Conor Moore@_conormoore · 2026/08/26观点输出GPUs are good collateral by themselves and it doesn’t matter who owns them
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Conor Moore@_conormoore · 2026/08/25赛道影响Made possible by @USDai_Official
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Conor Moore@_conormoore · 2026/08/23观点输出Revenue increases in excess of capex cost increase as open weight models remove barriers for neoclouds to sell tokens directly, which increases top line by ~60% vs bare metal leases (assuming 50% utilization).
The Nvidia poolside transaction is the other side of this annc, that actually makes this price hike possible.
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Conor Moore@_conormoore · 2026/08/23赛道影响The optimistic view of these insane progressions in ai and robotics is that they will usher in an era of unprecedented artistic human creation as we collectively operate exclusively in the “self actualization” tip of the pyramid
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Conor Moore@_conormoore · 2026/08/23市场影响There are fundamentally two businesses in the ai value chain: hardware and software.
The hardware business starts at power/land and ends at token production. The datacenter, neocloud and token factory will all converge upon eachother and compete directly. I think the token factories (ie baseten) are doing the hardest thing in this group and will vertically integrate and eat the other two.
The software business starts at token consumption and ends at consumer use.
The labs and ai applications will compete directly. I think the labs will ultimately develop massive data advantages over the specialized consumer applications and win here. Importantly, the advantage to the labs is NOT in their model weights. It is in the control of broad swathes of consumer data.
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Conor Moore@_conormoore · 2026/08/12观点输出@kellyjgreer @Melt_Dem 🎉
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Conor Moore@_conormoore · 2026/08/10观点输出GW buildouts are 36+ month speculative development projects, only gets done w/ hyperscaler IG credit backstop. Not really underwriting the project CFs as much as the hyperscalers balance sheet. I would wager that most participants in those syndicates do not actually carry a strong view on the underlying (does it matter if the 3.7tn microsoft is using the money to build an office space or build a datacenter?).
Inference clouds are deploying much smaller clusters such that your spec period could be as short as 0 days (existing colo space, release funds upon gpu cluster delivery & burn-in), so you have an immediately cashflowing asset paying down the debt and you're looking through to the contracted offtaker's financial health. these transactions do require the lender to take a directional view on the business of compute, but with much tighter parameters, shorter durations, and yields that provide more compensation for the risk.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Conor Moore@_conormoore · 2026/08/06观点输出GPU mortgages are underrated
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Conor Moore@_conormoore · 2026/08/01赛道影响I was skeptical of claims that ai would replace junior investor roles at first but seeing the progress made on the USDAI agent over the past few months leaves no doubt in my mind that the role will not exist in 5 years.
If you’re 20 and want to be an investor better work on your handshake and eye contact. Relationships & deal flow only edge left.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Conor Moore@_conormoore · 2026/07/30赛道影响RT @Nick_van_Eck: Passing off AI responses as finished work product, which is incredibly obvious to anyone who uses these tools, is an incr…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
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