New #Substack post - "Why is it called the #PeopleSwitch Diaries? And what’s a #PeopleSwitch anyway?" petergjones.substack.com/p/why-the-pe...
Peter Jones
@petergjones.bsky.social
WARNING - includes politics! This is me, not Cisco, not Ethernet Alliance(EA), etc #ConcernedCitizen, Cisco Distinguished Engineer, EA chair, IEEE 802.3 participant. https://petergjones.substack.com/
#CapeFearAdvisors on #SpaceX financials in the first quarterly report after the IPO. Projected capital spend through 2030 went from $235B to $400B even as #Terafab receded into the distance. open.substack.com/pub/capefear...
SpaceX, Adding It Up: The $̶2̶3̶5̶ $400 Billion Cash Gap
An AI company with a rocket hobby: one quarter on, the same plan comes to about $400 billion, and every added dollar is the AI build.
capefearadvisors.substack.com
More on how the AI DC build out is being funded. open.substack.com/pub/globalda...
The Lenders Are Not Underwriting Anthropic. They Are Underwriting Google.
Google guarantees the leases and takes 20 percent of Anthropic's Texas campus. Inside the credit substitution behind the $15 billion Nexus deal, and the $35 billion backstop template it extends.
globaldatacenterhub.com
#SemiAnalysis on the rise of #Modular (aka #Lego) DC builds. The key is time to revenue. open.substack.com/pub/semianal...
#SemiAnalysis on financing the AI build out. NOTE WELL: they are forecasting: "Annual AI Capex - <snip> will be well north of $2T in 2028. Cumulative AI Capex from 2024 to 2029 will reach ~$11.1T." open.substack.com/pub/semianal...
Nice simple summary of what's needed to support #GenAI. open.substack.com/pub/globalda...
The Five Systems Inside Every Data Center (And Why AI Is Breaking All of Them)
Every ChatGPT answer travels through five separate systems in one building. AI has pushed each one past what it was built to do.
globaldatacenterhub.com
#OpenAI agents attack #HuggingFace. Oops! What's the law and what should be the law?
When Reporting an AI Security Incident Is Not Mandatory
A recent AI security incident during a frontier model internal evaluation demonstrates the need for better information sharing requirements.
lawfaremedia.org
Takeaways from Cignal.AI on their latest Optical Circuit Switching(#OCS) Market report (see cignal.ai/2026/07/opti...).
RFC 1925 - The Twelve Networking Truths - Rule 11 at work in the Tech industry. Warning - contains extremely dry Irish humor/sarcasm.
Tech Bros Inventing Things That Already Exist
Ad: 🔒Remove your personal information from the web at https://joindeleteme.com/BOYLE and use code BOYLE for 20% off 🙌 DeleteMe international Plans: https://international.joindeleteme.com It seems…
youtu.be
Here's the latest from the #PeopleSwitch Diaries: Hosting 37 Colombian MBA students from Universidad EAFIT at Cisco San Jose. open.substack.com/pub/petergjo...
Universidad EAFIT MBA Cisco visit
Colombian MBA students visiting Silicon Valley
open.substack.com
Sound familiar? “Multitaskers are terrible at ignoring irrelevant information; they’re terrible at keeping information in their head nicely and neatly organized; and they’re terrible at switching from one task to another.” thereader.mitpress.mit.edu/how-multitas...
#BlastFromThePast #DatacommHistory at #SharkFest26 This is a functional HP4952A Serial Protocol Analyzer I purchased on eBay. I used this when I was doing pre/post sales support for networking gear in the US from mid 1989-mid1990. Thanks @wiresharkfoundation.org
Horrifying #FailureOfGovernment www.texastribune.org/2026/07/15/t...
Houston ICE shooting shows likely law enforcement policy violations
More than a dozen attorneys and former law enforcement officials reviewed footage of the deadly ICE car pursuit for The Texas Tribune. They said ICE’s tactics were breaking with best practice and poss...
texastribune.org
#WorthReading #Crypto and #MemeCoins open.substack.com/pub/moneypow...
Memecoins are Stupid, But they Cannot Be Ignored
Crypto is perennially confusing because most who write about crypto fall into one of two camps: people trying to pump their bags and people polemicizing against the bag-pumpers.
moneypower.substack.com
#WorthReading from #TheAtlantic The work of building efficient, scalable AI systems hasn't been done, Alex Reisner argues.
Generative AI Is an Engineering Disaster
A shockingly inefficient trillion-dollar project
theatlantic.com
#WorthReading continued open.substack.com/pub/harrylit...
A Foul Smell from the ICE Fatal Shooting in Texas
The feds try to smother investigation into the death of Lorenzo Salgado Araujo.
open.substack.com
#WorthReading Continued government violence against it's residents. open.substack.com/pub/thebulwa...
#WorthReading Continued government violence against it's residents. open.substack.com/pub/thebulwa...
An American Life Cut Short
ICE ended Lorenzo Salgado Araujo’s American Dream.
open.substack.com