Thomas Jankowski

CEO @ | Building and Scaling #startups | Ideator | Mad Scientist | Globetrotter | Unfashionable Centrist

[Thomas Jankowski @thomasjankowski]

A pipeline is a 19th-century answer to a 21st-century question. The answer is a roof. Six million of them.
I wrote up the whole thing, the math, the honest objections, the pitch.
The New Canadian Dream:
https://t.co/cxo3RlXJkW

[Thomas Jankowski @thomasjankowski]

Anthropic filed for a ~$965 billion IPO. OpenAI followed days later into a reported $3.6 trillion pipeline. Apollo led a $35 billion private credit vehicle for 20+ gigawatts of Broadcom compute through 2028.

The valuations are noise. The financing structure is the signal. Asset backed, leveraged, long offtake. That is how you finance a fleet of power plants. The IPO is the equity tranche.

Financed like a utility, governed like one. The best model already left the consumer subscription.

https://t.co/IdWDo1KlF8

[Thomas Jankowski @thomasjankowski]

Anthropic shipped Fable 5, its most powerful public model, then announced it leaves Pro, Max, and Team plans on June 23. Metered credits only.

The access cliff is a symptom. A pure play lab earns only the token. As frontier compute gets more expensive, the best model gets pushed up market toward API and enterprise, away from you.

Google, Microsoft, Apple monetize you elsewhere. They can give near frontier away. The company with the best model may lose the consumer.

https://t.co/WeHUWykay4

[Thomas Jankowski @thomasjankowski]

Anthropic is paying xAI roughly $1.25 billion a month to rent all 300 megawatts of the Colossus 1 data center. 220,000 GPUs. Through 2029, that deal is worth north of $40 billion.

When the most capital rich AI labs on earth start renting their direct competitors' power plants, the constraint has moved. It is no longer chips. It is no longer capital or talent.

It is megawatts.

I wrote a follow on to The New Canadian Dream about what this means for the energy sovereignty thesis, playing out one floor down at the lab layer first.

https://t.co/3SeoTtGrm6

[Thomas Jankowski @thomasjankowski]

The grid is the ceiling on the next decade. Whoever cracks generation at the edge decides how high it goes.

First piece of a longer argument. Still tell me where I'm wrong:

https://t.co/cxo3RlXJkW

[Thomas Jankowski @thomasjankowski]

Compute is just electricity wearing a hard hat.

Follow the AI thread far enough and it keeps ending in the same place: there is no AI future without energy. The labs already know it.

[Thomas Jankowski @thomasjankowski]

On the roof. Behind the meter. Millions of small nodes instead of a handful of enormous ones.

That's what I argued in the New Canadian Dream: energy sovereignty as the precondition for everything else. AI included.

[Thomas Jankowski @thomasjankowski]

A pipeline is a 19th-century answer to a 21st-century question. The answer is a roof. Six million of them.
I wrote up the whole thing, the math, the honest objections, the pitch.
The New Canadian Dream:
https://t.co/cxo3RlXJkW

[Thomas Jankowski @thomasjankowski]

The behind-the-meter shift that's deciding who builds the world's largest computers is about to decide which countries get to run their own.
Canada is on track to lose that race, for the exact same reason it already lost energy independence.
The fix is sitting on six million roofs.

[Thomas Jankowski @thomasjankowski]

Scale it to 6 million homes:
• $21B/yr back into household accounts
• ends dependence on US gas + oil within a decade
• 200k trade jobs in the suburbs
• ~$300B cost vs ~$800B to $1T in benefit
• cuts emissions too, while making families richer, not poorer

[Thomas Jankowski @thomasjankowski]

Engineering compressed first, in 2024. Design is compressing now.

Claude Opus crossed the line where visual AI becomes a genuine design partner. Not a mockup generator. An actual thought partner on layout, hierarchy, and interaction decisions.

The org chart is shrinking one function at a time, and the pattern is predictable enough to call who's next.

https://t.co/fQGYasn6rW

[Thomas Jankowski @thomasjankowski]

https://t.co/bOgx2lnrxI flipped https://t.co/dIQjdQHxW3 as the default for inbound China travel.

James Liang said it directly at Sequoia. The trade press read the RMB 1 trillion inbound headline. The load-bearing signal was the surface flip.

WeChat Pay and Alipay are table stakes now. The distribution gap is the moat.

https://t.co/AxE5Rm70QH

[Thomas Jankowski @thomasjankowski]

back on here after mass absence. built a few things, sold some, building some more, started writing about AI, healthtech and travel, still bouncing around the world. probably should have been posting this whole time.

[Thomas Jankowski @thomasjankowski]

@rhmcgarry @GlobalBC @richardzussman Pharmacists in ither provinces have been ahead of the curve by many years.

And in Europe, many countries have allowed this for decades.

Soon, Canadians will be able to find what pharmacies support expanded services on @MedimapHealth #HealthTech #ftw

[Thomas Jankowski @thomasjankowski]

@ErikVoorhees Couldn't agree more Erik. This feels like gunpowder all over again. And (us) techies felt just ua optimistic back then.

[Thomas Jankowski @thomasjankowski]

@elonmusk Zero chance this is true. Twitter is so full of spam it's a bit sickening.

I do think that API access to Twitter is great and there's so many cool things one can do with IoT and Twitter. But frequency caps must be low for most accounts and spambots need to go.