BelievableTruths? retweeted
Patrick Stewart on the cover of Disney Adventures…. A lot to take in here
BelievableTruths? retweeted
In lieu of flowers, memorial contributions may be made to:
Johns Hopkins Alzheimer’s Disease Research Center Fund
alzresearch.org/giving/
Alzheimer’s Foundation of America Caregiver Resources
alzfdn.org/donate/
Photo Credit: Tommy Garcia
BelievableTruths? retweeted
All of us at Marvel Studios are deeply saddened by the passing of Sir Patrick Stewart. Sir Patrick brought Professor Charles Xavier to life with extraordinary grace, intelligence, and humanity, defining the character for generations of fans, from "X-Men" to "Logan" to "Avengers: Doomsday." He was a singular talent, a generous collaborator, and a true gentleman. Our hearts go out to his wife Sunny, his children, his friends, and the countless fans around the world whose lives he touched with his art.
Disney has always needed a creative and a business man. A face of the company and one to make the hard decisions. Eisner Wells Era was magical. The perfect combo
This is why @Michael_Eisner was the ultimate Disney CEO - he understood the heart, character and brand of the company. He walked the walk and talked the talk.
BelievableTruths? retweeted
This is the kind of stuff I miss. Here’s Michael Eisner introducing a Winnie the Pooh Halloween special in October of 1996.
I really need Josh to start doing this kind of stuff.
Kids today will never understand how “fancy” of a restaurant Outback was. That was a “only on special occasions”
BelievableTruths? retweeted
10.27.2008
ALT Pic of Citizens Bank Park jumbotron announcing the suspension of Game 5 of the 2008 World Series
$CLOV a fantastic example of Chamath
As someone with a portfolio of energized land assets here is what I am seeing:
1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however.
2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3).
3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening.
All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one).
This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them.
2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.
Elon is planning a massive merger of SpaceX and Tesla my guess is he’ll add details about he’s taking all tech aspects internal. Which will kill neoclouds for good
goodness Elon is being ruthless to the neoclouds
“That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.”
my theory is that for him to get that $500B-$1T ARR, it will primarily come from SpaceX’s datacenter business scaling exponentially
which means he wants every contract possible, every GPU possible, and he knows he can actually do this because he has a business that can get cheap capital compared to everyone else
This man is saying this because he’s going to announce that he’s going to have a data center in space
