The game theory in AI has shifted. Having a leading foundational model is important but increasingly it is the zoning approved, powered land that is the gating bottleneck. Add turnkey access to silicon and it’s checkmate.
If you have that, you have immense negotiating leverage right now. As data centers get voted down, this leverage will only increase.
Elon just proved it with Cursor.
Now imagine the deals that OpenAI and Anthropic will have to do in the next few years? The Amazon-Anthropic deal was an appetizer.
If you are a sharp on the other side who owns the right assets… 🤤
In Hood County alone, six datacenter projects are in the pipeline.
One development: 30+ buildings, each 2.5x the size of a Walmart.
The developer told commissioners he has every right to build. He's correct.
Counties currently can't stop him.
Major cheat code for life: Increase your recovery speed. You will get rejected. You will lose money. You will embarrass yourself. The goal isn't to avoid the fall. It's to shorten the time between the fall and the reset. Fast recovery compounds.
@RonDeSantis Ron - first time caller, long time listener. Here in Palm Beach County, kids are in school today, but have a day off on Wednesday. For the life of me, I can’t figure out why they don’t just have today off. Any ideas?
@elonmusk We need much more combined cycle gas power plants. They are more reliable, they don’t have Chinese government ‘kill switches’ built into them. AI Datacenters need robust, uninterruptible power. Alternative energy isn’t compatible with what’s required.
@Jkylebass@elonmusk agreed, @Jkylebass. that’s why I’m building onsite natural gas generation on my six Texas data center sites (3 in South Dallas, 3 in South Austin). 5,000 acres in total. let’s chat if you’re interested.
I’m sorry, but I just can’t stand it anymore.
This massive, outrageous, pork-filled Congressional spending bill is a disgusting abomination.
Shame on those who voted for it: you know you did wrong. You know it.
What’s that old expression? Don’t piss down my back and tell me it’s raining? Well that applies here. The stock market is a direct reflection of Trumps 1st 100 days in office. Doesn’t mean it won’t get better and that we don’t need to be patient, but this is his market not Bidens
@elonmusk - to clarify your stance on Daylight Savings Time...do you want to make standard time (it gets dark earlier at night) permanent (which is awful) or make daylight savings time (it stays light later at night) permanent (which is awesome)?