Alyssa 🦄️

before AGI, can we pls fix AirDrop?

I’m not a Chinese spy I’m Taiwanese lol

America has the chips, no place to put them
China has the place, no chips to put in

storytelling is the only moat

wdym you ran out of “gpu rich” so now I have “gpu poor” on my head 😭

three key people behind Claude Code have left Anthropic in the last two weeks, right before the IPO 👀 Nov 3 Cat Wu Oct 24 Thariq Shihipar Oct 23 Anthony Morris

investing is conviction wrapped in money

After every founder pitch I dig harder into what they actually do versus what they say they want to do Turns out a lot of them are just data brokers wrapped in ideas they may never execute

ppl asking for help securing GPUs when asked for pof: “we’re still finalizing financing” bro 🙄

you don’t have to adopt AI but your cybersecurity must withstand AI attacks

never ask a woman her age never ask a $30bn AI company what their revenue is

Power is no longer a side constraint in AI. It is the constraint. Goldman just put hard numbers on it: $7.6T of capital across compute, data centers, and power through 2031. Data-center power demand expected to rise 170% by 2030. US interconnection queue already more than double existing grid capacity. Median time from application to commercial operation: roughly five years. Large turbines sold out into 2029–31. Chips got the headlines for years. The binding constraints have moved to power, grid interconnection, cooling, skilled labor, and actual time-to-energization. From where we sit as operators and investors, the edge is shifting to teams that can underwrite real delivery timelines and the capital structures that match multi-year physical risk. Model performance still dominates the discourse. Physical delivery risk remains underpriced. Operators and investors who have closed power or data-center deals in the last 12 months - what’s the real gap between announced GW and delivered MW that you’re underwriting for 2027–28?

Reposting this because apparently some SV founders still don’t know about TSMC or Taiwan, where 90% of the world's most advanced semiconductors are produced 🫠

still shook that trump changes AI to SI fully expected him to make AI stand for American Intelligence instead

Today’s inbound: - A “GTM” firm sending AI slop with broken links. - A “Fundraising Opportunity” that was really “Can you raise money for us?” The AI spam epidemic is real.

Crypto decentralizes capital AI centralizes capital

The new Spotify logo looks too much like Uber Eats I keep opening the wrong app

Going to be at NVIDIA GTC next week! Looking to meet people building the infrastructure layer of AI: - deploying capital into compute / data centers - data center owners or operators - GPU miners making the shift to AI compute DM me or drop a comment below👇

AI first rounds are now larger than a lot of VCs’ total fund size. Wild.

glad sam altman shares my taste 😌