Theo Von: “Nobody wants a data center dude. And the people that want them to me, they seem kind of evil. Nobody wants this shit. One of these companies is gonna own all of this information. There’s gonna become this social or emotional credit score and then AI is gonna try to become our new God”
Of that 7%, Goldman Sachs Research (2025) estimates AI accounts for about 15-20% of the overall data center power demand and is projected to double to 30% within the next couple of years.
The story of the bird that flew south for the winter, got caught in the cold, and ended up in a wild chain of events. For those who don’t know, it goes like this: a bird, trying to escape winter, freezes and falls in a field. A cow wanders by and poops on it, accidentally warming the bird with the, ahem, "steamy" pile. Feeling cozy, the bird starts singing in relief. But then a cat hears the chirping, digs the bird out, cleans it up nice and gentle, and—bam!—eats it.
The story’s got some sharp lessons baked in, often spun as:
1. Not everyone who shits on you is your enemy (cow’s mess saved the bird).
2. Not everyone who cleans you up is your friend (cat’s "kindness" was a trap).
3. If you’re in deep crap but happy, maybe keep quiet (bird’s singing got it noticed).
"The easiest people to fire are those you haven't hired yet," says @AndrewYang. "So are we replacing junior analysts, junior engineers with AI? 100%. And if we are, then I guarantee organizations around the country are doing the exact same thing." https://t.co/FSQs7P5wuw
@ertuchinski He has a massive amount of class B shares that matters for control. Selling his class A shares for living expenses and personal matters seem reasonable. The real elephant in the room would be his class B shares, and if that gets reduced, I'd worry for sure.
Alex Karp: "You may hate this, but there's one person protecting your rights to be a conspiracy theorist that actually has a seat at the table, and that person is me."
Alex Karp says people should just look at Palantir’s products instead of trusting random people’s opinions:
“Please verify. Do not trust me.”
“The one thing I would say—do not trust anyone who’s never built anything.”
“You have all these fucking opinions about how the world works…”
Via @theallinpod@DavidSacks@Jason@chamath@friedberg