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Jeremy Diamond ☕️

@dmnd.me

Dad. Data business encabulator. Pizza robot whisperer. Born lucky.

29143 Posts5099 Follower1906 Folgt
Jeremy Diamond ☕️@dmnd.me · 57m ago

Starting to see "they don't deserve good faith" reactions to this and the problem I have with that is we have examples of actual good faith negotiations that landed tens of millions of investment into local communities and, in at least one instance, residents responded by voting everyone out.

Jeremy Diamond ☕️@dmnd.me · 14h ago

First, and most importantly, anti-data center folks refuse to believe data center developers and tech companies engage in good faith. They have staked out a purely reactionary position. Negotiation is useless. Just reject everything by default. They're playing this as Always Defect.

I find it frustrating, personally, when anti-data center organizers say that the job creation is a myth. Because I think that 500 six-figure jobs, for folks who go through apprenticeships but maybe don’t need college degrees, that last two to six years — that’s enough time to build a family, that’s enough time to buy a home. I think it’s supermeaningful. And when I talk to technicians, when I talk to workers, clearly it was extremely meaningful work. One of the things that was the most surprising to me, when I talked to data center activists, was that they responded to so many of the pro arguments with: I don’t believe them. So this company says that they are going to treat the water with chemicals in it so that it doesn’t flow into the lakes. People would say: I don’t believe them. I don’t think they can do it.
Jeremy Diamond ☕️@dmnd.me · 2h ago

Related to this, here is Microsoft CFO Amy Hood on their most recent earnings call. The tech companies want and expect flexibility in their data center construction operations. This is the opposite of binding commitments!

The investment into land and data center builds is actually quite flexible. It's a smaller percentage of the overall cost structure, and timing can be changed on much of that, especially on the builds, or you can stagger the timing of the build out of, as I was saying, some of the GPUs and CPUs that you plan to put in. And so, when you think about being able to manage through that, hyperscalers have been doing that for quite a long time in terms of having the flexibility and the understanding of manage those changes in demand.
Jeremy Diamond ☕️@dmnd.me · 14h ago

Second: These companies might be giants that will outlast any bust, but the industry and this buildout is so new and unprecedented that folks are rightfully worried about who will be responsible for the gigantic single-use facility about to be built. They want real, binding commitments.

And so I think that people worry about what happens if the A.I. bubble pops. Or if maybe it doesn’t pop and the data center developers just decide: Never mind, we want to build elsewhere. Never mind, this data center isn’t good enough. We have newer, better technology. And who’s going to be left holding the bag? That was the question I heard over and over again.
Jeremy Diamond ☕️@dmnd.me · 2h ago

Excited to see how the NYT tries to undermine his campaign Gonna try to connect him to Mamdani every which way they can and just assume you agree with them that Mamdani is Suspicious

The New York Times@nytimes.com · 2h ago

Dr. Abdul El-Sayed won the Democratic primary race for Senate in Michigan on Tuesday, according to The Associated Press, defeating Haley Stevens, a four-term moderate. This victory signaled liberal voters’ anti-establishment mood and shifting sentiment against Israel. nyti.ms/4hgCOvS

Snowden St.@snowden.st · 13h ago

great thread by Jeremy, and I think this element is exceptionally hard for a finance-heavy industry and investment space to grasp at times— for many many people, money isn’t an effective eraser of doubts. It might increase willingness in some cases, but it can also paradoxically fuel resistance.

Jeremy Diamond ☕️@dmnd.me · 13h ago

Last thing: It's not enough for residents to get an improved tax base or even direct payments. This is a unique situation where folks specifically disapprove of the product. They want to be proud of the product.

And so this question of: Yeah, you guys are going to create these very tangible impacts and, to their view, harms, on specific communities that are not the communities benefiting from this technology — at least they don’t see the benefits yet — they don’t see the cancer cures, they don’t see themselves getting these $10 million salaries that the A.I. researchers are getting. I think it feels to a lot of these folks like they are pawns in some tech billionaire’s game, and they do not like to feel that way.
Katherine Alejandra Cross@quinnae.com · 11h ago

Leave it to Sawant to be the sorest loser tonight in a crowded field. I give her four Brianna Wus out of four for her dismal matching of campaign and constituency; just a disaster waiting to happen, ready to blame everyone but herself.

Sawant campaign subdued as results come in Kshama Sawant gathered with a clutch of advisers after Tuesday’s vote count came in, showing the socialist former Seattle City Council member running third in the race for Washington’s 9th Congressional District. Then she railed against her opponents, blaming union leaders for endorsing U.S. Rep. Adam Smith, the incumbent Democrat; “corporate media” for their coverage of the race; and another opponent, Melissa Chaudhry, for splitting the leftist vote. Smith had 51% of the vote Tuesday night. Republican Doug Basler had 24%. Sawant had 13%. Chaudhry had 11%. The district includes parts of Seattle, the Eastside and South King County. “Shame on Melissa Chaudhry,” Sawant shouted, to boos and hisses from the crowd. “You can’t only run campaigns that are safe because that is where the sellout begins,” she added. “If we cede to a feeling of demoralization than we let the capitalist class win.” —David Gutman
Micah@rincewind.run · 13h ago

folks this is what Vote Blue No Matter Who actually means we buckle down and beat Mike Rogers in November no matter how this finishes

Dr Space Junk (Alice Gorman)@drspacejunk.bsky.social · 18h ago

In my observation of AI chatbots: women are not used to being validated. We also have the bullshit radars of an oppressed class. Sycophancy is annoying but a refreshing change. For men, sycophancy builds the validation of the patriarchy to dizzying heights.