Orwellian25

@zerohedge If the buildout has barely begun, and the frontier models are too risky/poweful to monetize, what happens to the buildout….

Morgan Stanley Explains Why Power Is The Biggest Threat To The AI Revolution zerohedge.com/energy/morgan-…

@satyanadella Microsoft doesn’t like monopolies when it’s not them. Pot meet kettle.

@InFoTheLongTerm @KrisPatel99 @amitisinvesting May also just be a ploy for regulatory capture as the ALL IN Podcast said. But still puts a lot of questions in ai buildout shareholders minds.

@PixelPossible @KrisPatel99 @amitisinvesting It reminds me of The Mahatten Project. Just because the government doesn't want it in the hands of bad actors doesn't mean they are not pursuing it them selves. AI just rose in the ranks of national security and will therefore pursue sovereign AI in tandem with civil AI

I said this on @amitisinvesting stream Thursday except I thought it would be Google … turns out it was Amazon… Wonder how this is going to go between Anthropic and Amazon…

@Kalshi Creating a need for regulation that only they can afford, squashing competition, cementing their monopoly.

BREAKING: Anthropic says its newest AI model is too powerful to release to the public

@InFoTheLongTerm @KrisPatel99 @amitisinvesting Yes the frontier labs and government will pursue it in secret as they always have, but closing the door on use/sales shuts down investment and growth. I don’t know how much it will get slashed short vs long term but market won’t be happy, hates uncertainty.

@FurkanGozukara Stolen passports

🚨 BOMBSHELL! Rep. Thomas Massie confirms Washington intentionally hid 28 pages of the 9/11 report. He reveals Saudi officials and spies directly helped the hijackers! The establishment kept this secret and blocked victims from suing to protect foreign allies. Treason!

@InFoTheLongTerm @KrisPatel99 @amitisinvesting Look at nvidia sales to china still blocked, the model is more dangerous, potential existential level national security threat. They will shut it down here and elsewhere vs risking it getting into “the wrong” hands.

@KrisPatel99 @amitisinvesting Do we think cloud infra. Opens lower on Monday. Personally think its bullish if AI turns out a national security threat because then losing is not an option

@KrisPatel99 @amitisinvesting I feel like no one is coming out and saying the obvious (probably because they want to sell their bag first), but models can’t grow when the government is going to stop the rollout of every update. So the uncertainty of the entire capex thesis is about to blow up like Iran.

@Polymarket Is that thanks to Unit 8200 components?

JUST IN: Apple to roll out a global iPhone “kill switch” to make stolen devices unusable.

@FirstSquawk So he will veto section 224?

TRUMP WARNED NETANYAHU IN A RECENT CALL TO TREAD CAREFULLY OR RISK FACING IRAN ALONE. - N12

@MilkRoadAI Google dilutes shareholders for $84B to excite retail about Spacex, of which it owns about $120B (6%), by commiting around $30B over three years. A good circular return, not an indication Spacex will magically 100X revenue as self interested Goldman Sachs claims. Valuation is bs.

