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Brice Liesveld
2.9K posts
Brice Liesveld
@Brice
🚀 Tech Explorer | 📽️ Film Producer/Writer | 💵 Capital Allocation 👋 Looking to connect with people in Tech, Film, & Capital Markets -Angels, VC, LPs, GPs, PE
Katılım Nisan 2008
344 Takip Edilen289 Takipçiler
Brice Liesveld retweetledi
California has increased spending by 75% in six years.
Are your bills 75% cheaper?
Are our schools 75% better?
No.
Because the problem isn’t how much we spend — it’s how we spend it. And I’ll only spend taxpayer dollars on policies that actually make people’s lives better.
Plan out tomorrow. Thanks for the conversation @friedberg!
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@HyperAICapital Power draw is probably a better indicator of what’s happening on the ground. Just how big are some of these?
In CA for example there are 5 major data centers being built targeting ~ .5 TW of useable power.
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DATA CENTERS UNDER CONSTRUCTION IN THE UNITED STATES
The number of data centers currently under construction by state shows how quickly AI infrastructure is expanding.
Texas — 135
Virginia — 134
Georgia — 51
Ohio — 45
Arizona — 35
Nevada — 29
Indiana — 21
Mississippi — 21
Illinois — 19
Iowa — 16
Oregon — 12
South Carolina — 12
Wisconsin — 11
Maryland — 11
North Carolina — 11
Pennsylvania — 11
Utah — 10
Missouri — 8
Wyoming — 7
Alabama — 7
New York — 7
Tennessee — 7
Florida — 7
$NVDA $NBIS $IREN $CRWV $AMZN $MSFT $GOOG $ORCL
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@balajis Unless there is some underlying black box architectural change under the hood, open source will eventually dominate.
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It’s all open source models from here.
American AI companies are simultaneously fighting Democrats (by automating blue jobs), Republicans (by rankling the US military), and China (by fruitlessly combating distillation attacks).
Solve for the equilibrium: open source models become the only trusted models. Centralized American AI burns bright, makes a ton of money, but eventually gets outcompeted by the privacy, freedom, and trust of decentralized local AI.
Dean W. Ball@deanwball
Nvidia, Amazon, Google will have to divest from Anthropic if Hegseth gets his way. This is simply attempted corporate murder. I could not possibly recommend investing in American AI to any investor; I could not possibly recommend starting an AI company in the United States.
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@chamath @TimKoltek If only we didn’t kneecap the entire US industry the last few years. 🤨
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@TimKoltek It’s surprising that people would rather incinerate money so they can tinker with something that already happens in mega scale, safe and far away.
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But nuclear?!
Solar is nuclear, dummy.
Just happens to be far-field nuclear: Cheap, abundant, simple and quick to turn on and when you combine it with a little storage, it’s always-on.
Colin McCarthy@US_Stormwatch
The cost of solar has dropped 99.8% worldwide since 1975 and 94.4% since 2008. Solar is the future.
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Brice Liesveld retweetledi
🚨 DIABETES CURE… OR THE BEGINNING OF A MEDICAL REVOLUTION?
For over a century, diabetes has meant daily injections, constant monitoring, and a lifetime of management. But now, scientists in China and researchers at Vertex Pharmaceuticals in the United States have done something shocking, they used stem cells to create new insulin-producing cells and transplanted them into real patients.
And here’s the twist…
Some people with Type 1 diabetes started making their own insulin again.
No pump. No syringe. Just living cells doing their job. It’s not a full cure yet. Trials are still small, and long-term results are unknown. But for the first time, medicine isn’t just managing diabetes, it’s trying to rebuild the pancreas itself.
Science fiction?
Not anymore..
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california's unhinged asset seizure has activated tech, as five new ballot props receive their title. here, your detailed first look at the billionaire counterstrike targeting the measure, the unions, and the system itself: piratewires.com/p/wealth-tax-c…
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@stevemur @GavinNewsom Interesting how many of those are paper moves or expansions. Outside of Chevron most of the heavily lifting for those companies still happens in CA.
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In-N-Out.
Hewlett Packard.
Oracle.
Tesla.
SpaceX.
X/Twitter.
Chevron.
Realtor dot com.
Paul Mitchell.
Charles Schwab.
Palantir.
Norton/Symantec.
Wow. Well done @GavinNewsom
Palantir@PalantirTech
We have moved our headquarters to Miami, Florida.
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Brice Liesveld retweetledi
Midterm messaging.
jay plemons@jayplemons
The economic boom everyone’s missing 🔥 @DavidSacks “I suspect we’ll look back on this time period as the beginning of a new Golden Age.” - Strong GDP growth (Q3 >4%, Q4 >5%) - Massive private-sector job creation (+172k in January, +615k in Trump’s term) - Unemployment dropping to 4.3% - Construction jobs surge (+33k in January, driven by data centers) - AI boom - Government jobs cut (-300k+ → higher productivity) - Economy re-privatizing - All new jobs going to native-born Americans - Voluntary government buyouts (no forced layoffs) - Huge infrastructure investment (software, applications, productivity gains)
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@Seanfrank Next chart down in the article. When you look at dollars invested. Bit of a better picture for LA. Bay Area still mega dominate.
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LA is in a recession.
Tech is out.
Hollywood left.
1 house has been built since the fires.
LA is having its worst decade since the 80s
a16z@a16z
SF is back. Charts of the Week: a16z.news/p/charts-of-th…
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@DominiqueCAPaul AI one shotting full libraries in the states, less pushes.
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Europe just overtook the US in the number of git pushes.
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@gilduran76 Right or Left we absolute have to preserver the 40-50% of income tax revenue we’re about to loose. Social programs are about the get the largest budget cut in CA history and all everyone wants to do is play RED/BLUE games.
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In California, the right-wing tech billionaires behind Trump are funding Matt Mahan for governor.
Leading the pack: Joe Lonsdale, the Palantir co-founder who says the USA should resume public hangings.
Why is a Trump oligarch funding a Democrat?
thenerdreich.com/palantir-for-g…
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@garrytan @beffjezos Need to amend the CA constitution full stop. 2/3rd barrier so we don’t get stuck in Groundhog Day and become a destination rather than a departure point. Probably the most important task for the next legislative cycle.
Brice Liesveld@Brice
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The wealth exodus is live: SEIU-UHW’s asset seizure tax has already cost the state $16.4 billion per year ($519 per second) in lost tax revenue—and it hasn’t even passed yet.
garryslist.org/posts/the-weal…
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@balajis Lots of people mistaking financial due diligence with leaving CA. The reality is much different.
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Silicon Valley is a lagging indicator.
Tech moved out of Delaware.
Now it’s moving out of California.
There are hundreds of other places.
You can build a unicorn anywhere.
So: cut bait on failed states.
Our destiny is decentralization.
That’s what the Internet means.
Beff (e/acc)@beffjezos
Many founders in private have moved out of California as their primary place to live and operate, myself included
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@CBBcontent When it comes to fans and "teams" NCAA football is better than the NFL as well. NFL has Fantasy and thats the game changer there.
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“Show me proof college basketball is better than the NBA”
The proof:
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