“The Pentagon is in talks to lend FluidStack five billion dollars for AI infrastructure, Jason. It'll be the largest loan the department's office of strategic capital has ever made.”
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Pentagon's office of strategic capital completes a $5 billion loan to FluidStack for AI infrastructure.
Jason predicts that politicians who currently support data centers will flip to opposing them before elections, then flip back to supporting them after winning re-election.
Jason predicts Elon/SpaceX will demonstrate serious amounts of compute in space within the next year (by 2027).
Jason predicts that open source models will dominate enterprise AI spending, not frontier models from OpenAI/Anthropic.
Apple will release cheaper iPhone models in spring 2027.
Jason predicts hardware costs will drop 50% every two years while power/capability doubles every two years.
Jason predicts millions of drivers will lose their jobs within ten years due to AI/autonomous vehicles.
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