James Talarico has no business representing Texas in the Senate.

The AI news from this weekend must be taken in perspective. First off, let’s make clear what was NOT said: - Zero AI companies said they were slowing down development.. - Nobody said that their release cadence was going to be slower. - And nobody even said they were going to cap capabilities of future AI models. What the Anthropic CEO said, and Sam Altman from OpenAI agreed with, is that they would use third party evaluators before they release a new model. Fine. In fact, the Anthropic CEO SPECIFICALLY said, “pacing does not mean halting model training or technical progress” which I note that most media outlets forgot to put in their articles. The other thing that is important to note is: assume the worst case scenario. Let’s say AI models were more slowly released. Who would this effect? Demand for AI is NOT slowing down (se chart): Most of the demand for AI computing is for people who want inference. Not for the companies training AI models. Training happens once, but inference is going up in a straight line. In fact, slower / older models require more infrastructure to provide inference. So who wins in the worst case scenario? NVDA (inference needs lots of GPUs), MU (inference needs lots of memory), ALAB (inference needs millions of connections between the GPUs), MRVL, AVGO, etc. Let's even take a more worst case scenario. If AI models are truly a risk, the risk is from a cybersecurity standpoint. Who benefits? NET NTCT PANW CRWD NOK etc etc. You have to ask: why is the media not reporting this accurately?

❤️

Well said

This is a close race, and not every voter knows who James Talarico really is yet. So let’s be clear: James Talarico is an extreme candidate. He says God is non-binary. He says there are six genders. He wants a state income tax. And he told left-wing activists his objective is to dismantle capitalism. Those views may work in California. They’re not Texas.

Data centers = jobs Data centers = affordability Data centers = growth that outpaces our debt Data centers = infrastructure & schools Data centers = prosperity Stop data center projects in America. We decline & our adversaries take the wheel. Welcome them & America thrives.

"Microsoft’s new data center in Wisconsin will use about only four Olympic swimming pools of water this year, half as much as a car wash. Golf courses use about 30 times more water than data centers." wsj.com/opinion/data-center-…

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.

James "DEI" talarico touts his legislation to deprioritize reading, writing, and math in schools, and instead mandate focus on "restorative justice, diversity, equity, and inclusion being taught in the classroom" #TXsen

Dolly Parton, Linda Ronstadt & Emmylou Harris sing The Carter Family classic "Bury Me Under The Weeping Willow" (1976)

In his own words! James Talarico didn’t just vote against voter ID.
He said he hates it “with every fiber of my being” and wants zero poll watchers. Democrats don’t fear fair elections. They fear elections they can’t rig.

Congresswoman @Bethvanduyne: “I look at James Talarico, who is absolutely pretty much a complete DSA candidate. His views would kill Texas, and I don’t think the majority of Texans are going to agree that we need to think about trans kids all the time, that we need to put all the means of production in the government, that if you are a Christian, that you’re going to hate Christianity. I don’t believe his crazy views are going to catch on with Texans.”

I remain flabbergasted. James Talarico’s latest take is that justice depends entirely on skin color rather than facts or the law. Reducing responsible citizens to racial partisans isn’t “flattery”—it’s deeply insulting and utterly appalling.

Someone needs to rebrand data centers: Personalized cancer care centers. Wildfire prediction centers. New drug discovery centers. Fraud prevention centers. Clean-energy optimization centers. Precision agriculture centers. Extreme-weather warning centers. Personalized education centers. Traffic and logistics optimization centers. Advanced manufacturing centers. Because “data center” describes the infrastructure, not the breakthroughs its computing power makes possible.

The future of AI: "Distribute and Decentralize" ~@GavinSBaker I agree.

Harvested grapes in London, Texas with this crew I worked with at the Texas State Capitol in 1988-1991. 21st harvest at Gotneaux Creek. It was a good day.

Quintessential summer Texas day picking grapes, eating damn good BBQ, and listening to Texas country music with so many good friends, old and new. The drive to Junction/London and back, was pretty sweet too on the back roads.

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