In a world of autonomous cars like Waymo and Cybercab: Auto insurance becomes highly profitable yet massively sub-scale Coverage that lets humans drive on roads instead of robots becomes an expensive luxury

Codenamed "Project Mercury," the program pays contractors $150 an hour to write prompts and assemble Excel-based models for IPOs, restructurings, and M&A deals

OpenAI reportedly recruited over 100 former Wall Street bankers, including alumni of Goldman Sachs, JPMorgan, and Morgan Stanley, to help train an AI to build financial models

If the market-clearing rate for an accurate M&A or IPO model is $150/hr, why are fees of 3-6% of deal value still being paid

Otherwise, more communities are likely to oppose data centers, complicating the AI infrastructure expansion that needs to happen

A possible solution is for hyperscalers to use robust free cashflow to fund local solar+storage deployments or cover residents' electricity bills—reducing local power costs to zero and building goodwill.

If those figures are accurate, it should be expected that more local communities will push back to stop data-center buildouts in their regions when projects spike electricity prices so dramatically.

Are these isolated incidents or the start of a broader trend? Wholesale electricity costs as much as 267% more than it did five years ago in areas near data centers. That’s being passed on to customers

Google withdrew a $1B data-center proposal after facing a likely loss in an Indianapolis city council vote. Microsoft also canceled a similar Wisconsin project following community pushback.

Anthropic is running a sophisticated regulatory capture strategy based on fear-mongering. It is principally responsible for the state regulatory frenzy that is damaging the startup ecosystem

Only the largest, well-funded companies — such as Anthropic — can afford the operational complexity of complying with 50 different state AI regulatory regimes This responsibility should rest with the federal

Users of Claude Code or the countless low-quality app wrappers built around Anthropic may be funding their own demise

This follows the removal of IRA subsidies, letting market forces separate the strongest operators from the weakest

Many solar firms are now growing quickly (Tesla and Palmetto among the largest), succeeding by delivering clear consumer and industrial value at fair prices

That makes it easier to compare coal, oil, natural gas and solar on a mostly like-for-like basis, attracting more capital and investment into energy production, though some projects will no longer make

What was ended were many Biden-era subsidies that some firms exploited to distort a once well-functioning market into a dysfunctional one. Without those subsidies, poorly managed solar companies are rapidly

Administration is assuming nuclear will arrive in the next two years and is killing solar, which is a huge mistake To be clear, Trump did not kill solar — well-run solar companies are thriving after BBB

Perhaps the uniqueness of Taylor Swift or LeBron James is easy to grasp, while what makes an elite CEO is less understood

Something genuinely puzzling: why do anti-capitalists seem more bothered by CEOs' incomes than by the pay of elite athletes, musicians, actors, etc?

Those traits aren't fixed and are available for anyone to express, yet when some adopt them and are rewarded they often alienate the many who can't get out of their own way