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The next wave of solo millionaires won’t just use AI for content.
They’ll use it to simulate the team that wealthy people have always used to move faster.
open.substack.com/pub/100cof…
🤖 Made with AI
sequoia taylor retweeted
JUST IN: Anthropic just agreed to pay $3.4 billion for gas-fired generators to power its data centers, per the FT.
That's 1.7 gigawatts of Caterpillar equipment, roughly enough electricity for over a million homes. It's the largest known single purchase of power generation equipment by an AI lab.
AI companies aren't waiting for the grid anymore.
sequoia taylor retweeted
People are missing the obvious risk here. He is married. What if Lori Huang, his wife of 41y, decides to divorce him. She will likely get a good chunk of Nvidia stock, which, if she is like other tech billionaire ex-wives, she will likely begin selling. The Black Swan no one saw.
sequoia taylor retweeted
Replying to @mickeyhardy
The ones believing Malaysia needed 4.8 billion in Nvidia materials are the crazy ones .
sequoia taylor retweeted
The CEO of the most important company in the world fell for a honeypot.
You aren’t safe.
The Jensen Huang story keeps getting crazier.
US intelligence reportedly discovered that Nvidia’s CEO was romantically involved with a suspected Chinese spy.
Here's where things get insane:
1.) The woman, Alice Huang, was an executive at Megaspeed, a company under investigation for allegedly helping Chinese firms circumvent US chip export restrictions.
2.) US intelligence believes she was recruited by China's Ministry of State Security, its primary intelligence agency.
3.) Intelligence officials reportedly suspected her objective included gathering information about Huang and potentially influencing Nvidia to push for looser US chip export controls.
4.) Huang has spent the past year repeatedly lobbying Washington to loosen those exact restrictions.
5.) US officials reportedly prepared an intelligence memo detailing the relationship and circulated it among senior government officials shortly before Trump's summit with Xi Jinping.
6.) Trump had reportedly already been briefed on the suspected espionage operation and chose not to act on the information.
7.) Huang has met with Trump repeatedly, reportedly even accompanying him aboard the presidential aircraft on a trip to China.
8.) Megaspeed's Malaysian affiliate reportedly purchased at least $4.8 BILLION in equipment containing Nvidia chips between June 2024 and February 2026.
9.) Federal authorities have been investigating Megaspeed since 2024, with the Justice Department reportedly taking over the Commerce Department's investigation this year.
10.) Investigators reportedly found Nvidia equipment in boxes that appeared ready for shipment rather than installed in operational data centers.
11.) Alice Huang's name was reportedly removed from Megaspeed's corporate documents as scrutiny intensified. Her continuing involvement with the company remains unclear.
12.) Nvidia maintains that it investigated Megaspeed's chip deployments and found no evidence of illegal diversion.
13.) Three congressional committee chairmen are now demanding that Huang appear for a closed-door briefing on November 18.
We're talking about the CEO of the world's most valuable company, a suspected Chinese intelligence operation, billions of dollars in advanced AI chips, and the US government's efforts to control China's access to the technology.
There is still no public evidence that Huang knowingly cooperated with Chinese intelligence or that the alleged operation successfully influenced US policy.
But the questions surrounding this are extraordinary.
sequoia taylor retweeted
Pro tip for claude $20 users:
Say “Good morning” to Claude at 7 AM to trigger the 5-hour usage limit. When you start working at 10 AM, you'll be just two hours away from a fresh reset!.
sequoia taylor retweeted
WOW.
For 25 years this man has said that when white people say they only want to marry white people or black people say they only want to marry black people that they are evil and racist.
But he says his family will only ever be Jewish and Jewish alone.
sequoia taylor retweeted
A Stanford professor took two average stocks, rebalanced them daily, and turned $100,000 into $7 million without predicting a single price.
Bookmark & watch today, no matter what.
sequoia taylor retweeted
Replying to @alexfmac
The IPO pipeline has been a mess for years since the unwind of ZIRP. Massive queue of last gen SaaS with big revenues can't get investor attention because of AI. AI co's didn't have enough time to grow to secure the bag.
Private credit imploded just as the IPO's were happening. Many cancelled in Sept / Oct. Ant's MRR has flatlined since July and could decline due to price competition and new cost discipline at customer co's.
They could have IPO'd in summer, but had their eyes on the $2trn prize. They still tried for September. Investors rejected it and forced them to push back until Q3 results could be published & hoped for recovery in private credit. Now they've hit the perfect shitstorm. They are also phenomenally bad at managing their finances. Not sure how they pull it off at all now. Shades of WeWork 2019.
If the private credit / build out dominoes all fall now, there will be no money available for Ant anyway. Most likely scenario, Nvidia will collapse the market from its dot com era Cisco-esque vendor financing and loss of customers from them all going bust, leading to the write down of enormous loans and lower revenue projections.
Shows how well Elon plays the game. Got in there first with SpaceX IPO and a big hype story for the dreamers. He's levels above the rest.
sequoia taylor retweeted
Any venture capital firms that need a woke black guy for the current political moment I’m available. Inquiring minds dm me





































