VIX (@vixflatline) header
VIX (@vixflatline) profile picture

Reformed statistician turned quant. HFT, ocaml, and micro-inefficiency connoisseur. Non-partisan. Southern Baptist. Currently between Jordan, KSA, UAE.

Joined November 2023
Photo by VIX (@vixflatline)Photo by VIX (@vixflatline)Photo by VIX (@vixflatline)Photo by VIX (@vixflatline)Photo by VIX (@vixflatline)Photo by VIX (@vixflatline)Photo by VIX (@vixflatline)Photo by VIX (@vixflatline)Photo by VIX (@vixflatline)Photo by VIX (@vixflatline)
Our Brian is at Peace There is no pain in this world like a mother having to say goodbye to her son. It is an anguish I would not wish on anyone, an agony that rips a hole in the fabric of your soul. My heart is broken beyond words. My beautiful son, Brian, passed away peacefully at 8:13 PM on the evening of August 28th. He was not alone. He was surrounded by all the love in the world—his devoted wife Alicia, his precious little boy Josh, his brothers, and I were all holding him as he finally went home to God. He fought so hard, for so long, with a strength that amazed me every day. Now, his fight is over, and he is finally free from all pain. But a mother's pain is just beginning. Please keep our family in your prayers. We are clinging to each other and to the beautiful memories he gave us. everloved.com/life-of/brian-…
Soon enough, by brother Joseph, who is also obsessed with data and is close to my line of work, will be running this account. I have been in palliative care for a while; the Big C. Liver. But cancer won. I am maxed out on dopamine and Levophed and pain meds, but I have lots of lucidity (likely terminal lucidity). I have a week at best, I lost 30kg, and I made amends. I ask you to be kind to strangers you meet; people are fighting battles we don't know about. ~ VIX
32
9
256
45,917
Bro, they aren't even trying to hide the corrpution anymore!! The FAA airline stoppage story is a MUCH bigger one than the ground stop itself, and I only saw it once I started following the money and who gets paid... Here is what I found... The official line is that it was NOT a cyberattack and NOT a "nefarious act." US Transportation Secretary Sean Duffy points at overloaded routers and old broken equipment. Sure we can take that at face value, because it matters for what comes next. Because on the SAME day, the White House went to Congress for 10s of billions of dollars to rebuild air traffic control, and Duffy pushed the number EVEN higher on camera. Both happen on the same day, a very public failure declared NOT an attack, and the argument for a VERY large cheque built straight on top of it. Whether the outage was engineered or was just the system rotting on schedule, the political result they are after is the SAME, the breakdown becomes the justification for MORE MONEY. The money is the whole point here, and it ends up in one place... The "brand new" air traffic control system contracts was handed in December 2025 to a single prime contractor, Peraton, a company owned by the private equity firm Veritas Capital, and chosen despite limited FAA experience. The full program is priced at around $31 billion dollars. Congress has so far put up only $12 billion as a "down payment." The rest is still UNFUNDED. So Friday's breakdown arrives as the pressure to approve the rest of the SAME program already promised to the SAME private contractor; Peraton. Most US airports are public, owned by cities and airport authorities, but the terminals and the systems get built by private firms, and that is where the billions flow, out of public failure and public money into private hands. So who are those PRIVATE HANDS benefiting most? Who ultimately gets the money? The prime contract went to Peraton, a private company owned by the private equity firm Veritas Capital. And who funds Veritas? Its investors are Israeli institutions: Clal Insurance $100M, Migdal Insurance $60M, Menora Mivtachim $50M, plus ~$150M from private Israeli investors, all in its at least $15.3 billion fund. Peraton’s lobbyist is Mark Bednar also sits on the board of the "nonprofit" that funded Sean Duffy’s TV show “The Great American Road Trip”. This is the question, and it needs to be examined by EVERYONE. A pressure tactic to MOVE public money into private hands, while America and Americans pay for it with 5,000 cancelled flights and the economic fallout from that many cancelled flights… The proximity is on the public record too, lobbying and personnel links running between the contractor and the officials now asking you to fund it. Americans ate the cancelled flights and a wrecked weekend. The money walks the other way, into private hands, and the whole thing is dressed up as an emergency repair. Who will investigate this corruption and conflict of interest? See the next set of ties in the comments. Follow for more... 𝗦𝗜𝗚𝗡𝗔𝗟, 𝗡𝗢𝗧 𝗡𝗢𝗜𝗦𝗘!!
830
5,676
691
14,997
1,882,521
VIX retweeted
She mentioned Trump every day for 453 days straight.
X raised the limit from 4 to 20 images per post. So here is Laura Loomer mentioning Trump 31,664 times. 8.7 million characters.
