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insane grid

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112,022 次观看 • 1 个月前 •via X (Twitter)

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Playboi Carti performing “Off The Grid” is just insane 🔥

Playboi Carti performing “Off The Grid” is just insane 🔥

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Full throttle. No brakes. 🏎️💨 S8UL hits the grid in Trackmania, Introducing our Trackmania squad ⚡ Neal | Spark | Whizzy Built for insane drifts, ruthless cuts, and record-breaking runs. Every millisecond counts , and we take them all. S8UL Neal S8UL Whizzy.. S8UL Spark See you at the finish line, ahead of everyone. 🚀 #GameShuru #EWC2026 #S8ULxEWC

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🚨#BREAKING Heads Up Tri-State Area! (HEAT WAVE BLACKOUT Possible! -Please Share!) On August 14th 2003 The Northeast experienced its WORST Blackout ever. 👉A Blackout like this TODAY would be complete devastating. The chances of this happening again are VERY strong especially with an INSANE heat wave on its way. The "Power Grid" will be under major pressure. Video by Fascinating Horror On YouTube. #Powergrid #heatewave #blackout #Northeast

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😀 Clinical case: mentally ill deputy illegally mined nearly $400,000 In Russia’s Novosibirsk region, a former deputy who served on the tariffs and taxes commission illegally connected to the power grid and mined cryptocurrency. According to local media, he tried to cover up the case through connections in law enforcement. The most striking part — the court declared him legally insane and exempted him from criminal liability, ordering compulsory outpatient psychiatric treatment. Colleagues failed to notice the problem for years. Maybe it’s time to require medical checks before holding office — who knows what other surprises psychiatry might reveal.

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NEXTA

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Tesla FSD is not built in a lab.......it’s trained on actual roads, capturing insane edge cases like grid failures and pitch-black streets. That’s why it handles chaotic traffic and sudden darkness without panicking Tesla FSD has now passed 9B cumulative miles and is advancing at a much faster rate than anything else Now running on the brand-new FSD v14.3 (released April 7), featuring a rewritten AI compiler for 20% faster reactions, an upgraded vision encoder for low visibility, and vastly smoother driving This is intelligence built from the real world. It will navigate just like a human, but way safer....and the safety gap keeps widening

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EL REA 🇦🇷

52,219 次观看 • 1 年前

🚨 MASSIVE PILLARS & COILS BENEATH GIZA JUST CONFIRMED “Enormous structures underneath the Great Pyramid that go kilometers deep into the Earth.” Radar data shows “huge structures coming down from the base... over 600 m deep which then connect to structures that extend up to 2 km below the surface.” Uniform coils, descending cylinders Chris Williamson on Joe Rogan: “This is insane.” Ancient tech? Energy grid? Hidden city? Or proof the pyramids are way more than tombs? This clip is mind-blowing. What do you think is really down there? Advanced ancient civilization? Alien engineering? Or just natural geology? How does this change history in 2026? Drop your theories 👇 #AncientMystery #Giza

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In the next 15 years, data centers are expected to add an additional $160 billion to grid costs in the US Estimate say electricity rates for average households will spike by as much as 70% Data centers are projected to triple their share of US electricity demand in the next few years The main driver is the explosive growth of data centers built by Big Tech companies like Amazon, Meta, Microsoft, Google, OpenAI and more to power artificial intelligence Places like Northern Virginia already has over 200 data centers with massive new ones planned. Utilities are striking secret proprietary deals with Big Tech companies. These are hidden behind NDAs that shift much of the infrastructure costs onto regular residential customers Just in the PJM energy market of 13 states covering 65 million people, data centers were responsible for 63% of last year’s record 800% spike in capacity prices (This is INSANE) Residential customers in places like Virginia and Louisiana are being forced to subsidize billions in new power plants and grid upgrades for data centers. An Examples of this is in Louisiana, Meta’s data center deal leaves the public potentially on the hook for half or more of a $3–4 billion power plant Again, without major policy changes, average household electricity bills could rise by up to 70% over the next 15 years due to data center demand. There is only one real way we can stop this, we must create a separate customer class for data centers Maryland and Oregon have already passed laws doing this Forces data centers to pay for the specific infrastructure they need instead of spreading the costs to everyone else. More states need to do the same Ban secret sweetheart deals Require full public disclosure of all contracts between utilities and Big Tech Prohibit deals where data centers pay below the actual cost of service Make data centers pay the full cost of new power plants and grid upgrades Change regulations so utilities cannot socialize the cost of data-center-driven infrastructure to residential and small business ratepayers This needs to be done immediately

