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@dunnbunn

Katılım Kasım 2009
915 Takip Edilen70 Takipçiler
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
In 2025, 25 data center projects were canceled due to community pushback. That’s up from just 6 in 2024 and 2 in 2023. The opposition is notably bipartisan, driven overwhelmingly by one thing: rising electricity prices for local residents. In Q2 2025 alone, 20 projects were blocked or delayed, putting $98B in potential investment at risk. The 2025 cancellations represented ~4.7 gigawatts of lost electricity capacity. Using OpenAI’s own estimate of revenue per gigawatt (~$10B revenue per gigawatt), those cancellations represent ~$50B in lost AI revenue in a single year. Applying a 20x earnings multiple and its $1 trillion in lost enterprise value. In one year! And it’s not getting better… At least 99 data center projects are currently being contested nationwide. Historically, ~40% of projects facing sustained opposition are eventually canceled. This means many more gigawatts, billions in revenues and trillions in enterprise value are at risk if we don’t turn this around. The core problem as I see it: local residents are being asked to subsidize AI infrastructure through higher electricity bills with no upside. That’s not a sustainable ask. Until we solve the electricity cost equation, community opposition will remain a systemic and under-priced risk to the AI sector and the broader economy.
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Tweet tweet@dunnbunn·
Lifecycle TBD but cost of systems + rocket launch + solar panels theoretically could be less expensive than building on earth. As AI DCs grow massively there will be more public scrutiny and power limitations. “Free” power and space make a lot of sense medium/long-term if space launch costs decrease and maintenance in space can be figured out.
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Keith Townsend
Keith Townsend@CTOAdvisor·
Data centers in space outside of a space station make no sense. Someone explain this business case to me as if I weren't an IT infrastructure expert.
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Gaz
Gaz@Septic_Sauce·
This is why RAM costs so much
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Jonathan Wasserstrum
Jonathan Wasserstrum@jmwass·
Me after bedtime every night for 2 boys under 5.
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Ryan Bennion
Ryan Bennion@RyBen3·
Kevin Young absolutely nailed the post game press conference. Can’t believe they thought cheese curds were better than tater tots. Go Cougs! #BYU #Wisconsin
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Alex Cohen
Alex Cohen@anothercohen·
This is what it’s like bringing your engineers to a client meeting
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Jon Rothstein
Jon Rothstein@JonRothstein·
“It is better to deserve honors and not have them than to have them and not deserve them.” - Mark Twain
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Tweet tweet@dunnbunn·
@Clarkpojo If your argument is that Jazz would be better off with Gobert then I think you can make an argument for that. But being a true title contender is a different story and I don’t think the Jazz would be close.
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Tweet tweet@dunnbunn·
@Clarkpojo That roster would still be far away from contention. The T-Wolves have made it work because they have Edwards/McDaniels/KT/NAZ - those 4 are better than any 4 that could have been put around Rudy. Even with that - Minnesota still isn’t the betting favorite of remaining teams
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✌️@nick_pants·
sir, BYU just beat kansas at the phog
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SAUCE GARDNER
SAUCE GARDNER@iamSauceGardner·
People ask me why I never smoked or drank before... Simple answer: I always wanted to be different since I was young. I also had a master plan back then and those things never aligned with it and never will🤷🏾‍♂️
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Jon Rothstein
Jon Rothstein@JonRothstein·
Mark Pope. Keeping The Faith.
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Jay Cuda
Jay Cuda@JayCuda·
A picture of CeeDee Lamb made from pictures of CDs and lambs (zoomable)
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Jon Rothstein
Jon Rothstein@JonRothstein·
Mark Pope. Keeping The Faith.
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Jon Rothstein
Jon Rothstein@JonRothstein·
"Victory has a thousand fathers, but defeat is an orphan." - John F. Kennedy
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