Andrew Wilkinson

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@awilkinson

Co-founder of Tiny w/ @_Sparling_. We own @Metalab, @Serato, @Letterboxd, @AeroPress, and 35+ other wonderful companies. Author of Never Enough.

Victoria, Canada neverenough.com Joined July 2006

4K Following 393K Followers 22K Posts

Latest posts 5

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Andrew Wilkinson @awilkinson Oct 10

Having money doesn't help you make you friends.

It does the opposite: it isolates you.

This is my favorite podcast I've ever done.

It's a deep dive with my pal @JaysonGaignard on how to build authentic friendship and community.

Real friends, not deal friends. Watch here:

85:07

Andrew Wilkinson @awilkinson 2d

Anyone else having issues with their ChatGPT Dot not doing stuff even if you give it super clear instructions?

"Sounds good, send the email" (with email draft shown above) and it doesn't send due to guardrails or something?

Any good solutions?

Andrew Wilkinson @awilkinson 3d

"People need zero evidence to accept a convenient lie and endless evidence to accept an uncomfortable truth"

–Shaan Puri

So true.

Shaan Puri Verified account @ShaanVP 4d

just remember

people need zero evidence to accept a convenient lie
and endless evidence to accept an uncomfortable truth
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Andrew Wilkinson @awilkinson 3d

When is @elonmusk going to do something about bots?

You say you care about creating a free and open town square — why are we allowing robots to shout down anyone who tries to have mature discourse?

Every X thread's replies section is 10-20 instant AI inane responses.

Andrew Wilkinson @awilkinson 3d

Do you like making money? Then listen up.

Datacenter company $IREN is trading at 2.3x 2028 EBITDA.

I have been long since $6 and haven't sold a share. x.com/awilkinson/sta…

Because despite the blue wave...

Despite CoreWeave bond yields...

Despite Elon fanning the flames to put SpaceX's compute competitors out of business...

IREN own one of a handful of toll roads to super intelligence.

And now you can buy it at a *profound* discount.

Read this:

Jake Allen Verified account @jakeallen3 3d

I’ve been long $IREN since $5.30, and the call back then was pretty simple: if AI kept scaling, grid-connected power would go up in value. That played out, and I went quiet while it ran.

I’m back because the stock now looks more disconnected from the business than at any point since I bought it.

At $22 we're at an ~$8.4bn market cap and ~$19bn of EV once you include YE 2026 GPU debt: about 6.3x exit-2026 run-rate EBITDA, and ~2.3x 2028 EBITDA, including the debt needed to fund the buildout.

If the 2027 capacity signs even at bear-case prices, about 20% below today’s, it trades roughly at what its contracts are worth, even if every GPU and every building is worthless the day those contracts end. And it owns roughly 2.3GW of energized capacity at a time when the biggest buyers in the world are saying they can’t get enough.

My floor works out around $24–36 and my base case for end-2027 is around $130 🧵

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