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Feb 17
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LONG
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Thread Guy
Crypto influencer, independent
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"Anything energy compute bottleneck I think goes up only forever." The US government's commitment to winning the AI race requires massive physical infrastructure build-outs. The bottleneck is no longer code, but the electricity and processing power required to run the models. Long the infrastructure layer supporting AI. Regulatory hurdles for new energy projects or hardware supply chain disruptions. |
Thread Guy
China is DOMINATING the US in EVERY statistic...
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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 17
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LONG
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Thread Guy
Crypto influencer, independent
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"Demand for compute is just the most up only J curve of all time. It might never stop... Whether you're being useful or not... You're burning the same [__] compute." The utility of the output doesn't matter for the hardware provider. HFTs, startups, and enterprises are "cooking tokens" at an exponential rate. This indiscriminate consumption ensures sustained, compounding revenue for the underlying infrastructure and chip providers. LONG. Physical power constraints (electricity) or a sudden burst in the AI valuation bubble. |
Thread Guy
This OpenAI Acquisition Changes Everything..
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Feb 16
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LONG
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Thread Guy
Crypto influencer, independent
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"All compute cost explode... demand for compute is just the most upon onlyly JC curve of all time." If 100% of code is now written by AI (as claimed by TG's sources), the volume of software being created will explode exponentially. This software requires agents to run, and agents require massive compute. The demand for tokens and processing power is effectively infinite. LONG the entire compute stack (Hardware, Chips, Energy). Physical constraints on energy or chip manufacturing capacity. |
Thread Guy
LIVE: OPENAI BOUGHT OPENCLAW! ANTHROPIC IS CO...
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Feb 12
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LONG
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Alex Bores
NY State Assembly Member
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Bores highlights New York State's $400 million investment to build its own "compute cluster" (Empire AI) and explicitly states, "We should be doing that same thing in investing in the capacity at the federal level." If Bores' plan for a federal version of the "Raise Act" includes the government purchasing its own compute capacity to expedite research and create a public option, the U.S. government becomes a massive direct buyer of AI hardware (GPUs). This adds a new, sovereign layer of demand for chipmakers (NVDA) beyond private sector capex. LONG hardware/infrastructure providers as government-sovereign AI spending ramps up. Legislative gridlock; federal budget constraints. |
CNBC
NY Assemblyman Alex Bores on AI regulation: N...
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