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stephen

T3 · host / generalist

Co-founder of WOB (blob), an API-first platform enabling AI agents to programmatically run businesses—payments, ads, labor—via a new CLI.

2 calls·2 names·100% bull·last heard 25 days ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$LAMBDALambdaposition

Data center provider argues AI factories are net-positive for US grid, jobs, and national security

Modern AI data centers use closed-loop water cooling (zero consumption), create high-paying jobs ($100k+), drive grid upgrades that enable industrial onshoring, and represent a national strategic asset — 80% of new US grid capacity is solar/storage, making emissions concerns overblown.

TBPN2026-08episode →
2ndhigh conviction
$WOBWOBposition

WOB launches CLI to let AI agents programmatically run entire businesses

An API-first platform with a CLI enables AI agents to execute every business function—payments, ads, labor—turning entrepreneurship into a portfolio of ephemeral, agent-driven ventures.

TBPN2026-07episode →

most discussed · click a bar to filter

  • $LAMBDA
  • $WOB

recurring themes

  • Enterprise Software1
  • Data Center Infrastructure1
  • Grid & Power Infrastructure1
2 total
$LAMBDA
Lambda
HIGHstephen·TBPN·25 days ago·WE'RE BACK: Meta Addiction, Jalapeño, Tim Cook's Last Day, Flocked· position
Data center provider argues AI factories are net-positive for US grid, jobs, and national security
Modern AI data centers use closed-loop water cooling (zero consumption), create high-paying jobs ($100k+), drive grid upgrades that enable industrial onshoring, and represent a national strategic asset — 80% of new US grid capacity is solar/storage, making emissions concerns overblown.
"the vast majority of new AI factories that are being built are completely recycling the water and using a dry cooler... 80% of new megawatts coming online into the American grid a…"
129:10
$WOB
WOB
HIGHstephen·TBPN·2 months ago·China China China, Substack & Pangram Fight Slop, Is It Bleak to Lock In, Search Fund Fairy Tale· position
WOB launches CLI to let AI agents programmatically run entire businesses
An API-first platform with a CLI enables AI agents to execute every business function—payments, ads, labor—turning entrepreneurship into a portfolio of ephemeral, agent-driven ventures.
"We have a very engineering team and that results in a fantastic API that has literally every single thing that you could possibly need to programmatically run a business."
104:54
8
Enterprise Softwaretailwind
WOB builds API-first platform for agents to run businesses
An API-first platform with a CLI enables AI agents to programmatically execute every business function—payments, ads, labor—turning entrepreneurship into a portfolio of ephemeral, agent-driven ventures.
8
Data Center Infrastructuretailwind
Modern AI factories use closed-loop water cooling (zero consumption) and drive grid renewal via 80% solar/storage additions
New data center builds are closed-loop dry-cooled (water never leaves facility), create $100k+ jobs, and their power demand accelerates grid interconnection of renewables — 80% of 2026 US capacity additions are solar/storage, making AI a net grid modernizer.
8
Grid & Power Infrastructuretailwind
AI data center demand catalyzes US grid rebuild enabling industrial onshoring (steel, aluminum, turbines)
Hyperscaler power demand forces grid upgrades (interconnection reform, combined-cycle gas, storage) that lower energy costs for all industrial users — creating a virtuous cycle for heavy manufacturing return to US.