Faith | Pits to Pixels | Power | Compute | Bitcoin
A forest
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Hoarding physical compute has a myriad of problems written all over it.
Business Insider confirms it: Amazon has warehouses of GPUs that can’t be installed, and is buying them so far in advance that a supply chain team said they “didn’t have a clear forecasted path” to installing them.
businessinsider.com/amazon-2…
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Patrick Rooney retweeted
I was listening to an X space yesterday about AI, and the prevailing theme across 4-5 speakers I listened to was doomerism.
What’s more, nothing of what they said matched up with my experience of reality.
I couldn’t help but wonder if these types of conversations were had whenever other kinds of revolutionary technologies had been released in the past, such as the wheel, printing press, etc
It also struck me that the speakers had no idea what the future held despite positioning themselves as AI authorities.
Their opinions were ripe with guesswork and anecdotes. Which then led me to ask, “if you’re guessing what the future holds anyway, why take the pessimistic doomer version and focus your energy and conversation around that?”
Didn’t the wheel and the printing press work out?
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⚡️Power at the node is not a side bet on the compute trade. It is the trade. Everything else—chip
generation, contract tenor, index methodology—is secondary to the question of whether the power
hedge matches the physical location of the load. 🔌
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Why was the CBOE building chosen as the location for a data center? Are there really that many traders left in the loop hungry for proximity? Likely not. It was the infrastructure.
Thirty-three megawatts downtown with no major grid upgrades required is only possible because CBOE spent decades building out that electrical infrastructure for trading floor density. The building’s most valuable asset was never the real estate — it was the wiring. That’s a story about how legacy infrastructure becomes the bottleneck and the moat at the same time, and it ties directly into the broader thesis that power, not chips, is the scarce input for AI.
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There’s ‘a more to the story. Check out the latest Pits To Pixels: patrickrooney.substack.com/p…
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Human filters…their gut…cannot be coded.
As AI makes execution cheaper, we believe that a company’s edge will come from human judgment (which makes hiring the right humans more consequential than ever.)
Proud to be backing the tryprism.com team, which is putting a dedicated talent team within reach of every founder.
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My list here on X for all things power markets is talking of nothing other than the Tesla Roadster this evening. It's easy to understand why. $TSLA
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Meta's powerful new AI model can ditch the data center and run locally from a desktop foxnews.com/live-news/ai-use… #FoxNews @FoxNews $META
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Waiting for the coffeehouse to open at 7am and the only open establishment is a saloon. 1/2 dozen or so inside. This is Wisconsin. IYKYK
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Patrick Rooney retweeted
thoughts and prayers to the depreciation schedule doomers 🫶
those who do, know. those who don’t, stand mad.
Nvidia hardware is an appreciating asset, with B300 value up 40% in 3 months.
"The B300 Summer". In July, @Kimi_Moonshot released KimiK3, expanding B300 demand and value. By late September @Supermicro "Gold SKU" supply on 4-week lead time was depleted, triggering a continued value increase, with no sign of slowing down.
Residual value for Nvidia hardware is increasing.
@NVIDIAAIInfra @JensenHuang
ALT Nvidia B300 hardware value up 40% in 3 months due to open source software.
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Is compute (financing) more like shale than traditional drilled oil? @nimblephatty @collide_ai
collide.io/old-man-coffee/ol…
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