Meta and OpenAI are building data centers equivalent to 5 nuclear power plants.
AI devours electricity and office value. This is the new "headquarters" of AI giants. My new article co-written with @dr_l_alexandre in Trends.
ECONOMY
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AI Data Centers: Massive Energy Consumption
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AI Investment Risk: 25% CAGR Growth with Binary Outcomes
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AI is growing at 25%+ CAGR
Generational wealth is being built in AI. If you invest in AI firms in 2025: you will either build massive wealth or you will wipe out 90% of your capital. Many are comparing the current AI revolution (2025) to DotCom bubble (early 2000s) – VCs -
Data Centers: The Future of AI and Infrastructure Impact
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Are Data Centers the Future of #AI? See this discussion: https://
thedailyupside.com/etf/thematics-
sectors/the-future-of-ai-etfs-may-be-data-centers/
… and AI-crunching data centers are popping up in many places, with promises of jobs and hopes for tax breaks. Server farms are reshaping local grids, plumbing, and politics: https://
andthewest.stanford.edu/2025/thirsty-f
or-power-and-water-ai-crunching-data-centers-sprout-across-the-west/
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Perplexity AI bids $34.5B for Google Chrome browser
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Perplexity AI, valued at $18B, just dropped a bombshell: an unsolicited $34.5B all-cash bid to buy Google Chrome. Yes, Chrome, the browser used by 3B+ users. They promise to keep Chromium open source, invest $3B in 2 years, and even keep Google as the default search
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Achieving AI Results at Fraction of Cost
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Wrong question. The right question is: could you do the same at a fraction of the cost?
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Hidden Paid Promotion in AI Product Marketing Undermines Trust
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Don't trust all the social media hype of AI products, a lot of it is hidden paid (this one from a popular AI tool)
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Traditional Media Crisis: Study Questions Long-Term Viability
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Study: traditional media probably can't be fixed either
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AI Wars Shape Winners and Losers of Next Economy
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The AI wars are here — and they’ll decide the winners and losers of the next economy. Speaking at @Oz_Forensics in Brasília and ANADIM in Cancun last week, my focus was on a truth that cuts across industries and borders: AI is no longer just a technology story — 𝗶𝘁’𝘀 𝗮
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AI Drivers: Assuming Human-Level Performance with New Operational Costs
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Here I'm assuming we'll have AI so good it will be able to do what a human driver can do, with no new downsides. In practice, there will be various new unit costs, including the labor cost of remote monitoring/operation.
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Labor costs represent only 20-40% of ride prices, not 90%
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You seem to assume that labor cost is 90% of the price of a ride. In reality it's 20-40%. Ride price won't drop much (there are also new costs centers that arise). In fact Waymo is currently more expensive than Uber in SF.