thinking out loud on @grok and @bot - I use both and find myself often stepping back to think if I should go to grok or my grok bot cos to discuss a topic / iterate on a past discussion we had / build something on the fly. it'd be AMAZING if I didnt have to make that choice and grok could act as my cos for my team of bots. grok in my model y can do this, but grok through x or app cannot. seems like a gap that should be closed for the better...
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no disrespect, but I think @Eagles fans, commentators and the like need to stop saying the eagles have the best o line. the eagles had the best o line until proven otherwise this season. weeks 1 and 2 didn't prove it against 2 average teams.
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erase the fud
Regret the tone of my post on data centers yesterday.
What I should have said:
There were reasonable concerns about data centers 18ish months ago: water, taxes, jobs, electricity prices, the environment and what they would do to small towns. Well-structured data center projects have largely addressed these concerns today and we should be celebrating this.
On balance, data centers are awesome for America in every way.
On water: U.S. data centers use a fraction of what golf courses use. A lot of the numbers from 18 months ago were off by over 1000x. Newer data centers use closed-loop systems or recycled water. Should be required by every town approving a data center project.
On taxes: looking only at sales-tax exemptions, as Ronan Farrow did, is the wrong way to evaluate this. Data centers pay significant property taxes. Loudoun County, which is the wealthiest county in America, now collects on the order of $1 billion a year from data centers. In Quincy, WA, data centers are more than half the property-tax roll. Over time, property taxes can go to zero while government spending increases in these towns.
On jobs: this has been unambiguously awesome for blue collar Americans. Demand for electricians, plumbers, welders, HVAC techs, and contractors has gone vertical, and it is not a one-time construction job. These buildings get upgraded and expanded over time. That is why the building trades are fighting for them, and why some unions are now treating opposition to data centers as a reason not to endorse politicians.
On power: the original fear was that households would pay for the incremental electricity demand in the form of higher prices. That is why the ratepayer-protection deals and the new large-load tariffs exist. The right structure is: the data center brings or pays for new generation and signs a contract long enough that existing customers are protected. Where that is happening, utilities are cutting or freezing residential rates and saying so on the record. Where it is not, people are right to object. Electricity prices are going down *today* in a number of large states because of data centers.
On the environment: data centers overwhelming use natural gas today, which is the cleanest power source outside of nuclear, solar and wind. And the companies that are building the data centers are committed to carbon neutrality such that an equivalent amount of solar will likely be built. Maybe more importantly, the data centers need batteries to function effectively and these batteries can also sell energy back into the grid (which recently prevented blackouts in Texas). Over time, data centers will run on solar plus batteries.
On the towns: Poverty in Quincy, WA fell from 29% to 6%. Data center taxes paid for a new high school, a hospital, a library, police and fire stations. This is happening in many left for dead former mill and farm towns that had no other bidder for the land.
Data centers are actually reindustrializing parts of America and creating the kind of working-class jobs both parties have spent decades claiming to support. That should not be a partisan issue. Data centers can and should be awesome for America and they increasingly, overwhelmingly are. Supporting the outsourcing of data centers to China will likely age just as well as support for the outsourcing of high quality, blue collar manufacturing jobs to China has aged.
When the facts change, I change my mind. I hope that reasonable people who had good faith reasons to oppose data centers at least consider updating their beliefs given the change in the facts over the last 18 months. This really matters for America.
I will say I also think the idea of making data centers beautiful is a good one that has yet to be implemented. Data centers should be just as beautiful as Grand Central Station. We can learn a lot from the railroad buildout. Neoclassical revival ftw.
Might write up open-weight AI tomorrow as this is equally essential to America.
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Been following along the @dhh journey since I stumbled upon the book Rework - solid book by the way. Omarchy has always peaked my interest as a clean experience OS running on low resource requirements, and I have an old pc that has windows 10 (eol warning) that sounds like the perfect fit. I've read a lot on security concerns in recent distributions - what do I need to know to calm my concerns and take the step?
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my yearly driving miles before owning a tesla ('24-'25) - 5k. my yearly driving miles after owning a tesla ('25-'26) - 15k. nothing changed other than the pure enjoyment of driving my model y and full self driving. thank you @Tesla
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Scott Bice retweeted
IREN's peers:
CRWV and NBIS each received roughly $2B in direct cash equity from Nvidia. Immediate capital for fast scaling, but at the cost of upfront dilution.
IREN:
5-year, $3.4B GPU compute contract with NVDA for 60 MW at $11.3M/MW. Nvidia also holds 5-year warrants for up to 30 million IREN shares at $70 ($2.1B potential), vesting with GPU deliveries up to ~600k units. The partnership targets IREN rolling out up to 5 GW of AI infrastructure. Aligning IREN’s entire ~5 GW secured power pipeline with NVIDIA’s DSX AI factory reference architecture for next-gen deployments (Blackwell, Vera Rubin, etc.).
You see? IREN’s financing is next level. It avoids near-term dilution entirely. It retains its $2.6B cash, stays fully funded for 2026 growth, and secures priority access to next-gen GPUs while NVDA pays as a customer. The warrants could bring in more capital later.
This setup favors stronger long-term unit economics, newer fleet mix, and cleaner balance sheet over pure speed. Market reaction looks like short-term optics disregarding the long-term strategic edge. It's analogous to the playbook $IREN used to kick a$$ as a ₿ miner, and the market is likely to catch on more quickly this time. 🚀
$NVDA has only so much GPUs they can actually deliver within the 5 year timeframe that $IREN has agreed upon with them in exchange for the warrants.
You should not see this on a price level of the GPUs, but on a priority status in the procurement and deployment.
That deployment includes the OEM who assembles and delivers.
So IREN is guaranteed of 120K GPUs per year, including the HBM etc, and can focus on building data center infrastructure for this, and the main point: they can start to sell the capacity which they now can pinpoint to a certain period where it will be deployed.
They basically solidified their supply chain so they can start to pre-contract and monetize their capacity in advance, aka start to add backlogs/RPO.
If IREN would take cash for shares or warrants, they would not get the priority status upgrade on par with their peers.
If IREN wants to compete for the best deals in 2027-2031, they need to have chips. Priority is more important than cash at this point.
hellebuyck single handedly keeping #teamusa in this. calm down. breathe. one play at a time.
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and so the next step is taken...
SpaceX has acquired xAI, forming one of the most ambitious, vertically integrated innovation engines on (and off) Earth → spacex.com/updates#xai-joins…
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the decision-making of this individual needs to be evaluated.
Hospital evacuated after 8-inch WWI artillery shell discovered in patient’s butt nypost.com/2026/02/02/lifest…
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what's everyone's take on NAKA? purchased first 21 BTC which puts them at ~64 mNAV. highly inflated price anticipating more BTC purchases in the future, and definitely not sustainable.
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raise them right from day 1. my daughters put together this performance and crowd with their critters. "milk and cereal", performed by @glove
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Scott Bice retweeted
Watch Starship's eighth flight test → spacex.com/launches/mission/… nitter.gq/i/broadcasts/1djGXVjnX…