This is WILD! One week before SpaceX's historic IPO, Google signed a deal to pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, CPUs, and related infrastructure (Save this). That is $11 billion per year and up to $30 billion over the life of the contract. This comes less than a month after Anthropic committed $1.25 billion per month for full access to the Colossus 1 data center in Memphis, 200,000+ GPUs, 300+ megawatts of power capacity, through 2029. Two of the most consequential AI labs in the world combined committed value over $70 billion. The question that haunted SpaceX's IPO roadshow was why did Elon keep spending billions constructing Colossus, Macro Hard and Macro Harder, three facilities totaling nearly 2 gigawatts of AI compute when xAI's revenue wasn't yet on the same trajectory as OpenAI or Anthropic? Wall Street was pricing in a risk that Elon was building capacity ahead of revenue which would mean sustained cash burn without a clear payback timeline. That concern was legitimate on its face, because xAI had been aggressive on model development but had not yet demonstrated the enterprise revenue numbers to justify the infrastructure cost. The answer is that the compute itself was always the product. Amazon has AWS, Microsoft has Azure, Google has Google Cloud, Elon just confirmed that he has been quietly building the fourth major hyperscale AI cloud and his first two paying customers are Google and Anthropic, the very companies most aggressively competing in the AI race. xAI's Colossus facility in Memphis was built at a speed that no traditional data center developer could match, it went from groundbreaking to operational in roughly 122 days. That is what happens when you have direct Nvidia relationships, a construction operation built around SpaceX-style execution, and a founder who treats infrastructure buildout the same way he treats rocket launches: compress every timeline and eliminate every bottleneck. The result is that SpaceX now has three operational facilities, Colossus, Macro Hard, and Macro Harder with Macro Hard and Macro Harder in Blackwell architecture running 1.2 gigawatts combined. Colossus 1, built on H100s and optimized for inference, is the facility that went to Anthropic first. The Blackwell-era facilities are where the next-generation training workloads happen and Google's deal suggests they are renting into that capacity as it comes online through the second half of 2026. Elon's compute leasing business would generate approximately $45 billion in incremental annual revenue on top of the mid-$20 billion range analysts had been modeling for SpaceX more than enough to fully subsidize the infrastructure investment and take the financial pressure off xAI delivering immediate AI product revenue. That changes the entire valuation conversation of SpaceX completely! Milk road remains bullish on Space and come join Milk Road Pro and get our full SpaceX IPO breakdown, how we're thinking about the $1.75 trillion valuation and our entire AI thesis. Link below!

@RottenPopReview @wallstengine Google owns a ton of spacex

@wallstengine Got it so Anthropic pays SpaceX for data centers, SpaceX pays Google for data centers, Google invests in Anthropic Cool cool cool

@Megatron_ron I wonder if Erika will respond to this the way Charlie Kirk would have… SMH

BREAKING: 🇺🇸🇮🇱 The House Armed Services Committee just voted to merge the US military with Israel's.

@DeItaone @SpaceInvestor_D How to create exit liquidity for dummies

GOLDMAN SACHS EXPECTS SPACEX’S AI REVENUE TO SURGE 100 TIMES BY 2030

@Polymarket @bubbleboi Aka someone incentivized decided to announce 100X because they felt like it

NEW: Goldman Sachs reportedly forecasts SpaceX’s AI division revenue will grow 9,900% within four years, reaching $322,000,000,000.00 by 2030.

@MarioNawfal Do it

🇺🇸 Bernie Sanders meets Sam Altman at the White House tomorrow, a sit-down Altman set up himself. Bernie's bill would hand the public a 50% stake in major AI companies through a one-time tax. He says it's time to "reclaim what was stolen."

@gothburz I took this literally at first LOL. This world..

