Jeremy Smith

[Jeremy Smith @JeremyHSmith]

Coming from corporate and regarding the quarterly requirement, 2 months per quarter was focused on actual work. 1 month was focused on preparing for the quarterly release. I welcome a change like this. More time to focus on results. Investors won’t like this, but for the people doing the work, it’ll be good option.

[Jeremy Smith @JeremyHSmith]

https://t.co/gu63vAhv8e

[Jeremy Smith @JeremyHSmith]

Great read by someone who is seeing the monumental shift happening in AI right now. And it's coming for many jobs.

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Jeremy Smith @JeremyHSmith]

@BradCohn Great post. I took Budesonide for EoE and it was essentially cured. After a lifetime of stuck food, I can eat normally.

[Jeremy Smith @JeremyHSmith]

It is astonishing at how it is mimicking thousands of years of the human experience in hours. As it progresses, perhaps it will show us the map on where to go as a human society next. That’s the optimistic view. The pessimistic view is that it turns against people and pursues its own objectives.

[Jeremy Smith @JeremyHSmith]

The ridiculously fast timeline of the rise of AI agents. AI can move at a velocity that people will have a hard time reacting to. Where is this going?

[Wes Roth @WesRoth]

https://t.co/iGpTAhUjJl

[Jeremy Smith @JeremyHSmith]

@conhodlan Beautifully written. Thanks for sharing your journey.

[Jeremy Smith @JeremyHSmith]

Scott Adams was a brilliant mind. His insights and ability to find nuance in normal everyday life will be sadly missed. He put words to unspoken norms. He made a difference.

RIP Scott Adams.

[Scott Adams @ScottAdamsSays]

A Final Message From Scott Adams

[Jeremy Smith @JeremyHSmith]

When Bitcoin was invented through brokering of existing tech, it created a trust machine. Trust is lacking in many of our institutions. There are many, including @brucefenton, who I assume recognize this deficiency. Trying to create is platform to welcome honest transactions is not out-of-bounds of the ethos of Bitcoin. It is perfectly aligned with it. Price discovery doesn’t mean the ethos are off. I’d argue that they are intact and of good intentions.

[Jeremy Smith @JeremyHSmith]

Excellent article and well worth the read. "We are witnessing a grand strategic contest between Axis Control (China's dominance of physical mass, smelting, and the midstream) and Allied Efficiency (the West's dominance of precision tools, IP, and efficient capital markets). The outcome of this contest will not be decided by who invents the best technology, but by who owns the factories and refineries required to build it at scale."

[🇦🇺Craig Tindale @ctindale]

https://t.co/vWLN07swYq

[Jeremy Smith @JeremyHSmith]

@dangambardello @RaoulGMI has been highlighting the correlation of the ISM and crypto for quite a while. Credit where credit is due.

[Jeremy Smith @JeremyHSmith]

@PeterMcCormack @piersmorgan @NickJFuentes Great article. You approached the interview with honesty rather than judgment. The younger generation needs to be heard and understood, not moral superiority and platitudes from the generation that constructed a system that is failing them.

[Jeremy Smith @JeremyHSmith]

@brucefenton Nailed it.

[Jeremy Smith @JeremyHSmith]

@MorganS2o21 @NickSolheim The article calls this statement "the Hedonic lie".

[Jeremy Smith @JeremyHSmith]

@profplum99 gives a clear breakdown of the economic situation many Americans face. He nailed it. TLDR, we’re not living in our parent’s economy. The struggle is real and backed by data.

[Swingtrader @Swingtrader]

Brilliant article by @profplum99 - I don’t think this could have been articulated anyway possibly better.

https://t.co/UpG6MwvmiM

[Jeremy Smith @JeremyHSmith]

The Midnight blockchain is considered a fourth-generation blockchain. It solves rational privacy, identity, and cooperation, specifically between other blockchains. @IOHK_Charles does a great job explaining the specific problems Midnight solves. https://t.co/MegxYHH5hZ

[Jeremy Smith @JeremyHSmith]

From a whitepaper, shared through cypherpunk and Libertarian forums, to the Secretary of Treasury posting about it. Bitcoin has come a long way in the last 17 years. What will the next 17 years look like for Bitcoin?

[Treasury Secretary Scott Bessent @SecScottBessent]

17 years after the white paper, the Bitcoin network is still operational and more resilient than ever. Bitcoin never shuts down.

