Nothing says 'we have this under control' like suing a YouTuber for $300K, naming the customer too, getting the videos court-ordered down, and then quietly closing the store a week later. @bricks_minifig, a masterclass in lighting your own brand on fire.
The companies sitting in the bleachers waiting for AI to "settle" are losing quarters they will not get back.
Their competitors are moving execution work onto AI Cloud Employees right now.
So tell me again. What part of this is a bubble?
-1999, the internet was going to change everything in 5 to 10 years.
-2026, @Uber's CTO admitted they burned their entire annual AI token budget in 4 months.
@nvidia just posted $81.6B in quarterly revenue. Data center up 92% year over year.
-1999, supply caught up because of slack in the wafer market.
-2026, No slack. Leading edge wafers and power are both structurally constrained.
@SpaceX just sold @AnthropicAI $45B of compute over three years. That single contract is bigger than all of Starlink's 2025 revenue.
Tell me again how this is a bubble.
In 1999, https://t.co/BqzdQ2jXxG. In 2026, @AnthropicAI just posted a profitable quarter at a $44B annualized run rate. Three years ahead of their own forecast.
This is not 1999.
@Manhattva Honestly, I love the culture of @SpaceX where the celebrate the failures, learn their lessons and move forward! Launching today now is what I heard!
Box Elder concerns aren't necessarily wrong wrong. They deserve real conversation. But data centers aren't coming, they've been here. The choice for Utah: build them where the jobs and tax base land, or keep them in someone else's. What do you think? #Utah#Datacenters
People deleting ChatGPT in "solidarity" and posting about it on X, Instagram, TikTok, Threads, LinkedIn. Every one of those posts lives in a data center. The Amazon order. The social Post. The Uber ride. The iPhone with Apple/OpenAI baked in.
Now there's a fight in Box Elder County over another one. @kevinolearytv is backing it. The opposition raises real concerns: water, power, noise, footprint. All worth talking through. But here's the contradiction I keep seeing.
That West Jordan facility had its own power plant, earthquake mitigation, fire protection, closed-loop water cooling. Enough power to light up much of Salt Lake City. Thousands have driven past it for years with no idea what it even exists.
Over twenty years ago I walked a data center being built in West Jordan, Utah. Most people still don't know it's there. This week Utah is fighting over building another one. The people fighting hardest? Posting about it from platforms (like this one) on data centers. 🧵