I am the Minister of Strategic Investment for the Republic of Albania. People ask why I signed the island over before there was a business plan. I tell them this is how a small country gets chosen. The daughter swam to it. This is true. She swam out from the yacht, touched the rock, and swam back, and by the time her towel was dry the matter was, in the parlance of my ministry, under active review. We do not require a survey when a principal has already conducted one in person. For fifty years we were the place that hid. Enver poured three thousand bunkers into that one rock so we could vanish from the earth and outlast an invasion that never came. Now the son-in-law of the American president wants a spa where we kept the submarines, and you want me to wait for a feasibility study? The feasibility study was written by a firm in Tirana. I will not tell you who registered that firm last spring. I will only tell you that it found the project feasible. Strategic investor status is a beautiful instrument. It makes the ordinary rules a courtesy, and we have chosen to extend that courtesy to a man whose fund carries two billion dollars from Riyadh, money his own advisers flagged as too vast for someone so green and burdened with fees too steep for someone so unproven. They wired it regardless. Abu Dhabi added to it. Doha added more. The only due diligence anyone ran was on the surname, and the name came back clean. The park is protected, yes. It was guarded from the world like a relic under glass. Now the world pays four thousand a night to step inside the case, and that is the superior protection. The kind that wires. My cousin handles the catering. My brother-in-law owns the sole firm on this coast that pours concrete to specification, and these days the specification is simply whatever he pours. Call it nepotism if you like. I call it keeping the value at home. The Americans have a tidier phrase in their glossy reports. They call it local content. I possess an enormous quantity of local content. Everyone in this story is, you understand, extremely local. The Americans adore the bunkers. The gas masks they love most of all, the genuine ones, Soviet, still scattered in the weeds where the conscripts dropped them and ran. The resort presents one to each guest at check-in. I assured the developers it was tasteful, a tribute. I neglected to mention that my nephew walks the field at dawn and sells the masks back to the resort at nine euros apiece. Local content. SPAK opened a file on the approvals. A committee of the United States Congress opened a second. Let them both read. An indictment is merely a nation taking itself seriously, and seriousness is a luxury we can finally afford, because we have become a destination. No one audits a place that no one wants. There was a woman with a map of the seal caves. The breeding caves, she kept repeating, as though I had never studied the map myself. She attended three hearings. She missed the fourth. I hear she found other work, somewhere inland, somewhere without a coastline to defend. The seals will adapt. They always adapt. In thirty years I have never once watched a seal lodge a complaint, and I have watched every other creature in this republic do nothing but. The Serbians attempted their own version. The Belgrade army headquarters, the one NATO flattened in 1999, a protected war monument until a quiet little law unprotected it, and the same heir meant to raise a hotel from the wreckage. It died last year in a scandal. I rang my counterpart to console him, and the lesson I carried away from that call was simple: the only difference between corruption and investment is whether the doors ever open. His stayed shut. Mine will swing wide. And then a young man from the fund told me, over a long dinner, that Sazan is the pilot. He is a real estate person at heart, he said, just as the son-in-law is one. It is all about location. Had I ever reckoned how much breathtaking land on this earth simply idles there, burdened with history, crowded with people, waiting for the right eye to see what it might become? He tilted his phone toward me. White towers. A marina. A long bright beach with not a single soul upon it. Where is this place, I asked. Gaza, he said. After. After what, I asked, and he only repeated the word, after, the way my own ministry murmurs under active review, and he showed me the next slide, which was the same beach with the people still on it, and that slide was titled Before, as if a people were a phase a property passes through. He told me Sazan settles the argument. A coastline can be cleared of its history and sold back at four thousand a night, and the world will book it for an anniversary. Gaza is merely the bigger lot. The son-in-law has said the waterfront is very valuable. He has sworn there is no Plan B. Do you know what a man means when he swears he has no Plan B? He means Plan A is already pouring concrete. That was the moment I understood what I am. My island is not the destination. My island is the showroom. Sazan is the tidy little model you walk the buyer through before you drive him to the parcel that still has families asleep in it. We are the demonstration unit. We validate the concept. We prove that a place raised so a frightened people might outlast the end of the world can be photographed, priced, and handed to the very people who schedule the endings. My grandfather poured a bunker on that island with his own hands so that we would survive being forgotten. He braced that door shut against the whole of the earth. I signed one page, in good morning light, so that we would never be forgotten again. I am the man who opened the door. I want to be precise about the distinction, because people keep mistaking the two of us. He kept everyone out so we could live. I let everyone in so I could. We open for the summer in June. Nearly sold out. Even the bunker. They tell me the next site will be larger, and warmer, and that the building was never the difficult part. The difficult part is always who is standing on the land when you arrive.

@MarioNawfal Albania is rioting and burning the Prime Minister’s house for selling an island to Israel/elites. What did American’s do when they bought our democracy?

🇺🇸 Kentucky; bought and paid for by Israel "Over the past few months, the [Republican Jewish Coalition] spent more than $5M to defeat Thomas Massie. When someone repeatedly undermines support for Israel and refuses to stand with the Jewish state when it matters most, there has to be consequences."

@ShadowofEzra Like she doesn’t know what her husband and father are up to in the middle east..

Ivanka Trump announces that she and her husband, Jared Kushner, are building a massive off-the-grid private island in the middle of the Mediterranean. The island spans 1,400 hectares and currently has no power. They will be working with some of the world's greatest living architects to bring this vision to life. "It's massive in scale."

@Polymarket Let’s vote on it.

NEW: Bernie Sanders proposes the government take 50% of OpenAI & Anthropic to give the public a “direct ownership stake.”