Mark Fidelman

“AI is taking over the world” but nobody’s talking about the two massive problems that could kill the whole revolution before it even starts. Let’s unpack it. 🧵

Spencer Pratt is power washing a stencil into the streets of LA that says “imagine if the streets were this clean”. Genius.

Everyone loves to argue over a single COA. We sent the same Uncle Wang Retatrutide “10 mg” kit to six labs. Purity? All ~99.7–99.9%. Mass? Anywhere from ~10.18 mg to 12.80 mg per vial, with Nexaph/Janoshik consistently over 11 mg and TrustPointe/Freedom pushing 12+ mg. The pattern: clean peptide, generous fill, and the decimal points are where the rats start fighting. Full multi-lab COA comparison + methods (HPLC-UV, HPLC-MS, Beer–Lambert, etc.): 🔗 peptidecritic.com/blog/why-test-…

Breaking marketing records for campaign ads

@JoJoFromJerz @raehanbobby He calls it like he sees it. Ask stupid questions get a stupid response

So in case anybody’s counting, today he called not one, but two female reporters “stupid.” He is going to continue to do this. He’s going to start calling them far worse. Because nobody fucking stops him.

Chamath Palihapitiya just said what Silicon Valley is terrified to say out loud. On Joe Rogan. To millions of people. Without flinching. Chamath: “The only person that we can trust is Elon.” Not whispered at a dinner party. Not buried in a podcast nobody listens to. Said on the record. Full weight behind it. And then he told you why. Chamath: “I feel like he’s the least corruptible. He’s the most independent thinking. And I think he’s the one that has an actual empathy for people.” One of the sharpest capital allocators in Silicon Valley history looked at every founder building AI. Every single one. And chose the one the media spends the most energy telling you to hate. That alone should stop you cold. Chamath: “Then there are folks where there’s just an insane profit motive.” He’s talking about OpenAI. He’s talking about Google. He’s talking about companies that swallowed billions from Wall Street and now answer to shareholders before they answer to humanity. Chamath: “They’re less in control of the businesses that they run.” The people building the most powerful technology in human history do not control their own companies. Their boards do. Their investors do. Their liquidation preferences do. And these are the ones we’re trusting with superintelligence. Chamath: “He’s like, I need to get to Mars.” This is the fracture line nobody wants to touch. Every other AI founder is optimizing for the next earnings call. The next funding round. The next quarterly number that keeps the machine fed. Elon is optimizing for the next planet. One group builds to satisfy investors. The other builds to survive as a species. Those aren’t different strategies. Those are different operating systems running on different hardware. And it changes everything about how you build. When your time horizon is 90 days, you cut corners. You monetize behavior. You trade safety for speed because the board needs a number by Friday. When your time horizon is interplanetary, you can’t afford a single shortcut. Because shortcuts don’t survive launch. Chamath: “Where is this going to end up?” The only question that matters. And nobody in power wants you asking it. Because the answer comes down to who gets there first. If it’s a company owned by Wall Street, superintelligence becomes the most sophisticated extraction engine ever built. Every decision optimized. Every behavior predicted. Every market captured. Not for you. For the balance sheet. If it’s someone who can’t be bought, pressured, or voted out by a board of directors, there’s at least a chance it bends toward something bigger than quarterly revenue. History never remembers who built the most powerful technology. It remembers who controlled it. And what they used it for. The only founder in AI who cannot be fired by a board, leveraged by an investor, or replaced by a shareholder vote is the one they spend the most energy telling you not to trust. Ask yourself why.

Elon Musk just revealed what’s actually holding AI back. It’s not chips. Not models. Not data. It’s concrete. Someone asked him the obvious question. Why not just build private power plants next to data centers? Bypass the grid entirely. His answer was four words. Musk: “The power plant makers.” There aren’t enough of them. You can design the best chip on earth. Train a frontier model. Raise $10 billion for a hyperscale data center. None of it matters if you can’t power it. Musk: “You can drill down a level further.” GPUs need power. Power needs turbines. Turbines need factories. Factories need permits. Permits need a government that hasn’t paralyzed itself. Every link in the chain is physical. And every one of them is breaking. We can train a frontier model in weeks. We can’t permit a power plant in under five years. The country that invented the assembly line now needs 40 agencies to approve a gas turbine. China doesn’t have this problem. They don’t run 7-year environmental reviews on infrastructure they need tomorrow. They break ground while America requests approval to break ground. The AI race won’t be decided by whoever writes the best algorithm. It’ll be decided by whoever can still build in the physical world. We spent 30 years getting faster in software and slower in steel. Outsourcing manufacturing. Hollowing out supply chains. Treating builders like liabilities instead of assets. Now the bill is due. Every breakthrough in AI is gated by atoms. Steel. Concrete. Turbines that take years to manufacture and decades to approve. The smartest code on earth is worthless without electricity. Musk didn’t give a speech about this. He didn’t need to. He answered one question and the whole infrastructure myth collapsed. “Where do you get the power plants from?” Follow that thread far enough and you stop finding a technology problem. You find a civilization that mastered thinking and forgot how to build.

