Maevehem

@InfiniteL88ps @_brianpotter Not enough people hit on is the fact that the margins in the construction industry are inevitably absorbed over time by materials producers / suppliers (i.e., giant cartels and regional monopolies).

Brian Potter (@_brianpotter) joins Infinite Loops to break down why America has become so bad at building — and why fixing it is much harder than most people think. Brian explains why prefab housing keeps failing, and why there are no simple silver bullets for construction, housing, or infrastructure. We also explore America’s deeper institutional problems: the shift from a government that could build to one designed mainly to block harm, the politics of local opposition, and the logic of “concentrated harms and diffuse benefits.” TIMESTAMPS: 0:00 Intro 05:57 Housing as the Model T 08:04 Why atoms scale differently 14:55 Hamiltonian vs. Jeffersonian America 18:25 Can America still mobilize? 24:13 AI as automation 27:42 Why robots lag 34:06 Sweden’s prefab paradox 36:05 California turns anti-growth 55:09 Concentrated harms, diffuse benefits 59:24 Why moonshots still matter 01:09:34 Build housing, make AI safe

@drgurner That assumes they are self-aware at all

There's a lot of advice out there to "not be too hard on yourself," but look around... You see entitlement, bad work ethic, poor treatment of others, rudeness, blame, etc.. More people should clearly be *harder* on themselves.

@cryptoartists1 @Oknowuk @Gaurab I have no idea but it's not what moves the needle for Cliffy's business

@ProjectMaevehem @Oknowuk @Gaurab so this can't be true "No other alloy works at utility scale and only one US company makes it: Cleveland-Cliffs."

Half of America's AI data centers planned for 2026 are delayed or cancelled. They're waiting on transformers. I build chemical plants. Transformer prices have tripled in the last four years. Lead times are 2 to 4 years. Each new plant we build competes with AI data centers for the same grid equipment. Every large power transformer in America runs on grain-oriented electrical steel. It's made by rolling iron and silicon together until their crystals align in one direction. No other alloy works at utility scale and only one US company makes it: Cleveland-Cliffs. The average large power transformer on the grid is 38 years old. Service life is 40. Amazon, Google, Meta, and Microsoft committed $650 billion to AI infrastructure this year. Nvidia's most expensive GPU is useless without a transformer.

@Oknowuk @Gaurab US steel manufacturers, in general, get no love from Wall Street either. Look how suppressed US Steel's share price was prior to getting acquired by Nippon.

@Oknowuk @Gaurab CC carries quite a bit of debt relative to peers and Wallstreet dislikes the CEO. CC's products are also cyclically volatile.

@ryanwhitney6 @spittinchiclets They need to start putting shots low off the pads. Lobbing beach balls at the net right now…

It’s a dummying in Dallas this is crazy

@endless_frank Very short term, yes. Medium and long term, no

U.S Equity Markets already signaled the all clear. This is actually going to benefit the U.S more than anyone imagined or reported on.

@rodpalmerhodl @HodlMagoo Nicely put

@HodlMagoo AI isn’t eating software so much as it’s relocating value away from the application layer to compute, foundational models, and the data layer. It’s also collapsing the unit of monetization. AI is reducing the need for so many employees. Fewer employees = software licenses

Have yet to see even a semi intelligent take on why software sector is getting hammered. The AI will eat software narrative is rather low IQ take. Anyone want to take a stab at why you think software companies are getting slammed?

@merlinscapital Never let a manufactured crisis go to waste…

Idk if I’m deep in my own echo chamber right now or are main feeds flooded with catholicism right now?

@alifarhat79 He’s the drunk uncle with an amazing kid

What can possibly be going on in your head to get to this level of stupidity?

BREAKING: Trump has lost it

@LukeGromen @GeorgeFruk Luke, how do you deal with the fact that the current demurrage currency / reserve system is a feature and not an accident? I.e., how do you deal with the Bretton Woods dilemma of countries hoarding these reserve assets and ultimately using them as geopolitical leverage?

@GeorgeFruk Gold, maybe someday BTC

“To innovate, you must make.” -INTC CEO Andy Grove, 2011 The reality is we cannot and will not reindustrialize unless we change USD reserve status structure to a system with a neutral reserve asset instead of USTs; it’s a fundamental double-entry bookkeeping identity.

@Rory_Johnston @DonMiami3 @DonMiami3 I genuinely like your analysis but I think you might be getting played. Let this play out. I say this as an agnostic Trump fan.

@Rory_Johnston @DonMiami3 Demand looks strong……..

WTI crude > $115 per barrel

@level941 AM*

War ends 8pm ET. Tuesday. Long everything.

@ctindale @phl43 Hot air

@phl43 It was a failed attempt to recover it

The operation to rescue the airman who ejected over Iran was impressive, but if Americans think it's the same thing as the plan that was floated recently to recover the HEU that is buried deep into a mountain at a site where the Iranians are expecting them, they're in for one hell of a surprise. Fortunately for them, I doubt the people in the Pentagon are as stupid as social media cretins, so I'm guessing they understand the difference and will plan accordingly.

@FinanceLancelot @naksterz Fade this plug

You literally have Jamie Dimon, Jerome Powell and Trump telling you there's about to be a massive, orchestrated financial crisis in April... But the general public is blissfully unaware.

@Chazzym22 For sure. Dogs chasing cars. On what is intellectual property though, hospitality industry is light years ahead. Our industry needs to improve if we’re being honest

@ProjectMaevehem Both things can be true my friend.

Seeing a massive wave of new corporate AI policies in CRE. Many are unwittingly breaching their employment contracts by dumping proprietary company data into LLM’s to perform tasks.

@Chazzym22 If you don’t think we are in an in idiotic industry you’re the idiot

@ProjectMaevehem Hahaha

@WarClandestine Unlikely. Hot noise for political reasons.

Every time I criticize NATO, all the bots come screaming “iTs A dEfEnSiVe AlLiAnCe!”. Yeah, no shit. And who does the defensive alliance benefit? Everyone but the US. If Russia or China attack us, you think the UK or France is gonna save us? No. It’s gonna be the US Military. If Russia or China attack Europe or Canada, who do you think is coming to save the day? It’s sure as shit not going to be the UK or France. It will be the US Military. So effectively, NATO is just security benefits for Europe and Canada, and the US taxpayer foots the bill for all security in North America and Europe. Not for much longer.