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Wall Street Apes

57,720 次观看 • 3 个月前

By holding #XRP, you’re not just holding an asset, you’re holding the infrastructure to the new financial system. The opportunities you’re going to have as an #XRP holder are insane. I also hold #BTC #GOLD #SILVER #TESLA and am investigating #STRC for dividends. I will be using a portion of my #XRP to earn yield safely in the near future. The rest I will let appreciate in institutional custody and a cold wallet. With price appreciation, I will be diversifying more into SpaceX, Private Equity, and other digital assets like #HBAR. I’m also building a business model around Tesla CyberCabs, various robotics, and artificial intelligence. Next phase for my family is getting farmland off grid and building a sanctuary away from the technocracy. As I’ve stated — I believe a hybrid approach to adopting technologies that are changing the world, along with having an exit plan away from these technologies, is best. Just telling you guys exactly what I’m doing so you can make intelligent, informed, and strategic decisions aligned with your BEST LIFE.

By holding #XRP, you’re not just holding an asset, you’re holding the infrastructure to the new financial system. The opportunities you’re going to have as an #XRP holder are insane. I also hold #BTC #GOLD #SILVER #TESLA and am investigating #STRC for dividends. I will be using a portion of my #XRP to earn yield safely in the near future. The rest I will let appreciate in institutional custody and a cold wallet. With price appreciation, I will be diversifying more into SpaceX, Private Equity, and other digital assets like #HBAR. I’m also building a business model around Tesla CyberCabs, various robotics, and artificial intelligence. Next phase for my family is getting farmland off grid and building a sanctuary away from the technocracy. As I’ve stated — I believe a hybrid approach to adopting technologies that are changing the world, along with having an exit plan away from these technologies, is best. Just telling you guys exactly what I’m doing so you can make intelligent, informed, and strategic decisions aligned with your BEST LIFE.

Jacob Metzger

36,845 次观看 • 5 个月前

🚨 FLOCK CAMERAS ARE TAKING OVER AMERICA — AND IT'S MUCH WORSE THAN YOU THINK The most terrifying truth about Flock? It's almost impossible to stop them. People rip the cameras down… Flock just replaces them. And they’re spreading at insane speed. Look at the explosion: February 2024: Not many June 2025: Massive jump March 2026: Absolute explosion They started as “just license plate readers to catch bad guys.” Now they’re adding high quality microphones to listen to conversations, and in places like South Korea they’re already being used for energy lockdown enforcement. You can now find these things in the middle of nowhere... deep in Florida wildlife management areas, miles from any town, just watching hunters, fishermen, and families. Why the hell are surveillance cameras sitting in the woods? The CEO basically admitted the business model: Help politicians save money by keeping people out of prison while watching everyone 24/7 for cheap. This isn’t about safety. This is the surveillance grid going up in real time. How long until every road, every trail, every neighborhood is wired into Peter Thiel and Flock’s all-seeing network?

🚨 FLOCK CAMERAS ARE TAKING OVER AMERICA — AND IT'S MUCH WORSE THAN YOU THINK The most terrifying truth about Flock? It's almost impossible to stop them. People rip the cameras down… Flock just replaces them. And they’re spreading at insane speed. Look at the explosion: February 2024: Not many June 2025: Massive jump March 2026: Absolute explosion They started as “just license plate readers to catch bad guys.” Now they’re adding high quality microphones to listen to conversations, and in places like South Korea they’re already being used for energy lockdown enforcement. You can now find these things in the middle of nowhere... deep in Florida wildlife management areas, miles from any town, just watching hunters, fishermen, and families. Why the hell are surveillance cameras sitting in the woods? The CEO basically admitted the business model: Help politicians save money by keeping people out of prison while watching everyone 24/7 for cheap. This isn’t about safety. This is the surveillance grid going up in real time. How long until every road, every trail, every neighborhood is wired into Peter Thiel and Flock’s all-seeing network?

