Jeff Natland

[Prison Mitch @Prisonmitch]

POV: You’re a British citizen who just installed an air conditioner:

[Trung Phan @TrungTPhan]

Lee Kuan Yew:

“Air conditioning was a most important invention for us, perhaps one of the signal inventions of history. It changed the nature of civilization by making development possible in the tropics. Without air conditioning you can work only in the cool early-morning hours or at dusk. The first thing I did upon becoming prime minister was to install air conditioners in buildings where the civil service worked. This was key to public efficiency."

[NVIDIA @nvidia]

Water usage has been a hot topic in the AI data center world, but the numbers may surprise you.

According to the Manhattan Institute, data centers use 0.2 percent of daily water usage in the U.S. and that number has dramatically decreased in the past few years due to a new method: liquid cooling.

By moving to 45°C liquid cooling, AI factories in favorable climates can use dry coolers instead of conventional cooling-tower-based systems, cutting facility cooling water use from roughly 2.6M gallons per MW per year to near zero.

Liquid cooling enables AI factories to be both water and energy efficient, while creating opportunities for heat reuse and dispersal to local communities, allowing these factories to become energy grid assets.

Learn more below ⬇️

https://t.co/7WanoPNKTR

[The Economist @TheEconomist]

European football fans visiting America are discovering the mass affluence of the country’s suburbs. The wealth enticing holidaymakers troubles European elites. America, once a peer, seems to be racing ahead https://t.co/L3lw48WEwo

[unusual_whales @unusual_whales]

"South Korean authorities are weighing measures to curb risks from leveraged single-stock ETFs tracking Samsung and SK Hynix," per Bloomberg

[Horse @TheFlowHorse]

Chamath telling you this while wearing a $2400 Loro Piana Breia sweatshirt is pure comedy.

[Marc Andreessen 🇺🇸 @pmarca]

Every day I see something I am convinced I hallucinated.

[Steve Saretsky @SteveSaretsky]

This is totally bananas.

[Richard Hanania @RichardHanania]

Imagine if we had no SpaceX and Tesla and more community college graduates. What a deal.

[Wall Street Mav @WallStreetMav]

When Jimmy Carter purchased the teachers’ union’s endorsement in 1979 by establishing the Department of Education, the USA was #1 in education.

46 years and $4.1 trillion dollars later, the USA is #40. We are, however, #1 in cost per student.

[Shane Parrish @shaneparrish]

@tobi @globeandmail @CBC @TorontoStar 250k girls raped in the UK. Canada eroding liberties and free speech.

And here are the home pages for "the news"

[tobi lutke @tobi]

These bills, along with C-22 and C-9 constitute a total erosion in Canada’s basic liberties. They interlock into making Canada essentially unviable for those with choices on where to build.

[Shirley_Not 🇦🇺 @Shirley_Notsrs]

@Polymarket

[Zane Hengsperger @zanehengsperger]

The post SpaceX IPO era looks like an unfathomable amount of capital flowing into vertically integrated production.

SpaceX found ways to build rockets and scale a company with technology.

Can be true for every physical industry. Especially repeatable production manufacturing.

[The Knowledge Project @TKPPodcast]

Jeff Bezos has one of the most successful angel portfolios ever, despite having no free time. ⁣
⁣
Bill Gurley asked him how he does it. ⁣
⁣
Jeff's response ... "When I meet an entrepreneur, there is only one thing I ask myself .. is this person going to do this no matter what."⁣
⁣
https://t.co/tHrkyizuYr

[Autism Capital 🧩 @AutismCapital]

How does he do it?

[Bojan Tunguz @tunguz]

Our Anthropic overlords deciding which prompts the peasants are allowed to use.

[Physics In History @PhysInHistory]

Mathematics, rightly viewed, possesses not only truth, but supreme beauty.

- Bertrand Russell

[Garry Tan @garrytan]

A founder kept saying "if only we had money we'd do X."

Money is not the fire. Money is gasoline you pour on a fire that already exists.

You don't have a funding problem. You have a "people don't want it yet" problem. Go make the first fire.

[SightBringer @_The_Prophet__]

⚡️Canada is a rich-country warning flare.

The country did not suddenly break.

It spent years converting future capacity into present comfort through housing, leverage, population growth, and state-managed consumption.

Now the bill is showing up.

Canada has enormous natural advantages: land, energy, minerals, water, agriculture, institutional stability, proximity to the U.S., educated labor, and strategic geography.

A country with that asset base should be one of the great productive powers of the 21st century. Instead, much of the national growth model became a loop of importing people, inflating housing, expanding household debt, taxing/redistributing around the pressure, and calling the aggregate number progress.

That model creates GDP, but it does not necessarily create prosperity.

The core sickness is per-capita stagnation hidden by headline scale. A country can grow on paper while the median person feels poorer, more crowded, more indebted, less housed, and less hopeful. That is Canada’s fracture. The macro story and the lived story diverged for too long.

Housing became the false god. It absorbed savings, distorted politics, rewarded incumbents, punished young families, and redirected capital away from productive enterprise. When a country’s main wealth engine is bidding up shelter, it eventually starts consuming its own future. Young people lose formation. Families delay. Businesses struggle. Talent leaves. Politics curdles.

The recession print is the surface crack. The deeper fracture is that Canada’s old growth engine has stopped producing legitimacy.

Tariffs and weak jobs matter, but they are accelerants. The deeper problem is strategic drift. Canada did not build enough future-facing industrial strength relative to its potential. Energy could have been a sovereign superpower. Minerals could have been a strategic weapon. AI power infrastructure could be a national moonshot. Instead, the country over-indexed toward housing, bureaucracy, compliance, redistribution, and moral-managerial politics.

The U.S. has plenty of dysfunction, but it still creates monsters: Nvidia, OpenAI, SpaceX, Palantir, Anduril, hyperscalers, shale, venture capital networks, deep markets. Canada produces capable people and then often loses them into stronger systems. That is the brutal asymmetry.

The policy path ahead probably becomes rate cuts, fiscal support, more housing intervention, immigration recalibration, and attempts to cushion households. Some of that may stabilize the surface. It will not fix the core unless Canada shifts from asset inflation toward productive power.

The real question is whether Canada chooses productivity or keeps protecting the old model.

Productivity means energy development, industrial strategy, permitting reform, housing supply, capital formation, defense/AI/minerals infrastructure, and a political culture that rewards building. The current model means more debt, more transfers, more housing distortion, more young-person despair, and more dependence on U.S. demand.

Final compression:

Canada is not poor.

Canada is misallocated.

The recession is the signal that the housing-population-debt model has reached exhaustion.

A country with immense real assets forgot to build enough real power.