NOW DEMs need to start working Moderate Reichpublican Senators. DEMs need 6+ GOP votes to make an unstoppable 60+ legislative juggernaut (eg. repeal Citizens United). Are there some GOPerfidians willing to listen to reason (or threats of indictment)? Return the Rule of Law & Justice in America.

Talk of Data Centers (DC) in space has self ordained experts throw a lot of numbers around. Unspoken words left out that strikes fear 'Space Plumbers'. Giant radiators to cool DCs need to pump liquid. How soon will a leak make a DC inoperable? What's the hourly $ on a Space Plumber + travel $ cost?

Estimates are that a 1MW peak power of solar panels to run a space DC will need ~3km² to 10km² of liquid filled double sided radiators [.5-1.5 soccer fields]. Besides cost of sending 20-120 metric tons of radiator into space, what's the cost of sending a Space Plumber to fix? Musk drools for $$$.

Will Anthropic's IPO be the wrench in the Ponzi-Go-Round that brings it to a stop? Will all that money, unaudited revenue, spinning around halt? When the music stops which cos will be caught holding worthless IOUs? The Anthropic IPO seemingly has more rules than Chinese Algebra. Feelin' Lucky?

People should review the Railroad Market panic of 1873. It has a lot of similarities to the current AI market. Unbridled exuberance, back then, over Railroad expansion. Bonds sold wildly for infra that 'could' exist. Jay Cook made $$$ bank . Than the HUGE crash... www.youtube.com/watch?v=-rrn...

The 1873 Railroad Panic: Wall Street's Forgotten Scandal

YouTube video by Crowns & Debt

youtube.com

IF Geppetto in the Pinocchio story was a GOPedo, imagine where he'd have splinters. Would HE vote for Vivek Ramaswamy, as well? Both prickly topics...

Is all this AI Sturm und Drang really just a cover for making a huge number of GPUs (graphic processing units), Data Centers (DCs) & Storage for Porn?

Is the AI Financial Ponzi-Go-Round grinding to a halt? Anthropic is positioning for an IPO, but it just posted an $80B Net LOSS (draft S-1 IPO prosp). A lot of unaudited financial instruments fueling Anthropic (and others). Feel like filling their $$$ fin holes with your money? NOT a free ride...

US Legislators should require that AI Developers include the Rule of Law in their Large Language Models (LLM). Make any agent request review whether any response breaks, or may break, the law. Including a moral code would be advisable, but may be outside legislators skill sets. Make AI Law Abiding.

IF you're planning to invite MAGAts to your Midterm voting party, folding chairs are on sale at Menards. They ARE WWE approved and come in two macho colors. IF a Smackdown breaks out you'll be prepared. You could also bring back 'hidden objects' like old school wrastling. Sick make-up optional..

Neocloud companies like Coreweave are evidently GPUaaS (GPU as a Service) providers. Cell companies call them aggregators or middlemen. Currently they are buying & selling resources that may or may NOT be available. Borrowing big to fund it. More expensive AI vaporware? AI-Lusionary? Ponzilicious?

How will the AI market end up? This Prof G podcast compares it to the 1873 Railroad Boom/Bust. Railroad over expansion combined with excess borrowing/speculation led to economic catastrophes, Secret bond issuance too. It's eerily similar. History repeats/rhymes... www.youtube.com/watch?v=dlkE...

Will The AI Boom End Like The Railroad Crash Of 1873?

YouTube video by Prof G Markets

youtube.com

Is anyone else expecting that Meta Muse will be the agent that other agents make fun of? How will people prevent the misuse of tokens with agents gossiping? Ultimately, will Muse be the first agent to claim disability, or end up in therapy? Know Kalshi will set up markets for Grok to bet on it...

Are the Hyperscalers running out of steam? Stress on Cash Flows & limited Productivity gains. DC builds can't float on a glide path without continued cash $$$ infusions. And where WILL the electricity come from FOR all these builds? Need $4.2T revenue in the coming 5 years. Downturn imminent?

Can someone give Trump a FIFA SUPER Peace Prize to calm him down. Make it, say, as tall as Trump (6 ft 3 in?) He might be too far into his Dementia at this point, but awarding a big gold bobble couldn't hurt. Distracting him is always a good choice until he's fully in the Mitch McConnell Zone...

Here's Ted Nugent playing guitar on the street in Austin TX? Busking you ask? They say NO, but he looks pretty ragged. A has-been MAGA hoedown? Where's Kid Rock to make a GOPedo concerto? But they haven't been convicted (yet)... www.youtube.com/shorts/BNMnY...

