RonSFriedman

In 1951 Asimov wrote Foundation as a hedge against a dark age: a colony of scientists preserving knowledge so civilization could reboot faster.
In 2026 the hedge is nearly here, and it's physical. Orbital compute. Lunar industry. Energy abundance that doesn’t depend on a single pipeline, grid, or government.
The people who still think the future is a UN resolution are arguing about the lobby of a building that’s already on fire. They don't matter.
What's important is building a backup branch of our civilization.

Why people who want to help poor countries may want to consider investments over charity.
It's the incentive mechanism.
Investment helps people more than charity because it only keeps flowing if it creates something people will pay for. That means jobs, wages, and businesses that survive after the money arrives. Profit and loss do the accounting. If it fails, the capital leaves. If it works, it scales.
Charity can cover an emergency, which may be nessesery in the short term.
As a system, charity often buys dependence. Local producers get undercut, intermediaries get paid either way, and the ne

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 🌅🌄