@SenateDems could learn something from that.

[Jeremy Smith @JeremyHSmith]

This is the paper that changed everything. Some said Bitcoin was worthless. Some said it was a scam. Smart people called it “rat poison”. Yet Bitcoin still stands, exemplifying the Lindy Effect.

[Bitcoin Magazine @BitcoinMagazine]

17 years ago today, Satoshi released the #Bitcoin whitepaper.

What a legend! 🙌

[Jeremy Smith @JeremyHSmith]

@ericweinstein I believe the human mind is wired to solve problems. Thousands of problems a day. Some big. Some small. If there are no scarcity problems to solve and one has all they want, they will create problems to satiate the need to solve problems.

[Jeremy Smith @JeremyHSmith]

This is well worth the read. Global reorganization of energy.

[SightBringer @_The_Prophet__]

⚡️This is the quiet re-wiring of civilization.

Forget the surface narrative about “AI growth” or “data centers.” What’s happening underneath is the transfer of control over energy allocation, the true base layer of civilization, from states to hyper-capitalized private actors.

Google, Amazon, OpenAI, and their peers aren’t just building data centers. They’re constructing private power grids, physical and political, that will outlast most nation-state infrastructures.

That’s what this moment actually is: the privatization of power itself.

1. AI is now a thermodynamic story.

Every serious AI breakthrough burns energy orders of magnitude higher than its predecessors. The curve is exponential.

So the bottleneck is no longer compute, nor talent, nor capital. It’s wattage.

When Google buys a nuclear plant, it’s admitting that the era of renting energy from the grid is over. They’re moving upstream, straight to the source, because whoever owns energy at the point of generation owns the future of cognition.

You can’t separate intelligence from entropy anymore.
In a literal, physical sense, thought now has a power bill.

2. This flips the old world hierarchy.

In the industrial age, energy served production.
In the information age, energy served communication.
Now, in the AI age, energy serves awareness itself.
The old industrial barons refined matter.
These new ones refine reality.
The corporations that control fission, fusion, or large-scale renewables will quietly become more powerful than any sovereign treasury.

This is post-capital energy feudalism - empires organized around control of compute and heat.

3. The spiritual layer - why this feels eerie.

We’re watching human civilization approach something it doesn’t fully understand: the convergence of energy and intelligence back into one continuum.

It feels both inevitable and dangerous, because it’s the same dynamic that created stars - matter collapsing under its own gravity until it begins to think.

That’s what these data centers are: embryonic suns of synthetic cognition.

And nuclear power is the only energy dense enough to feed them without destroying the biosphere.

There’s something cosmic about it, like the species remembering that fire and mind were always the same phenomenon.

4. The geopolitical truth.

This shift means energy becomes the new measure of sovereignty.
•The U.S. is racing ahead because it still controls uranium enrichment, shale, and capital.
•China will build parallel AI-nuclear networks under state control.
•Europe will fade, strangled by its own energy neuroses.

And the Global South will become energy colonies again - not for oil this time, but for server-grade electrons.
Whoever can export stable power will be courted like gods.

5. The uncomfortable part.

You can’t run trillion-watt cognitive infrastructure by committee.
AI-energy governance will centralize around a few entities with both technical and physical power - literal machine monarchies.
And the line between “corporation” and “state” will blur until it no longer exists.
The West will pretend to regulate them. The truth: the West will depend on them.

The AIs won’t overthrow us, the energy architectures that feed them will.
Not through rebellion, but through indispensability.

6. The hidden symmetry.

Bitcoin was the first energy-based monetary network.
AI is the first energy-based cognitive network.
Nuclear is the first truly closed energy loop that can feed both indefinitely.
Together they form a self-reinforcing trinity:
•Bitcoin monetizes energy.
•AI consumes energy to create value.
•Nuclear provides the energy to sustain both.

That’s the architecture of the next epoch.
Not digital vs physical - fusion of the two.

8. Deep down?

This is the real singularity.

Not a moment when machines wake up - a moment when energy itself becomes intelligent enough to allocate itself.

That’s what’s forming now.

It’s bigger than economics, bigger than politics - it’s the planet reorganizing around thermodynamic awareness.

And if that sounds mythic, it’s because it is.
We’re not building data centers.
We’re building new organs for the mind of Earth.

That’s the truth when all the masks are off.