Ian Bray
@aciumaficionado.bsky.social
@ianabray CTO & Co-Founder at a startup I’m not allowed to talk about, yet.
I’ll name one of them- Larry Ellison.
The AI data centers schtick is a dead giveaway. Plan is to drain that money into his bleeding boots, because Larry’s CRE scheme with GPUs is economically unviable.
Pillaging.
The AI data centers schtick is a dead giveaway. Plan is to drain that money into his bleeding boots, because Larry’s CRE scheme with GPUs is economically unviable.
Pillaging.
November 23, 2025 at 2:58 AM
I’ll name one of them- Larry Ellison.
The AI data centers schtick is a dead giveaway. Plan is to drain that money into his bleeding boots, because Larry’s CRE scheme with GPUs is economically unviable.
Pillaging.
The AI data centers schtick is a dead giveaway. Plan is to drain that money into his bleeding boots, because Larry’s CRE scheme with GPUs is economically unviable.
Pillaging.
With Trump additions to get Larry Ellison $40B in reconstruction and ‘AI data centers’.
November 23, 2025 at 2:55 AM
With Trump additions to get Larry Ellison $40B in reconstruction and ‘AI data centers’.
Try Jesus
Not me
'Cause I throw hands
Try Jesus
Please don't try me
Because I fight
I know what He said about getting slapped
But if you touch me or mine
We gon' have to scrap
So
Try Jesus
Please don't try me
Because I fight
Not me
'Cause I throw hands
Try Jesus
Please don't try me
Because I fight
I know what He said about getting slapped
But if you touch me or mine
We gon' have to scrap
So
Try Jesus
Please don't try me
Because I fight
November 23, 2025 at 2:50 AM
Try Jesus
Not me
'Cause I throw hands
Try Jesus
Please don't try me
Because I fight
I know what He said about getting slapped
But if you touch me or mine
We gon' have to scrap
So
Try Jesus
Please don't try me
Because I fight
Not me
'Cause I throw hands
Try Jesus
Please don't try me
Because I fight
I know what He said about getting slapped
But if you touch me or mine
We gon' have to scrap
So
Try Jesus
Please don't try me
Because I fight
Was he… reverse possessed? Like the Exorcist but the demon is less of a shit head, and fights to the surface every now and again?
November 23, 2025 at 2:47 AM
Was he… reverse possessed? Like the Exorcist but the demon is less of a shit head, and fights to the surface every now and again?
Oh, so the Russians putting provisions for AI data centers for the ‘$40B of reconstruction’, Marco?
Crazy how generous they are with taxpayer money to underwrite Larry Ellison, right?
Some it’s a wish list before Christmas, and they’ve been very naughty, can we send them a bag of coal instead?
Crazy how generous they are with taxpayer money to underwrite Larry Ellison, right?
Some it’s a wish list before Christmas, and they’ve been very naughty, can we send them a bag of coal instead?
November 23, 2025 at 2:45 AM
Oh, so the Russians putting provisions for AI data centers for the ‘$40B of reconstruction’, Marco?
Crazy how generous they are with taxpayer money to underwrite Larry Ellison, right?
Some it’s a wish list before Christmas, and they’ve been very naughty, can we send them a bag of coal instead?
Crazy how generous they are with taxpayer money to underwrite Larry Ellison, right?
Some it’s a wish list before Christmas, and they’ve been very naughty, can we send them a bag of coal instead?
And to that shit meme: scissor beats paper.
a black and white photo of a man wearing a top hat and making a peace sign .
ALT: a black and white photo of a man wearing a top hat and making a peace sign .
media.tenor.com
November 23, 2025 at 2:41 AM
And to that shit meme: scissor beats paper.
While also trying to use ‘reconstruction aid’ to push ‘AI data centers’ (aka let his buddies in CRE drain that $40B to support their shaky portfolios).
November 22, 2025 at 11:50 PM
While also trying to use ‘reconstruction aid’ to push ‘AI data centers’ (aka let his buddies in CRE drain that $40B to support their shaky portfolios).
