2/ Forget the old metaphors. This isn’t “the new oil” or “the new factories.” This is a new era. Building the infrastructure to power intelligence—globally. And it starts with Texas as ground zero.
INVESTMENT
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Stargate: $500B AI Infrastructure Investment Announced by Trump
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Thoughts on #STARGATE, the $500bn AI infrastructure investment to be announced by @realDonaldTrump
. 1/ OpenAI, SoftBank, Oracle. $100B now, $500B over 4 years. Stargate is here—starting in Texas. This isn’t just AI—it’s industrial intelligence at scale. The U.S. just -
Is DeFi Really Decentralized or Just CeFi with Extra Steps
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Correct. Show me this DeFi that you speak of. Mostly I see CeFi, with extra steps.
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Industrial Intelligence: US Infrastructure Scale-up and Global AI Competition
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The next phase of AI is the build-out of ‘Industrial Intelligence.’ This is about building the infrastructure and acquiring the resources needed to scale Intelligence. The competition is fierce and the US is getting even farther ahead thanks to @realDonaldTrump
’s election. -
LLM Building: Status Play or Commercial Strategy for TCS and Wipro?
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I feel like asking TCS or Wipro to build an LLM is more a status thing than a commercial thing and also explains why startups exist. Play the story out. Let’s say they commit resources and build it. The LLM space is quite commoditised — the utility of whatever they end up
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Reallocation of US AI Investments: Prioritizing Compute and Data
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2/
Allocate America’s AI investments in the right places. Our government spends ~90% of investments on algorithms, neglecting compute and data. The leading global tech cos have been investing ~60% on compute, 30% on data, and 10% on algorithms. Our government must adapt our -
Company Without Investors Has Lower Financial Risk
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We don't have any investors so it's harder to lose money for us than for other companies. Sorry!
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Patient Investing Outperforms Active Trading Schemes
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Venture and value investors outperform via patience. Active trading is just another get-rich-quick scheme, with the same results. https://
x.com/AriDavidPaul/s
tatus/859480049799626752
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Early AI Model Adoption as Competitive Arbitrage Opportunity
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there’s a massive arbitrage just trying and using the models before everybody else.
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ServiceNow Acquires Cuein to Expand Agentic AI Capabilities
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#ServiceNow Plans Cuein Acquisition To Expand #AgenticAI Roadmap