“I'm predicting it now. They got all the donations from the data center and tech folks. Then election comes up. Hey. AI is not popular. Great. We're anti data center. Now here we go. After the election, they get their office for another two to four years. You know what their position's gonna be? We sat down with the data center people. We made peace.”
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Observable shifts in public statements and policy positions by named politicians (Abbott, Shapiro, Hochul) regarding data center support before and after elections, compared to their current positions.
Jason predicts Elon/SpaceX will demonstrate serious amounts of compute in space within the next year (by 2027).
Jason predicts hardware costs will drop 50% every two years while power/capability doubles every two years.
The Pentagon will lend FluidStack $5 billion for AI infrastructure, marking the largest loan from the department's office of strategic capital.
Apple will release cheaper iPhone models in spring 2027.
Jason predicts millions of drivers will lose their jobs within ten years due to AI/autonomous vehicles.
Jason predicts that open source models will dominate enterprise AI spending, not frontier models from OpenAI/Anthropic.
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