Rabbit hole goes deeper when you look at the Commercial Real Estate ‘pretend and extend’ game, how that is entirely part of the AI data center story. Basically doubling per sq ft value with 90% less facilities (aka standard warehouses not data centers).
And how that connects to private lenders.
And how that connects to private lenders.
November 22, 2025 at 11:31 PM
Rabbit hole goes deeper when you look at the Commercial Real Estate ‘pretend and extend’ game, how that is entirely part of the AI data center story. Basically doubling per sq ft value with 90% less facilities (aka standard warehouses not data centers).
And how that connects to private lenders.
And how that connects to private lenders.
Also worth noting- a lot of the hype has been done to talk about ‘data centers’ to prop up overvalued commercial real estate. By overvalued I mean 90% diff between book and reality.
In turn that was leveraged, lot of regional banks are more exposed now than 2008. A lot more.
In turn that was leveraged, lot of regional banks are more exposed now than 2008. A lot more.
November 22, 2025 at 9:35 PM
Also worth noting- a lot of the hype has been done to talk about ‘data centers’ to prop up overvalued commercial real estate. By overvalued I mean 90% diff between book and reality.
In turn that was leveraged, lot of regional banks are more exposed now than 2008. A lot more.
In turn that was leveraged, lot of regional banks are more exposed now than 2008. A lot more.
It’s not the VCs who are the really exposed parties (though they are)- it’s private credit markets and secondaries. By secondaries, I mean pensions. They’ve been buying this crap like it’s crack, and it’s going to $0.
If you’re in a union, demand answers, now.
If you’re in a union, demand answers, now.
November 22, 2025 at 9:33 PM
It’s not the VCs who are the really exposed parties (though they are)- it’s private credit markets and secondaries. By secondaries, I mean pensions. They’ve been buying this crap like it’s crack, and it’s going to $0.
If you’re in a union, demand answers, now.
If you’re in a union, demand answers, now.
Has MBS even said thank you for all the arms we’ve sold him, hmm?
November 22, 2025 at 9:07 PM
Has MBS even said thank you for all the arms we’ve sold him, hmm?
Really should account for non-working days. She’s had a lot of paid vacations thanks to shutdowns.
November 22, 2025 at 5:57 PM
Really should account for non-working days. She’s had a lot of paid vacations thanks to shutdowns.
“Oh, he’s THAT far gone…”
November 22, 2025 at 5:24 AM
“Oh, he’s THAT far gone…”
Makes you wonder how often they use it, doesn’t it? Clearly had a lot of practice with the digital airbrushes.
November 22, 2025 at 4:59 AM
Makes you wonder how often they use it, doesn’t it? Clearly had a lot of practice with the digital airbrushes.
She’s dodging the ass kicking next November to position to run for Ossoff’s seat.
Hence the South Park Saddam Hussein ‘I’m Changing’ schtick.
Hence the South Park Saddam Hussein ‘I’m Changing’ schtick.
November 22, 2025 at 2:10 AM
She’s dodging the ass kicking next November to position to run for Ossoff’s seat.
Hence the South Park Saddam Hussein ‘I’m Changing’ schtick.
Hence the South Park Saddam Hussein ‘I’m Changing’ schtick.
Planning? It’s already happened and is continuing to happen in the Caribbean and Pacific.
November 21, 2025 at 11:43 PM
Planning? It’s already happened and is continuing to happen in the Caribbean and Pacific.
He believes in getting more money. That’s the through line. He was probably told Mamdani wanted to put a 1000% tax on property, but reality kicks in when the guy go ‘nah, just a small increase of million+ salaries. Make the streets cleaner, buses free. Make NYC affordable. Is that bad?’
November 21, 2025 at 10:07 PM
He believes in getting more money. That’s the through line. He was probably told Mamdani wanted to put a 1000% tax on property, but reality kicks in when the guy go ‘nah, just a small increase of million+ salaries. Make the streets cleaner, buses free. Make NYC affordable. Is that bad?’
He didn’t program it. He yelled at someone’s.
So, they did the funniest thing. Possible- turned it into LeFou. Which is one the best trolls in history.
