Cofounder Greyscale AI, Sevaro Health Advisor, startups investor, Betfair, PayPal, decade @ Apple. uop . AI, AI, Oh! Grateful for Elon @ X
Paradise & Silicon Valleys
Joined February 2008
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Don Fotsch 🌵🇺🇸 retweeted
One Democrat that might actually be trustworthy has emerged. He'll pay a price, no doubt.
I can’t believe a Democrat is already exposing his own party like this
Don Leonard, the Democrat who just won Ohio’s 15th District, says senior House Democrats warned him what happens if he won’t back Hakeem Jeffries for Speaker:
“Making my life a living heII for the next two years here in Washington as well as being sure to lose my election”
He says they “expect you to wear the team jersey” and “be a good team player”
They don’t want representatives, they want obedience
Don Fotsch 🌵🇺🇸 retweeted
Check out this article from Milwaukee Journal Sentinel:
No trades, no help for Packers offensive line and likely no Super Bowl | Tom Silverstein
jsonline.com/story/sports/nf…
Don Fotsch 🌵🇺🇸 retweeted
To every veteran: Thank you for answering the call to serve. Your courage and commitment to our country have made the freedoms we enjoy possible. Today, and every day, we honor your service and the sacrifices made by your families. 🇺🇸
Don Fotsch 🌵🇺🇸 retweeted
Apple debuted the first Apple silicon chip for Mac - M1, 6 years ago today
With industry-leading performance, powerful features, and incredible efficiency, M1 is Apple’s first chip designed specifically for the Mac
What was the first Apple silicon Mac you bought?
Don Fotsch 🌵🇺🇸 retweeted
Inject it into my veins
PROOF OUR SKIES ARE GETTING SMART-ER
Every day, I'm posting an example of how our new air traffic control management system — SMART — is saving YOU from endless delays and cancellations.
Last week, a flight out of Fort Lauderdale-Hollywood International Airport carrying 119 passengers was supposed to hit bad weather. The initial plan was to fly around the storm.
That’s when experts in our SMART lab stepped in. Using predictive weather models, the lab developed a new, faster and shorter route.
The change saved flyers from a 33 minute delay!
Less time on the tarmac. More time at your destination. That's the power of SMART — more to come 🛫 @FAANews
Don Fotsch 🌵🇺🇸 retweeted
Apple is working on a new app called Harbor
Harbor turns your Mac into a private AI inference server. Run open-weight models locally on Apple silicon—your data never leaves your hardware, and nothing reaches the cloud. Connect multiple Mac computers over Thunderbolt 5 to pool unified memory, enabling large models and higher concurrency that a single computer can handle alone.
Set up in minutes, not hours Harbor automatically detects your devices over Thunderbolt 5 to form a cluster. Plug in, start, and you’re running—no manual configuration, no command line, no infrastructure expertise required.
Download and run models directly Browse, download, and load open-weight models from within the app. Harbor handles model management so you can focus on the work, not the setup.
Cluster for scale Connect two or more Thunderbolt 5-capable Mac computers and Harbor pools their unified memory into a single inference resource. Run models that exceed any single computer’s capacity, or serve more concurrent requests across your cluster.
Harbor is currently in a private preview under the Claris brand.
Don Fotsch 🌵🇺🇸 retweeted
Reading through Thomas Massie's articles of impeachment against Pete Hegseth. There are 8 articles. Articles 1, 2, and 3 all accuse Hegseth of violating the War Powers Resolution by waging war in Iran. You might ask yourself: Did Pete Hegseth order US forces into action in Iran? I thought President Trump did that. That's a good question; from the very beginning, Hegseth appears to serve as a stand-in for Massie's real desire, which is to impeach Trump.
Article 4 is about the accidental hit on the Iranian school. Article 5 is about the drug boat attacks. Article 6 is about retaliating against Sen. Mark Kelly over the you-can-refuse-an-unlawful-order video. Article 7 is about the Venezuela attack and taking Nicolas Maduro into US custody. And Article 8 is about strikes against the Houthis in Yemen.
