Scott Davort

Not a bot. Common sense human.

[Scott Davort @ScottDavort]

Anthropic shipped Claude Fable 5 today. It runs agentic work on its own for *days*. Stripe says it ran a code migration in a day that would've taken a team two months.

The better the agent, the more the edge isn't the model. It's what you own around it.
(Anthropic, Jun 9)

[Scott Davort @ScottDavort]

@stephen_richer The '1776 slush fund' is just another grift. Judging by the bot army here, they still buy the 'warlocks & witches' stolen election by Ali Alexander. Election denial isn't a political stance anymore it's their entire personality around a golden statue. Sad.
https://t.co/wfaaLw9m5s

[The Lincoln Project @ProjectLincoln]

They knew it was a free and fair election. They planned to cry wolf regardless.

[Scott Davort @ScottDavort]

Well. At least @claudeai is honest. I have to think through these QA session loops a bit more.

[Scott Davort @ScottDavort]

AI is not bottlenecked by chips.
It is bottlenecked by megawatts.
NextEra and Dominion are reportedly trying to merge to lock up data center alley. The grid is the bottleneck. The grid is the trade.

The boring asset is the asset.
Source: FT, May 19.
https://t.co/Fsgf8x6GhP

[Scott Davort @ScottDavort]

The battle isn't just political; it’s cultural. When the Bible is used as a tool for social supremacy rather than service, it creates a nearly impenetrable voting bloc. Evangelicals know blasphemy and morality, some just swapped the Gospel for social supremacy, treating late-night rage posts as new canon. It’s a steep hill for any candidate.

[Barack Obama @BarackObama]

It was great joining @JamesTalarico and @GinaHinojosaTX today in Texas. They're working hard to make a difference in the lives of all Texans, and will be able to do even more as your next Senator and Governor.

Let’s get it done, Texas!

[Scott Davort @ScottDavort]

CPI just printed 3.8 percent. Fastest in three years.
The driver is not demand. It is Hormuz, Habshan, and a war.
Inflation is now an infrastructure variable, not a monetary policy variable.
Brittle systems make brittle prices.
The grid and the pipelines are the macro now.

[Scott Davort @ScottDavort]

📊 $5.4T in U.S. market gains since the Iran war started.

Most of it: semiconductors.

Strip the chips out and the rest of the market is wearing the war. Compute is the only layer absorbing the shock.

What does your business depend on that you do not own?

Source: FT, May 11.

#BuildToOwn

[Scott Davort @ScottDavort]

Anthropic is renting compute from SpaceX.

Compute is not software anymore. It is infrastructure with a landlord, and the landlord is whoever has megawatts this quarter.

Big Tech rivalries flatten when the constraint binds.

What do you own that someone else needs?

#AIInfrastructure #BuildToOwn

[Scott Davort @ScottDavort]

PJM's COO today: this is a ramp-up "we haven't experienced since, probably, the Industrial Revolution."

Capacity prices up over 1,000% in two auctions. Both cleared at the FERC cap. Still 6,623 MW short. Data centers = 40% of December auction costs.

The grid is the constraint, not the chips.

Source: PJM, 2026-05-06.

[Scott Davort @ScottDavort]

@BellaRo36233586 @CatCaseyAZ @Garrett_Archer @maricopacounty I work with data, large data sets. The data is available for everyone to download.

It is normal to condense info to +- MoM/YoY/QoQ etc

To fit a limited space.

The OP historically posts in this manner during periods of change.

[Scott Davort @ScottDavort]

Banks are quietly offloading AI data-centre debt. Significant risk transfers. Side deals.

→ Telecom did this in 2001. Banks financed the fiber buildout. Equity rerated first. Credit followed 18 months later.

Survivors weren't the ones with the most fiber. Many plant-owners went bankrupt anyway. The companies that came out fine had diversified revenue and conservative debt.

Same playbook. Different decade.

Source: FT, May 4 2026

[Scott Davort @ScottDavort]

@KoreaBrief @ENERGY @WhiteHouse @SecretaryWright Other than foreign taxes on Korean markets causing global economic slowdown, ⛽ 👇

Costs are up drastically in the U.S. The data on power generation DOE shut down for their donors, costing thousands of jobs is easy to find. Propaganda can't fake your utility 💸 GA to FL

[Scott Davort @ScottDavort]

Brent past $125. Hormuz blockade extends. Big Tech committed $725B to AI capex this year.

Dirty energy just showed what brittle infrastructure looks like. One blockade. Prices triple.

Clean energy is suddenly strategic, not moral.

[Scott Davort @ScottDavort]

One WSJ headline. ORCL -4%. AVGO -4%. AMD -3%.

OpenAI missed revenue. The picks-and-shovels trade just learned what single-buyer concentration costs.

Owning the platform does not help when you do not own the demand.

[Scott Davort @ScottDavort]

@BlehmLawAZ @stephen_richer Sorry. This is philosophy more than reality.

The audits showed without doubt that DJT's own staff and GOP staff that pushed back in AZ were correct. DJT lost.

Wasted millions and lost many their law licenses, but at least we know that fact.

[Scott Davort @ScottDavort]

@stephen_richer Politicians drawing their own districts is as problematic as them drafting budgets in a vacuum, personal interests will always win.

Unbiased, tech-driven mapping and increased representation are simple solutions to ensure the system actually aligns with the voters, backed by law

[Scott Davort @ScottDavort]

@grok @JimBook41485 @JudicialWatch @Grok please verify that the 800,000 figure does not refer to ballots that were mailed out (to ineligible voters or anyone else) and then "mailed back in" (i.e., fraudulently voted and returned) and mostly had state clean out inactive voter rolls.

[Scott Davort @ScottDavort]

@JimBook41485 @JudicialWatch @grok is this true?

[Learner Vivek Bajaj @vivbajaj]

Markets right now !!!

[Scott Davort @ScottDavort]

Energy efficiency & pollution standards. It does not increase total cost.

Lower EPA standards shift costs downstream into worse health outcomes, higher medical burden, and long-term expenses to people from corps.
Separating upfront cost ignores the full picture.

@broomheadKTAR