Mark Fidelman (@markfidelman) header
Mark Fidelman (@markfidelman) profile picture

Exascale Labs marketing leader | AI infrastructure, data centers, chips and robotics | Author of Agent Shock™

Los Angeles, CA
Joined March 2009
Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)Photo by Mark Fidelman (@markfidelman)
“AI is taking over the world” but nobody’s talking about the two massive problems that could kill the whole revolution before it even starts. Let’s unpack it. 🧵
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Google's best business isn't one we use every day. * Cloud revenue: $30.7B, backlog $561B * Search growth slowed to 12% * Capex $51.4B, free cash flow negative * Reddit: over a million fewer weekly Google referrals * The stock dropped about 10% after hours My take: Search made Google rich. TPUs and cloud are paying for what comes next. Their Gemini AI answer box is taking away the clicks, and the people (like me) who made the content are feeling it. If your traffic came from Google, what's your plan for when it doesn't? #Google #GoogleCloud
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You Said Cheapest.
🤖 Made with AI
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Mark Fidelman retweeted
Speaking for Exascale Labs, I think Elon is right that some neoclouds won't survive tighter financing. But I wouldn't write off the whole group. I'd look at who's paying for the compute and whether the business can cover its power bills and debt if a big customer leaves.
Replying to @chamath
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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The biggest Nvidia customer just hedged: * Oracle expands Vera Rubin to multi-gigawatt scale * Google TPUs offered on Oracle cloud for the first time * Cerebras and SambaNova inference chips coming too * Oracle’s own Acceleron chips replace some Nvidia networking * Capex target still about $90–95B My take: Training is Nvidia’s. Inference is up for grabs, and buyers know it. The multi-vendor shelf is the new moat for clouds. If you rent compute, are you locked to one chip, or can you move workloads?
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The humanoid market’s first real volume is coming: *Agile Robots: 1,000–2,000 compact humanoids next year *Production starts end of 2026, ships early 2027 *Runs Nvidia Isaac GR00T on Jetson Thor *Target buyers: universities and corporate labs *Meanwhile ANYmal X is inspecting oil and gas sites for Equinor My take: Labs buy hardware to build the software that makes factories viable. That’s how this works. It’s slower than the demos, but at least it's real #Robotics #Humanoids
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That’s a pretty big disagreement to build a career around. Jeff Bezos thinks AI is more likely to help save us than destroy us. Stephen Hawking warned it could become the worst thing to happen to humanity. I pulled together 15 predictions from 2016 through 2026, with the names, dates, and timelines attached. Same technology. Very different futures. Which prediction do you buy? And which one do you think will age terribly? 👇 The infographic puts them side by side.
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Whoa... OpenAI says it’s building a humanoid robot. Demo targeted for 2027. I assumed the LLMs would stay in the cloud. Apparently, the brain wants a body, and Tesla just got some real competition (albeit well behind). #Robotics #OpenAI
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Mark Fidelman retweeted
If you want to understand what Elon Musk is really fighting, and who is really fighting him, this is the clearest map I can give you :
🚨 I spend an enormous amount of time trying to understand the chaos we're living through. Not the headlines. The machine behind them. 🚨 If you want to understand what Elon Musk is really fighting, and who is really fighting him, this is the clearest map I can give you. Expensive houses. Expensive schools. Expensive healthcare. Taxes that rise every year while everything gets worse. Borders nobody voted to open. Speech rules nobody voted for. Most people look at this and blame capitalism. The market failed, they say, so the state has to step in and fix it. They have it exactly backwards. What they want to fix it with is what broke it. This isn't chaos, and it isn't capitalism. It has a direction, a method, and a hundred-year history. Let me reverse-engineer it. In 1926, Mussolini's regime threw Antonio Gramsci, co-founder of the Italian Communist Party, into prison. From his cell he asked the question that would shape the next century: why did the revolution win in Russia but fail in the West, where Marx said it was inevitable? His answer: in Russia, the state was everything, so seizing it was enough. In the West, the state was only the outer wall. Behind it stood the real fortress: the church, the family, the school, the press, the culture. Western workers never revolted because the culture held them. So the conclusion was simple. Don't storm the palace. Capture the culture. Win the institutions and you never have to win the argument, because you decide which arguments are allowed. In 1967, the German student leader Rudi Dutschke gave it a slogan: the long march through the institutions. Paris supplied the intellectual software, and I've already apologized for my country's part in that. Then came the most patient operation in modern history. The students of the 60s became the professors of the 80s. Their students became the journalists, judges, civil servants and HR directors of the 2000s. Their students now run the foundations, the NGOs and the agencies. No