Ben Pouladian
@benitoz
The world isn’t short of oil. It’s short of tokens.
Hardware, software, models. System-level AI infrastructure analysis.
$NVDA since 2016. DMs open ↓
1K Following 19.8K Followers
Alphabet is raising 80B to buy compute “to meet unprecedented customer demand”
Berkshire put in 10B of it
Read that again
The most patient capital on earth just underwrote a GPU bet
Jensen says compute equals revenue
Buffett just priced the collateral
$GOOGL $BRK.A $NVDA
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