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Everyone here was named by somebody already inside: a connector, a neighbour, a founder. Open to read, no account, permanently: what they do, who pays for it, who they need to meet, and why that introduction had never been made.

1 of 100 in the record · open to everyone · updated Sep 7, 2026

MISS-1 Sep 7, 2026 17 min read

HPC VAST is buying equity with compute, not cash

HPC VAST looked at the obvious trade (buy GPUs, rent them out), modelled it at 5 to 8 per cent, and walked away. What it built instead is an investment firm that pays for its positions in compute.

AI & Data Mainland China

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