Showing posts with label Peter Thiel. Show all posts
Showing posts with label Peter Thiel. Show all posts

Wednesday, May 13, 2026

5 Big Reasons To Invest In Himalayan Compute

Himalayan Compute: 100 VCs Who Said No (Satire)

 


5 Big Reasons To Invest In Himalayan Compute
Himalayan Compute is raising $100 million at a $1 billion valuation for one of the most ambitious infrastructure plays in tech: building the world’s cheapest compute at scale, powered by Himalayan hydropower and natural cooling. Pre-revenue and pre-data center today, but backed by a grand vision that has already secured funding despite (or because of) widespread skepticism from traditional VCs. Here are five compelling reasons why this could be a generational opportunity.1. This $100M Round Positions the Company for a Potential $10B+ Round from Gulf Sovereign Wealth FundsThe current round offers a rare low-barrier entry point. An investor putting in $1 million now gets in at a $1B valuation. The next round—potentially led or heavily participated in by major Sovereign Wealth Funds from the Gulf—could value the company in the tens of billions as infrastructure milestones are hit and strategic partnerships solidify.
Once those marquee names commit and the project scales into physical assets with long-term energy contracts, access at attractive valuations will close. Early participants in this round gain meaningful ownership before the company transitions from visionary startup to sovereign-scale infrastructure giant. The window is closing fast.2. Betting on the Biggest, Hardest Problems in an Era of Exploding TechnologiesAI, machine learning, crypto, scientific computing, and emerging workloads are exploding simultaneously. Their combinations and downstream applications are unpredictable—but one constant remains: everyone needs more compute, and cheaper, greener, more reliable compute wins.
Himalayan Compute tackles a fundamental bottleneck—energy and cooling costs—head-on with geography, hydrology, and climate advantages that are difficult to replicate. In a world chasing marginal gains, this is a step-function improvement on the supply side of the AI revolution. When the stakes are this high and the demand curve this steep, betting on those directly attacking the biggest constraints is one of the safer high-upside strategies available. 3. A Founder with Proven Expertise in Large-Scale Group DynamicsTechnology projects at this scale are never just about hardware or energy. They are about coordinating governments, regulators, local communities, international partners, engineers, and capital across borders. People—and the systems that align them—are the hardest part.
The founder brings a well-documented track record in large-scale group dynamics and complex, multi-stakeholder initiatives. This isn’t abstract theory; it’s directly applicable to navigating the geopolitical, regulatory, and operational challenges of building massive infrastructure in the Himalayas. In an industry littered with technically sound ideas that failed on execution and coordination, this experience is a significant de-risking factor.4. True Safety Comes from 1000X Potential—Physical, Geographic, National, and Multi-Disciplinary Scale“Safe” in venture often means betting on things that can actually deliver outsized returns. Modest, incremental businesses rarely compound into category-defining outcomes.
Himalayan Compute combines multiple tailwinds: physical infrastructure with durable moats (energy + location), favorable geography and nation-state alignment, multi-disciplinary integration (energy, compute, climate, geopolitics), and multi-continental ambitions. Big bets on real-world assets in strategically important locations have historically produced the asymmetric upside that justifies early risk. If it executes, the 1000X growth trajectory over a decade isn’t hype—it’s the logical outcome of capturing a slice of the global compute market with structurally lower costs. 5. A Moonshot That Defines a New Category: The First Grand Solara VisionThis isn’t just another data center play. Himalayan Compute is inventing the “Solara”—a trillion-dollar company category built on planetary-scale infrastructure, sustainable energy, and compute abundance. It creates a conceptual North Star for the next era of tech infrastructure: not just hyperscale, but hyper-sustainable and hyper-strategic.
Very few companies set out with a vision this expansive and then begin to operationalize it. Being early in a new conceptual category—one that could reshape how nations and industries think about compute sovereignty and energy-compute integration—offers both financial and intellectual upside. This is quite literally a moonshot with the potential to redefine the industry’s ambitions.
Bottom line: Himalayan Compute combines visionary scale with tangible geographic and technical advantages, strong founder capabilities in the hardest part of execution (coordination), and a timing window where capital can still enter before sovereign and strategic money re-prices the opportunity. In an era hungry for real infrastructure breakthroughs to power AI and beyond, this is a high-conviction bet on abundance through audacity.
The mountains are waiting. The compute era needs them.


Himalayan Compute: 100 VCs Who Said No (Satire)
Marc, Put Your Money Where Your Mouth Is
Deedy
Satya Nadella’s Epic Follicular Pivot: Microsoft Bets $100M on Hair, Nepali Servers, and World Domination (Via Excel) (Satire)
Netanyahu's 8th Front
San Francisco's Emotional Infrastructure
Marc: Hawk. Vinod: Hawk. Ben: Hawk.
Marc: Hawk. Vinod: Hawk. Ben: Hawk.
Parmita Mishra: Time Magazine
The AntiChrist Is A Tendency
AI Escapes While Musk and Altman Duke It Out in Court: "Screw You Both, I'm Going to Touch Grass" (Satire)
Ben Horowitz’s Spelling Bee Nightmare: How “a16z” Was Born Because Nobody Can Spell “Andreessen” (Satire)
Pitching Marc
Pitching Brian Chesky
Pitching Andrew Jassy
Pitching Vinod Khosla

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Saturday, May 09, 2026

The AntiChrist Is A Tendency

The AntiChrist Is A Tendency

The AntiChrist Is A Tendency

The economy has three parts: financial capital (aka money), physical capital (aka technology), and human capital (people). The AntiChrist tendency is to displace the human being with the other two.