6
38
3
254
3,917
Data Centers in pipeline, by company: Amazon 33GW credible Google 20GW credible Meta 15GW credible MSFT 10GW credible QTS 9GW credible Stack Infra 7GW credible Vantage 6GW credible Digital Realty 4GW credible etc
Who is actually building data centers: Hyperscalers: 42% of credible pipeline (of 199GW) Colocation: 34% of credible pipeline Cryptominer pivots: 4% of credible pipeline Neoclouds: 4% of credible pipeline Others: 17% of credible pipeline
37
97
13
607
376,486
Goldman sees Anthropic’s revenue topping $600 billion by 2030, about 130 times its 2025 revenue Goldman Sachs, the lead bank on Anthropic’s IPO, shared these revenue projections with a prospective investor: 2025 (actual): $4.6B 2026: $52B 2027: $136B 2029: $442B 2030: more than $600B
129
62
34
850
228,906
TL/DR: Nvidia has wired $1.5 billion to SB Energy under a share issuance agreement and is providing credit support for OpenAI on the first 4.25 gigawatts. So the chip vendor (NVDA) funds the landlord (Softbank) and backstops the tenant (OpenAI), who then buys the chips (NVDA)
But wait... there's more! In January, SoftBank's SB Energy, the developer building the massive Ohio and Texas data center campuses, granted warrants to OpenAI as a "lease incentive" for signing a data center lease in Milam County, Texas. That's right: the landlord paid the tenant, in equity, to rent the building. Some of those warrants were forfeited in August when OpenAI signed the 20-year Ohio lease, but ¥542 billion ($3.4 billion) of them still sit on SoftBank's balance sheet as a derivative liability. And here is the punchline: because the warrants get more valuable as SB Energy does, every time the data center business is marked higher, SoftBank books a loss, ¥204 billion in the first half, plus another ¥136 billion of share-based compensation for the unit's staff for the same reason. A business whose success shows up as a loss is a neat trick even by AI-bubble standards. But the circularity doesn't end there: Nvidia, the exclusive chip supplier for the Ohio campus, has wired $1.5 billion to SB Energy under a share issuance agreement and is providing credit support for OpenAI on the first 4.25 gigawatts. So the chip vendor (NVDA) funds the landlord (Softbank) and backstops the tenant (OpenAI), who then buys the chips (NVDA). SoftBank Corp, the listed Japanese telecom arm, sold its SB Energy stake to Vision Fund 2 and booked an ¥80 billion gain. One SoftBank pocket selling to another (for a "profit"): the gain vanishes on consolidation, but it looks great at the telco, and a whole bunch of clueless Japanese momentum-chasers buy something that moves higher. The Vision Funds, meanwhile, marked down their stakes in SoftBank's own subsidiaries, mainly SB7 (the turbine buyer) and PayPay, by ¥364 billion. That one vanishes on consolidation too. And SB Energy's IPO, which was supposed to crystallize a $50 billion-plus valuation, has been frozen since September due to regulatory issues well before the midterms.
56
192
26
1,619
185,085
BREAKING: Goldman Sachs doesn’t project positive annual free cash flow for Anthropic until 2030
81
169
27
3,135
211,526
VIX retweeted
Mark Levin posting all weekend makes a lot more sense after this Israel Diaspora Ministry report
Mark Levin tweeted about Israel 120 times this weekend. While you were enjoying a peaceful weekend with your loved ones, @marklevinshow was obsessively rage-tweeting about imaginary Nazis. What a sad man.
16
178
7
962
58,010
VIX retweeted
no way 😂
36
43
3
437
11,204
VIX retweeted
How AI builds customer loyalty
36
35
10
1,622
298,094
I personally paid @LauraLoomer to post tweets earlier this year. A good amount of cash too. I will gladly share screenshots, receipts, texts, and the names of other people who paid her. It was always very intresting to hear from her who she was willing to be paid to trash and who was off limits. @alexbruesewitz @washingtonpost @thedailybeast @Jerusalem_Post
780
2,244
376
9,433
2,123,919
BREAKING: Nvidia, $NVDA, CEO Jensen Huang sends a company-wide email regarding his recently reported relationship with a Chinese spy.
1,534
4,226
2,744
48,271
9,063,984
VIX retweeted
Caste system is looking to be true
297
342
74
5,135
587,211
SOFTBANK PLUNGES 59% AS DEBT-FUELED AI BETS UNRAVEL SoftBank shares fell another 10.8% Friday, extending losses to 59% since early June. The company added $40.4 billion in debt over 12 months to fund AI investments, including $64 billion in OpenAI. Meanwhile, Arm shares have plunged 51% since June 30, weakening SoftBank's asset backing as credit-default swaps rise and bond prices fall. SoftBank's reported leverage was 13%, below its self-imposed 25% limit, suggesting a substantial remaining cushion.
126
661
114
3,378
403,420
It got worse. Much worse
AI Junk bonds update
47
254
20
1,607
292,869
42
159
12
1,701
111,137
Dr. @AbdulElSayed has defeated AIPAC's Mike Rogers in Michigan! #MISEN
179
4,465
157
42,964
428,252
JUST IN: Massive Cyberattack on French blood banks heats samples to 110°C from -30°C Shortly before, Cyber firm Claroty was caught playing with refrigeration systems, experimenting and hijacking temperatures in EU. @grok, which country was this firm founded in? Country only
704
9,399
674
38,065
1,446,385
High IQ
56
893
29
4,946
56,453
BREAKING: Voters in at least 29 places across the US approved bans or restrictions on data centers in Tuesday’s elections. It comes as Goldman Sachs warns that Democratic wins at the state and local level could put 45% of planned US data center capacity at risk.
149
460
67
5,395
364,228
BREAKING: Vice President JD Vance has said that Republicans lost because the war in Iran, the cost of living, and the GOP's relationship with Israel.
1,331
1,305
815
28,852
1,992,468