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1.1M views
The AI infrastructure build-out is so gigantic that in the past 6 months, it contributed more to the growth of the U.S. economy than /all of consumer spending/
The 'magnificent 7' spent more than $100 billion on data centers and the like in the past three months *alone*
1/🧵
99.9K views
I got A LOT of pushback when I wrote -- in June -- about how America's rejection of the world's best and brightest is leading to a "brain gain" for the rest of the world.
But if this $100k fee on H-1B visas actually happens, expect that phenomenon to go into overdrive.
97.1K views
Something surprising is happening -- despite Trump admin's rollbacks of incentives for EVs and related tech:
America's fast charging infrastructure is exploding.
We'll see a 3x increase in chargers in just the next 4 years. I hit the road to experience it first hand.
20.2K views
I wrote a book about how to actually get real value out of AI.
It's for CEOs and solopreneurs and skeptics and enthusiasts alike.
It's the no-nonsense, bullshit-free guide that a lot of people need, but were afraid to ask for.
You can pre-order it now.
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🔥 Top post: The AI infrastructure build-out is so gigantic that in the past · 1.1M views
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The AI infrastructure build-out is so gigantic that in the past 6 months, it contributed more to the growth of the U.S. economy than /all of consumer spending/
The 'magnificent 7' spent more than $100 billion on data centers and the like in the past three months *alone*
1/🧵
I wrote a book about how to actually get real value out of AI.
It's for CEOs and solopreneurs and skeptics and enthusiasts alike.
It's the no-nonsense, bullshit-free guide that a lot of people need, but were afraid to ask for.
You can p…
The other thing driving the AI bubble is vast amounts of capital (there's still $2.5 trillion cash on the sidelines) leftover from years of quantitative easing / economic expansion. Through equities, debt and VC, it's found its perfect ma…
The first is insatiable demand for AI compute. This is the consequence of incomprehensibly compute-hungry new applications -- video generation, yes, but also new systems that spawn multiple "agentic" AIs that can run for minutes -- or even…
THREAD
The AI bubble will continue to inflate, and will reach a scale few can comprehend. This increases the downside risk that will follow in the wake of it popping. It's being fueled by two things.
1/🧵
I got A LOT of pushback when I wrote -- in June -- about how America's rejection of the world's best and brightest is leading to a "brain gain" for the rest of the world.
But if this $100k fee on H-1B visas actually happens, expect that p…
economics is complicated & the fact we don't teach it in the U.S. starting in like, the 6th grade means we may all be far poorer in the future
Something surprising is happening -- despite Trump admin's rollbacks of incentives for EVs and related tech:
America's fast charging infrastructure is exploding.
We'll see a 3x increase in chargers in just the next 4 years. I hit the ro…
@christymaginn seems like AI is not impacting jobs except as cover for CEOs to fire people they wanted to trim anyway
@McAuliffeRory will it tho? I have no insight into this. at some point they need the (actual) profits (from end consumers) to justify this spend (and they need to be making money on every token)
@pkedrosky The lesson in all this: When there isn’t much regulation, and competition is limited to a handful of coexisting hegemons, the biggest threats come from overseas. The U.S. and China are, of course, locked in a contest for global …
@pkedrosky In an almost too-perfect parallel to the bygone age of John D. Rockefeller, Andrew Carnegie and J.P. Morgan, some of today’s power-hungry data centers are actually being put on the sites of former steel mills, because of their p…
As @pkedrosky has written, as a % of GDP, spending on AI infra has already exceeded spending on telecom and internet infrastructure from the dot-com boom—and it’s still growing.
One explanation for the U.S. economy’s ongoing strength is t…
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🕵️ Fake follower check
Estimated- Est. 69% real, active audience · Medium fake-follower risk.
- Low engagement (~0.4× of followers engage each post) — a sign of an inflated or inactive audience.
- Organic base — far more followers than accounts it follows.
- Verified account.
- Established account (19+ years old).
- 0.6% engagement — below the ~18% typical for this size.
Heuristic estimate from engagement, follower ratios, account age & growth — a screening signal, not a guarantee.
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