HustleBitch

81,413 次观看 • 1 个月前

This is INSANE At 19, Leopold Aschenbrenner was the valedictorian of Columbia. At 22, he was helping lead OpenAI’s Superalignment team. By 23, he was fired for raising safety concerns and published a viral manifesto on the path to AGI. Now, at 24, he’s running Situational Awareness LP, one of the most aggressive hedge funds in the AI space. In just one year, he scaled the fund from $225 million to over $5.5 billion in equity exposure. His secret? He’s betting on the megawatts. And his biggest bet? Bloom Energy ($BE). While the world was focused on chips, Leopold realized AI needs massive amounts of electricity. He built a massive stake in Bloom Energy, which just yesterday surged 24% after a deal with Oracle, turning a nearly $800M position into a $2.2B win. He also owns massive stakes in Core Scientific and other former Bitcoin miners, betting they have the plugs AI needs to grow. Silicon Valley royalty like the Collison brothers, Nat Friedman, and Daniel Gross are backing him. He’s no longer just a researcher but rather the architect of the AI infrastructure trade. Keep your eyes on the grid.

This is INSANE At 19, Leopold Aschenbrenner was the valedictorian of Columbia. At 22, he was helping lead OpenAI’s Superalignment team. By 23, he was fired for raising safety concerns and published a viral manifesto on the path to AGI. Now, at 24, he’s running Situational Awareness LP, one of the most aggressive hedge funds in the AI space. In just one year, he scaled the fund from $225 million to over $5.5 billion in equity exposure. His secret? He’s betting on the megawatts. And his biggest bet? Bloom Energy ($BE). While the world was focused on chips, Leopold realized AI needs massive amounts of electricity. He built a massive stake in Bloom Energy, which just yesterday surged 24% after a deal with Oracle, turning a nearly $800M position into a $2.2B win. He also owns massive stakes in Core Scientific and other former Bitcoin miners, betting they have the plugs AI needs to grow. Silicon Valley royalty like the Collison brothers, Nat Friedman, and Daniel Gross are backing him. He’s no longer just a researcher but rather the architect of the AI infrastructure trade. Keep your eyes on the grid.

Milk Road AI

50,532 次观看 • 4 个月前

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.

Ricardo

2,908,952 次观看 • 8 个月前

NZ's DEI Finance Minister Nicola Willis, like every other WEF aligned politician, tells us wind and solar are going to reduce our power bills. How long have we been hearing this BS mantra???? Over the last 10 years, wind and solar input to NZ's power grid has doubled. From around 5% to about 10% today. Have our power prices reduced? No. Consumer rates have increased by 40-60% and commercial by 10-30%. The major cause of the increase is the cost of building a new network to deliver bits and pieces of intermittent power from wind and solar sites all over. Instead of being largely at one reliable centrally located hydro or coal powered station. So why have we followed this insane path? Because we signed the Paris agreement and have to reduce our CO2 emissions. Climate change you know. So over the last ten years have we reduced our output of CO2 from power generation? Yes, by an estimated 10-15 million tonnes of CO2 equivalent. Yee haw.... fantastic.. right? All that extra money you paid for your power did indeed help to save the world! Except that the saving above amounts to only around 0.005% of global emissions. IOW, SFA. We're being conned in such a brazen & deceitful manner, it amazes me people are not dragging these politicians into the streets.

NZ's DEI Finance Minister Nicola Willis, like every other WEF aligned politician, tells us wind and solar are going to reduce our power bills. How long have we been hearing this BS mantra???? Over the last 10 years, wind and solar input to NZ's power grid has doubled. From around 5% to about 10% today. Have our power prices reduced? No. Consumer rates have increased by 40-60% and commercial by 10-30%. The major cause of the increase is the cost of building a new network to deliver bits and pieces of intermittent power from wind and solar sites all over. Instead of being largely at one reliable centrally located hydro or coal powered station. So why have we followed this insane path? Because we signed the Paris agreement and have to reduce our CO2 emissions. Climate change you know. So over the last ten years have we reduced our output of CO2 from power generation? Yes, by an estimated 10-15 million tonnes of CO2 equivalent. Yee haw.... fantastic.. right? All that extra money you paid for your power did indeed help to save the world! Except that the saving above amounts to only around 0.005% of global emissions. IOW, SFA. We're being conned in such a brazen & deceitful manner, it amazes me people are not dragging these politicians into the streets.