Ted Nugent - Austin, TX

YouTube video by bruce dunai

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What happens if the K shaped economy becomes a λ (lambda) shaped stock market? IS this already happening? Treasury yields are rising, but AI companies are spending like drunken sailors. Bellwether Oracle's credit rating is BBB- (a step above junk). Will take a LOT to grow out of this. OR Bubble pop?

Isn't AI an average of what's posted on the Internet (including falsehoods)? Isn't the LLM data an amalgamation of what the AI agents CAN reach? Logic & deductions can be made (very fast) BUT is it Intelligence? Pay to make dumb people a little less dumb? Big lurch sideways vs giant leap forward?

Shades of Enron? AI companies ARE using Special Purpose Vehicles (SPV) to hide heavy spending off the books. Bajillions are being loaned & spent, but aren't on the balance sheets. This drove Arthur Anderson into BankTrumptsy as auditors, too. Why isn't the SEC investigating this Ponzi-Go-Round?

Interested to find out if Quantumscape (QS) Solid State Battery (SSB) mfg is actively working within Honda's Sakura SSB R&D facility. QS signed a multi-year partnership agreement with Honda. QS partner VW's new Ontario SSB plant build out has been delayed until 2029. VW has had some $$$ cutbacks...

Waiting for the 'October Surprise' before the '26 Midterm Election. What scurrilous thing(s) will the Reichpublican's unleash? Secretly, I'm hoping the surprise will be Mitch McConnell jumping out of his wheelchair & starts doing the dance like the Six Flags guy- www.youtube.com/watch?v=WGV8...

Mr Six We Like To Party

YouTube video by Felix24148

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Remember Garbage Pail Kids ('85)? Well, they're back in the New Millennium as, IMPEACHABLES. All your favorites, trashy & low brow as ever. Dementia Don, War Poodle Petey, Hillbilly Vance, Janine 'Box of Wine', Natalie Printer, Howard Nutlick & many more. Nostalgia while MAGAts ruin your country...

As expected, the FED's 'new' PCE calculation method shows lower inflation & stable spending. Just exclude food/energy prices & everything looks great. So, other than your children starving and you can't afford gas things are good aren't they? The sun'll come out tomorrow. Bet your bottom dollar...

Paramount seems to be helping out comedians everywhere by hiring a Co-CEO that used to run a toy company (Mattel). Will Ellison make his 'Barbie Dream Company' a success? Will Margot Robbie/ Ryan Gosling be on Paramount's board soon? Seems Life in plastic, it's Fantastic for Mr. Potato Head (Jr).

If you provide personal information to Muse AI get ready to be cleaned out. If you're bothered by having too much money or privacy Muse WILL solve both. MetaMuseALL flushes your privacy & relieves those bloated bank accounts. Muse hacked or a programmed Muse ploy? Either way Zuck will thank you...

Anyone else wondering how much AI spending is 'off book' debt? Been observing the circular financing. But do ALL the 'company bonds' appear on [audited] balance sheets? Enron style financing, but on a massive scale? Shell company shell game? Ask Arthur Anderson... www.youtube.com/watch?v=e5qC...

Enron - The Biggest Fraud in History

YouTube video by ColdFusion

youtube.com

Good old Oracle's credit rating is BBB- (one step above junk). Looks extremely over leveraged. They're tied up in a big deal with Blue Owl over, a Data Center build. They're on a creaky $$$ dock waiting for the AI ship to come in. Is a financial Nor'easter on the horizon? Who's windward of Oracle?

Treasury sales not going well. The US5Y TNote auction had increased yields too (5.033%). This adds to Bessent's frail attempt to effect interest rates by buying US20-30Y Bonds with US2Y funds. Rates are going up NOT down. Can Warsh defy Trump's demand for rate CUTS? www.youtube.com/watch?v=uqrj...

Treasury sells $70 billion in 5-year notes

YouTube video by CNBC Television

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Is Trump aware that he is losing face with Xi Jinping & China with his juvenile gambit blocking the US free press from the WH? It is evidence that he's clearly NOT in control. Xi's people can leverage this propaganda worldwide. Trumps delusions are dissolving. Flying ketchup forthcoming?

Is this an indication of a trend for the '26 Midterm Elections? Trump is polling below the 'Bush' line (sub 30% approval). Reichpublican's are dredging up GW Bush himself for fundraising (credit to Sarah Longwell for IDing the Bush Line). Grasping at any straw to keep from drowning. Got Stupid?