Building apps @honeyflowhq, @sweptdating, and running @talegeninc | AI guy | ex-Amazon | Avise La Fin | 👉 Comments are my own
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Joined February 2013
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The #1 thing that GrokBot has going for it is the ability to route network traffic through your desktop on your network.
Everyone who's posting about their suffering under GrokBot, I switched some of my agentic work over to Muse. Their referral program is very nice. 1B tokens for us both using my code. Try it out.
Redeem GMT1JY in @Muse Settings within 48 hours of joining.
We both get 1 billion Muse tokens. The blob insists.
muse.ai/join
SMH sitting back and watching everyone else finally catch on to what I was screaming in early September. One of the biggest bait and switches I've seen.
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This is why I'll probably cancel GrokBot and Cursor Pro+... a separate cap just on @bot use. Hermes doesn't do this to me. It just works with any model.
I just did an internal audit of my Hermes bots, and it's pretty eye-opening. My CoS bot has been fk'ing everything up. I might write an article on this. Early to say, but a CoS bot is likely not needed at all.
This is the part the moratorium crowd never puts in the flyer. A data center showed up and teachers got $50,900 bonuses.
🚨 WOW: Teachers in one rural Louisiana parish just got bonus checks of up to $50,900.
The money came from Meta's massive AI data center being built in Richland Parish.
The construction boom more than DOUBLED the parish's sales tax haul, and teachers got their cut.
Normally that bonus check is about $10,000.
Trump says America is building data centers like nobody has ever seen before.
This is what that looks like for working people.
My process is boring on purpose. Discover: map the workflow. Prioritize: find the one handoff costing the most time. Build that. Improve after it proves value. No AI strategy decks. A working system. talegen.ai
First step is not a model. It is a free assessment, 10 questions about your processes, data, and team. You get a 0 to 100 score and one plain-English next step. Most businesses that take it do not need AI first. They need one handoff fixed.
Most small businesses do not have an AI problem. They have a handoff problem. Quoting lives in one spreadsheet, dispatch in another, follow-up in a third, and nobody can say where the job stands. That is what I built Talegen to fix.
Monday night is not about the September quarter. It is about the December guide. Apple reports after the close, call at 5 PM, with consensus near $1.98 to $1.99 a share on about $113 billion in revenue. The September quarter only holds nine days of iPhone 18 Pro sales. The holiday guide holds the whole story.
The guide killed the comeback. Intel grew data center and AI 78% to $7.3 billion, beat on revenue at $16.51 billion and on earnings at 52 cents, and fell anyway. The fourth quarter guide is $15 to $16 billion against about $17.1 billion expected. A great quarter is not a great outlook.
Spartanburg County passed a one-year datacenter moratorium. Then it wrote the exemption that lets it through anyway. A former bitcoin mine in Moore holds a 15-year, 65-megawatt power deal, so it skips the interconnection queue. The mine that got built first gets the AI build-out.
Same night, opposite verdicts. Microsoft: $92.3 billion revenue, Azure up 48% to $33.2 billion, stock up after hours. Alphabet: $127.6 billion revenue, Cloud up 103% to $30.7 billion, stock down about 10% after hours. Demand is not the problem. Cash flow is the argument now.
South Korea just showed how an AI factory gets financed. Naver signed up to $9 billion of infrastructure with Brookfield, clearing Nvidia's roughly $1 billion stake. First step: 55 megawatts early next year. America argues permits. Seoul signs contracts.
How do you build the thing 71 percent of the country does not want next door? Gallup asked in March. 48 percent strongly oppose a datacenter in their area. 7 percent strongly favor one. The fight is not in Washington. It is in the county meeting.
CoreWeave runs 1.5 gigawatts today and targets 8 by 2030. That is not a GPU roadmap. It is a power shopping list, and every gigawatt on it has to clear a grid queue and a permit docket first.
The people who built the 5-hour cap now work under it. Anthropic rolled the limit out internally, so its own engineers plan their workdays around the same window every paying customer gets.
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Permission. That is the bottleneck. Wood Mackenzie counts more than 430 gigawatts in the US pipeline, nearly 80 gigawatts under construction, and more than 400 moratoriums since January across 42 states, putting more than 100 gigawatts under scrutiny. Demand did not slow this down. The zoning hearing did.
