Inverse Gary Marcus ⏫

Pinning this so I can come back in 2035 and laugh at him

There are 400 golf courses in the Arizona desert alone. They use 42 billion gallons annually, more than 300,000 families. STFU with the data center propaganda when we are racing the world for Space and AGI.

It's unfortunate that inflation expectations became tied to high interest rates. There's an equilibrium where it's the opposite (lower inflation with lower interest rates) if people believed it, because mechanically that makes more sense. Lower interest rates increase supply.

on AI and water use. You could ask a frontier model 4 questions per day every day for a year. Or you could eat a single solitary almond.

OK but to be fair isn't that like one day of @steipete usage

The bull market in stocks is only beginning. Everyone is underestimating how big the shortage of compute and power exists. The bears are wrong. The bulls are going to make money. Choose wisely.

Nvidia: CUDA Intel: SHUDA Huawei: WUDA

"Mom, how did we get so rich?" "Your father made a top 1% developer salary here in Europe and now we have our very own 1 bedroom flat with an entire window"

everyday at approximately 12:48PM ET the stock market remembers AI is real and we rip kinda funny how much market cap is added intraday once we flip 😂 bears are really trying…part of the selloff last few days probably is $NVDA jitters as well the market always usually gets scared before they crush, but then the market usually dumps after they crush maybe because everyone is expecting a dump on good numbers…we end up pumping? there is no way Nvidia doesn’t demolish earnings given the growth we’ve seen on every semi name so far so it’s really a question of how big the beat will be

Over at Substack, @JoshEakle asks: "It's 2026, and I have yet to see an anti-almond farm protest."

Vera nice, Vera nice … 🤌

Yep

No AI data center is worth losing this.

Untangling a myth about data centers + power prices "states with the largest load growth (e.g., Texas and Virginia) saw the smallest rate increases, while states with declining load growth (e.g., California and New York) saw the largest rate increases" ethree.com/electricity-ra…

@inductionheads Also language is the world to an LLM

Wonderful. The terminal is the world to an agent. It learns to model the world

@FuturumEquities @danielnewmanUV $NVDA is going to show the market on Wednesday just how early we still are in the AI buildout.

I went to BJ's Restaurant last night with my kids. The bathroom was disgusting. The front of house was kind but sloppy and slow. The food upset my stomach and I woke up at 4am this morning because of it. Whoever BJ is, they probably aren't a real person, because everyone acted like nobody's name is on the door. I studied the management history of BJ's. The original founders left after the seventh location. Then it was sold to their accountants. Then it went public. Then the CEO resigned last year after 19 years and was replaced by an interim board member from Darden Restaurants, who was then replaced by a "Chief Concept Officer" promoted to CEO. The CFO also quit. Roaches behind the takeout counter in Coral Springs. Rodent droppings and mold in the ice machine in Pembroke Pines. An "F" retention score on Comparably. Glassdoor reviews that say "management turnover is high... that should say quite a bit about the company culture." Seven layers of management between the person cooking your food and anyone who owns the outcome. General manager reports to area director reports to regional director reports to regional VP reports to SVP of Operations reports to the COO (who started in January) reports to the CEO (who started last year). 218 locations. Founders long gone. Managers rotate every 18 months. The kitchen is run by compliance checklists, not pride. A dirty bathroom is nobody's personal failure because it's nobody's personal restaurant. This is the stewardship crisis in America in one building. In Chinese restaurants, the 老板 (laoban) is there. He tastes the food. He watches the kitchen. His family's reputation is the business. The restaurant is clean not because of health inspectors but because his name is on it. Haidilao built a $30B hot pot chain with less than 10% employee turnover. Servers can give you free dishes without asking a manager. Why? Because they're treated like stewards, not interchangeable parts. The West replaced stewardship with professional management. MBAs who optimize spreadsheets for people they've never met. CEOs who've never touched the product they sell. Politicians who sign the bills and spend the people's money but never checked the money built anything that helped the people they claimed to care about. Founder mode isn't new. It's the oldest idea in Chinese business culture. We just forgot it. The best founders I fund at YC are natural stewards. They own the outcome. They're in the kitchen tasting the food. They care about the bathroom. Most of society's problems are a stewardship crisis. Not a lack of resources or technology or intelligence. A lack of people who give a shit because their name is on it.

Most Americans think a data center would be bad for their towns. Some are wrong. Data centers can absolutely impose harms on localities. But they can also bring rewards. And the cost-to-benefit ratio is positive in some contexts -- at least, by the standards we typically use when judging the desirability of an industrial enterprise. (link below)

For sale: Thursday boots, never worn.

People keep asking "what jobs will AI destroy?" Wrong question. Instead, ask what a brilliant 14-year-old in West Virginia can now do that he could never do before. Previously all his relatives went into the mine bc that was the only door open to them. He was largely doomed because of where he was born. A kid growing up in that same holler today can build an AI company from his bedroom. Think about what that actually means for opportunity in America. The Doomers are wrong. These new tools will make the system more meritocratic, more democratized, and more distributed than ever before.

The same way every single town in America got running water, electricity, telephone lines, air conditioning, cable, internet, cell phone service, WiFi, fiber, and satellite broadband.