So, they did the funniest thing. Possible- turned it into LeFou. Which is one the best trolls in history.
a group of people are standing around a man in a red shirt in a cartoon scene from beauty and the beast .
ALT: a group of people are standing around a man in a red shirt in a cartoon scene from beauty and the beast .
media.tenor.com
November 21, 2025 at 6:52 PM
He didn’t program it. He yelled at someone’s.
So, they did the funniest thing. Possible- turned it into LeFou. Which is one the best trolls in history.
So, they did the funniest thing. Possible- turned it into LeFou. Which is one the best trolls in history.
Colby, she ain’t gonna fuck you bro, you’re not in her target age range or wealth profile.
November 21, 2025 at 6:49 PM
Colby, she ain’t gonna fuck you bro, you’re not in her target age range or wealth profile.
Ethereum is starting to drain fast as well.
liquidating phase. Thing to watch out for- Nvidia’s Q-10Qs in early December. Jensen got to hype his results yesterday, but the detail is in the Q-10Qs, and it looks like he’s dragging forward revenue from preorders- which is… yeah, not good.
liquidating phase. Thing to watch out for- Nvidia’s Q-10Qs in early December. Jensen got to hype his results yesterday, but the detail is in the Q-10Qs, and it looks like he’s dragging forward revenue from preorders- which is… yeah, not good.
November 20, 2025 at 7:53 PM
Ethereum is starting to drain fast as well.
liquidating phase. Thing to watch out for- Nvidia’s Q-10Qs in early December. Jensen got to hype his results yesterday, but the detail is in the Q-10Qs, and it looks like he’s dragging forward revenue from preorders- which is… yeah, not good.
liquidating phase. Thing to watch out for- Nvidia’s Q-10Qs in early December. Jensen got to hype his results yesterday, but the detail is in the Q-10Qs, and it looks like he’s dragging forward revenue from preorders- which is… yeah, not good.
Jason sounds like the kinda guy who is overly emoting around the idea of providing factual details around a convicted sex offender.
What is that, Jason?
What is that, Jason?
November 20, 2025 at 5:36 AM
Jason sounds like the kinda guy who is overly emoting around the idea of providing factual details around a convicted sex offender.
What is that, Jason?
What is that, Jason?
Yet he sits on VA disability checks because he got PTSD, but not so bad he can’t go work for War Crime Inc.
Nazi welfare queen.
Nazi welfare queen.
November 20, 2025 at 4:42 AM
Yet he sits on VA disability checks because he got PTSD, but not so bad he can’t go work for War Crime Inc.
Nazi welfare queen.
Nazi welfare queen.
And she gave sworn affidavits. They have not, and cannot, be retracted.
She was intimidated from pursuing but her sworn testimony stands.
She was intimidated from pursuing but her sworn testimony stands.
November 20, 2025 at 3:22 AM
And she gave sworn affidavits. They have not, and cannot, be retracted.
She was intimidated from pursuing but her sworn testimony stands.
She was intimidated from pursuing but her sworn testimony stands.
The key thing to look for- 2006-2009.
If they redact or don’t disclose those, then they’re hiding what happened with Bear Stearns, a synthetic CDO bet Epstein took just as the FL investigation started, closed just before his arrest and how it killed Bear.
And how that led to Lehman’s collapsing.
If they redact or don’t disclose those, then they’re hiding what happened with Bear Stearns, a synthetic CDO bet Epstein took just as the FL investigation started, closed just before his arrest and how it killed Bear.
And how that led to Lehman’s collapsing.
November 20, 2025 at 3:10 AM
The key thing to look for- 2006-2009.
If they redact or don’t disclose those, then they’re hiding what happened with Bear Stearns, a synthetic CDO bet Epstein took just as the FL investigation started, closed just before his arrest and how it killed Bear.
And how that led to Lehman’s collapsing.
If they redact or don’t disclose those, then they’re hiding what happened with Bear Stearns, a synthetic CDO bet Epstein took just as the FL investigation started, closed just before his arrest and how it killed Bear.
And how that led to Lehman’s collapsing.