Irrational Analysis
@insane_analyst
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Engineering-Driven Investment Analysis
Bay Area Cesspit
Joined March 2024
FINALLY. Exciting funding short.
AI chipmaker Cerebras plans to file for a US IPO as soon as next week, targeting a Q2'26 listing. It was last valued around $8B after raising $1B+, and G42 is no longer listed as an investor after prior CFIUS scrutiny.
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I am actually a Max Verstappen fan
Latest episode of the AGI Podcast is out, featuring Wei Zhou, Head of AIUR at @SemiAnalysis_. @TokenWei and I go deep on compute, capital markets, tokenomics, and and the future of AGI. Inside the conversation: 01:00 — Wei’s background and early journey 3:38 — The most cracked
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I was supposed to make a federal tax payment of $218K. Just sent $281K... Now I don't have enough left in checking to pay California tax. 🤡
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Santa Sanjay
Santa Mehrotra
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It's been a hot minute since I've posted a longer piece on capital cycles / history. I'm really proud to present to you my piece on railroads. Mostly this is a history piece, but I bring it together with AI at the end. Please enjoy! https://t.co/C0b1WeiKcL
fabricatedknowledge.com
History doesn't rhyme, it just repeats itself with increasingly strained analogies
I am earnestly of the belief that capital markets are now the newest and biggest shortage for the buildout of the AI buildout
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Someone built a datacenter at the North Pole and Santa is not jolly.
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I am earnestly of the belief that capital markets are now the newest and biggest shortage for the buildout of the AI buildout
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@modestproposal1 ORCL trades like shit and if it gets downgraded it nukes high yield - honest the biggest new constraint for this AI buildout might be capital markets
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CRWV CDS now at a level where it is better off quoting on upfront (inverse recovery; paying 13.5pt, or buying 86.5pt recovery) points rather than spread. Implied default probability is now above 50%.
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@insane_analyst @Alex_Intel_ It's a protected wetland on the property that they have in order to get some tax subsidies. Downside is they are now out of space on site and it really limits expansion possibilities due to the protected status
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A lot of people are asking me does Broadcom have a moat? Does Nvidia have a moat? But Intel actually has one in Oregon
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Do you see what I see? There exists a way to make Mediatek 200G SerDes viable.
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Can someone please send me the datasheet for Semtech GN8112 linear equalizer? Its important if you own Broadcom or Mediatek or Semtech stock. I have tried the normal channels. Semtech ignores my tickets. 🤡
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