#FriendOfJesus Husband/Dad, Exit/Founder CloudControlMedia-self funded, Cornell Hotelie, #BTC, Retired average triathlete, 2WTC, JETS/Mets/O's! Lived in 京都日本
Annapolis, MD
Joined January 2009
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Can't believe how hard I am rooting for then Cowboys right now! Let's go boys! #ColtsTank @nyjets @NFLDraft
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Over reaction.... is at our core as humans.
Andrew Slimmon (Senior Portfolio Manager at Morgan Stanley) on the election outcome:
Thinks local political opposition to data centers will quietly disappear once officials need the investment dollars
"I THINK THIS ISSUE IS GOING TO DIE AND VERY SILENTLY GO AWAY."
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Let's all calm down. TX - the new governor's requests are reasonable. @CIFR
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
NY Casey retweeted
1/ Everyone take a deep breath. Texas data centers aren't going anywhere. The Texas governor has very limited authority to stop them. Calls for a pause or moratorium must be approved by TCEQ—the permitting authority of Abbott appointees. Here's how Texas permitting really works👇
I would love to. The short-term market is disconnected from how well positioned we are.
@bitcoinbutcher1 lets connect to find a time
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“We are not a neocloud. We build the expressways that bring AI to market and charge a long-term toll for the right of way. Colchis’ conditional 1 GW base-load classification is a clear catalyst for how the market should value our pipeline.” @CipherInc
— Tyler Page, CEO, Cipher Digital
How about this to end a Monday? Solo Autumn golf @usnagolf @NavyFB @NUCLRGOLF @GolfChannel @LarryRinker
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Soon, scales will fall from their eyes. World will see that @elonmusk post is bullish for $CIFR Oh baby is it bullish. Elon just told the pure-play AI clouds the ATM is closed. $CIFR already has the rent checks from AWS and Google signed and sealed. More to come. While the neoclouds scramble, Cipher is the landlord collecting the lease. Generational trade opportunity. @mikealfred @Chardonnay_OG @williamwallets8 @bitcoinbutcher1 @Christine_een @datacentrebull
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
