Scuttlebutt

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Jensen Huang (mentioned)

4-year-old H100s re-contracted at a 20–50% premium, CoreWeave CEO finds
7 takeaways: CoreWeave is 10x oversubscribed for 2027, raised $9B in customer prepayments instead of junk debt, and its CEO has canceled his 10b5…
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"GPU is scarce, yes, it is": Dell Brazil GM on keeping Locaweb's AI racks supplied
8 takeaways: why Locaweb's CTO says data-center capacity is now a board topic, how virtualization raised Dell's server sales, and AI turning…
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AI agents could make trades users never intended, says Interactive Brokers founder
5 calls: why the AI selloff is about financing rather than demand, what 15% yields on CoreWeave's debt signal, and why Citizens' CEO sees interest…
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"Most investors are incapable of doing nothing": ex-Sequoia chairman on holding winners
11 lessons: what Charlie Munger said set him apart, why great founders are so hard to spot early, and what Bill Gates, Steve Jobs and Jensen Huang…
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Ex-Neuberger PM on Big Tech: "70% of their AI revenue is from Anthropic and OpenAI"
14 takeaways: why he counts more than 60% of the S&P 500 as one AI trade, why US banks are safe for the first time in his life, and why he closed his…
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Blue Owl co-CEO on retail credit funds: "You would have missed out on 600 basis points"
14 arguments: why Blue Owl's loan losses ran 12 basis points over 10 years, why outsiders set every mark, and why its data center bet rests on Microsoft…
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"Robots can't do this": Dreamliner Luxury Coaches founder on AI and the tour bus business
19 insights: Buying 12 coaches while live music was shut down, why he buys from founders instead of at auction, and why free cash flow matters more than…
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A growth startup's AI spend went from $200K to a $4M run rate — Primary Ventures partner
15 insights: Anthropic's compute bill against its payroll, why payroll software survives AI as a "cockroach," and why a model you can buy is beta while…
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Google research SVP: Google would back an industry AI safety body with federal oversight
16 arguments: why he would take even a 0.1% chance of AI catastrophe seriously, why building AGI is not Google's goal, and the flood forecasts now…
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CoreWeave CEO: GPUs built in 2020 are now contracted out through 2029
5 takeaways: why 90% of CoreWeave's clients buy more than chips, why he expects neocloud consolidation to 10 or 7 players, and why compute is two…
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White House AI accord, $65B per gigawatt, a model welfare warning — TBPN
9 arguments: what the AI chiefs signed at the White House, why AI lab revenue tracks US GDP per gigawatt, and why Microsoft's AI chief says models must…
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Sam Altman: Nvidia's guardrails don't solve AI safety's science problem
6 takeaways: why OpenAI skipped Nvidia's guardrails project, his car-crash analogy for AI liability, and why Zuckerberg's Muse doesn't worry him
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