AI experts, in the wake of China’s new, cheaper AI model rocking markets isn’t there a potentially decent analogy from a business perspective between AI compute cost and the fiber cables that powered the internet, aka Global Crossing like companies, back in the late 1990’s and early 2000’s? The AI tech may be transformative, just as the Internet was, but the cost to power the tech may end up being a fraction of what people think in the long run? And if that were the case then the data centers being built may end up being overbuilt relative to capacity needs just like happened with the fiber optic cables that powered the Internet a generation ago? Am I crazy on this analogy? It feels very similar to me.
Hello again.
We’re currently in Clemson, South Carolina. I’ve decided to come back here to document the final part of our road trip.
The main reason I deactivated my account two weeks ago was that things became increasingly toxic. For some people, it’s unfortunately unfathomable that a good story can exist without some kind of hidden agenda behind it. There was even a Reddit group going through my entire account trying to find anything they could use to reveal my identity.
I know this was only a small percentage of people, but after a while it became exhausting. During the last two weeks, I received so many kind messages on Instagram, and they really made me realize how many people genuinely enjoyed following the trip. Some people even told me that their grandparents regularly ask them, “What are the Germans up to today?” I think that’s really cool.
I decided to continue because I realized that the overwhelming majority of people loved following along. A small group of very loud people shouldn’t be able to ruin something that brought so many others joy.
I also want to clear something up, as people who follow me on Instagram already know.
I’ve been to the United States before. This is not my first visit, and I’ve never claimed that it was. The last time I was here was in January 2022, when I visited New York and Philadelphia.
A lot of people shared my Raising Cane’s post from November 2025 to make it look like I was secretly American. That post wasn’t from the United States, it was from my trip to Saudi Arabia.
This is my first time back in the U.S. in more than four years, and apart from Boston, I’d never visited any of the places we’ve been to on this trip before. That’s probably why many people assumed it was our first time in America, because for all of these places, it actually was.
And let me tell you, Ohio and Alabama are very different from New York City or Los Angeles.
If you have any questions, feel free to ask.
Thanks for reading.
Sources: President Trump, commerce secretary Howard Lutnick, and White House task force head Andrew Giuliani put together a team of elite lawyers — from outside the government — to challenge the Flo Balogun red card. Specifically they challenged the use of slow motion instant replay to give the red card, which they argued violated FIFA rules. The president also conveyed to Gianni Infantino, FIFA’s president, that the appeal had been filed and he believed the red card penalty was excessive. FIFA’s independent committee reviewed the decision and agreed the penalty was incorrectly given, rescinding it under their rule 27 authority.
🚨👀🤯 #NEW — Doug Ghim has become the first PGA Tour golfer since 2014 to hit every fairway and every green in a round. He also becomes just the 10th player since 1983 to do it more than once. Ghim fired a bogey-free, 6-under (65) today at the John Deere Classic
NEW: Man arrested after filming himself doing drive-by shootings with a 'high-powered, motorized' water gun.
34-year-old Christopher Cayce was arrested by the Houston Police Department and charged with two counts of assault with bodily injury.
He is accused of targeting disabled and homeless people.
Folarin Balogun on his controversial red card against Bosnia, questioning the referee and VAR:
🗣️ “I cannot accept that decision. I've watched the replay over and over, and I know in my heart there was never any intention to hurt anyone. It was a football action, nothing more. To send me off for that is one of the harshest decisions I've experienced in my career.”
“What's frustrating isn't just the red card it's the inconsistency. Week after week, challenge after challenge, we've all seen similar incidents judged differently. Sometimes VAR says it's football, sometimes it becomes a straight red. How are players supposed to understand the rules when the standard changes every game?”
“The referee had one look. VAR had every angle, slow motion, every replay imaginable, and they still chose the harshest possible outcome. That's the part I cannot understand. Technology was introduced to remove obvious mistakes, not to create even bigger controversies.”
“This decision didn't just punish me. It punished my teammates, my coaches, every supporter wearing a USA shirt and everyone who travelled to support us. One whistle changed an entire World Cup night, and that's something impossible to forget.”
“If football wants players and fans to respect VAR, then VAR has to start respecting football. Consistency isn't optional it's the foundation of fairness. Right now, too many careers, tournaments and dreams are being decided by officials instead of the football itself.”
“I'll accept responsibility when I'm wrong. But I will never stay silent when I believe the game has been let down. Players deserve clarity, supporters deserve honesty, and this tournament deserves officiating that applies the same standard to everyone not different standards depending on the badge you wear.”
Brazilian FIFA referee Rafeal Claus - who gave the US a ridiclous red card today - was accused of match fixing by "irregular red cards" in Brazil's Series A in 2023.
Claus had to testify in the investigation, but evaded charges bc of no direct evidence. FIFA stays corrupt AF.