If you’re a macro investor, connect the dots for a second. Markets are pricing in a September hike, yields are surging, and the consensus is completely taking the bait. Druckenmiller who literally trained both Warsh and Bessent publicly takes a swing at Bessent’s bond market interventions. Bessent plays along, firing right back. Meanwhile, Warsh and Druck wrote this piece calling on the Fed to hold off on hikes in 18. It’s a masterclass in narrative control imo. Warsh gets styled as the uncompromised hawk to buy the central bank maximum market credibility even though everyone knows the core mandate from Trump is to cut rates. Trump throws up a bone, gets a deal with Iran. Crude gets crushed-> yields come down, energy drops, and inflation cools. Warsh gets his cover to aggressively cut, equities rip to fresh all time highs, and the Admin claims its "Golden Age." I mean come on it’s too obvious!!!

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.

give us a few days

I'm writing a guide to pstack! Here's part one.

@bot iOS pro tip: turn on trackpad mode. move the cursor like you're on a laptop instead of poking a phone-sized desktop. huge upgrade for anything that needs precision.

hi can I get 7 more followers so I can be an influencer thanks

check back in a few weeks

This morning I asked if anyone had actually connected Grok Bot to their bank accounts yet... then, despite the potential risks, I went and did it myself. I worked on this all day today. I created my own Grok Bot and made it my personal CFO. I gave it FULL access to my bank accounts (personal, business, all the credit cards sitting in there, literally everything), my Apple Card, and even 𝕏 Money. And I plan on adding other accounts later, but for now I added my mains. Now I just ask it for a simple update of today's personal financial status and it immediately gives me: 1/ my $ cash on hand right now - split between personal and business 2/ every single credit card bill coming up, in order by due date 3/ whether I have enough $ cash to pay each one in full (today I moved some $ around so that I am short to see if it would accurately give the right info... it did) Green means I have the $ money. 🟢 Red means I don’t 🔴… and it tells me exactly how much extra $ I need to cover that bill. Also, if a card is due within a week and it’s still red, it reminds me every day with suggestions on how to pay for it, until it goes green. I always pay my statements in full so that’s really the only question I care about when I open my eyes. Can I cover what’s coming, or am I short? I also asked it to pull the last 3 months (June, July, and August) of spending from all my accounts and turn it into pie charts. You can literally see where all the $ money went this summer. I didn’t open a spreadsheet. I just asked it via text. HOWEVER, two things I don’t love so far is that I keep having to sign in again to the accounts when it goes idle. And the banks treat it like a new device, so I had to call them and tell them I logged in from a new device. It honestly was kind of annoying, but I get it for security reasons. Everything else has been sooooo worth it. This is only day 1 and I’m going to keep making it better. I still have to say yes before it actually pays anything, move things, anything actionable, which I actually prefer. My significant other told me ABSOLUTELY NOT on doing this bc she thinks something bad would happen if I give the most powerful AI that much access. I did it anyway. Elon even replied to me and said try it out... so I gave it a shot. And btw, I was already good with $ money. I’ve NEVER made a late payment. I’ve always been on top of my finances. But this Grok Bot just totally supercharged me. Like I can ask… I have tenants X, Y, and Z, when did they usually pay me during the month for the last year… and it just gives me a list of when they paid and how much. Just by asking. It’s so wild that I can even do this right now from my computer, my phone, iPad... basically anywhere I can get access to my Grok Bots from. I used to click through a million screens just to answer a simple question and use a whole day to get a breakdown of my finances. Now I just message my CFO like a person. Grok Bot is truly a game changer!

AI leaders need to worry less about explaining the benefits of AI and do more to deliver the benefits of AI. Prove out the abundance thesis early, and make THAT visible.

Get started with Grok Bot.

🚨 Good news for SuperGrok Heavy users. People who already claimed Cursor Ultra through the $300/month SuperGrok Heavy plan will keep it. I got confirmation we are being grandfathered in ✅ The deal is no longer available for new subscribers. But existing users won't lose access. A lot of people were worried this was being taken away. It isn't.

