Fat Tail Capital
@FatTailCapital
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Sequoia 2023: AI is a bubble 2025: The AI bubble is at a tipping point 2026: AGI is here, now
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i thought the view was surreal, but i looked twice and found out that it was just satya Nadella and marc andreessen
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Is it just me or did the Nvidia AV demo video show it running red lights #CES2026
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How much does intelligence cost? How concentrated is the AI market and is it winner take all? When prices fall, how does demand change and is there a Jevons effect? These questions matter, but actual market data has been hard to come by. We use data from Microsoft Azure and
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Barclays pitching alcohol stocks because of robotaxis
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here comes the national team *TRUMP TEAM INTERNALLY FLOATS SELLING NVIDIA H200 CHIPS TO CHINA
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what a sentence
Lawrence Summers, former US Treasury secretary under Bill Clinton, said he would step back from public commitments after documents showed he asked Jeffrey Epstein for advice on pursuing an extramarital relationship with a female mentee. https://t.co/2LbHKmxL4H
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Gonna frame this and put it on my wall for where were the signs 2025
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Fermi, Rick Perry’s data center REIT, reported earnings today and said they were having delays leasing out the Donald J. Trump Advanced Energy and Intelligence Campus today. The site will have over 2GW of power supplied by the Donald J. Trump Generation Plant.
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analyst days are just mechanisms for creating pod alpha and don’t do anything for long term shareholders
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*TRUMP: SAYS HE WON’T ANNOUNCE TARIFFS WHILE SCOTUS CASE PENDING
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Perplexity, which has $150mm of annualized revs, is paying Snapchat $400mm a year "through a combination of cash and equity" to be the default search provider... non-cash revenues here we come
Snapchat + @perplexity_ai 🤝 Starting in early 2026, you’ll be able to ask questions, explore new ideas, and get credible answers right inside chat. AI that feels more personal, social, and fun! https://t.co/5J10blvzhR
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43 weeks in the school year and 18 weeks have at least 1 day off. From Gemini:
Have any of the candidates for NYC mayor talked about how many days off (for holidays) the public schools have, and whether perhaps there are too many?
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Give us >18.5%. Read this tweet. Stock goes up.
About a year ago, this site near South Bend, Indiana was just cornfields. Today, it’s 1 of our U.S. data centers powering Project Rainier – one of the world’s largest AI compute clusters, built in collaboration with @AnthropicAI. It is 70% larger than any AI computing platform
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Reporter: Could I ask you — some experts warn about an AI bubble. Are you concerned? Trump: What’s the AI problem? Reporter: Some experts say that some investors are overreacting. Trump: Everybody wants AI because it’s the new internet. It’s the new everything. It’s one of the
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