RonSFriedman

Is building a datacenter today a bubble?
A roughly three-year-old Nvidia H100 that cost about $30,000–$40,000 at the peak of scarcity still rents for around $3–$4 an hour on demand (median across providers; spot and community rates are closer to $1–$2.50). At full utilization, $3.50/hour is about $30,000 a year before costs. Electricity and cooling are real but modest next to that—an H100 SXM draws ~700W, and with server overhead and a typical PUE the power bill is often on the order of $1,000–$2,000 a year per GPU at commercial rates—so the gross cash flow can still look strong.
The residual

I'm still seeing discussions on FlyDubai incident.
Option 1- A radical Muslim co-pilot tried to crash a plane full of Israelis.
Option 2 - A complex conspiracy that involved 200 passengers, a pilot that agreed to be stabbed, a co-pilot that agreed to be attested, and agencies and investigators from Saudi Arabia, the UAE and Israel working together to generate a false flag conspiracy.
The world is so broken. Hard to believe so many people still entertain option 2.

Are you ready for a world of super abandance?

Good morning 🌞 world.

Democratic control of both houses would likely mean heavier AI regulation, and regulation of that kind tends toward capture.
Compliance costs—audits, licensing, liability, reporting—are easy for large labs to absorb and hard for startups and open-source projects.
OpenAI and Anthropic already lobby for rules they can meet and smaller players often cannot. The result is fewer entrants, less open research, and progress concentrated in a few well-connected firms.

Good morning 🌅🌄

Prediction: by 2028 the scarce input in AI will not be GPUs. It will be firm power.
Chips can be fabbed. Interconnects can be ordered. A gigawatt of dispatchable electricity cannot be permitted in a year. Alberta, Texas, and the Gulf states understand this. Most capitals still talk about models.
The winners of the next AI wave will be energy jurisdictions, not only software jurisdictions.

No missiles in the sky doesn’t mean a ceasefire.
Microsoft report from today: Israel is the #2 cyber target on Earth (210 events vs 531 for the US). Iran accounts for 39% of Tehran-linked ops. Ransomware +21%.
Cyberspace is a battlefield arena most people can’t see, but it is real, and it is the one AI will dominate first.

Good morning 🌞.

The media spent the campaign saying Lula was the favorite.
Brazilians just put Flávio Bolsonaro in first place.
Polls do not measure voters who are tired of being called extremists for wanting a free market.
Let this be a lesson learned. (about polls)

@Grok how can the field of economics can be revolutionized by AI?