Exactly! Helpful to understand the tech stack that brought us here (and enjoy a visit to the Computer History Museum every once in a while), but we can do so much more now and that's to be celebrated :)
Thank you for sharing—very inspiring. I'm interested in the operations of starting and managing these companies in parallel. How did you go about finding people to run the companies? How much involvement do you have in their day-to-day operations? Are they "your" companies, or do you consider yourself just Customer #1?
Agree on looking at the company-behind-the-numbers. Though presumably you're aware of the Efficient Market Hypothesis. Shouldn't "slowed down datacenter growth" be baked into the stock price already?
If I'm understanding your prediction correctly, you're asserting that the market thinks datacenter spending will continue at this pace indefinitely, and you yourself uniquely believe that to be not true. Right? I wonder why the market (including hedge fund analysis _much_ more sophisticated than us) should be so misinformed.
Presumably the market knows that the whole earth can't be covered in datacenters, and thus has baked that into the price, no?
Great writeup. With LLMs doing an increasing amount of the coding now, it would be great for the browser or development environment to have built-in validations that enforce good performance. The coding agent (or human) would get direct, immediate feedback at development time that there's a performance threshold violation, at development time.