The Redbaiter

15,661 次观看 • 1 个月前

"The limiting factor for AI deployment is fundamentally electrical power." That was Elon Musk in a conversation with Larry Fink during his first-ever appearance at Davos. And it's the most honest thing anyone in Big Tech has said in a while. Forget the hype about superintelligence and robots. Forget the promises about productivity gains that CFOs still can't measure. The bottleneck is power. And that bottleneck is very real. Here's why & how to position yourself to make the most out of this: We're producing more chips than we can turn on. AI chip production is increasing exponentially. US electricity generation is growing 3-4% annually. The math doesn't work. US data center power demand is expected to hit 75.8 gigawatts in 2026, up from 61.8 gigawatts in 2025. By 2030, it could reach 134 gigawatts. The largest US grid operator, PJM, expects to add 31 gigawatts of data center load over the next five years. But only 28 gigawatts of new generation capacity is planned. The deficit is already here. Residential electricity rates near data centers have jumped as much as 267% compared to five years ago. Regular Americans are subsidizing Silicon Valley's power consumption. Whether AI delivers on its big promises or not, the electricity bills are coming due right now. Elon made another point that deserves attention: China is solving the energy problem while America talks about AI miracles. He noted China's solar deployment is "tremendous." And that's an understatement. I verified the numbers. They're insane: China installed 275 gigawatts of solar capacity in the first 11 months of 2025. That's more than the ENTIRE installed solar capacity of the United States. In May 2025 alone, China added 93 gigawatts. Roughly 100 panels every second. For the first time in history, a single country surpassed 1,000 gigawatts of total solar capacity. China added more solar in one month than America has built in its entire history... But this ISN'T about climate policy. It's about strategic positioning. China understands something Wall Street is ignoring: whoever controls the energy infrastructure controls the next era of computing. While American investors chase the latest AI stock, China is building the power grid that will actually run the technology. My take: The data center buildout will fall short of expectations. Big Tech wants trillions in infrastructure. The grid can't deliver it. Not at this pace. Not with 3-4% annual electricity growth against exponential demand projections. Something has to give. Either the buildout slows dramatically, or electricity prices spike to levels that destroy the economics of the entire AI story. The AI trade has been built on the assumption that infrastructure will materialize to meet demand. That assumption is looking increasingly shaky. BUT the companies selling power to Big Tech win either way. Scarcity means pricing power. Utilities don't need AI to cure cancer. They just need hyperscalers to keep signing power agreements. And they are. Microsoft, Amazon, Meta, and Alphabet spent ~$350B in 2025 on data centers. That money flows to utilities and grid infrastructure whether AI changes the world or not. US utilities are forecasting a ~6% jump in capital expenditures to $228B in 2026. Cumulative utility capex is expected to surpass $1.1T through 2029. Dominion Energy is investing $50B through 2029, projecting 5-7% annual earnings growth. Entergy plans $41B between 2026 and 2029, targeting more than 8% compound annual earnings growth. These aren't speculative bets on AI changing everything... They're regulated utilities with contracted demand and predictable cash flows. So beware the AI story. The productivity miracle remains unproven. The physical constraints are becoming impossible to ignore. But the picks-and-shovels play? THAT'S where the smart money is looking. The hyperscalers have to pay their electricity bills. I'd rather own the companies collecting them.

