📊 Shock Poll: Voters Surprisingly Open-Minded on Data Centers
Meanwhile, politicians from both parties have bent the knee to data center protesters.
Democrat Josh Shapiro (Pennsylvania Governor) and Mike Rogers (Michigan senate candidate) have both flipped.
Rogers is calling for a one-year moratorium.
A year ago, Shapiro said his administration was “all in on AI”, and he personally announced a $20B Amazon commitment. Now he pulled every project from his own fast-track program four months before an election.
*Sponsored Post
Meanwhile the water panic looks mostly overblown. Data centers are about 0.04% of US water use, and new builds run closed-loop or waterless.
Doesn’t mean the backlash is baseless. PJM’s power supply costs went from $2.2B to $14.7B in a year, with data centers about two-thirds of it.
The AI buildout is so power-starved Elon was running 59 truck-mounted gas turbines to power his data centers in Memphis (without a permit).
WSJ: Anthropic Is Gonna Claim a $30 Trillion TAM
Anthropic is about to IPO at like a $2 to $3 trillion valuation. They’re reportedly telling investors their total addressable market is $30 trillion. (even more than the $28.5 trillion TAM that SpaceX claimed in its prospectus)
For reference, the entire U.S. GDP is $32 trillion.
People are now expecting the Anthropic IPO to be even bigger than SpaceX. SpaceX IPO’d at $2.1 trillion market cap. I’m seeing VCs say Anthropic could do $3 trillion.
60% chance Anthropic‘s market cap at IPO is bigger than SpaceX on Polymarket.
💰 OpenAI and Anthropic Revenue Numbers Still Looks Unprecedentedly Juicy
🇨🇳 Chinese Bot Army Is Making Us Hate AI
X/Twitter/Elon says they busted a giant Chinese bot army of like 200k accounts, 200 of which were pushing anti data center narratives.
Critics point out X released no account list or methodology, and OpenAI says there’s no evidence it moved anyone.
😳 Unions Are Backing Data Centers, Democrats Are Taking L’s
Some unions are saying they’ll pull support from candidates who oppose data centers. Steamfitters, IBEW, the UA. In Kansas, one union endorsed the Republican over it.
🤔 Maybe It’s Not an AI Bubble?
📈 Nvidia Beats Earnings (again)
Nvidia beat earnings (again). Markets rallied. Fears of an AI bubble burst put to the wayside for now. 😅
🎶 Banger of the Day
Absolutely elite music video. Can’t believe this only has 10,000 views. College is a retro future french electro music guy. He hails from Nantes, France.
Most people know him from his song A Real Hero which was featured in the movie Drive, but he actually has done a lot of other cool s*** too.
He used to run a blog called Valerie Collective (and also a retro future french electro crew of musicians) and it had so much cool art and mixes. Seems it’s been wiped from the internet now, which is extremely sad. A real loss for the world.
I’m lucky to have attended one of the Valerie Collective’s big shows in Nantes, France once. It was so cool. I got to meet college. He was nice.
College - The Light of Your Dress
SIDE NOTE: On Instagram, we pair each post with a song that bangs. A lot of people don’t know that we have a comprehensive Spotify playlist with every song we ever played. Click here to check it out. 🎶
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