David Levy
@dslevy.bsky.social
Now: GPU-enabled compute initiatives in AI, blockchain, metaverse.
Then: Dotcom boomble banker. Web2 founder. Ex Amazon & Stripe.
Fake: Canadian astronomer, Scottish chess player, Floridian first Jewish senator.
Then: Dotcom boomble banker. Web2 founder. Ex Amazon & Stripe.
Fake: Canadian astronomer, Scottish chess player, Floridian first Jewish senator.
1997 → 2011 → 2025.
Only the third time in my career I’ve felt this kind of conviction.
AI isn’t a bubble — it’s a backlog.
$NVDA just proved the demand and
$CRWV is showing the supply constraint.
Full breakdown:
dslevy.substack.com/p/1997-2011-...
Only the third time in my career I’ve felt this kind of conviction.
AI isn’t a bubble — it’s a backlog.
$NVDA just proved the demand and
$CRWV is showing the supply constraint.
Full breakdown:
dslevy.substack.com/p/1997-2011-...
1997. 2011. 2025.
The Third Time I’ve Felt This Feeling.
dslevy.substack.com
November 20, 2025 at 4:42 PM
1997 → 2011 → 2025.
Only the third time in my career I’ve felt this kind of conviction.
AI isn’t a bubble — it’s a backlog.
$NVDA just proved the demand and
$CRWV is showing the supply constraint.
Full breakdown:
dslevy.substack.com/p/1997-2011-...
Only the third time in my career I’ve felt this kind of conviction.
AI isn’t a bubble — it’s a backlog.
$NVDA just proved the demand and
$CRWV is showing the supply constraint.
Full breakdown:
dslevy.substack.com/p/1997-2011-...
AI ≠ dot-com.
AI = cloud — just running in fast-forward.
$CRWV ‘s first 5 years are tracking early AWS almost beat-for-beat — at 3× the speed.
Same curve, different velocity.
Full write-up here ⬇️
dslevy.substack.com/p/these-are-...
AI = cloud — just running in fast-forward.
$CRWV ‘s first 5 years are tracking early AWS almost beat-for-beat — at 3× the speed.
Same curve, different velocity.
Full write-up here ⬇️
dslevy.substack.com/p/these-are-...
November 18, 2025 at 3:32 PM
AI ≠ dot-com.
AI = cloud — just running in fast-forward.
$CRWV ‘s first 5 years are tracking early AWS almost beat-for-beat — at 3× the speed.
Same curve, different velocity.
Full write-up here ⬇️
dslevy.substack.com/p/these-are-...
AI = cloud — just running in fast-forward.
$CRWV ‘s first 5 years are tracking early AWS almost beat-for-beat — at 3× the speed.
Same curve, different velocity.
Full write-up here ⬇️
dslevy.substack.com/p/these-are-...
Buying 10% of the a chip company isn’t socialism. It’s capitalism. Socialism is when the government owns the means of produ…. Wait. Shit. Nm. 😂 $INTC
August 22, 2025 at 8:00 PM
Buying 10% of the a chip company isn’t socialism. It’s capitalism. Socialism is when the government owns the means of produ…. Wait. Shit. Nm. 😂 $INTC
Every year I raise money for the Crohn's and Colitis Foundation because my daughter & I and tons of family & friends have been afflicted with IBD. Last year we raised >$18K and we plan to smash that goal. Please consider making a donation🙏 takesteps.crohnscolitisfoundation.org/index.cfm?fu...
Help me take steps toward cures for Crohn’s disease & ulcerative colitis
I'm participating in Take Steps, the Crohn's & Colitis Foundation's largest, most impactful fundraising campaign. Funds raised through Take Steps help create a new future for people living with IBD — ...
takesteps.crohnscolitisfoundation.org
February 11, 2025 at 2:16 PM
Every year I raise money for the Crohn's and Colitis Foundation because my daughter & I and tons of family & friends have been afflicted with IBD. Last year we raised >$18K and we plan to smash that goal. Please consider making a donation🙏 takesteps.crohnscolitisfoundation.org/index.cfm?fu...
My 2025 prediction: Welcome to the Year of the GPU Cloud IPO(s). dslevy.substack.com/p/welcome-to...
Welcome to the Year of the GPU Cloud IPO(s)
Les Prophéties de 2025 du Porch(dog)...
dslevy.substack.com
January 6, 2025 at 7:49 PM
My 2025 prediction: Welcome to the Year of the GPU Cloud IPO(s). dslevy.substack.com/p/welcome-to...
A collection of three of my startup / founder / mentor posts….
dslevy.substack.com/p/haaaaaave-...
dslevy.substack.com/p/the-perfec...
dslevy.substack.com/p/valuation-...
dslevy.substack.com/p/haaaaaave-...
dslevy.substack.com/p/the-perfec...
dslevy.substack.com/p/valuation-...
Haaaaaave you met...? (***UPDATED***)
I posted the original draft below about 7 years ago to make it easier to make introductions for founders etc.
dslevy.substack.com
November 25, 2024 at 6:45 PM
A collection of three of my startup / founder / mentor posts….
dslevy.substack.com/p/haaaaaave-...
dslevy.substack.com/p/the-perfec...
dslevy.substack.com/p/valuation-...
dslevy.substack.com/p/haaaaaave-...
dslevy.substack.com/p/the-perfec...
dslevy.substack.com/p/valuation-...
“Huh?” <- the most universally understood word in the world; ergo, a fitting first (ok second) post on Bluesky.
November 20, 2024 at 1:06 PM
“Huh?” <- the most universally understood word in the world; ergo, a fitting first (ok second) post on Bluesky.