"The limiting factor for AI deployment is fundamentally electrical power." That was Elon Musk in a conversation with Larry Fink during his first-ever appearance at Davos. And it's the most honest thing anyone in Big Tech has said in a while. Forget the hype about superintelligence and robots. Forget the promises about productivity gains that CFOs still can't measure. The bottleneck is power. And that bottleneck is very real. Here's why & how to position yourself to make the most out of this: We're producing more chips than we can turn on. AI chip production is increasing exponentially. US electricity generation is growing 3-4% annually. The math doesn't work. US data center power demand is expected to hit 75.8 gigawatts in 2026, up from 61.8 gigawatts in 2025. By 2030, it could reach 134 gigawatts. The largest US grid operator, PJM, expects to add 31 gigawatts of data center load over the next five years. But only 28 gigawatts of new generation capacity is planned. The deficit is already here. Residential electricity rates near data centers have jumped as much as 267% compared to five years ago. Regular Americans are subsidizing Silicon Valley's power consumption. Whether AI delivers on its big promises or not, the electricity bills are coming due right now. Elon made another point that deserves attention: China is solving the energy problem while America talks about AI miracles. He noted China's solar deployment is "tremendous." And that's an understatement. I verified the numbers. They're insane: China installed 275 gigawatts of solar capacity in the first 11 months of 2025. That's more than the ENTIRE installed solar capacity of the United States. In May 2025 alone, China added 93 gigawatts. Roughly 100 panels every second. For the first time in history, a single country surpassed 1,000 gigawatts of total solar capacity. China added more solar in one month than America has built in its entire history... But this ISN'T about climate policy. It's about strategic positioning. China understands something Wall Street is ignoring: whoever controls the energy infrastructure controls the next era of computing. While American investors chase the latest AI stock, China is building the power grid that will actually run the technology. My take: The data center buildout will fall short of expectations. Big Tech wants trillions in infrastructure. The grid can't deliver it. Not at this pace. Not with 3-4% annual electricity growth against exponential demand projections. Something has to give. Either the buildout slows dramatically, or electricity prices spike to levels that destroy the economics of the entire AI story. The AI trade has been built on the assumption that infrastructure will materialize to meet demand. That assumption is looking increasingly shaky. BUT the companies selling power to Big Tech win either way. Scarcity means pricing power. Utilities don't need AI to cure cancer. They just need hyperscalers to keep signing power agreements. And they are. Microsoft, Amazon, Meta, and Alphabet spent ~$350B in 2025 on data centers. That money flows to utilities and grid infrastructure whether AI changes the world or not. US utilities are forecasting a ~6% jump in capital expenditures to $228B in 2026. Cumulative utility capex is expected to surpass $1.1T through 2029. Dominion Energy is investing $50B through 2029, projecting 5-7% annual earnings growth. Entergy plans $41B between 2026 and 2029, targeting more than 8% compound annual earnings growth. These aren't speculative bets on AI changing everything... They're regulated utilities with contracted demand and predictable cash flows. So beware the AI story. The productivity miracle remains unproven. The physical constraints are becoming impossible to ignore. But the picks-and-shovels play? THAT'S where the smart money is looking. The hyperscalers have to pay their electricity bills. I'd rather own the companies collecting them.

