Conor Moore
@_ConorMoore
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RWA Looping is going to be absolutely huge The golden age of private credit will happen on chain
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New GPUs do frontier training -> 18 months later do smaller training -> then inference for years after 5-6 year depreciation matches actual economic life, not fraud just how datacenter assets work Look at the market - even shit-tier compute cards from 5+ years ago held value
Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful
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jensen announces china will beat usa in ai race bc of gov subsidies then an hour later sam announces he wants gov guarantee on his 1T datacenter masterclass
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Consistent with our own findings. H100s trading at around 150k/server today vs 300k new in 2022. Only 50% depreciation in 3 years. All a function of rental rates.
Director at a cloud consulting firm shares some really valuable insights into what is going on right now in the cloud industry regarding AI workloads and GPU capacity: 1. The real bottleneck in power and cooling is not the physical lack of space but the POWER DENSITY. The AI and
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Nice tax write off
Zuckerberg: Will invest around $600B by 2028 - Zuckerberg says Meta will invest ~$600B in AI infra by 2028. - Meta already guided CapEx of $70B in 2025 and ~$100B in 2026. - To actually reach $600B, spending would need to jump to ~$200B in 2027 and ~$300B in 2028.
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$100M deposit cap nearly FILLED in just 10 days! USDai is a brand new stablecoin backed by T-bills and tokenized AI hardware. Definitely keeping an eye on this and will dive deeper in a full write up. I minted USDai and LP-ed in Pendle markets for 25x Allo points for the ICO.
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as some seem to believe the useful life of a GPU is only 5 years, i hereby am willing to purchase every single A100 extant for the reimbursement of shipping and handling. i will also throw in $100 per chip, a personalized autograph and 5 FARTCOIN.
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excited to back @0xZergs @_ConorMoore 💪 also sharing two of my fav webpages in crypto. it takes a lot of effort to build transparency, and it's important, especially for synthetic dollars. - @ethena_labs : https://t.co/vf9gGWHEKR - @USDai_Official :
app.usd.ai
The yield-bearing synthetic dollar backed by AI infrastructure.
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I’m joining @USDai_Official as Growth Lead. Since my wife’s stroke in May, I’ve been in a holding pattern; focused on family, helping her recover, and spending a lot of time researching for @leviathan_news. A month ago I stumbled on https://t.co/iPhqwOrIXR. At first it looked
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Public launch is today at 5PM EST (9PM UTC) Here's how to play The Allo Game, USDAI's ICO and Airdrop Program ↓
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https://t.co/3G1FcUsLPy AutoVaults are going LIVE on @arbitrum on Monday. Vaults are built with some of the most respected names in DeFi: @k3_capital, @ConcreteXYZ, and @eulerfinance With @pendle_fi also supporting us for our secondary markets
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We talked to @_ConorMoore from @USDai_Official last month about the big opportunity in building a yield bearing synthetic dollar backed by GPUs. “When we think about tokenizing existing securities and putting them on chain, it's just unattractive because you're not actually
We’ve raised a $13.4M in Series A led by @hiFramework to build USDAI, the dollar that scales AI infrastructure. Public launch on Monday.
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