One of the best things I gave my Grok Bot... Was its own email address. Now it can: → Send emails → Receive replies → Verify accounts → Sign up for websites → Use email inside its own workflows Takes 2 minutes... Now it can do a LOT more without me.

Just released our AI Compute 'Keystone' Model: a market-clearing engine for AI compute, 2026 to 2040, with uncertainty built in - simulated across thousands of assumption permutations. It brings together nine months of our terrestrial and orbital compute work into one framework, built to test any assumption against a very uncertain AI future. Whilst building this, three takeaways have stuck with me particularly: 1. Tools, financial modeling and other, are changing fast. Elon replied to a post last week by an engineer who recalled AI seems akin to when they stopped reading assembly once they trusted the compiler.... "source code is on the verge of becoming like assembly". This describes exactly what I've felt is happening to financial modeling too. Traditional Excel simplified by necessity, because complexity buried in cells is hard to audit practically. LLM + code inverts that: richer architecture, live links to external data, tests built into every iteration. Our 46-tab Excel workbook and our Python engine compute everything twice; across 513 tracked outputs they agree to 2.11×10⁻¹⁴. Complexity used to cost audit-ability and Im starting to believe that paradigm is flipping... interaction with complex systems/models is being revolutionized by LLMs. This is the first model we're encouraging our clients to engage with via LLM, because the learning velocity is so much larger. 2. Its ironic that today orbital datacenter compute is considered a niche...because the model suggests it will be a necessary condition for AI continuing to scale in the 2030s. Our demand assumptions sit below the leading labs' claims, and orbital still ends up carrying the market. Terrestrial capacity peaks at 111 GW in 2031. By 2040 the fleet (excluding training) runs ~488 GW....~438 GW of it orbital (~90%). People treat orbital data centers as a bonus to supply. In our model, they are what keeps it scaling at attractive economics once the terrestrial grid can't. 3. Demand and supply are one system. Every one of the 5,000 futures is the same ebb and flow: demand multiplying against technology deflating. Cheaper compute recruits new demand....new demand funds capacity and faster chips...faster chips make compute cheaper still. If chips stop improving, prices stop deflating, and realized demand falls. The deflation and adoption equilibrium is a growth engine. The deflation and adoption equilibrium is a growth engine. This is why compute supply can grow 180x through 2040, whilst compute market revenue only grows ~7x to ~$3.2T a year... 96% of the volume growth is given back in price. No one has a narrow projection for a technology this unprecedented, us included. What Im proud to say we have is a framework built to evolve that will absorb history as it arrives and will narrow the space of futures that remain. We've published a public brief on the high-level takeaways from the model here 🧐: research.33fg.com/analysis/b…

Hey everyone! I'm new to X but I've been watching Twitter since 2008. I’m not naturally someone who posts online which is why I've never had an account. This kind of thing has always felt a little uncomfortable for me. But I’ve been learning so much with AI and building things I never thought I could, and it feels wrong to keep all of that to myself. I know there are a lot of people like me who have ideas, or want to keep up, but stay quiet because they’re scared they don’t know enough or they’ll look stupid. I’ve felt that and still feeling that way. One thing I'm learning is to be comfortable with being uncomfortable. So I’m going to start sharing what I’ve learned and what I'm learning along the way. If anything it will be a great way for me to express myself in ways I haven't before and keep a personal log of what I've been doing. A little bit about me. I'm a CPA and I've been building and leading accounting ops teams for the last 15 years and currently work at a large tech company in the Bay Area. I’m non technical and never written a line of code in my life. I always wanted to build things, but I didn’t know how to code and didn't want to pay someone to do it for me, so a lot of ideas just sat there. AI changed that for me. I’ve been learning and building with it, and honestly it’s been the most fun I’ve had in my career. This is the beginning of me sharing what I've learned and what I'm figuring it out along the way. The good and the bad. The wins and the mistakes. I want to be completely real and authentic and will never post anything that isn't true or a waste of your time. I’ll be posting about AI, building things as a non-engineer, accounting and finance, work and family life, and the lessons I’m picking up as I go. I truly feel AI is changing the world for the better and if I can help in the adoption of AI for others to see the immense benefits it will bring to them and humanity I feel an obligation to do so. If that sounds useful or engaging, please stick around.