America Votes Against Data Centers, Implications for Big Tech and Beyond, Were Google Bears Right All Along?

Ben and Andrew begin with reactions to this week’s elections and their implications across tech. First: The resounding rejection of AI data centers in localities across the country, why a pause in Texas is particularly problematic for U.S. AI infrastructure, widespread resentment of big tech, and the big tech blind spots that led to this point. From there: A digression SpaceX and data centers in space, why hyperscalers figure to be the beneficiaries of a buildout bottleneck, and a word about China. At the end: A Google state of the union after last week’s earnings, Reddit scrambles to adapt to a new environment, and AI Show & Tell spawns a discussion about the group chat era of software.

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AI on the Ballot — Stratechery

Data Center Discontent, Understanding the Opposition, Fixing the Problem — Stratechery Update

Halt and Catch Ire — Sharp Text

The SpaceX IPO and Data Centers in Space — Stratechery

Google Earnings, Facebook Déjà Vu, The Agent Play — Stratechery Update

The Google Capital Company — Stratechery

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