Qasar Younis(@qasar):*Fantastic* talk hot off the press by the formidable Jon Gray from @blackstone on what is happening in technology world. Actually watched the whole thing. Chock full of interesting stats: 1/ BX-linked companies went from $25M to $525M in annualized spend with Anthropic in one year (21x) 2/Hyperscaler capex is up 9x in five years; chip-company capex hasn't doubled 3/$55B per gigawatt, all-in (power + data center + chips) 4/ SK Hynix trades at ~4x earnings after a 500% run; Cisco was at 150x in 2000 5/ PE software deals are down 66% (!)

2026.09.21 14:53

*Fantastic* talk hot off the press by the formidable Jon Gray from @blackstone on what is happening in technology world. Actually watched the whole thing. Chock full of interesting stats: 1/ BX-linked companies went from $25M to $525M in annualized spend with Anthropic in one year (21x) 2/Hyperscaler capex is up 9x in five years; chip-company capex hasn't doubled 3/$55B per gigawatt, all-in (power + data center + chips) 4/ SK Hynix trades at ~4x earnings after a 500% run; Cisco was at 150x in 2000 5/ PE software deals are down 66% (!)

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