🤝 Paid partnership
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Reference:
We owe you an apology.
On October 20, we detected unauthorized access to our official website. After verifying API activity with Shopify, we confirmed on October 23 that a third party obtained customer shipping information. You trusted us with those details, and we're sorry we didn't keep them safe.
Exposed: names, contact details, shipping addresses, and order details (items and prices).
Not exposed: payment card or bank details, recovery phrases, private keys, or wallet passwords.
We've blocked access, fixed the vulnerability, opened an investigation, and are emailing affected customers.
Scammers may pose as Keystone by phone, text, email, or mail, offering refunds, replacement devices, or "fixes" for your order or address. None of it is from us.
NEVER share your recovery phrase or private keys, and NEVER enter your recovery phrase into a device you didn't order. We will never ask for them. Don't click links in unexpected messages. Type keyst.one yourself.
A detailed report is coming soon.
Until then, trust only our official channels. If anything feels off, email [email protected]. We'd rather hear from you than have you take a chance.
Again, we're truly sorry to everyone affected.


















