ELON SOUNDS THE ALARM OVER AI SCALING CONSTRAINTS The bottleneck for AI growth is shifting as Elon explained: "As I said a few years ago, the AI scaling constraint will move from chips to voltage transformers to electricity generation. That is worrying for US leadership in AI

BREAKING: Citizens of Heard and McDonald islands have issued a statement after trump's 10% tariff.

US Tariff Theory: It’s Working. At first, sweeping US tariffs suggest a dramatic shift toward protectionism and decoupling from China. Zoom out, and they resemble a far more calculated strategy: less about isolation, more about rebalancing and a potential grand bargain. The

Trump did more to eliminate billionaires and millionaires this week than the left has done in decades

Elon Musk Even if a third party could avoid simply splitting the right (as the Whigs once did), there's no reason to believe it would escape the fate of every "principled" movement that came before. Washington sucks almost everyone into the swamp. The problem has never been the party

History in real time. So long, TACO. Peace through strength, it's good to have you back.

Honey, AI Capex is Eating the Economy paulkedrosky.com/honey-ai-capex…

One of the most remarkable and impressive conversations I have ever had with any political leader anywhere in the world. Javier Milei is not only a passionate libertarian economist; he is also a visionary leader and a fearless fighter for freedom.

Working from home.. 😅

There you have it

SUMMARY OF FED CHAIR POWELL'S JACKSON HOLE SPEECH 1. Shifting balance of risks "may warrant adjusting policy" 2. Suggests downside risks to employment are rising 3. Labor supply has softened in-line with demand 4. Fed abandoning flexible average inflation targeting framework

The deeper you go into the semiconductor supply chain, the less believable it becomes. > TSMC, a company on a small island, produces over 90% of the world’s most advanced chips > TSMC relies on dutch company ASML for EUV lithography machines > ASML depends on German Company

This is a once in a GENERATION opportunity to take BACK our state and make it more AFFORDABLE for all! New Jersey, we can DO THIS! Keep fighting! 🇺🇸

During the dotcom bubble, 97% of America’s fiber was dark because infrastructure was built years ahead of demand. Today’s AI buildout looks nothing like that. The comment “there are no dark GPUs” means every GPU produced is already reserved or monetized the moment it ships.

Last two weeks in AI according to X + the Tabloids. 🤪 $MSFT is over because no one wants Copilot OpenAI is over because of $GOOGL Gemini $NVDA is over because of TPU NVIDIA is also over because China doesn’t want it $ORCL is over because its datacenters are behind AND OpenAI

For people who were not kids during the dotcom bubble: Did absolutely everyone went around telling the world that it was a bubble ready to burst at any moment like everyone is doing now for AI?

She didn’t understand but did you?

This is the most important video for AI investors right now Eric Schmidt: “AI’s natural limit is electricity, not chips” The former $GOOGL CEO dropped the truth. Forget the chip shortage, power is bottleneck Find out who controls the power… and monetize every last megawatt