George Noble

23,931 次观看 • 7 个月前

Tesla is deploying $50 BILLION across 6 factories, a chip fab, robot production lines, AI supercomputers, lithium refineries, and solar manufacturing. To put that in perspective: Tesla made $477 million in profit last quarter. And is investing at roughly 100x that rate. Every other CEO on Earth would get fired for that ratio. Elon's doing it on purpose. Here's what he's assembling: - Own chip factory (TERAFAB with Intel, $25 billion, targeting 1 terawatt of AI compute per year) - Own energy grid (Megapacks powering entire cities) - Own robot workforce (Optimus production starting this year, 1 million units per year at Fremont, 10 million per year planned at Giga Texas) - Own transportation network (robotaxi live in Austin, Dallas, Houston with zero accidents, expanding to 9+ cities) - Own AI training infrastructure (Cortex 2 supercomputer online, 280,000 GPUs by June) - Own lithium refinery (Texas, ramping now) - Own solar panels (new design with 3x the power zones of conventional panels) - Own satellite compute (80% of TERAFAB output going to SpaceX orbital AI satellites) This is just insane. No company in history has attempted to own this many layers of its own supply chain simultaneously. Amazon took 20 years to become profitable because Bezos reinvested every dollar into infrastructure. Wall Street called him insane the entire time. Elon is running the same playbook but across MORE industries, at a FASTER pace, and with technology that didn't exist 5 years ago. The TERAFAB alone is designed to produce 70% of the output of the world's largest semiconductor foundry. Under one roof. Logic chips, memory, and packaging all vertically integrated. But why is he doing this? Elon said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels it needs. When you can't buy enough of what you need, you build the factory yourself. That's the Henry Ford playbook from 1920. Ford owned the rubber plantations, the iron mines, the glass factories, the railroads, and the forests that supplied his assembly lines. Elon is doing the same thing. Except his version includes orbital data centers, humanoid robots, and autonomous vehicles. The AI5 chip is already taped out. His team worked 6 months straight through holidays and weekends to finish early. He called it the best edge compute inference chip in existence. They're already designing AI6 AND Dojo 3. Meanwhile Tesla's FSD has 1.3 million paid subscribers globally. Record new subscriptions last quarter. Regulatory approval just landed in the Netherlands. China approvals expected by Q3. While every other automaker is trying to figure out how to compete with BYD on price, Elon is building the infrastructure layer that makes the car almost irrelevant. Because if you own the chips, the energy, the robots, the AI, the transportation network, AND the manufacturing... The car is just the interface. The real product is the ecosystem. Elon is spending $50 billion to build a parallel economy that doesn't depend on anyone else's supply chain, anyone else's chips, or anyone else's energy grid. That's closer to being a country than just a company. And whether you love him or hate him, nobody else alive is even attempting this.

Tesla is deploying $50 BILLION across 6 factories, a chip fab, robot production lines, AI supercomputers, lithium refineries, and solar manufacturing. To put that in perspective: Tesla made $477 million in profit last quarter. And is investing at roughly 100x that rate. Every other CEO on Earth would get fired for that ratio. Elon's doing it on purpose. Here's what he's assembling: - Own chip factory (TERAFAB with Intel, $25 billion, targeting 1 terawatt of AI compute per year) - Own energy grid (Megapacks powering entire cities) - Own robot workforce (Optimus production starting this year, 1 million units per year at Fremont, 10 million per year planned at Giga Texas) - Own transportation network (robotaxi live in Austin, Dallas, Houston with zero accidents, expanding to 9+ cities) - Own AI training infrastructure (Cortex 2 supercomputer online, 280,000 GPUs by June) - Own lithium refinery (Texas, ramping now) - Own solar panels (new design with 3x the power zones of conventional panels) - Own satellite compute (80% of TERAFAB output going to SpaceX orbital AI satellites) This is just insane. No company in history has attempted to own this many layers of its own supply chain simultaneously. Amazon took 20 years to become profitable because Bezos reinvested every dollar into infrastructure. Wall Street called him insane the entire time. Elon is running the same playbook but across MORE industries, at a FASTER pace, and with technology that didn't exist 5 years ago. The TERAFAB alone is designed to produce 70% of the output of the world's largest semiconductor foundry. Under one roof. Logic chips, memory, and packaging all vertically integrated. But why is he doing this? Elon said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels it needs. When you can't buy enough of what you need, you build the factory yourself. That's the Henry Ford playbook from 1920. Ford owned the rubber plantations, the iron mines, the glass factories, the railroads, and the forests that supplied his assembly lines. Elon is doing the same thing. Except his version includes orbital data centers, humanoid robots, and autonomous vehicles. The AI5 chip is already taped out. His team worked 6 months straight through holidays and weekends to finish early. He called it the best edge compute inference chip in existence. They're already designing AI6 AND Dojo 3. Meanwhile Tesla's FSD has 1.3 million paid subscribers globally. Record new subscriptions last quarter. Regulatory approval just landed in the Netherlands. China approvals expected by Q3. While every other automaker is trying to figure out how to compete with BYD on price, Elon is building the infrastructure layer that makes the car almost irrelevant. Because if you own the chips, the energy, the robots, the AI, the transportation network, AND the manufacturing... The car is just the interface. The real product is the ecosystem. Elon is spending $50 billion to build a parallel economy that doesn't depend on anyone else's supply chain, anyone else's chips, or anyone else's energy grid. That's closer to being a country than just a company. And whether you love him or hate him, nobody else alive is even attempting this.

Ricardo

138,680 次观看 • 4 个月前