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.
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-...