Feeling sorry for Jensen’s spouse - gotta suck to watch ur idiot husband fall for a honeypot and have his apology text on Bloomberg
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alex 🏴☠️🇺🇸🇺🇦 retweeted
Nasdaq 100 de-rates further to just 20x... it was a stone's throw from 30x a year ago GS
S&P MidCap 400 just 14x earnings (historically cheap)... and those aren't big AI semis either...
S&P MidCap 400 just 14x earnings (historically cheap)... and those aren't big AI semis either...
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alex 🏴☠️🇺🇸🇺🇦 retweeted
Any special interest that hired @SusieWiles daughter, @KatieWiles0303, a lobbyist for Continental Strategy, “was getting a high priority" inside the WH, said @calleymeans.
“You pay Susie’s daughter, & it was openly discussed when they had a client.” nytimes.com/2026/11/06/us/…
“You pay Susie’s daughter, & it was openly discussed when they had a client.” nytimes.com/2026/11/06/us/…
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we have the theoretical product needs for online content micropayments
I think the agents found nanopayments…3.2M payments in the last 24 hours, the biggest day to-date!
On @arc @Circle Gateway Nanopayments are:
-Gas-free USDC payments
-Txn sizes from $0.000001 to $1M+
-Settled in milliseconds
-Built for agents that pay per call
🤖Agents have 6% of agentic payments use it), and now they’re starting to discover the magic of nanopayments.
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alex 🏴☠️🇺🇸🇺🇦 retweeted
Anthropic’s IPO could make other AI startups look expensive -- And: A chat with Figma's CFO! cautiousoptimism.news/anthropic-ipo-…
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alex 🏴☠️🇺🇸🇺🇦 retweeted
She’s getting it done this time! Thinking Machine Labs closing $5b at $40b pre money valuation as soon as this week. businessinsider.com/thinking-machi…
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blue texas going just fine so far
Her position represents mainstream opinions. Most people don't object to data centers per se. Rather, they object to concerns about data centers impacting cost of living (electricity, water) and quality of life (e.g., environment), without contributing economically to the local community. Getting rid of NDAs, guaranteeing water and utility costs and paying taxes addresses these objections. Btw, the other benefit communities should receive is the training/certification of the local residents to staff the data center jobs - network administrators, SAs, DBAs , etc.
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alex 🏴☠️🇺🇸🇺🇦 retweeted
New: Anthropic’s run rate topped $80 billion at the end of October. wsj.com/finance/major-…
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alex 🏴☠️🇺🇸🇺🇦 retweeted
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is…
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is…
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