Our Election Estimate Favors Optimistic “Back to the Future” Coalition
Since our last item – If Trump Wins – the election betting markets have narrowed, though Trump still retains a lead of 59.3% on Polymarket. The final RealClearPolitics average of national polls landed improbably as an exact TIE. Our best guess shows 312 electoral votes for Trump and 226 for Harris. Here are the most important factors we’re looking at going into Election Day. continue reading…
An Energy Epiphany?
A.I. is pushing Microsoft, Amazon, and even big banks to prioritize energy abundance. Will the EPA and SEC continue standing in their way? Last Friday, Microsoft, in the middle of an historic race for artificial intelligence dominance, announced it would purchase more than $15 billion worth of electricity from Constellation Energy in a 20-year deal. Constellation will generate the power …
Covid Censorship Proved to Be Deadly
See our op-ed in The Wall Street Journal… In the wake of the 1986 Challenger space-shuttle explosion, Nobel Prize-winning physicist Richard Feynman knew that the truth would both fuel progress and soothe the nation’s sorrow. “For a successful technology,” he said, “reality must take precedence over public relations, for Nature cannot be fooled.” For three years, pandemic public relations mocked nature, generating …
Soft Power Squared: GPT and the explosive potential of A.I. parallelism
The lightning speed emergence and evolution of OpenAI’s GPT platform, and of large language models (LLMs) in general, requires a reassessment of the innovation landscape and the economy itself. Exciting developments by giant tech companies and tinkering novices land not month by month but minute by minute. Each new era of digital advance marries a new abundance of hardware resources …
