Children born between 2016 and 2024 with a Social Security Number who live in a ZIP code with median income under $150k can receive a $250 investment account contribution from the Michael & Susan Dell Foundation.
This absolutely belongs in the same conversation as Chris Stapleton and Whitney Houston. Yeah … it’s that good.
Well done, @DanAndShay — and well done to the thousands in the crowd proudly and loudly singing along.
David Friedberg: The AI Jobs Panic Is a Crock of Sh*t
Why? The revenue potential outweighs the cost savings by 100x.
“There is no job loss with AI. I've said it a thousand times, and I will say it again, and again, and again.
What I see on the ground, and what I've seen at dozens of companies, including my company that I run, there are two sides to a business.
There is revenue and there’s costs.
On the cost side of the equation, AI can be used to reduce humans doing things that cost money, to some extent. The effect there, I would argue, is nominal.
The real opportunity with AI is on the revenue side, where suddenly one engineer can do 100x or 1000x what they used to be able to do, meaning you can make more products at your company, whether those are agricultural seed products, or boats and ships, or software for companies, or clothing, or what have you.
Because of AI, everyone has the ability to expand their revenue base to create more products, and that is the foundation of good economic prosperity. It is called productivity. We can grow productivity in this country with AI.
So where I see AI being used is on the revenue side 100x more than the cost side. And in that equation, people are hiring like crazy. We cannot hire enough people.
I just had a review meeting with my product and engineering team two days ago, and they're like, ‘We want to add an extra 15 headcount to our engineering squads because we have all this opportunity to do stuff that we couldn't otherwise do.’ So we are going to hire more people.
And to Sacks' point, we are seeing that show up in the jobs numbers. The idea that AI is going to destroy jobs is a Luddite idea that is being disproven every single day, and I see it on the ground.
It is only a matter of time before people wake up to this and they realize that this narrative that they've all been sold is a crock of sh*t.”
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Elon Musk just gave the most compelling answer to why would you build a data center in space instead of on Earth? (Save this).
Everyone assumes the pitch is unlimited solar energy and that is part of it but Musk said the real hidden bottleneck is something far less glamorous, cooling.
On Earth, every data center spends somewhere between 30 and 40% of its total power draw just managing heat.
Giant fans, liquid cooling loops, water towers, chilled infrastructure, all of it exists for one reason, which is to keep chips from melting.
In the United States alone, data centers now consume more water than some mid-sized cities just to cool the servers running your AI queries.
In space, you sidestep the entire problem.
The vacuum of space lets you radiate waste heat directly into the void and you design the satellite so the chips conduct heat outward to radiator panels on the exterior, those panels glow in the infrared, and the energy dissipates passively into deep space, no fans, no water, no coolant loops, no moving parts.
SpaceX has already filed with the FCC to launch up to one million solar powered satellites that would collectively function as distributed data centers in orbit.
The skeptics are real and worth taking seriously.
Radiation cooling is less efficient than convection at the kind of density modern chips require for every megawatt of heat rejection you need roughly 1,200 square meters of radiator surface area in orbit.
At the scale Musk is describing, that means engineering structures that have never been built before, in an environment where repair is nearly impossible, facing solar radiation that degrades electronics over time and debris fields that can trigger cascading collision events.
None of that means it does not get built.
It means the people who solve these problems, cooling, manufacturing, launch cost, orbital infrastructure at scale will own the next century of compute.
Come join Milk Road Pro for our full breakdown and why orbital data centers change the calculus for every terrestrial power stock and our full AI thesis! Link below!