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David Halabu

David Halabu

Sep 11, 2026

7:34
And, and then so who are these customers and how do you reach them?
7:39
The majority of the customers that are looking for some of the sites that, you know, we're working on or what have you, are what you'd call neo cloud.
7:48
So they're essentially, uh, like a...
7:51
They're not Google, they're not Amazon, although Amazon Web Services is something similar where it's a company where you could rent...
8:00
So instead of like, let's say you're like a medical company or a, or a, or a hedge fund or a trading algorithm or, or even a law firm, and you don't want all-- you don't wanna just use Claude, so all your stuff is in Claude.
8:12
You may say, "Hey, I need, uh, you know, two megawatts for the next three years and, um, we wanna run legal models on there.
8:21
We wanna r-run medical, uh, trial, uh, you know, Monte Carlo simulations." So think of it as like a, uh, a WeWork, but for like renting compute.

11 MINS LATER

19:16
Um, does this work outside the US, and is there an advantage in that? Uh, c- can the information be moved easily, and it's a matter of going to the, the cheapest source?
3:16
What was that day like? Tell me about that.
3:20
It's a good question.
3:21
So It's a little bit of a long answer, but I'll get into it.
3:24
So I was doing passive investing, mostly on the real estate side, lending money.
3:33
Credit crisis came around.
3:35
Obviously, as a trader, you know, volatility is really good for, you know, You're trading profits, for lack of a better term.
3:44
And so those years as a trader were pretty good.

14 MINS LATER

17:25
So like how would a neocloud comes to you? How do you even come up with a contract? Is it based on like how much usage comes out of it? Or do you purposely kind of want to do it short term? Because then you can maybe upcharge the next client who needs it that much more six months from now?
SahanHOST
11:55
What year was this roughly? 2007, 2008
12:00
is when I kind of put the money in.
12:01
And then obviously during the crisis, everything got wiped.
12:04
you know, stuff went into foreclosure.
12:06
We had like commercial buildings in like Toledo, Ohio as an LP.
12:12
They were cash flowing.
12:13
We were getting distributions and all of a sudden the distribution stopped and all of a sudden it was like, hey, we gave the properties back to the bank.

20 MINS LATER

SahanHOST
32:09
And so after 25 years across so many different industries, market cycles, what would you say are some of your key principles that have stayed constant with you? You know, if your children could inherit a few of the handful lessons from your career, what would they be?

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