It’s not too late for John Edwards to get back in the game

Ladies and gentlemen...The War on Christmas.

1. Old infrastructure like coal plants too expensive to operate 2. Increased frequency of natural disasters jacking up repair costs 3. AI data centers 1. Replace coal plants with gas, renewables, & batteries 2. Reform permitting and increase incentives for home solar + storage 3. Butlerian Jihad

“with the surcharge the clearest sign yet of how deeply its structure has been disrupted by Trump’s levies. The price for aluminum delivered to the US, including the benchmark price & the Midwest premium, reached a record high last week as stockpiles shrink." 🔌💡🔌🚗 www.bloomberg.com/news/article...

'Company employees have also “spent hundreds & hundreds and hundreds of hours counter-sourcing product, pausing production, restarting production, rushing production, running price analysis, cost analysis, shipping analysis,” Abel said. “I spent zero minutes on tariffs before this administration”'

Cars and light trucks just get more expensive from here. Hard to not see persistent autos inflation for a couple years at least. 🔌💡🔌🚗 From this morning’s The Electric newsletter:

Broke: Papal call for Crusade Woke: Papal call for Butlerian Jihad

I don’t have numbers, but I'll repeat until I’m blue in the face that I expect this is what ultimately brings a rapid triumph of EVs over ICE. Easier to automate manufacturing + maintenance of the latter in a world increasingly difficult to find tradespeople. Costs go in opposite directions. 🔌💡🔌🚗

What perfect album came out the year you turned 16?

“...this is the worst six-month period in the South’s modern economic development history regarding job- and investment-generating deals announced publicly by a corporation." Trump is utterly devastating the South’s manufacturing economy. 🔌💡🔌🚗 sb-d.com/news/article...

butlerian jihad now

"I think he’s doing it to show strength. He puts up walls, he uses tariffs, he wants this all to make him look mighty and strong while he’s actually weakening the economy by eliminating the very industrial strategy that led….companies like Intel to be born." 🔌💡 www.politico.com/news/magazin...

The Christian right for decades has fear-mongered that federal agents (under Dem presidents) would "criminalize" Christianity and literally prevent them from worshipping. Now that Trump's stormtroopers are doing it ... crickets

More robots. China hosted world games.. for robots. Enjoy.

they're calling it "the most south carolina in-game stat ever devised"

Welp, looks like ND is a playoff lock now.

How finalized are we talking here

My hottest take… If you care about the future of America, it is your patriotic duty to get more people sportspoasting on Bluesky

Aggies

A&M deserves to drop out of the Top 10 if they don’t make this close in the second half.

I have said a lot of nice things about the Catholic Church this year so I feel I need to balance things out a bit. *clears throat* May horrible (non-injury) things happen to Notre Dame on the field today.

I made it a personal goal to never use the “Department of War” moniker while at DOE. I wasn’t much for political correctness in the last admin, and felt no compulsion to indulge it in this one. This is the agency branding equivalent of a suburban man buying an F-250 to compensate for…inadequacies.

I was with a former senior Joint Office official last week at an event and joked to him that if I’d put survival odds on every DOE (slash DOT) fiefdom heading into this year, his would have ranked near the bottom. And yet, they’re going to make out better than just about anyone. Incredible. 🔌💡🔌🚗

*Waylon Jennings voice* “Them face-eating leopards are at it again!" www.bloomberg.com/news/article...

I guess he draws the line at taking Amtrak.

One of the stupidest things I had to witness up close this year at DOE was the full-on effort to throw money at defunct or dying coal assets, all because Trump made a bunch of economically illiterate promises on camera. Americans will pay a steep price for it. 🔌💡 heatmap.news/energy/coal-...

We should bring back institutionalization just for people claiming to be in relationships with their computers

The rebalancing of supply chains away from Chinese (or other at-risk) suppliers will inevitably come with higher costs, passed onto consumers. Buying, owning, and insuring cars only gets more expensive from here. 🔌🚗 www.bloomberg.com/news/article...

If you need me, tap me on the shoulder. I’ll be happily working all day listening to this on a loop.

Yeah we’re rapidly approaching the “ends in tears” stage of the hype cycle. www.wsj.com/tech/ai/when...

Wishlist for this park: 1. Connectivity between 14th/15th and MARTA Arts Center Station. 2. Two or three retail spaces, including a glass-cased cafe with outdoor seating 3. Retention pond 4. Family-oriented programming (i.e., small playground)

Okay new plan gents… $100B national HSR buildout using Alstom choo choos and ABB infrastructure

Of all the made up numbers we’ve seen thus far, $200B from Switzerland is easiest the fakest of all them. They’d struggle to conjure $20B.

Wonder how much actual overlap there is between the crypto set and “entrepreneurial” house flipper who now finds themselves deeply illiquid on the latter. I always assumed it was high correlation, but haven’t seen any data.

Stocks/crypto down pushes Trump approval down which lowers GOP/independent confidence which pushes stocks down…to the extent it’s been a Trump momentum trade that might be broken.

Thrilled my bananas are now going to drop from “too cheap to care what they cost” to “still too cheap to care what they cost"

we talk too much about the male loneliness crisis and not enough about the male suckerfication crisis maxread.substack.com/p/prediction...

“...the investments would be limited to commercially viable projects..." And this here is the rub. The Administration wants to get these “trade deal” countries to fund what are effectively un-investable projects. It’s just not going to happen. They’re not stupid. www.bloomberg.com/news/article...

Honestly more concerned at this point that AI is going to wipe out millions of jobs because of what it does to VC and shareholder expectations than actually replacing human labor productivity

See the nice thing about being a Mitt Romney stan and putting a huge premium on personal character in my politicians is I’ve never had to wonder “hey, is my guy going to end up implicated in some New York fixer’s pedophile ring?"

Honestly I’m surprised we haven’t seen environmentalists pivot to microplastics harder, and make common cause with MAHA to attack the oil industry

Lmao. This situation lasted like three minutes until some teleoperator clearly tapped in and turned the Waymo around

This is both… 1. The sharpest commentary I’ve seen from Matt in a long while. 2. The wrong messenger, given Matt has spent his entire career pontificating about the way things should work without having ever spent time actually doing things in the real world.

If I was the mayor of Atlanta, the poster child for ineffective governance and inability to get voter-approved transportation projects built, I might focus on getting shit built in my own city before making promises about getting my neighbors to follow suit.

And here I was, thinking I could finally plow through The Prize without distraction. Alas.