Randy

@firstadopter msoe.edu/about-msoe/new…

@firstadopter He really takes care of MSOE (his alma mater)

Imagine graduating college with a comp sci degree, announcing on LinkedIn that you got a job at Nvidia and having Dwight Diercks!?! leave a congratulations comment on your post.

@taylorterry @UsuallyInvited @mattyglesias Isn't ethanol mostly feed corn and not sweet corn?

@UsuallyInvited @mattyglesias Best argument is that extra food (and ag capacity) is very handy in all manner of crises, and producing a lot of corn and using it for an alternative purpose in the meantime is a lot better than maintaining huge stockpiles.

Making gasoline out of corn: — Raises gasoline prices — Raises the global price of food — Ambiguous impact on CO2 emissions — Definitely leads to more use of pesticides and other toxins slowboring.com/p/the-dumb-pol…

i yearn for a world where this is a high TAM tweet

@citrini Maybe it's like a "cone" of "uncertainty"

It seems like everything to do with AI rn has an absurdly wide distribution of outcomes, and the variance of those outcomes is equally massive. Small tweaks to assumptions, or small forks in the path today, lead to wildly different worlds tomorrow. This isn’t isolated to the obvious compute and infrastructure stuff, though it’s certainly true there. For example, you can build an equally compelling cases for a decade-long memory shortage as you can for demand destruction triggering innovations that route around the bottleneck. But that uncertainty extends to the consumer side and to the very shape of the AI market itself. It feels just as plausible that Anthropic ends up owning everything from infrastructure through the application layer as it does that the labs commoditize and value accrues further up the stack. So where do the gains actually land? Labs? Hyperscalers? Implementers? The yet-to-be-known innovators sitting on top of the whole thing? Maybe every technological cycle looks like this from the inside? When I became a true believer in early 2023, I opted to focus on picks and shovels precisely because I knew I had no shot at predicting what AI would look like ten years out. The infrastructure thesis didn’t require that prediction. We were going to need more of the stuff that makes AI work, full stop. I assumed the picture would sharpen as things played out and better opportunities would surface beyond pure compute growth. If anything, it’s gotten more opaque. That’s not to say nothing else has worked. Agentic AI enablers have been solid. But where the AI market actually settles in five years? Genuinely anyone’s guess. Don’t get me wrong, I’m happy that’s the case. It means there’s still opportunity in being mentally flexible enough to react to new developments as they happen. And there are areas I have very strong opinions about what the future looks like. But I’d be lying if I said I thought, three years ago, that the path would still be this uncertain today.

@bryan_johnson @eightsleep Get a topical cetirizine on this thing or just tell me where to go hehe

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@drake_bentley Green space, housing, library, closed loop cooling, we'll be aight.

Part of the old Walmart site at Midtown Shopping Center on Milwaukee’s north side is set to be converted into a “research computing center.” The proposal is not for a massive AI training data center like the state has seen elsewhere, including in Port Washington. Notice of a public hearing before the City Plan Commission spread on social media on May 13, but the item has since been struck from the agenda. “‘Data centers’ are a couple of very bad words these days. They conjure images of grey buildings covering thousands of acres, creating nuisance levels of noise, and taxing local water supplies and other resources. The development proposed for Midtown Center includes nothing even close,” Ald. Mark Chambers wrote in a statement. milwaukeecourier.com/news/2026/05/1…

@compujeramey @MarkChambersMKE Closed loop cooling, library, housing, green space, idk seems like a decent idea.

Ald. Mark Chambers (@MarkChambersMKE) Attempts To Set Record Straight About Midtown 'Data Center' (Details in next tweet 🧵)

@laurel_noack @compujeramey @DanRShafer (power stuff is way more real than the water crap going around this site)

@laurel_noack @compujeramey @DanRShafer So then advocate for the closed loop cooling Microsoft is doing in Racine County, make them do it. Whilst also donating a good chunk to cleaning up the Pike River. Tax base matters, empty buildings suck.

Dramatically misleading information going around about "data center" proposed for former Walmart at Midtown Center It is a data center, but at 19k sq ft, it is same size as planned library, half size of community center and only 10% of building It is not like $$$ rural campuses

@VraserX My nest cam just claimed it saw my wife's grandma and it was me, we have a long way to go

If the Gemini rumors are true, Google’s comeback arc is going to be brutal. Not because Gemini is suddenly “smarter than everyone.” Because it may become cheap, fast, everywhere, and agentic. Android. Chrome. Gmail. Docs. Search. OpenAI has the best product. Google has the battlefield.

@TheStalwart I joined them in Jan yw

We'll all remember the 8 month span where $NVDA shareholders weren't making any money

@laurel_noack @compujeramey @DanRShafer Lol what

@RandyNeu @compujeramey @DanRShafer empty warehouse does not pollute water so yes duh

@doggintrump The power and water was already run for the Foxconn boondoggle; the outrage here is a little more nuanced and weird.

15 in one area?

@TechCrunch oh hell yeah, more heat pumps everywhere

Former Tesla exec and Heron Power CEO Drew Baglino has founded a heat pump startup techcrunch.com/2026/05/12/for…

@TheStalwart @stevehou The DRW pod on this topic you had way back when was a good one

Wow as I was saying

@MattZeitlin oo thanks for sharing! at least locally in wisconsin the liberal-type-folks are more focused on being anti-nat-gas-which-keeps-coal-alive than i think is ideal

@RandyNeu they have been doing it, trump took the biden era standards back to the obama era ones

you could put literally zero weight on climate change and still argue for a rapid phase out of coal purely based on local pollution effects (fun fact: the first coal burning ban was put in place *in the 14th century*)

@negligible_cap more nvda chips eh

*ANTHROPIC INKS $1.8 BILLION COMPUTING DEAL WITH AKAMAI Anthropic and $AKAM just signed a $1.8B computing deal to meet demand. AKAM said yesterday in their earnings call that they it struck a 7 year cloud computing deal with a “leading frontier model provider”, but Anthropic wasn’t named until now. Anthropic's been on a tear lately with these deals