Kush Bavaria(@bavaria_kush):Jensen seems to be running the Elon playbook: own every layer you depend on > $12.9B for Hugging Face > $6B for Poolside's model factory > Perplexity talks at $30B+ > ~$70B of equity out to OpenAI, xAI, Anthropic, SSI. Chip company stops describing this fairly soon.

Kush Bavaria

@bavaria_kush

helping finance compute @ornnexchange | CS @MIT

Joined February 2022

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Kush Bavaria@bavaria_kush

2026.08.29 18:00

Jensen seems to be running the Elon playbook: own every layer you depend on > $12.9B for Hugging Face > $6B for Poolside's model factory > Perplexity talks at $30B+ > ~$70B of equity out to OpenAI, xAI, Anthropic, SSI. Chip company stops describing this fairly soon.