Reformed statistician turned quant. HFT, ocaml, and micro-inefficiency connoisseur. Non-partisan. Southern Baptist. Currently between Jordan, KSA, UAE.
Joined November 2023
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Our Brian is at Peace
There is no pain in this world like a mother having to say goodbye to her son. It is an anguish I would not wish on anyone, an agony that rips a hole in the fabric of your soul. My heart is broken beyond words.
My beautiful son, Brian, passed away peacefully at 8:13 PM on the evening of August 28th. He was not alone. He was surrounded by all the love in the world—his devoted wife Alicia, his precious little boy Josh, his brothers, and I were all holding him as he finally went home to God.
He fought so hard, for so long, with a strength that amazed me every day. Now, his fight is over, and he is finally free from all pain. But a mother's pain is just beginning.
Please keep our family in your prayers. We are clinging to each other and to the beautiful memories he gave us.
everloved.com/life-of/brian-…
Soon enough, by brother Joseph, who is also obsessed with data and is close to my line of work, will be running this account.
I have been in palliative care for a while; the Big C. Liver. But cancer won. I am maxed out on dopamine and Levophed and pain meds, but I have lots of lucidity (likely terminal lucidity). I have a week at best, I lost 30kg, and I made amends.
I ask you to be kind to strangers you meet; people are fighting battles we don't know about.
~ VIX
VIX retweeted
SOFTBANK PLUNGES 59% AS DEBT-FUELED AI BETS UNRAVEL
SoftBank shares fell another 10.8% Friday, extending losses to 59% since early June.
The company added $40.4 billion in debt over 12 months to fund AI investments, including $64 billion in OpenAI.
Meanwhile, Arm shares have plunged 51% since June 30, weakening SoftBank's asset backing as credit-default swaps rise and bond prices fall.
SoftBank's reported leverage was 13%, below its self-imposed 25% limit, suggesting a substantial remaining cushion.
VIX retweeted
JUST IN: Massive Cyberattack on French blood banks heats samples to 110°C from -30°C
Shortly before, Cyber firm Claroty was caught playing with refrigeration systems, experimenting and hijacking temperatures in EU.
@grok, which country was this firm founded in?
Country only
VIX retweeted
BREAKING: Voters in at least 29 places across the US approved bans or restrictions on data centers in Tuesday’s elections.
It comes as Goldman Sachs warns that Democratic wins at the state and local level could put 45% of planned US data center capacity at risk.
VIX retweeted
BREAKING: Vice President JD Vance has said that Republicans lost because the war in Iran, the cost of living, and the GOP's relationship with Israel.
VIX retweeted
Remember when Oracle leased out 100k Blackwells to Tencent recently for dirt cheap bc it needed that 30% upfront really bad?
A lot of desperate compute provider now coming online w/ no takers. Too bad for Anthropic that they signed on to those long contracts when they could've just waited for the px to drop.
This AI hype cycle is just so hilarious. Demand goes up 3-4x in short period & ppl think compute revenue will always stay at this premium. Once the data centers actually come online, we have a glut like now.
VIX retweeted
I've started asking ChatGPT to write the most unhinged replies to every AI-generated cold email I get, and honestly, it's low-key my favorite part of the day.
I don't edit them. I just send as is every time.
VIX retweeted
BREAKING: Anthropic’s Q3 2026 results:
Revenue: $17.0B, up 1,127% from a year ago and 47% from Q2
Operating loss: $567M, after a $974M profit in Q2
Adjusted operating income: $2.5B, a 15% margin (down from 19% in Q2)
Net loss: $23.3B, vs. $12.1B a year ago
VIX retweeted
GPU rental rates are crashing as supply surges:
• Blackwell scaling pushes H100/A100 prices down
• Neoclouds & P2P (Lambda, RunPod, Vast) undercut hyperscalers by 50%+
• AMD MI300 & ASIC competition mounting
H100 SXM rates hit sub-$2.50/hr on alternative clouds
Scarcity is over.
VIX retweeted
AI companies are already figuring out they don’t need what they signed up for and they are trying to offload it. I can only imagine the underlying debt financing not being paid. Exactly what I have been predicting. This is the tip of the iceberg.
Series A $100m raise. Message from the CEO.
VIX retweeted
I still remember introducing one of my suppliers to hot showers in Bogotá.
I had him install one of these bad boys.
The idea of hot water was so alien to him that he thought I was joking, I learned that he (and toddler + wife) bathed with almost freezing water everyday so I convinced him to install it.
Literally changed his life and schedule for life lol
VIX retweeted
Trump ordina al DOJ un’azione legale perché un candidato indipendente al Senato in Alaska, Dan Sullivan, è omonimo di quello repubblicano.
Elon Musk per supportare Trump fa sospendere Dan Sullivan da X.
Ma per sbaglio sospende il Sullivan repubblicano
IO-NON-CE-LA-POSSO-FARE
VIX retweeted
>monday, october 26: anthropic drops their S-1
>institutional investors open the filing and choke on their morning espresso:
>Q2 revenue: $11.6 billion
>Q2 operating profit: $974 million
>claude code printed $1B profit
>investors immediately open openai’s pitch deck
>Q2 revenue: $6.7 billion (+18% lol)
>net losses deepened over same time period
>investoors: "Wait... why are we paying a $1.4T valuation for the unprofitable second-place company?"
>sovereign funds slam the wallet shut
>not interested in scam defaultman anymore
>$30 billion round stalls at just ~$11B
>$1.4T valuation target died on arrival
>altman is panic calling family offices and high networth individuals
>trying hard to raise upto $20B at $1.25T…
>before the music stops
THE EMPEROR HAS NO COMPUTE
AND NO REVENUE
VIX retweeted
BREAKING: Anthropic is now expected to receive a "high junk" rating from major credit rating agencies after its IPO, which could come as soon as November, per FT.
Details include:
1. Blackstone has told investors that Anthropic likely will not receive an investment-grade rating immediately after its IPO
2. Blackstone is working with banks that stumped up financing on selling the debt on to other investors
3. An investment-grade rating is "central" to Anthropic's ability to continue its AI buildout
4. The company says it expects to spend over $800 billion on computing infrastructure between now and 2045
Debt markets are increasingly in the spotlight as AI funding becomes less abundant.