Alex Yeh

Beff (e/acc) Verified account @beffjezos · 2d

If she's a 10 in SF, she's either:
- a16z new media
- literally a foreign asset
- a Corgi girl

No in-between

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zerohedge Verified account @zerohedge · Sep 11

Leopold Is Back: Situational Awareness Rerunning Exact Same Trades Which Blew It Up A Month Ago zerohedge.com/markets/leopol…

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Political Polls Verified account @Politics_Polls · Nov 4

.@nytimes Senate forecast update:

Democrats 55
Republicans 45

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Fireside Alpha Verified account @firesidealpha · Oct 27

Blackstone’s Jon Gray says neoclouds that can get to the other side will find compute pricing up 50% and legacy chips worth more than people thought, and the market is confusing deliverability with demand

“I think what we’re seeing in the market is a little bit of a conflation between deliverability of compute and demand for compute. And at our companies, as an example, we’ve seen a 20-fold increase in spend on models over the last 12 months. It’s pretty extraordinary."

"We have a joint venture with Anthropic to deploy these models. The company’s called Ode, and it can’t keep up with the business that’s coming in the door. So we’re seeing demand really growing for compute."

"And at the same time, the constraint, of course, is delivering that supply. And that’s hard because of amassing capital, data centers, power, chips, all of that."

"And so for the neoclouds, if they can get to the other side, the pricing of compute’s up 50%. Their legacy chips are worth much more than people thought. Their data centers are leased below market."

"Their challenge is, do they have the capital, the debt and equity and the quantum that’s needed to deliver?"

"I think some of these companies have very talented CEOs. CoreWeave’s a good example of this. They’ll find a way through it, but that’s the challenge they face. The underlying business is actually quite strong.”

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