Wild 24 hours for AI and lots of different proposals have been made. TLDR; the only *tangible* new fact is that OpenAI and Anthropic are going to have embedded 3rd party evaluators from unknown organizations with Dario floating METR as a possibility. Having 3rd party evaluators…↗

Regret the tone of my post on data centers yesterday. What I should have said: There were reasonable concerns about data centers 18ish months ago: water, taxes, jobs, electricity prices, the environment and what they would do to small towns. Well-structured data center projects…↗

Data centers are awesome for America in every way.↗

Super fun to do this again with @patrick_oshag Randomly ran into Patrick in Palo Alto last Tuesday and recorded this on Wednesday when the AI complex was 35-40%ish off its June highs.↗