Did
Theo
mention me?

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@dakdevs

Yes.

Theo showed your posts 2 times, but did not read them aloud.

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  1. On screen 50:02Also on screen at 1:11:42
    I shipped a lot and learned even more :)
    Dak@dakdevs

    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 $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. Probably more worth for them to move deeper into CPU compute than GPU then? Probably more worth for them then?

    Shown on screen 2 times. Not read aloud.

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