Bradley Tompkins

[EdgeTheory @EdgeTheory]

21 of 25 canceled AI data center projects last year weren't killed by economics - they were killed by narratives, months before regulators got involved.

The 5 storylines behind the backlash 👇 https://t.co/sGfrLVMDWQ

#AIDataCenters #DataCenterBacklash

[Bradley Tompkins @TadBrompkins]

@billy_reid Did the person who ran this account quit or get fired on 8/16/2021?

[Stephen Miller @StephenM]

The first sustained negative migration in 100 years, and picking up speed. The midterms is your chance to either press the accelerator or to let the Democrats smash the brake. You still control your destiny. Never blackpill.

[Bradley Tompkins @TadBrompkins]

@brookelaurin @usopen Same

[Bradley Tompkins @TadBrompkins]

@Miamivserrbody Temu Osaka

[Joe Stradinger @joeoptions]

Lethality is an effect, not simply killing someone.

Narratives have effects.

Narratives are lethal.

Cognitive Warfare is real.

Our @EdgeTheory narrative intelligence visualizes it.

Good read from @WarOnTheRocks

https://t.co/trQDEOno69

[Joe Stradinger @joeoptions]

AI distillation is the defining flashpoint in the U.S.-China AI race - 25K fake accounts, 28.8M exchanges to extract Claude's capabilities. The race is shifting from chips to who protects them. Read the full report:

https://t.co/bXmHmk376x

#AI #ChinaAI #NationalSecurity

[Bradley Tompkins @TadBrompkins]

@dieworkwear @killfjolner It’s like tennis vs pickleball….same concept

[Gavin Baker @GavinSBaker]

Regret the tone of my post on data centers yesterday.

What I should have said:

There were reasonable concerns about data centers 18ish months ago: water, taxes, jobs, electricity prices, the environment and what they would do to small towns. Well-structured data center projects have largely addressed these concerns today and we should be celebrating this.

On balance, data centers are awesome for America in every way.

On water: U.S. data centers use a fraction of what golf courses use. A lot of the numbers from 18 months ago were off by over 1000x. Newer data centers use closed-loop systems or recycled water. Should be required by every town approving a data center project.

On taxes: looking only at sales-tax exemptions, as Ronan Farrow did, is the wrong way to evaluate this. Data centers pay significant property taxes. Loudoun County, which is the wealthiest county in America, now collects on the order of $1 billion a year from data centers. In Quincy, WA, data centers are more than half the property-tax roll. Over time, property taxes can go to zero while government spending increases in these towns.

On jobs: this has been unambiguously awesome for blue collar Americans. Demand for electricians, plumbers, welders, HVAC techs, and contractors has gone vertical, and it is not a one-time construction job. These buildings get upgraded and expanded over time. That is why the building trades are fighting for them, and why some unions are now treating opposition to data centers as a reason not to endorse politicians.

On power: the original fear was that households would pay for the incremental electricity demand in the form of higher prices. That is why the ratepayer-protection deals and the new large-load tariffs exist. The right structure is: the data center brings or pays for new generation and signs a contract long enough that existing customers are protected. Where that is happening, utilities are cutting or freezing residential rates and saying so on the record. Where it is not, people are right to object. Electricity prices are going down *today* in a number of large states because of data centers.

On the environment: data centers overwhelming use natural gas today, which is the cleanest power source outside of nuclear, solar and wind. And the companies that are building the data centers are committed to carbon neutrality such that an equivalent amount of solar will likely be built. Maybe more importantly, the data centers need batteries to function effectively and these batteries can also sell energy back into the grid (which recently prevented blackouts in Texas). Over time, data centers will run on solar plus batteries.

On the towns: Poverty in Quincy, WA fell from 29% to 6%. Data center taxes paid for a new high school, a hospital, a library, police and fire stations. This is happening in many left for dead former mill and farm towns that had no other bidder for the land.

Data centers are actually reindustrializing parts of America and creating the kind of working-class jobs both parties have spent decades claiming to support. That should not be a partisan issue. Data centers can and should be awesome for America and they increasingly, overwhelmingly are. Supporting the outsourcing of data centers to China will likely age just as well as support for the outsourcing of high quality, blue collar manufacturing jobs to China has aged.

When the facts change, I change my mind. I hope that reasonable people who had good faith reasons to oppose data centers at least consider updating their beliefs given the change in the facts over the last 18 months. This really matters for America.

I will say I also think the idea of making data centers beautiful is a good one that has yet to be implemented. Data centers should be just as beautiful as Grand Central Station. We can learn a lot from the railroad buildout. Neoclassical revival ftw.

Might write up open-weight AI tomorrow as this is equally essential to America.

[Governor Tate Reeves @tatereeves]

We're doing things the right way in Mississippi, and it is helping keep rates down.

Despite what the left and foreign adversaries want you to believe, it is possible to build the technology of the future while protecting ratepayers.

Our state will not capitulate to those who want to halt America's technological progress.

[Bradley Tompkins @TadBrompkins]

@DerekRabbers @simongerman600 Trump closed the border

[Liam Donovan @LPDonovan]

Narrative violation

[Tyler Norris @tylerhnorris]

"The plan is made possible thanks to load growth and increased revenue from large customers including data centers”

[Joe Stradinger @joeoptions]

A food-safety outbreak involving lettuce might not sound like a Narrative Intelligence story.

Until you look at what happened next. https://t.co/Yg2on6NXBb

#NarrativeIntelligence #CyclosporaOutbreak #TacoBell #LettuceRecall #TaylorFarms #FoodSafety #FoodRecall #Cyclosporiasis

[Bradley Tompkins @TadBrompkins]

@LarsenJensenUSA It isn’t not “china” tho

[Stephen Moore @StephenMoore]

Data centers helped resurrect Quincy, Washington.The poverty rate fell from 29.4% to 6.2%. 

Tech tax revenue funded a new high school, hospital, library, police and fire stations, while residents’ property tax rates decreased.

Build data centers in communities that want jobs, investment, and economic revival!

[Brian Morgenstern @MorgensternNJ]

“Expecting endless compute power without data centers is like expecting clean tap water while banning water treatment plants.”

“Shutting down data center proposals is not brave community defense. It is flushing away a generational competitive advantage and millions in revenue.”

[Bradley Tompkins @TadBrompkins]

@interstellargw I guess the area is no longer being projected to be underwater by climate change then?

[Bradley Tompkins @TadBrompkins]

@dj_doctor_john Gulf of America...otherwise, agree

[EdgeTheory @EdgeTheory]

"Who's behind this?" is the deceptively simple question at the heart of narrative attribution. Coordinated? Synthetic? Organic? Chip Usher and Joe Stradinger dig in.
https://t.co/yTxPZFipjt
#NarrativeIntelligence #InfluenceOps