“I think the short term effect is that if you are a tech company that was planning to build a data center in New York, first of all, you probably weren't planning to build a data center in New York because I think that's this, you know, is generally known among the big AI companies and the hyperscalers that if you're gonna build something, you wanna build it in either Texas or some other red state that is likely to look more favorably on your project. But I think that is going to continue to happen where these data centers will open in largely red states where, you know, there are fewer Democrats to oppose them.”
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Majority of new hyperscale AI data centers announced/built in the next 1-2 years are located in red states rather than blue states.
Casey predicts the Pentagon's pressure campaign against Anthropic will not succeed in forcing them to sign the all-lawful-uses contract.
Casey Newton predicts that by end of 2026, age 16 will become the global norm for minimum age to access social media accounts.
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