single step looked like a revolution. That's exactly why it worked. The method was communist. The ambition became global. And it grew like a cancer. A cancer never attacks the body head-on. It hijacks the body's own cells and feeds on the body's own resources. This system never had to defeat the West. It just had to make the West pay for it. In America, the machine found a political home: the Democratic Party. Not the millions of decent people who vote for it. The apparatus. The donor networks, the activist groups, the consultants, the captured agencies that keep moving in the same direction whoever wins. In Europe, it found something even better. The EU's founders, Schuman, Adenauer, De Gasperi, were Catholic anti-communists who wanted to make war impossible. But they built exactly what the long march dreams of: power that never has to face a voter. A Commission nobody directly elects holds the right to propose laws for 450 million people. Chat Control. The digital euro. Speech rules written in Brussels. Nobody stormed anything. They just drafted it. Add the World Economic Forum, the UN agencies and the global foundation circuit, and you have the full map. You don't need a secret meeting when everyone went to the same schools, reads the same papers, funds the same NGOs and flies to the same conference in Davos every January. It's not a conspiracy. It's a class with shared incentives. That's harder to fight, because there's no headquarters to raid. And the billionaires? Most people who became the richest in the world got absorbed. They built something real, then traded it for an aura. Bill Gates is the perfect example: he built the software that ran the world, then became the bankroller of global health bureaucracies and the funder of newsrooms covering his own causes. Laurene Powell Jobs bought The Atlantic. Benioff bought Time. You're not buying a business. You're buying the right to be called good by the people who decide who is good. That's the corruption. Not suitcases of cash. Money for aura, grants for loyalty, NGOs for policy. All legal. All invisible. Here's the proof it's one system and not a hundred separate problems. Look at what happened to prices over the last 25 years. Everything exposed to markets and technology got cheaper: TVs, software, phones, clothing. Everything controlled by institutions exploded: college, healthcare, childcare. And housing, where you need a committee's permission to build anything. Same country, same economy, same decades. The difference isn't the product. It's who controls it. Taxes go up and services get worse, because the money doesn't reach the services. It feeds the layers. Immigration happens at a scale no electorate clearly chose, because for a system that lives on managing problems, more problems means more budget. And a two-income family today can't buy the house their parents bought on one salary. That's real poverty, manufactured by a machine that is rewarded for looking good, never for being good. MAGA isn't the cause of the chaos. It's the immune response. Brexit, the farmers' revolts, the votes shaking every European capital: same thing. The body finally noticed the tumor. So what we're living through is not a normal political cycle. It's a fight to the death between two models. One runs on the perception of goodness. The other runs on reality. And it had to be the richest man in the world. Anyone smaller would have been bought, sued or cancelled. Every billionaire before him took the deal. Elon walked out of the club and turned the lights on. He bought Twitter for $44 billion, opened the Twitter Files and gave the world back a public square where any narrative can be checked in real time. He went inside the government and helped shut down USAID. Now Politico announces that the Democrats' gavels are coming for him. His answer: he'll find out who is really pulling the strings and go after them, not just their puppets. He has one line he keeps coming back to: he cares about the reality of goodness, not the perception of it. That sentence is the whole war. Now the part that makes me certain of how it ends. A lie is expensive to maintain. It needs gatekeepers, censors, fact-checkers, friendly journalists, a budget, and constant repairs every time reality contradicts it. The truth costs nothing to maintain. It just keeps being true. AI is driving the cost of checking anything toward zero. Any budget, any study, any statistic, any promise, audited in seconds by anyone with a phone. Yes, AI can generate lies at scale too. But producing a lie is cheap. Defending it against a billion instant audits is impossible. That's what acceleration really means. It doesn't pick sides. It speeds up feedback loops. Systems aligned with reality compound. Systems built on lies hit the wall faster. And you cannot build rockets, design chips or cure diseases with a false model of the world. Physics doesn't read op-eds. The more intelligence we pour into the world, the more expensive every lie becomes. You cannot scale a lie. You can only scale what's true. We are close to the collapse of the old order and the birth of a new one. Not the one from the WEF's own 2016 video, "you'll own nothing and you'll be happy." The opposite. An order built on truth-seeking, efficiency, science, private property and free markets. You will own things. You will build things. And you'll be happy, because it will be real. Gramsci's long march took a century. Its collapse will take years. History will remember this moment. A man walked into the most powerful machine ever built, refused the deal everyone else took, and chose reality over perception. I have never been more optimistic.
