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Feb 17
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LONG
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Thread Guy
Crypto influencer, independent
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"Compute is just going to be the most in demand vertical forever for the end of time. You will never be able to get enough of it forever to run this [__] forever." If 100% of code is written by AI, the constraint on software creation is no longer human labor but the processing power required to run the models (Opus 4.6/Codex). Demand for chips and data centers will become infinite as software production becomes frictionless. LONG the infrastructure and hardware powering the AI transition. Supply chain constraints or energy limitations preventing the scaling of compute. |
Thread Guy
Why AI Is Taking Over ALL Coding Jobs..
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Feb 16
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LONG
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Stephanie Leung
CIO, StashAway
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Leung notes that while the "SaaS apocalypse" (AI replacing software) is shaking markets, the "hardware bottleneck" is the only area with clear earnings visibility. She specifically cites Korea as a beneficiary of the cyclical recovery and AI demand. The "AI Scare" trade is punishing software, but the demand for compute is skyrocketing. Korea (specifically memory chips) sits at the intersection of AI demand and a global cyclical recovery, offering better risk/reward than crowded US software trades. LONG. Focus on the "picks and shovels" of AI where supply is constrained. A global recession dampening cyclical demand for electronics. |
Bloomberg Markets
Laopu Gold, CATL Added to Hang Seng Index | T...
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Feb 12
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LONG
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Robert Frank
Wealth Editor, CNBC
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Eric Schmidt (Hill Spire) and Jeff Bezos (Bezos Expeditions) were the top two investors. Schmidt focused on AI voice and Fusion; Bezos focused on AI robotics and energy-efficient AI compute. The founders of the Web2 era are deploying their personal fortunes into the "Physical Layer" of AI (Robotics) and the "Efficiency Layer" (Compute/Energy). This suggests the next wave of value creation is not just in LLMs, but in embodied AI and the hardware required to run it sustainably. Long exposure to robotics and next-gen AI hardware infrastructure. High failure rate of early-stage deep tech; disconnect between private venture trends and public market timelines. |
CNBC
Inside the Family Office 15 List: Here's what...
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Feb 11
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LONG
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Nick Carter
General Partner, Castle Island Ventures
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Nick states, "I am not worried in the slightest about 600 billion of capex... I think this is bigger than the industrial revolution." He explicitly prefers owning the "company making this happen" (infrastructure) over the model companies. AI capability is improving on a "super exponential" curve. Regardless of which model wins (OpenAI vs. Anthropic vs. Google), they all require massive compute and energy. The infrastructure layer is the "pick and shovel" play that hedges against model obsolescence. Long the physical infrastructure powering AI. Overbuilding of capacity if AI monetization slows down. |
Unchained (Chopping Block)
Would BlackRock Try to Save Bitcoin From the ...
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Feb 09
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WATCH
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Ali Ghodsi
CEO, Databricks
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There is unprecedented capital expenditure ($50B–$100B) flowing into hardware, data centers, and energy. While the AI trend is real, the current build-out creates a risk of "overbuilding." The market is pricing in perfection, but physical constraints (energy) and ROI questions remain. The sheer volume of capital chasing hardware, combined with "circular" funding deals in the AI startup ecosystem, mirrors the pre-crash vibes of 2000. If AI adoption accelerates faster than hardware supply, these stocks will continue to run despite valuation concerns. |
CNBC
Under the hood of the AI economy: Databricks ...
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Jan 31
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LONG
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Luca Netz
CEO of Pudgy Penguins
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"It's way more advantageous to go bid a AI [stock] on Tradfi that's building some sort of silicon wafer... than it is [crypto assets]." The "Crypto x AI" intersection is currently vaporware/narrative only. The *real* value accrual is happening in the physical infrastructure (chips/wafers) required to run the models that everyone is using (Claude/OpenAI). Until crypto offers a tangible utility to AI, capital flows will remain in TradFi hardware. LONG AI Hardware/Semiconductors (e.g., NVDA/TSM - implied). Sector rotation out of tech if AI monetization stalls. |
Unchained (Chopping Block)
How Ethereum May Have One-Upped Bitcoin in On...
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