RonSFriedman

AI Datacenters buildup is by far the biggest prospatity opportunity for Alberta.
Much bigger than a pipeline.
#Alberta

Anthropic’s $3.4B gas-generator deal...
In the near future, 2-5 years... Increasing energy production economically means natural gas.
Later, it can be replaced with renewables and nuclear. But for now... This is the most economical way to power the AI revolution.

Israel’s national AI plan:
- ~300,000 GPUs
- Domestic foundation model
- Multi-GW power capacity
- Cyber security+ AI safety
Are you planning to invest in Israeli AI tech? (Possible for retail investors with access to NASDAQ)

More memes...

Do you think JD Vance went full Tucker?

AI bulildups are going from Texas to Tennessee and to space.

Personally, I think the only thing that can slow down CO2 emission is not carbon tax in Canada, but developing abandant clean energy cheaper than coal.
Thoughts?

Oil price is coming down.
Do you think it was held back up by Iran to influence the Midterm... And now that they got the Blue Wave, they start selling?

Growth comes from lack of government involvment.
We see in the near future more government involvment.
(Both in Canada and in the US)

What do you think is the Midterm impact on AI?

Why Datacenters in space?
1. Resistance from local communities, regulators and politicians for Terrestrial datacenters.
2. 24x7 solar power.
3. If Starship is successful, the cost to launch payload to orbit will be reduced by at least 100x. Launching cargo to orbit may cost less than a airline fraight from LA to Australia.

The Blue wave win, and potential datacenter construction freeze in Texas... this can be a huge win for Alberta.
Unlock the wealth, and build, build, build.
(With proper environment regulations)

My prediction.
Without US aid, Israel will buy less F-35 and instead invest more in drones.

The US aid to Israel that is expected to end next year is about 0.5% of the Israeli GDP.
The Israeli economy is expected to grow between 4.5% and 5.6% in 2026.