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tae kim
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"Key Context" Substack covering AI & chips. Reached #1 new bestseller first 24 hrs
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Tell the truth. Be accurate. Be right
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Tell the truth. Be accurate. Be right
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Talarico is a generational political talent. He is much more authentic than the phony Ossoff. This clip feels straight out of a movie. What an incredible ad.
I’m running for the U.S. Senate.
Billionaires have taken over Texas and taken over America — but together, we can take power back for working people.
Join this movement: jamestalarico.comView quoted post on X
Like I said, AI companies will fall in line and support @GinaHinojosaTX requirements and protections demands (see CoreWeave letter to the Gov.-elect below).
The AI infrastructure buildout will go on unimpeded in Texas. taekim.substack.com/p/texas-gov-el…
The AI infrastructure buildout will go on unimpeded in Texas. taekim.substack.com/p/texas-gov-el…
.@CoreWeave writes to @GinaHinojosaTX pledging to work with her and TX communities on responsible data center developmentView quoted post on X
Given the midterm election smackdown, I expect an imminent wind-down of the Iran war is now more likely.
There is no public support for the war and politicians in Congress now understand the magnitude of that opposition. Trump should read the room.
But it still has to happen. When it does, energy prices will fall, easing inflation and the pressure on the Fed to raise rates. That should loosen financial conditions, which is a positive for AI infrastructure funding and AI stocks.
There is no public support for the war and politicians in Congress now understand the magnitude of that opposition. Trump should read the room.
But it still has to happen. When it does, energy prices will fall, easing inflation and the pressure on the Fed to raise rates. That should loosen financial conditions, which is a positive for AI infrastructure funding and AI stocks.
Fine, I'll play the Bill Ackman role here. The White House needs to realize financial conditions are tightening as markets deteriorate. Soros reflexivity at work.View quoted post on X
Credit and equity funding may dry up even though the underlying fundamentals and payback periods are solid.
We're at the end of the runway on $110+ oil, inflation and rates.
We need credible Iran war resolution now to lower energy prices/inflation/rates or risk the most senseless self-inflicted recession in history.