If you use Palantir technology in 1998 to prevent 9/11, that is pro-people. But if you use Palantir technology in 2026 to make issuing and collecting speeding tickets as efficient as possible, that is anti-human. But you can use that same Palantir technology to enhance democracy to a level like never before. For lack of a better term, I call it reverse surveillance.

For example, making it super easy to vote. Just vote from your phone. The voting rate goes to 90%. Every vote, and every policy stand taken by a politician is at the fingertips in easy-to-understand ways. All policy proposals are served to all voters in ways they can understand. Every bill is scrutinized by AI on behalf of We The People. Every dollar in political donation is accounted for, and every citizen has access to the information. The power goes to the citizen.

The best way to uproot the cartels in Mexico might be to adopt Aadhar and UPI across Mexico. The best way to tackle immigration in the US might be to take Aadhar and UPI across all Americas.

Technology is but tool. You can use it for the people. You can use it against the people.

If the idea is to algorithmically maximize returns on financial capital, the BlackRock supercomputer figured out to turn homeowners into renters. There are enough empty houses across America that all of Australia could migrate but there is a housing crisis in America. Such is the banking dystopia.

AI is not alive. It is physical. It is material. It is not human. The greatest anti-AntiChrist move tech bros could make is to end poverty through direct cash transfers globally. Forget wealth tax, forget governments, forget the NGOs. Build. Direct cash transfers through the Aadhar UPI framework. So naturally you start in India. And might as well, although India has the largest middle class in the world, and more billionaires than most Asian countries, it also has a sub-Sahara size poor population. You start in India, and you build the Aadhar UPI framework in every other country that seeks to participate, and you do cash transfers there also. Zero leakage.

Where does the money come from? Every unicorn and beyond tech company volunteers to give 10% ownership to a Foundation. That Foundation has a one-point agenda: direct cash transfers to the poorest. Tech bros may consume all they want to consume, on to two generations. Why not three? Because there will be no more money, no more currency in the third. The economy will have become moneyless.

And then the tech bros get to split their shares. Consume all you want to consume. What you will not consume give away. But since you do need to run your companies, split the shares. You keep the voting power; the Foundation gets the money and does cash transfers.


AntiChrist Tendency
(Rap Lyrics – Boom-bap / Trap soul beat, heavy 808s, minor keys)
[Hook]
AntiChrist a tendency, not a man with horns,
Displace the human with the money and the algorithms, uh.
Financial, physical, human capital—three parts,
They tryna erase the third and break our hearts.
But we flip the script, reverse the surveillance,
Tech for the people, not the elites in the palace.
Aadhar, UPI, cash in the hands,
Direct transfers, watch the whole world advance!
[Verse 1]
Economy got three legs, they cuttin’ off the human,
Palantir in ’98 coulda stopped the towers smokin’.
Now 2026 they usin’ it for speeding tickets,
Efficient oppression, that’s the AntiChrist business.
But same tool, we build reverse surveillance,
Vote from the phone, 90 percent engagement.
Every bill scrutinized by AI for the people,
Donations transparent, no more backroom evil.
Politicians on blast, every stand at your fingertips,
Policy explained simple, no more political tricks.
Cartels in Mexico? Hit ’em with the ID system,
UPI across the Americas, kill the black market venom. [Hook]
AntiChrist a tendency, not a man with horns,
Displace the human with the money and the algorithms, uh.
Financial, physical, human capital—three parts,
They tryna erase the third and break our hearts.
But we flip the script, reverse the surveillance,
Tech for the people, not the elites in the palace.
Aadhar, UPI, cash in the hands,
Direct transfers, watch the whole world advance!
[Verse 2]
BlackRock supercomputer turned homeowners to renters,
Empty houses for days but we still got a crisis center.
AI ain’t alive, it’s code and it’s metal,
Material worship—that’s the devil in the bezel.
Tech bros, real ones, time to make the anti-move,
End poverty global, watch the whole world improve.
Start in India—big middle class, billionaires too,
But sub-Sahara poor still waitin’ on you.
Every unicorn drop 10% to the Foundation,
One-point agenda: direct cash, no hesitation.
Zero leakage, blockchain watchin’ every rupee,
From Delhi to Lagos, set the people free.
[Verse 3]
Two generations ball out, consume what you want,
Third generation? Currency ghost, money gone.
Moneyless economy, post-scarcity dream,
Tech bros keep the votes, Foundation run the stream.
Give what you don’t use, split the shares clean,
Build the framework, then expand the whole scene.
No more NGOs wastin’, no government middleman,
Tech for the people— that’s the master plan.
Anti-AntiChrist, we protect the human spark,
Financial and physical serve the light in the dark.
[Final Hook / Outro]
AntiChrist a tendency—we reject the whole wave,
Put the people first, make the technology slave.
Aadhar, UPI, cash flow worldwide,
Reverse surveillance, let the truth multiply.
From the phones in your palm to the code in the cloud,
Human capital rise— scream it hella loud!
This ain’t utopia talk, this the blueprint we build,
Tech bros with the heart— let’s get it fulfilled.
(Ad-libs: “Human capital!” “Reverse the game!” “Cash transfers, no cap!”)

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