Luke

This is WILD! The Big Four hyperscalers, Amazon, Google, Meta, and Microsoft are on track to spend between $635 and $665 billion on AI infrastructure in 2026 alone (Save this). Here is what that looks like compared to the greatest government megaprojects in American history. - Manhattan Project: $36B over 5 years - Marshall Plan: $170B over 4 years - Apollo Program: $257B over 14 years - International Space Station: $150B over 27 years - F-35 Program: $400B over 25 years (to date) - Interstate Highway System: $620B over 37 years - US Railroads: $550B over 71 years Hyperscaler data center capex is ~$930B in 6 years, with 2026 projected spending alone (~$630B+) potentially exceeding the entire Interstate Highway System in a single calendar year One important distinction is that every megaproject on that chart was driven by wartime urgency, national survival, or Cold War competition. The federal government had to conscript scientists, draft workers, and commandeer factories while AI buildout is entirely private capital. By 2030, AI infrastructure spending is projected to reach $983B annually meaning companies may be spending nearly $1T per year on AI compute, roughly the size of the entire Dutch economy, every single year. Super Bullish on AI!

We just got a 7-seat model Y, and we're gonna make that itty bitty third row work for us by hook or by crook because **** I love this car Full self-driving is the first real life changing quality of life improvement I've gotten from a product in as long as I can remember