A community of Funds, Founders and Allocators.
Palo Alto, CA
Joined December 2021
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Uwe Jens Cerron tradersguild.global retweeted
I knew that the Anthropic S1 would have some goofy risk factors but this has to take the cake
Uwe Jens Cerron tradersguild.global retweeted
"Wealth inequality has become a danger to our society," United Airlines CEO has said.
Uwe Jens Cerron tradersguild.global retweeted
there are multiple investment firms and trading firms offering smaller neoclouds short term GPU loans on restrictive terms hoping to pick up cheap GPUs
reminds me of the Bitcoin ASIC backed lending boom - the implosion of that market is how Galaxy got its Helios site
Uwe Jens Cerron tradersguild.global retweeted
Gavin Baker Believes Demand Will Solve Neocloud Financing Issues
"An open-source model, DeepSeek, said that they are monetizing at $38 per GPU hour. Last time I checked, I hadn't heard of anybody renting GPUs anywhere near that high. So maybe this explains why Blackwell prices have been up 17 days in a row."
Jensen Huang: "Yeah."
$NBIS $IREN $CRWV
Uwe Jens Cerron tradersguild.global retweeted
There is something seriously dubious going on in Brazil. The polls have remained open in areas sympathetic to incumbent Lula after a Supreme Court order while they closed in areas that favoured challenger Bolsanaro.
Polymarket has just gone bonkers. A stolen election on the way?
Uwe Jens Cerron tradersguild.global retweeted
*META PLANS $60B ATM PROGRAM IN CLASS C COMMON STOCK
There it is
Uwe Jens Cerron tradersguild.global retweeted
First statement from Brazil's Lula:
"This was an election in which we had to overcome interference coming from outside the country through digital platforms, which we will have to regulate."
Uwe Jens Cerron tradersguild.global retweeted
“So you went all in on Brazilian equities ahead of the election?”
“Yes, Dave”
“And you thought Brazil could have fair elections even though they’re an emerging market with a left-wing government?”
“That’s correct, Dave”
Uwe Jens Cerron tradersguild.global retweeted
Nah.
This may be my last tweet before shit goes down. I’m an AI researcher whistleblower. I work for one of the biggest labs in the world. There is currently a major cyber attack going on for days attacking US electrical grids. They are hiding this from the public. We are on the verge of a potential disaster that will make Covid look like a playground. Prepare for the worst
Readers added context they thought people might want to know
No reports from CISA, DOE, NERC or major outlets confirm a major ongoing cyber attack on US electrical grids being hidden. Outages are at routine low levels (~30k customers). Real threats exist but not this claimed disaster.
poweroutage.us
cisa.gov
Uwe Jens Cerron tradersguild.global retweeted
Soros level move to sow fear and doubt
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.
Uwe Jens Cerron tradersguild.global retweeted
You should be skeptical as to why the market keeps letting you bid the 80k break
