Cofounder @AethirCloud | Building Decentralised Cloud Infrastructure (DCI) | Accelerating the world’s transition to universal cloud compute 🌎
AI基础设施与实体产业深度观察者，兼具技术理性与商业敏锐度。擅长拆解复杂技术背后的经济逻辑，对AI算力、能源及机器人领域有独到见解，风格务实且具前瞻性。
对 技术 主要持支持态度，共 219 条相关推文
对 账户抽象 主要持强支持态度，共 2 条相关推文
Mark @MRRydon · 2026-10-23 10:00中性The Nasdaq fell 2.6% yesterday, its worst day since June, on worries about the AI spending bill. Part of the selling was pinned on Jensen Huang saying neoclouds face a scarcity of capital. But look at what he actually said: "the demand for the neoclouds i
Mark @MRRydon · 2026-10-23 09:21看空.@GoldmanSachs says hedge fund shorts are at the 99th percentile of the last five years. The same night, Billie Eilish and Ariana Grande both went short. Introducing the Billie and Ariana Short Index. I'll be tracking how well their haircuts call hedge fu
Mark @MRRydon · 2026-10-23 04:30中性I tried to work out why a CoreWeave bond yields around 15% when compute demand is this strong. TLDR: it's the price of having no hedge. A neocloud with long contracts from the most creditworthy companies in the world can borrow fine. The cost of capital
Mark @MRRydon · 2026-10-23 00:30看多Oil has the crack spread. Soybeans have the crush spread. Compute needs one too. The crack spread is the margin between crude oil and the gasoline and other fuels it's refined into. The crush spread is the margin between soybeans and the soy oil and meal
Mark @MRRydon · 2026-10-22 19:30中性NVIDIA says its new DSX POD cuts AI factory deployment at a prepared site from six months to as little as 14 days. Racks, cabling, power and liquid cooling arrive pre-built in a container. But the prepared site is often the hardest part. Literally on the
Mark @MRRydon · 2026-10-22 18:00看多GPU rents are going up while token prices keep falling. Again. In my opinion, that shows demand is still running ahead of supply. Silicon Data's H100 index was $2.86 an hour on 21 Oct, up 10% in a week. Its token index is at $0.96 per million tokens, dow
Turner Novak 🍌🧢 @TurnerNovak
andrew chen @andrewchen
Emad @EMostaque
Garry Tan @garrytan
rick awsb ($people, $people) @rickawsb
Guillermo Rauch @rauchg
评论
暂无评论