Patriot | Unofficial Wharton Grad | Standing 8:30 @ Dorsia | Fraud Fighter
Joined August 2023
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Donny “Swizz” Dimes retweeted
Someone dug up an Alister MacKenzie course design for a family in Argentina and now we’re here.
Sell everything.
BREAKING: US officials believe Nvidia, $NVDA, CEO Jensen Huang had a "romantic relationship" with a Chinese spy from China’s main intelligence agency, per FT.
Details include:
1. US officials say Jensen Huang had been romantically involved with Alice Huang, an executive at Megaspeed
2. US intelligence shows that Alice Huang was recruited as a spy by China’s Ministry of State Security
3. Megaspeed has now come under US scrutiny for allegedly smuggling advanced Nvidia chips into China
It's unclear what the implications of this development will be.
Donny “Swizz” Dimes retweeted
BREAKING: US officials believe Nvidia, $NVDA, CEO Jensen Huang had a "romantic relationship" with a Chinese spy from China’s main intelligence agency, per FT.
Details include:
1. US officials say Jensen Huang had been romantically involved with Alice Huang, an executive at Megaspeed
2. US intelligence shows that Alice Huang was recruited as a spy by China’s Ministry of State Security
3. Megaspeed has now come under US scrutiny for allegedly smuggling advanced Nvidia chips into China
It's unclear what the implications of this development will be.
Donny “Swizz” Dimes retweeted
I'll be flying to Atlanta tomorrow. All blacks working for every store in the various concourses. An all-black TSA. All black staffers for the various airlines, scurrilous and unfriendly. Take MARTA into Atlanta, which is 95% black in employees. Worst mass transit in USA.
How do you tell your liberal friends with no money that their actions at midterms wiped out your portfolio?
You don’t. You don’t have liberal friends.
Donny “Swizz” Dimes retweeted
BREAKING: Leaked audio captures a call between Vivek and his campaign staff discussing the election results
Donny “Swizz” Dimes retweeted
President Trump says the US is cutting off $4 billion in aid to Israel at the end of the year because "they don't need it."
cnn.com/2026/11/03/politics/…
Donny “Swizz” Dimes retweeted
Tim Dillon Predicts a ‘Massive’ Win For Democrats
“This is a vote against the system. The same people that elected Trump because they wanted cheaper gas, cheaper groceries, didn't want to go to war with Iran. Nobody wanted that.”
Donny “Swizz” Dimes retweeted
Past a certain age, going out to the bars for Halloween can be a bad thing.
Donny “Swizz” Dimes retweeted
Mfers be 35 years old, in debt, single. worrying about what to wear for halloween.
You’re already a clown.
Donny “Swizz” Dimes retweeted
Last month, I joined Secretary Duffy in Fort Worth to launch Project Nexus, a Texas-led effort to test the next generation of aircraft.
Today, Archer Aviation announced plans for air taxi networks in Dallas-Fort Worth, Houston, and Austin.
Once again, Texas is leading the way!
Donny “Swizz” Dimes retweeted
You are telling me that the company with the largest IPO this year earns majority of their data center revenue from the company with the second largest IPO this year
ANTHROPIC AGREED TO SPEND UP TO $120.5B ON COMPUTE FROM SPACEX $SPCX
The deals are with SpaceX's AI unit, for access to Nvidia $NVDA chips
Once all the capacity is delivered, expected in December 2026, Anthropic will pay about $3.1B a month. The deals run into 2029.
After early periods ending in January and March 2027, either side can cancel with 90 days' notice.
Donny “Swizz” Dimes retweeted
As someone with a portfolio of energized land assets here is what I am seeing:
1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however.
2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3).
3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening.
All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one).
This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them.
2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.
Donny “Swizz” Dimes retweeted
“Yeah, there are these companies called neoclouds. They buy GPUs from NVIDIA and then rent it back out to the hyperscalers. Where do they get money for the GPUs? Excellent question. Turns out they get the money from NVIDIA themselves, along with a bunch of private credit lenders whose loans are backed by the GPU itself. Elon just said all of them might go to zero soon. Anyways, what are you doing later tonight?”
