MX3CS

Strategic intelligence for the transition from human capital to machine capital.

[macromachinemandate @mmmandate]

Google and #Blackstone are launching a 500MW AI infrastructure venture backed by $5bn in private equity capital. That is not a normal software cycle. The AI bubble may eventually be burst by physical deployment limits, not lack of demand. Read more: https://t.co/Fu38fZUkCv #AI 🫧

[macromachinemandate @mmmandate]

Utah has approved the proposed Stratos AI data centre project in Hansel Valley, a 40,000-acre development. A Utah physicist estimated the project’s thermal load could equal the daily energy release of roughly 23 Hiroshima bombs dispersed gradually as waste heat across the valley!

[macromachinemandate @mmmandate]

In our latest post we explore why fiscal systems built around taxing human labour may not survive the rise of autonomous production. The #machineeconomy may eventually force governments to tax compute, automation, infrastructure, and machine productivity https://t.co/4tPkxGbaeV

[MX3CS @Mx3Cs]

Discover what may ultimately cause the AI bubble to burst and trigger a major market correction. Full macro thesis here: https://t.co/LUPY7WGA1I #MacroMachineMandate

[macromachinemandate @mmmandate]

Unlike the Dot Com bubble, the AI bubble may burst because of demand, not a lack of it. The world may simply be unable to deploy power, grids, compute and infrastructure fast enough to sustain current valuations and market expectations https://t.co/Fu38fZUkCv #MachineEconomy 🤖🫧

[macromachinemandate @mmmandate]

The market is pricing the AI race as a software revolution. It's actually an industrial capex cycle. If you are applying software valuation multiples to AI, you are likely misallocating capital. Here is why economic gravity is migrating down the stack: https://t.co/lIfdjgRvm4

[macromachinemandate @mmmandate]

@stripe's @link wallet now lets AI agents facilitate transactions: https://t.co/htzOV415XK Current winners are compute & LLMs, but future winners will control Identity, Settlement & Liability. #TradFi is perfectly positioned as it owns trust & compliance layers needed by AI. 🤖💸

[macromachinemandate @mmmandate]

Institutional capital is being directed at companies that use automation to replace human labour, but is that the best approach? Our latest post explores where value is actually accruing: “Exposed vs. Advantaged: Where Value Accrues in the Machine Economy” https://t.co/s64TeGjm3Z

[MX3CS @Mx3Cs]

Most systems still assume humans are the economic actor. That breaks as agents begin to operate autonomously. Payment at the point of execution changes how decisions are made. 🤖 #MacroMachineMandate

[macromachinemandate @mmmandate]

Our latest post examines why payment at the point of execution changes how software behaves and why x402 points toward APIs becoming markets “HTTP 402 and the Birth of Machine-to-Machine Markets” https://t.co/eSu3sdZzJb #MachineEconomy #HTTP402 #AIAgents #M2M #MacroMachineMandate

[macromachinemandate @mmmandate]

Operation Epic Fury is about who controls the constraints that power the machine economy: https://t.co/LfhrNmfVRq #USChina #Energy #Compute #OperationEpicFury #Chokepoints #PhysicalConstraint #HormuzStrait #MachineEconomy #MacroMachineMandate #MX3 #Substack

[MX3CS @Mx3Cs]

Autonomous agents are beginning to access and utilise financial rails directly using digital wallets and APIs initiating transactions at machine speed, but financial rails were built for humans - not machines. View for free: https://t.co/Ky6kJCoezz #MMM #AI #RobotCommerce #M2M

[MX3CS @Mx3Cs]

The Stack report is for paid subscribers. It establishes the Macro Machine Mandate's five-layer constraint architecture for understanding how capital should be allocated in a post-labour economy: https://t.co/4BoUxF7r6l
#MachineEconomy #MacroMachineMandate #Robotics #AI #Energy

[MX3CS @Mx3Cs]

We just launched the MX3 Mandate (Macro Machine Mandate) on #Substack for institutional investors and macro analysts who want to ensure their investments generate returns from AI and machine automation in the post-labour economy. Full briefing: https://t.co/VrJBp8PlbI #M2M #AI

[MX3CS @Mx3Cs]

Scottish electric vehicle maker Munro Vehicles has launched its first vehicle, the MK_1, which will enter production next year.

Munro will initially hand-build 50 MK_1 vehicles, before ramping up production in 2024 at its factory in central Scotland. https://t.co/2imeemYmtt

[MX3CS @Mx3Cs]

Why The Scottish Scale-Up Scene Is Booming
The business environment in Scotland has more in common with Silicon Valley than you might think… https://t.co/2WRT22L1wD

[C&PL @CPayLater]

Plug into a domestic power outlet when you're low on battery, and use C&PL to reimburse the energy provider when you're away from home. Charge, pay later: https://t.co/cPjHmYtz24 #ChargeAndPayLater #CPayLater #ChargePayLater #EBikeCharging #ElectricBikes #ElectricBicycles #EBikes

[CAN DO Innovation Event Programme @CANDOsummit]

🏴󠁧󠁢󠁳󠁣󠁴󠁿 @Digitfyi: 8 #Scottish tech companies trailblazing in #Web3

@zumopay, @blockchaintp, @Metanomic_, @ScotcoinProject, @womenscoin, @trade_space, @NovaFinance_, @Mx3Cs

🔗 https://t.co/Kt7JOE7dBf

#Scotland #Innovation #Tech

[MX3CS @Mx3Cs]

The Citroen Oli is an oddball electric concept we can’t help but love | Top Gear https://t.co/EWw1krnd4s #MX3CS #EVCharging #ElectricVehicles

[C&PL @CPayLater]

You could save money by using C&PL. We are building a network of domestic charge points that in many cases will be much cheaper than commercial charging stations: https://t.co/cPjHmYt1cw #ChargeAndPayLater #CPayLater #ChargePayLater #EVCharging #ElectricVehicles

[C&PL @CPayLater]

If you need to plug your ebike into a domestic power outlet en route or during an overnight stay, use C&PL to reimburse the energy provider. Better than paying with cash. Just charge and pay later: https://t.co/Tgv8Xagd6O #ChargeAndPayLater #CPayLater #ChargePayLater #EBike

[C&PL @CPayLater]

Planning a trip to remote rural areas that lack commercial fast charging stations? We're building a network of privately owned EV chargers and domestic power outlets that you can plug into en route: https://t.co/cPjHmYtz24 #ChargeAndPayLater #CPayLater #ChargePayLater #EVCharging