Ariel Deschapell (b/acc)
@NotASithLord
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Co-Founder & CTO @get_hydrahost NVIDIA Cloud Partner | Advisor @JoinFAI | Miami Tech | B/ACC | Building distributed bare metal infrastructure & other things
Miami, FL
Joined March 2014
Entire Hydra team is excited to support El Salvador in its Sovereign compute initiative! Bitcoin + AI Accelerators is the new playbook.
🇸🇻 BREAKING: EL SALVADOR MAKES HISTORY WITH NVIDIA B300 CHIP ORDER President Bukele just secured the WORLD'S FIRST SOVEREIGN quote for cutting-edge B300 chips following a meeting yesterday with Aaron Ginn, CEO and Co-founder of Hydra Host! These aren't just any chips - they're
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Even more true for the “cloud”. Rent bare metal, not marked up managed services.
2026 is the year of self-hosting
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Wild to see so many authoritarian regimes on the brink of collapse right now. Venezuela Iran Cuba The SEC Truly unprecedented times.
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The secret to investing is to invest in unstoppable people building inevitable things.
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I’ve always hated communism, but it wasn’t until I visited Miami and spoke with Cuban Americans who fled Castro’s terror that I learned what real communist hatred looks like. Entire families would disappear overnight b/c their father criticized the regime. Now, Cubans in
Marco Rubio is not hard to figure out. He's a Cuban Republican from Miami. Hunting Latin American leftists for sport is basically their favorite thing. He'll polish whatever turd he's handed if it means he gets to screw over the Cuban Communist party.
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Tough situation for tailwind. Business is hard, even when you have a great product. Hydra is hiring for cracked developers, so if there’s anyone impacted by the tailwind layoffs that’s interested in AI Factory software I’m open to chatting.
🎧 Recorded a new morning walk this morning, hard one to share because I'm sure people will want to roast me for it but have been transparent up until now so publishing it anyways.
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Start seizing Chinese fishing boats
Rebuilding the US Merchant Marine, one seized tanker at a time!
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No one outside of actual Cubans and Cuban Americans actually understand Cuba. It’s impossible to exaggerate the decay it has suffered. Lost generation after generation. An entirely hollowed out civilization. There’s no level of societal regression like it anywhere else in human
Here's the reality about regime change in Cuba: Morale is so low that I don't think we'd see a massive uprising against American GIs on the island (not saying we need to do that) from the general population. Its youth dreams of moving abroad (many of them already have). The old
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Gives Varangian guard. It’s actually very Lindy for a despot to have a totally foreign personal guard.
The Government of Cuba has announced that 32 Cubans were killed in the recent military operation by the United States to capture Venezuelan President President Nicolás Maduro, most of which were likely part of the security team protecting Maduro. Two days of mourning have been
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China is at war with nature, globally.
A pilot flying over the Pacific Ocean took these photos of an eerie red glow in the sky. The mysterious red glow were the clusters of Chinese fishing vessels using Red LED Lights to hunt giant squids. Just imagine the size of Chinese fishing fleets, scrapping the oceans all
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Reminder that this appeared in the NY Times...
BREAKING: Judge puts stop to food dye ban championed by RFK Jr., per Daily Caller.
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The dominant view of the AI neocloud industry seems to be that *every* platform needs to differentiate their offering by going up stack into more diverse cloud products. That is, further away from bare metal. This conventional wisdom is basically asking every neocloud to go and
The future of AI infrastructure is being built on contracts, not guesswork. Hydra’s latest blog by @NotASithLord breaks down how AI Factory offtake agreements are shaping the next phase of AI infrastructure. These agreements bring predictability to GPU deployments, align capital
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Infra is fun because it’s tough to spot, you blink, and then it’s tough to beat
FWIW this is why - snowflake struggled to raise their series C - every tier1 passed on datadog seed/A/B - cloudflare could only raise from no-name VCs - wall street didn't understand AWS [until the numbers spoke for themselves]
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Hardcore European startups be like
3:31 pm on a thursday afternoon Not a single engineer has left yet. Only thing left to do is build.
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Im hiring for an Elite frontend engineer at Hydra Host.
FRONTEND JOBS ARE GONE FRONTEND JOBS ARE GONE FRONTEND JOBS ARE GONE FRONTEND JOBS ARE GONE FRONTEND JOBS ARE GONE FRONTEND JOBS ARE GONE FRONTEND JOBS ARE GONE FRONTEND JOBS ARE GONE FRONTEND JOBS ARE GONE
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There is incredible founder Alpha in studying early Bungie, and how @MartyTheElder @joestaten Jason Jones and many others were able to produce legendary work.
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You need to hire people who are constitutionally incapable of watching something be broken without fixing it
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NVIDIA's inventory buildup is exactly what scaling looks like when your product costs 10x more and takes twice as long to build. That $19.7B isn't unsold GPUs sitting in warehouses. It's Blackwell rack systems in various stages of assembly with hyperscaler purchase orders
$NVDA This deserves some scrutiny. Inventory rising as growth slows is normally a 🚩.
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If that’s accurate this is so obviously achievable, especially when you factor in enterprise and government spend.
Reading a JP Morgan AI CAPEX report and this is such a great way to put AI ROI into perspective "to drive a 10% return on our modeled AI investments through 2030 would require ~$650 billion of annual revenue into perpetuity... which equates to $34.72/month from every current
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Whether founders can attract technical talent is a much stronger signal than whether they can raise money right now.
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