him and jensen want to corner the neocloud market and this FUD benefits them and turns up pressure on the ones they want to buy for pennies.
xitter.cf/masayoshisson/status/2…
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
dolan. retweeted
If you're not in AI and need to understand what's happening:
This year we've went from Super Nintendo to PS5 in 6 months
dolan. retweeted
"There is always a move." -@bhorowitz
speed in a startup is everything.
it's in a race to grow faster and realize the future sooner than the incumbent has time to adapt or it's inertia compresses you.
dolan. retweeted
Going fast makes you focus on what's important; there's no time for bullshit
— Nat Friedman
anthropic needs to embrace being a tool and less of doomer EA sentiment.
this is like buying a hammer for a job, and after the fact the company saying you can't use it because they don't like it or it could hurt their business.
the plan?
become a world renowned documentarian that takes over hollywood to become first in line for james bond.
every media business will be challenged due to ai
zero marginal cost production is about to reck a ton of companies
turning words into numbers wasn't the breakthrough. attention was.
ai will expose how much of what we call “knowledge work” was really humans acting as computers.
the irony: the more machines do what machines should, the more human we can become.


























