ai, in my opinionedition 04
edition 04 · tuesday nov 10

one chip, one week.

this little piece of glass is what the whole week was about. follow it from the factory floor to where it lives, and see who came for it along the way.

scroll slowly
01the vote
01 · the vote

america voted on ai. ai lost.

on election day, 41 towns and cities voted on data centers, the giant buildings where chips like this one do their work.

before you scroll, guess. how many of the 41 went against them?

0of 41 voted against

the one clear dot is harwood, north dakota.

ballotpedia, data center ballot measures 2026

01 · two days later

then wall street noticed.

wed close0.0%thu midday

nvidia fell 8.2% by thursday midday, and micron fell nearly 14%. ubs says about 30% of the data center capacity planned for 2028 is now at risk.

elon musk's answer the night of the results: "data centers in space looking pretty appealing right now." real plan or a joke?

al jazeera and reuters, nov 5 · tikr · the line shows the two prices, not every trade in between

02the honeypot
02 · the honeypot

who gets the chips?

the ceo of the company that makes the world's most wanted chips is at the center of a spy story. it's two stories at once. swipe between them.

confirmed

jensen huang wrote to nvidia staff, "i was unfaithful to my wife." the board opened an independent investigation and says it has no reason to believe national security or nvidia secrets were compromised.

alleged

reports say u.s. intelligence believes the woman was recruited by china's ministry of state security, and that she was an executive at megaspeed, a firm accused of smuggling $2 billion in ai chips into china. china calls the claims unfounded, and nvidia denies any improper dealings.

confirmed. swipe for what's alleged

tom's hardware, nov 8

03my take
03 · my take

fear is a fair vote.

a town that votes no on a data center is doing math, and the math isn't crazy. these buildings need a lot of power and water, and the neighbors are the ones who live with that. somebody still has to show those towns what they get back.

04 · the chip is homehome
who made this

i build ai you can feel.

agents that hold their own on a healthcare phone line, and sites like this one for businesses that want to stand out. or just tell me what you're building.

what's your business?

your site

tap one and see what yours could do.

work with me
keep up with me

the elevenlabs link is an affiliate link, so it supports me too.