In all, Articles 1, 2, 3, 5, 7, and 8 are matters of the president's constitutional authority to wage war. If Massie wants to impeach somebody for those actions, the proper official to impeach is the president. Article 4 is about an accident by US forces in Iran. That leaves Article 6, the Mark Kelly matter, as the only issue for which Hegseth appears to bear some direct responsibility.
Massie is clearly pushing these articles because he is racing the clock against his own departure from Congress on January 3, having been defeated in a Republican primary in his home state of Kentucky. There is only so much time left to do damage, and with this BS impeachment, Massie is trying to make the most of it.
massie.house.gov/uploadedfil…
Don Fotsch 🌵🇺🇸 retweeted
Memphis Mayor Paul Young confirming @elonmusk’s statement that Memphis is booming because of the data centers:
“This year was $54 million in taxes generated. Last year about $25 million — it was the second-largest taxpaying property in Shelby County.”
Don Fotsch 🌵🇺🇸 retweeted
JUST IN: Sources tell me that John Thune is actively campaigning to stop Marsha Blackburn from naming Rep. Tim Burchett as her replacement in the U.S. Senate. Thune does not want Burchett anywhere near the Senate chamber. And that's what makes Burchett the perfect choice! @timburchett
Don Fotsch 🌵🇺🇸 retweeted
🚨BREAKING: Thousands of Republicans are calling for John Barrasso and John Thune to resign in total and complete disgrace.
Buffetology…. again 🇺🇸📈
Happy Sunday & Happy Diwali! 🪔
Markets were jittery last week, so I’m bringing this chart back up.
Over the long term, American markets keep growing through the tough times.
Add AI, the biggest technological wave in history, and the case for America gets even stronger. 🇺🇸
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And @calleymeans left because he couldn’t get stuff done with Susie Wiles around….???
Next to me, Stephen Miller is the strongest MAHA supporter in the administration. It’s time to unleash the Kraken.
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Don Fotsch 🌵🇺🇸 retweeted
"I think we have more machinery of government than is necessary, too many parasites living on the labor of the industrious."
Thomas Jefferson letter in September 1824
If Means was half as smart as he seems to believe he is here; he would have known that Wiles was out and Miller coming in.
That would make getting things done, easier.
and he left?
not interested in listening to someone who quits; particularly when the roster is about to be adjusted to make it easier to get things done
This quoted post is unavailable.
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Don Fotsch 🌵🇺🇸 retweeted
Odds are good that we have already gone through the first phase of the AI mania balloon being deflated. (I don't think of exuberant markets in terms of bubbles that pop but rather balloons that deflate.)
I think the market has already discounted AI mania in terms of the products not transforming society in the near term like AI pushers have been saying, in addition to monetization capabilities being far more nuanced than mania pushers have been arguing.
It's possible that AI agents aimed at consumers represented something of a near-term top for AI mania this cycle. These agents were developed and shipped very quickly, which gained valued with companies desperate to justify insane AI capex spending. Mark Zuckerberg took pride in saying Muse was developed in a few months. As it becomes clear that these agents are flopping, partially because they aren't ready for prime time, there is no obvious "next" thing coming up quickly to capture AI mania pushers hearts and minds.
Taking a stroll through AI mania grift land, we can start to plot things in terms of the five stages of grief. I think we are somewhere between denial and bargaining. There is a lot of resistance in my X feed. U.S. midterms elections results led to angered bargaining (threats). There was no shortage of "they will just build data centers outside the U.S." (Okie dokie.)
All of this was inevitable. It's a natural course of events when you have manias. Certain sub-sectors and sub-verticals will get completely decimated (humanoids for consumers are such an obvious head fake) while others may hold up just fine and continue to grow. Said another way, a whole lot of nuance will begin to enter the AI discussion, and that's a good thing with the long term in mind.
The next products with AI in mind are currently being developed. I think bets on consumer HW, robotics (not consumer humanoids), displays, and automation will be good ones.
Diagram via Bertrand Grondin
