Positron

"I would never ever bet against Elon": Positron co-founder on data centers in space

17 arguments: Why he calls the anti-data-center turn a Chinese psyop, what cached tokens do to AI margins, and why he trusts Oracle's credit over the…

10 hrs ago • The Scuttlebutt

Mitesh Agrawal: Positron rides Nvidia's rails instead of fighting them

3 takeaways: why the $875M round exists, Oracle's 50 racks already running, and the memory bet behind the next chip

Sep 11 • The Scuttlebutt

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