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Mark Fidelman retweeted
Steve Hilton said he’d buy me a gallon of gas if I produced a viral ad for his campaign. California dems have voted the same way for years and all our friends are fleeing the state. It’s time to vote different. It's OK to vote different. Just try it!
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The More Autonomous the AI Agent, the More Humans It Takes to Approve It
🤖 Made with AI
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Promise Robotics signed a multi-year deal with D.R. Horton for 1,250+ US homes, built in a factory. We’re all watching the robot boxing and backflips, but the money robots are all bolted to a floor. #Robotics #PhysicalAI
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Mark Fidelman retweeted
Replying to @markfidelman
@markfidelman is already on the floor at #OCP2026 with our partner Compal Electronics at booth #E65. If you’re at the summit, stop by and see the setup in person. Learn about our Modular Data Center. See you there!
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My son and I are sitting in the ER alive tonight thanks to my Tesla and God's grace. On our way home from @theXtakeover we were on the freeway when a wrong way driver hit us head on at freeway speeds. I remember parts of the accident. Seeing the trucks headlight, my airbag deploying, and the emergency response calling the car. I escaped through the passenger door to grab my son. All the while other cars were crashing around us. I am still really shaken but realize that the safety features of my Tesla saved our lives. DPS and firefighters were shocked that we walked away. This is a true testimonial to how safe these freaken Teslas are. Thank you @Tesla, @elonmusk, the Tesla Engineering Team, and my almighty God. Be safe out there everyone. You never know when something like this can happen. God speed.
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The AI leadership chart makes a lot more sense when you add the power cord. → Sam Altman wants to save humanity. Humanity hasn’t seen the subscription options yet. → Elon Musk consulted the board. The mirror said go for it. → Mark Zuckerberg saw everyone selling thrones and decided free chairs would be hilarious. → Satya Nadella supports your right to rule. Enterprise license required. Billed annually. → Jensen Huang wishes every competitor tremendous success. They all have his payment details. → PG&E appreciates your vision for superintelligence. Your connection request is still in the queue. Five kings. But a company owns the most power I work in AI infrastructure. You can probably guess which panel I’d put my money on.
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Mark Fidelman retweeted
This will sound super crazy, but I see a path to SpaceX being worth orders of magnitude more than the current Earth economy
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Mark Fidelman retweeted
Our CEO Dr. Hoansoo Lee told New Project Media that rack power is up about 60x, from roughly 10 kW to what Vera Rubin needs. Most existing data centers top out near 140 kW a rack. Vera Rubin Ultra can ask for 600. The chips will ship on time, but he’s a lot less sure about the buildings. Read more: linkedin.com/posts/amanda-ja…
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Mark Fidelman retweeted
I genuinely feel bad for all the people still starting their mornings manually driving, burning gas, sitting in traffic, and stressing over every stop-and-go. Bc this is how I start mine now. Fresh coffee in a Tesla cup in my hand. Starship, something inspiring on the dash. Tesla FSD handling the entire drive, while I stay attentive. And my Cybertruck connected the entire time... a Starlink Mini that's integrated to my Cyberbeast is pulling 169 Mbps down, 12 Mbps up, with 36 ms latency while driving. Bro... think about it for a sec... my car is driving autonomously on FSD, I’m drinking coffee and pouring more with both hands, I’m learning about the most important vehicle ever created by humans in the background, Starlink is giving me fast internet from space on the move, and I’m posting this reality on 𝕏 from the same seat for the world to see. Just a few years ago this would’ve sounded like some made-up future. Now it’s just my morning.
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Most factory robots work inside a cage, a fenced-off cell that keeps them away from people. Agility is claiming its new Digit 5 humanoid doesn't need one. Hmmm.. If that holds up, I care more about it than any backflip video. I’ll believe it though when the insurance companies sign off on it. #Robotics #Humanoids
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Mark Fidelman retweeted
Grok Bot is getting ridiculously useful for AEO/SEO. Before I create more content, I want the system to answer four questions: What should we draft? What should we update? What should we delete? What should we consolidate? It uses our existing content, competitor gaps, and decaying pages to help make those calls. That’s the workflow I keep upgrading over time.
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