Darwinisn’t
3K posts
People Im a commentator. I get signal and alpha from all over the world sent to me. I post what I think is important to make smart decisions. Sometimes the signal is noise, sometimes the signal is clear. You are adults, you can make your own decisions, but I know Im as close to the front of "crypto relevant news" as humanly possible for one guy on the internet. I try my best to feed the important information as fast as I get it. I hope it helps.
Im def not a prophet or a fortune teller. If you want one of those seek elsewhere.
Yes of course I have opinion and will always try to prephase with "IMO" so its clear.
We have only started this journey. We are all early. We are def in this together and we all share in the success of the grand thesis that this is significant technology.
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Darwinisn’t retweetledi
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.
My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.
This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.
Hedgie🤗
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JUST IN: Stephen Colbert signs off from “The Late Show” tonight after 11 seasons on CBS.
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UPDATE: HARVARD SOLD ITS ENTIRE $87M $ETF ETF POSITION JUST ONE QUARTER AFTER BUYING IT
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Rep. Nancy Mace targets naturalized lawmakers with a constitutional amendment:
'For too long we have allowed foreign-born members to hold seats in this government, while making clear their loyalty is not here. We see it every day.'
The proposal would affect more than a dozen current members of Congress — including several in her own party.
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@martypartymusic Whack! Glad they are going after them finally.
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It’s literally a mental illness. Listen for yourself… not all of them clearly…
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The richest man on Earth dismantled the organization that feeds the poorest children on earth.
He also cancelled all of the global Ebola prevention programs. The UN has now declared Ebola outbreak a global health emergency.
Elon Musk’s dismantling of USAID has already killed more children than in Gaza and Ukraine combined.
He cut lifetimes for millions and the result is a silent massacres.
Nor should we forget his complicity in the genocide in Gaza, as well as in the war in Ukraine and the Epstein case.
I don’t understand how billionaires think. If I only had one billion dollars, I would rush to fix our world problem. Homeless, hungry, poverty, wars, climate change... etc. They can be heroes and not just billionaires. What a waste.
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Darwinisn’t retweetledi
The US Department of Energy just mapped every data center in America.
This is what the AI power grid looks like.
The dots are data centers.
Yellow = operating.
Orange = under construction.
White = planned.
The lines are high-voltage transmission 735kV, 500kV, 345kV the arteries that move electrons from generators to compute loads.
Look at the density along the East Coast, Northern Virginia to the Carolinas.
Then look at Texas.
Then Northern California.
The largest circles on this map represent facilities demanding over 5,000 MW of power.
Single campuses pulling more electricity than mid-sized cities.
Northern Virginia is so dense the dots overlap.
Data centers cluster on transmission corridors.
Not because land is cheap because power is available.
When the line is full, the next data center goes somewhere else.
The grid is the bottleneck.
Every orange dot is a power purchase agreement being negotiated right now.
Every white dot is a utility commission filing, a gas plant approval, a pipeline capacity booking.
The $66.8 bn NextEra-Dominion deal, Meta's 10 new gas plants in Louisiana, the Alaska LNG FID push they all trace back to maps that look like this.
AI infrastructure is built in substations, on transmission corridors, and at the end of gas pipelines.
Link in the comments, to see my stocks 👇
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🚨JUST IN: Department of Justice credits James O'Keefe undercover videos for the indictment of LA Election Fraudster Brenda Brown
Thank you @TheJusticeDept!
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@SylviaWelm39493 @Foremost I reported them to division of financial review. Still fighting them.
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🚨 IT’S OFFICIAL: Louisiana Sen. Bill Cassidy just became the first elected senator to LOSE a primary in 14 years. Cassidy voted to convict Donald Trump following his 2021 impeachment trial.
RINO Sen. Bill Cassidy LOST to Trump-endorsed Julia Letlow who supports NUKING THE FILIBUSTER and passing the SAVE America Act.
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@LynAldenContact @satmojoe They must've sent Keir Starmer an Evite.
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The push for this is growing from many, many places.
mert@mert
canada is trying to make mandatory government spyware and backdoors for literally everything you use
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A man in the UK was sentenced to jail for social media posts.
UK recorded over 12000 arrests for social media posts in 2023 alone i.e. around 33 arrests every single day.
The UK has become a prison island.
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@plasticstrawplz @FoxNews yeah, saw that.
I just wonder why they can't straighten this out
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Empty Waymo cars swarm an Atlanta neighborhood, repeatedly circling cul-de-sacs and leaving residents frustrated and confused.
One local estimated nearly 50 self-driving cars rolled through the area in a single morning, with several clogging the road as they struggled to maneuver around one another.
Waymo said it had “already addressed this routing behavior.”
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