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RonSFriedman

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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.
Israeli RA-01 Stealth UAV...
Reports from leaked U.S. documents describe a secretive long-range stealth UAV (flying-wing design, possibly related to surveillance/strike roles). Controlled by AI.
Blurry alleged sighting:
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GDP per capita, Israel vs. Canada.
This is not an investment advice.
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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.
Given AI/chip stocks dropped sharply today amid fears of slower buildout in places like Texas (where the new Democratic governor-elect proposed a data-center permit pause)...
Do you think the future of AI buildup is in space?
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Blue wave pained the market red.
Here is the proof it wasn't about the aid.
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The market is crashing today, because the Democrats won in the midterm. And the expectationare that they will slow down AI infrastructure projects.
Our civilization is shooting itself in the leg.
We need a backup in space... Fast.
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The market think the blue wave 🌊 is bad for business.
People who believe in zero sum game will rejoice, not knowing the economy is not a zero sum game.
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OMG...
The market is crashing.
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AI datacenter construction cost like 10 Apollo programs... and done by the private sector.
Insane.
Alberta has the energy. Silicon Valley has the algorithms.
The 2026 midterms are over. The people who just won (and lost) will spend the next two years fighting over the past.
The real contest is still open: who builds the cheap, reliable power and the compute capacity that actually shapes the next 20 years?
Who’s betting on that race right now — and who’s still stuck arguing about last night?
Bitcoin has been boring as of late. Hovering between $75k-$90k.
Iscthis the end of the high volatility four years cycles?
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BTC-0.67%
GM ... What's new and exciting?
The same actors who call energy abundance ‘problematic’ and Israel’s self-defense ‘illegitimate’ share a worldview that prioritizes narrative over reality. Reality still runs on power — electrical and otherwise.
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What is the greatest risk to Western Civilization
What is the greatest risk to Western civilization?
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