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Skeletor Capital

@skelecap.bsky.social

Equities, ex-credit, they keep forcing me to cover semiconductors, Final Fantasy, cats

17,147 Followers  |  220 Following  |  396 Posts  |  Joined: 29.06.2024
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Posts by Skeletor Capital (@skelecap.bsky.social)

Honestly in an italy themed setting this would be great

07.02.2026 18:59 β€” πŸ‘ 10    πŸ” 1    πŸ’¬ 0    πŸ“Œ 1

This is a great idea for a poll.

07.02.2026 00:16 β€” πŸ‘ 6    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

On the other hand not sure involvement in kids' lives is super great in context

06.02.2026 00:38 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

It's shocking that we have to keep learning that people just want (other) people to be relatively polite and act fuckin normal

06.02.2026 00:31 β€” πŸ‘ 16    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

I think the idea is a lot of single rack scale 1 shots that just go. It would probably just be inference which takes a lot of the cost out but it's still very material.

03.02.2026 00:38 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0

Given the whole truthiness challenge with that ecosystem I used records of external prices. I am willing to believe $750/kg though note that doesn't change a ton (rimshot)

03.02.2026 00:36 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
a green water slide is going down a pool ALT: a green water slide is going down a pool

Unless...we push them down hill!

02.02.2026 23:23 β€” πŸ‘ 8    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

youtu.be/L3LbxDZRgA4?...

02.02.2026 23:21 β€” πŸ‘ 6    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
China Bans Hidden Car Door Handles in World-First Safety Policy China banned concealed door handles on electric vehicles, the first country in the world to outlaw a design popularized by Tesla Inc. that is now facing global regulatory scrutiny due to a spate of de...

China does Tesla a dirty.

@bloomberg.com $TSLA
www.bloomberg.com/news/article...

02.02.2026 15:16 β€” πŸ‘ 1042    πŸ” 206    πŸ’¬ 69    πŸ“Œ 62
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No...there is another

02.02.2026 23:18 β€” πŸ‘ 8    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0

Extremely

02.02.2026 23:14 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Trying to counter the influence by having my computer read nathan tankus to me while I sleep so I can still generate alpha

02.02.2026 23:14 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Don't much care for him (a shock, a bluesky poster feels that way!) but his networking team and eng team are really good and he's not that power constrained.

02.02.2026 23:13 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Isn't the boom in southern colleges just the impact of demographics plus in-state tuition and some sort of adjacency effect (people look at privates near them/their public options often)?

02.02.2026 23:09 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Depends but you need a radiator since you don't have convection. My GUESS is you'd use a liquid cooling system hooked up to the radiator because the TDP of the GB300 is just too high otherwise.

02.02.2026 23:08 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

My dude is building DCs extremely quickly. I don't think he's run into permitting issues yet. I think this is all a boondoggle vs his existing options which are quite good.

02.02.2026 23:06 β€” πŸ‘ 8    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0

The challenge is that at $1500/kg a 16.4K QP DC which is equivalent to 228 GB300s. Let's be super generous and assume 200kW/rack including overhead, that's a 45MW DC, akin to the "starter DCs" using 100% infiniband and CX-7s of yesteryear. So hundreds of MW price for tens of MW load.

02.02.2026 23:04 β€” πŸ‘ 8    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Cooling adds some kg per kg of computing mass and the radiators get physically large. You can use super advanced materials to drive the cost down and maybe get some scale on volume. But it's still nontrivial. At $1.5K JUST the GB300 mass lift (no rads) costs the neighborhood of a ~250-500MW DC shell

02.02.2026 23:00 β€” πŸ‘ 7    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0

I have an ex dot com thread on it but the math is pretty shit unless you can figure out how to do an rad hard model which is nahgonnahappen

02.02.2026 22:58 β€” πŸ‘ 7    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Just the rack system for a GB300 is 1500 kg. Expected life time is going to go to the bad place due to radiation w/o going rad hard and going to n12 which would be nerfing the shit out of perf or you blow a ton of money rad shielding a sat. A 16.4K QP DC would have 341,000 kg of GB300 mass.

02.02.2026 22:57 β€” πŸ‘ 27    πŸ” 1    πŸ’¬ 4    πŸ“Œ 0

That depends, right now it's like $1.5K per kg optimistically. If everything goes PERFECTLY with starship and it's reused and and and and, it's $20/kg not accounting for the likely significant depreciation. Starship if everything goes right (not perfectly) is prob around mid hundreds per kg.

02.02.2026 22:54 β€” πŸ‘ 18    πŸ” 1    πŸ’¬ 3    πŸ“Œ 0

He probably figured Trump would successfully bury them or something once he put him on the back foot with the demand which is incredibly naive.

02.02.2026 22:49 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

I need everyone to know I did this from memory without referencing the source image.

02.02.2026 22:46 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Izanagi. A forbidden ARM processor that isn’t very good but if produced for no margin, provides cheap flops. One can only master this technique if one holds the power of both the American and the Japanese grifters

02.02.2026 21:41 β€” πŸ‘ 6    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Jeffrey Epstein emailing Peter Thiel: Finding things on their way to collapse was much easier than finding the next bargain. ... Return to tribalism. Counter to globalization. Amazing new alliances.

Jeffrey Epstein emailing Peter Thiel: Finding things on their way to collapse was much easier than finding the next bargain. ... Return to tribalism. Counter to globalization. Amazing new alliances.

Definitely seems like they destroyed the country on purpose.

02.02.2026 18:30 β€” πŸ‘ 26156    πŸ” 8250    πŸ’¬ 853    πŸ“Œ 1169
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Trails in the Sky 2nd Chapter - Gameplay Trailer www.youtube.com/watch?v=09Cp...

31.01.2026 07:20 β€” πŸ‘ 312    πŸ” 84    πŸ’¬ 4    πŸ“Œ 30

While I'm on my bullshit: scientists in the late middle-20th century had terrible naming conventions. The universe has noticed. Supersymmetry is probably false because gauginos and sfermions are stupid fucking names. The Graviton is probably real because that's a great name (also QFT is prob base).

31.01.2026 08:16 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

What gets me here is that it *feels* intuitively like a hint as to what's going on under the surface but the math (as I understand it) and the theory both suggest that no, it isn't really a hint of anything.

30.01.2026 22:57 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Black hole mergers from LIGO are pulling at my brain because the mergers of event horizons and release of significant amounts of energy as gravitational waves (5% of combined mass) imply the possibility the underlying whatever that's behind the event horizon could be merging as well, which is a trip

30.01.2026 22:50 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

We talked about the onlyfans deal elsewhere

30.01.2026 21:18 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0