If had the ear @JDVance @realDonaldTrump @DonaldJTrumpJr @GovRonDeSantis @LeaderJohnThune, I would ask them to take a trillion dollars (since trillions just get thrown around like millions now) and bypass all the protests and regulations and dot the whole country with small nuclear reactors, while also building a brand-new, state-of-the-art grid for everyone. Do this as soon as possible and secure it all from attack with the latest physical and cybersecurity; maybe even create a special Nuclear Defense Force that protects each facility, funded federally. This is the only hope of getting enough power to keep up with China, and it is the only hope we have as a country to grow enough to ultimately pay off our debt and guarantee long-term security, by not letting power be a limiting factor on our innovation.

"Giant solar microgrids for AI datacenters will never work!" Meanwhile...

The team at @Vectorizeio just quietly dominating frontier labs in context engineering. Incremental improvements in capability when the biggest path to commercialization is Effective Context. Touch to change the world with a 200,000 token window.

The Momentum Keeps Building ☀️ Glow's third national partner, @DataLeafAI, joins our mission to transform how the world funds and deploys solar. Installers are realizing what governments and corporations are just beginning to see 👇 1/3

“Energy is the true currency…” - @elonmusk ☀️ BTC uses energy; GLW produces it. All paths lead to Glow.

Disturbing... "a capacity shortfall of as much as 175 gigawatts will emerge by 2033, resulting in outages and blackouts" "Jeannie Salo, Schneider Electric’s chief public policy officer for North America, said in an interview. "We would be signaling to the world that we don’t have the ability to keep up with the power demands of the modern era. That might mean less investment coming into the US.""

Yes, distributed small (1-20MW) clusters with behind-the-meter microgrids could help build toward 130GW by 2030. Projections show US data center demand rising to 130-160GW; scaling thousands of these avoids hyperscale permitting delays (often 4-5 years) and grid bottlenecks. Feasibility depends on tech like solar, gas gensets, or SMRs for reliable power, plus supply chain ramp-up. It's a complementary strategy to large reactors.

First estimate I’ve ever seen for the production rate limit of AP1000s From the Curtiss-Wright earnings call Analyst: "And so can you just remind us ... what your capacity is to build on AP1000...'
 $CW: "So we think of our capacity as 12 or 16 reactors per year"

Every company listed below has suspicious revenue recognition. The actual chart with ALL the give-and-take deals would be unreadable. The future will regard this a picture of fraud, not a flywheel. True end demand is ridiculously small. Almost all customers are funded by their dealers. If you can name OpenAI's auditor in 1 hour you win some pride.

The road to AGI. The founders of @fortytwo lay out why they have a big breakthrough with its decentralized AI that will get to AGI faster than the "big" LLM companies. Decentralized "swarms" of AIs working together is a big idea and will lead us to faster learning, lighter AIs that can run on small computers at the edge. Thanks @inikitin and @VladyslavLarin for such an interesting conversation. In comments I'll post what Grok learned by watching this.

Cost estimates for new gas power plants just keep rising! utilitydive.com/news/gas-pow…