remind you that google is already the second biggest shareholder of SpaceX? And have held SpaceX for the past decade without selling?
Now they have 555,043,560 shares in total.
$83.7B in $SPCX.
$4.6B in everything else.
Be like google if you want generational wealth.
$SPCX
Chandra Duggirala M.D retweeted
SpaceX revenue this quarter alone will be substantially higher than NASA’s entire annual budget!
Chandra Duggirala M.D retweeted
another day, another absurd ai-assisted mathematical breakthrough.
> 18-year-old quantum computing conjecture
> complete proof on day three
> improved twice afterward
> formally checked in lean
> unreleased anthropic model involved
absolutely insane.
Today Physical Superintelligence PBC is announcing a proof of the Aaronson-Ambainis conjecture, one of the central open problems in quantum complexity, with major implications for quantum computing speedup.
psi.inc/research/aaronson-am…
Thread 👇
Chandra Duggirala M.D retweeted
Exactly 😂
Tesla has no government contracts and President Trump ended federal incentives for electric vehicles.
SpaceX contracts with the government are BOTH the best product AND the lowest price! Moreover government revenue will be less than 10% of SpaceX revenue this quarter and less then 5% a year from now.
Happy to cancel any that the government doesn’t want. Just say the word!
Chandra Duggirala M.D retweeted
Banning datacenters when almost all knowledge production now depends on massive servers is akin to banning libraries in the 1800s
Chandra Duggirala M.D retweeted
“The voting rights of the wise and the fools are equal, and the fools hold an absolute numerical advantage.”
