Greg Wester
@gwestr.me
Technical Product Manager for AI platforms. Previously at $NFLX, $MSFT, $CRM. Driving coach Laguna Seca, Sonoma Raceway, and Thunderhill. Based in San Francisco, CA. https://gwestr.substack.com
Are you an 18-29 yr old male day trader who feels like a failure because your Robinhood account keeps getting zero’d? Consider reading theory.
The baggies now think that SPAC X is going to disrupt every US telecom on cellular. One small problem, you still need ground spectrum regardless if your tower cost $100,000,000 to put into orbit. No spectrum, no bandwidth.
Fun fact for like 10 years nearly every wind farm was built by a hyperscaler
Legal Weed 4 SC 🌱@legalweed4sc.bsky.social · yesterdayI'd rather live next to a wind farm than a data center.
The sad thing about this is Blue Origin is going to do everything Elon promised today, because it takes discipline and focus.
Madami is doing the headline marketing socialism. One free kindergarten class. One free bag of chips at the corner store dot gov. One free bus line. Doesn’t have the purse to scale, yet. Game respect game.
Wheels down Las Vegas for a fresh hell of AI conference. The strip needs more transit accessible data centers, I have often thought. But seriously this should be fun.
*SPACE ADJUSTED EBITDA* wtf is going on?!!?!?! Is this a joke
NIMBYs are never OK, doesn’t matter the cause
Lady with an opinion@ladymitopinion.bsky.social · yesterdayA data center was just shut down in Wisconsin after the town council refused to have private talks with the developer and told them everything would include public approval That’s how it’s done, folks
Weird way of saying they employ an ecosystem of millions of people
Ononebete@ononebete.bsky.social · yesterdayMicrosoft: $101 BILLION in profits. $12.5 BILLION in tax breaks. $176 BILLION in stock buybacks. 4,800 workers fired this week. 9,000 workers fired last year. Please don't tell me trickle-down economics works. It never did. Nothing trickles down.
SpaceX: Unintentional Rocket Science, Delivered!
The Guardian@theguardian.com · 21h agoSpaceX rocket hours away from crashing into the moon in unintentional collision
Bill Maher did a good job of neutralizing the very unfair and desperate Brockovitch!
If you’re impressed with China’s solar panel exports, wait until you drive the cars!
David Roberts@volts.wtf · yesterdayDon't look now, but the world has now installed 3TW of solar. Took 10 years to get from 100GW to 1TW. Less than 3 years to get to 2TW. Less than 2 years to get to 3TW. Analysts expect *9TW* by 2036.
yea man I’d love to drive to east sacramento to visit you, my only friend with kids. i’d love to take a shower at 5AM when your kids wake everyone downstairs up. then can we order sushi in because the kids can’t behave in public? can the twins get in a fight and start crying 10 minutes into dinner?
rob@ok-but-still.bsky.social · 22h agoyea man i'd love to drive 5 hours to visit you, my only friend without kids. i'd love to take a shower in your gray bathroom and dry off with amazon basics towels. then can we go to a mexican restaurant run by white people? can your girlfriend come? can you two get in a fight 10 mins before i arrive
Questioning if the demand for AI is real in 2026 is like questioning if the demand for mobile phones was real in 2009. Nobody questioned Apple when they scaled up for 250 million phones a year, even though that seemed crazy for “a five hundred dollar phone?!!!!”
today Elon Musk will host SpaceX’s first earnings call as a publicly traded company and if you think he will be “grilled” by sell side analysts you have never listened to a TSLA call for 16 years
To buy an ORCL credit default swap you have to believe the common stock is going to 0. Wild.