While I spend a lot of time here on macro and crypto, my really deep thinking on technology, AI, energy, robotics etc is what consumes my real thinking time. As always it starts in my research service GMI and spreads into other products and spills into free stuff here on X and YouTube.The Exponentialist is my research service with the stunningly talented @DMattin and is also global community of like minded futurists who are consumed by the desire to understand what is coming when we replace ourselves as Ape ...

Company Overview & Funding - Crusoe's valuation has more than tripled in less than a year, reaching over $10 billion [1][6] - The company raised $1.4 billion in its latest funding round with investors including Peter Thiel's Founders Fund, Salesforce Ventures, and Nvidia [1][6] - Crusoe's core mission is accelerating the abundance of energy and intelligence [4] - Crusoe is named after Robinson Crusoe, embodying innovation with resources [18] AI Infrastructure & Energy Demand - The AI boom is driving tremendous demand for power, inspiring innovation and capital investment in the energy sector [5] - Every customer is compute constrained, leading to bottlenecks in chips and energy infrastructure [17] - Long-term commitments (15-20 years) are being made to build AI infrastructure [8] - The most uncertain question is the depreciation schedule for chips due to rapid hardware releases [10] - There is still tremendous demand for historical and legacy generations of chips, not just the newest ones [10][11] Energy Strategy & Location - Crusoe takes an energy-first approach to building infrastructure, locating in areas with abundant energy [18] - Crusoe built in Abalene, Texas, a market with abundant renewables and negative energy pricing [19] - Mega-scale AI infrastructure projects are being built in energy-rich locations like Texas, Louisiana, and Wyoming [20]

طبعا ناس كتيره قوي من اللي قاعدين انا عارفاهم وهم عارفيني الحمد لله انا اسمي حنان زنال مصريه البانيه جيت مصر سنه 90 درست في القاهره وبعد كده سافرت ورجعت تاني 99 وابتديت رحلتي في المجال العام بتاع الشغل العادي وبعد كده دخلت المجال ده سنه 12 بسبب مرض عضال اتعالجت بيه وبسبب هذا المرض الحمد لله قررت ان انا اخش هذا المجال مجال العلاج بالطاقه فنبتدي نتكلم في الاول طبعا انا سوري ان انا طالعه حافيه بس عشان طاقات الناس كتيره فبعمل جراوندين عشان انزل كل الطاقات في الارض فدي النصيحه الاولانيه اللي انا احب اقولها لكم ا ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

President Trump said he spoke to Indian Prime Minister Modi and reiterated claims that New Delhi would ease its purchases of Russian energy https://t.co/Py3NHGmcwq ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1] - The energy demands of AI technologies are immense, with data centers consuming as much energy as small cities, leading to concerns about power grid capacity and rising electricity prices [2] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI [3][7] Investment Opportunity - The company in question is positioned as a "toll booth" operator in the AI energy boom, benefiting from the increasing demand for electricity driven by AI advancements [4][5] - It is involved in the U.S. LNG exportation sector, which is expected to grow significantly under the current administration's energy policies [7] - The company is noted for its debt-free status and substantial cash reserves, which amount to nearly one-third of its market capitalization, making it financially robust compared to other firms in the energy sector [8] Market Position - The company has a unique footprint in nuclear energy and is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7] - It also holds a significant equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities in the AI space [9] - The stock is described as undervalued, trading at less than seven times earnings, which presents a compelling investment case [10] Future Outlook - The ongoing AI infrastructure supercycle, combined with the onshoring boom and a surge in U.S. LNG exports, positions this company favorably for future growth [14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure in supporting these developments [12]

This is the path to a Kardashev Type II civilization that harnesses most of the power of our Sun, which is more than a billion times more energy than everything else on Earth combinedChristian Keil (@pronounced_kyle):That's a lotta watts. https://t.co/Xmn8k2ymTr ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

whole pool side. It just announced it's going to build a massive data center complex with coreweave which gets most of its GPUs from Nvidia. Nvidia is an investor in both coreweave and poolside.And joining me now to discuss it isocant co-CEO of poolside. Can you describe that. To me it it seems like too good to be true.Fracking a country to build a data center. It's like, do you even need a I mean, it's right there, right. >> Absolutely, Joe.Uh, if you look at this, you know, the the key layers that are are ...

Energy is contagiousGive off and radiate good energy - good things in life will happenBe negative & miserable - you’ll just end up being stuck in the same place ...