A new era of responsible journalism! Thank you to CBS for posting our full interview so the voters can hear from their next Mayor!

@HustleBitch_ This is BS. Next.

🚨OZEMPIC IS MAKING PEOPLE FALL OUT OF LOVE — AND NOW RELATIONSHIPS ARE COLLAPSING A doctor tied to Johns Hopkins and the NIH just went on camera and dropped something no one’s talking about. Not the weight loss. Not the appetite. The person. Thousands on Ozempic and Wegovy are reporting the same pattern: • Food doesn’t hit the same • Hobbies feel empty • Even people they once loved… feel different And it’s not subtle. Therapists are now seeing couples where one partner says: “I feel like I’m living with a completely different person.” Less emotion. Less connection. Less interest in intimacy. Researchers already know GLP-1 receptors aren’t just in the gut… They’re in the brain areas tied to reward, motivation, and bonding. Meaning this isn’t just shrinking waistlines. It may be quieting the entire reward system across everything. Food. Pleasure. Attachment. All of it. Some users aren’t just losing weight… they’re losing the emotional intensity that made them who they were. Same body. Different person. Are these drugs fixing health… or quietly rewiring what we feel? And if the “reward system” gets turned down across the board… what happens to love? 📹: TikTok/nealkshah

This is good and accurate

@NicHulscher @IamJCraig He was pardoned

FAUCI CAUGHT ON TAPE: "When you make it difficult for people in their lives, they lose their ideological BS and they get VACCINATED." "You want to come to this college, buddy? You're going to get VACCINATED." ONE WEEK LEFT TO PROSECUTE HIM. The decision should be EASY.

AI’s biggest problem isn’t intelligence. It’s electricity. Everyone talks about the next model or agent. Almost no one talks about power, cooling, substations, and grid infrastructure. The real bottleneck isn’t NVIDIA chips- it’s megawatts and infrastructure speed. The next AI arms race is actually an energy arms race. That’s where Exascale comes in. Hear it from @markfidelman, Exascale Lab's Head of Marketing.

@PunkXBT_ Exactly!

@markfidelman yeah this is basically the part people ignore, compute is visible but power and cooling constraints decide who actually scales infra long term. staying tuned followed FB

What is really happening in AI 1/ The real bottleneck in AI isn’t just GPUs. It’s power, cooling, and data center architecture. Hyperscalers own the entire stack. Neo clouds mostly rent space + GPUs. We’re building the layer in-between: GPU-as-a-Service + vertically integrated power & cooling.

2/ By owning the power + cooling design, we: Unlock >100 kW/rack density for Blackwell-class chips Avoid the “we’ll take whatever DC space is left” trap Nearly 3× the gross margins of typical Neo clouds AI infra isn’t a commodity. It’s an edge. #AI #DataCenters #GPUs

Another great Spencer Pratt ad 🔥

@JfkPascalNajadX Bonti ignored it until he was forced to act

🚨 BREAKING: Five people have just been ARRESTED in California after a crackdown targeting FAKE LA hospice centers 10 PLACES were raided last night This SINGLE SCHEME resulted in $267 MILLION in bogus charges to American taxpayers KEEP ARRESTING, AND MAKE EXAMPLES OUT OF THEM

California will soon tax unrealized gains on houses. Within 5 years.

@Juliaetal77 @RealJamesWoods Someone take Julie’s gun away and turn off the media in her house.

He’s that dangerous, you idiot!!! Jesus fucking Christ you people are so stupid!!! Do I love everything Democrats do?? Not by a long shot. But my God!!!! WWIII is not worth that orange stain’s ego!! It’s a worship fest for you people. Worshipping a lifelong pedophile, con, thief. In that order.

Another Democrat, in her own words, calling for the “elimination of the President of the United States right now…” "If we wanted to eliminate abuse and fraud, we'd eliminate the President of the US from the office right now, and the rest of the sycophants in his administration!" —Democrat Rep. Bonnie Watson Coleman x.com/myholystyle/st…

@AGRobBonta Just more deflection. Meanwhile…

CA has achieved something genuinely historic. In recent years, CA became safer from gun violence than any other time on record. This progress was not an accident. It was the result of a sustained commitment to gun violence prevention policies and investments. We cannot lose momentum now.