Scuttlebutt

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Mercor (private)

Mercor CEO on human data: "99% of knowledge still lives in people's heads"
11 arguments: why Mercor says it is not a marketplace, how it pays experts $5M a day, and why every Fortune 500 company will build its own training data
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Silvia CEO: the S&P rose about 70% in 5 years while Bitcoin, gold and land rose 170%
12 arguments: why he says the Fed and the BLS cannot count inflation, why more Americans pay for sports betting than for AI, and why AI agents will need…
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Nvidia's 3-year-old Hopper GPUs now rent for more than they did new — Crusoe CEO
15 insights: why a 140MW AI building uses the water of about 10 homes, why half of planned data centers may never get built, and why he thinks most…
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90% of enterprise AI work will run on cost-efficient models, says UiPath's CEO
21 insights: Why he says memory is not learning, what the map of work is and why he thinks a $90B legal opportunity converts into about $10B of tokens
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"I would never ever bet against Elon": Positron co-founder on data centers in space
17 arguments: Why he calls the anti-data-center turn a Chinese psyop, what cached tokens do to AI margins, and why he trusts Oracle's credit over the…
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Garry Tan: OpenAI Hands Any YC Company $2M in Tokens, No Strings Attached
6 takeaways: why a quarter of this YC batch is hard tech, what Tan thinks the AI-safety debate is missing, and the founders replacing 2,000-person…
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Aaron Katz: the bubble consensus is the belief he thinks is wrong, and ClickHouse could list next year but won't | 20VC
Why durability of revenue is the risk he would watch, what changes when agents rather than humans pick the database, and the date he takes the under on…
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