THE GRID WILL BREAK FIRST Texas just received requests for 226 gigawatts of data center power. The entire state runs on 85 gigawatts. Here is what nobody is telling you. ERCOT's interconnection queue nearly quadrupled in twelve months. From 63 gigawatts in December 2024 to 226 gigawatts by November 2025. Seventy-three percent is data centers. The AI infrastructure buildout is now the largest in American history. But here is the number that changes everything: 3%. Of the 226 gigawatts requested, only 7.5 gigawatts are actually connected and operating. Fifty-seven percent of the queue has not even submitted planning studies. Joshua Rhodes at UT Austin called it "laughable." His estimate for what actually gets built by 2030? Twenty to thirty gigawatts. Ten percent of the queue. The rest is vapor. Meanwhile, Oracle just delayed OpenAI data centers from 2027 to 2028. The company carries $108 billion in debt. Negative $10 billion free cash flow. Credit default swaps at 126 to 141 basis points, the highest since 2020. And it owes OpenAI 4.5 gigawatts of capacity under a $300 billion contract. OpenAI loses $9 billion per year. It must grow revenue fivefold in two years just to pay Oracle. The circular financing everyone fears? We verified it. The $610 billion figure circulating through financial media is inflated tenfold. Actual executed investments: $63 to $70 billion. Still unprecedented. Still concentrated risk. But not the imminent collapse some predict. The real constraint is not financial. It is physical. Electrons cannot be printed. Transmission lines take a decade. Generation capacity takes five to seven years. The hyperscalers have the capital. They do not have the kilowatts. This is not a bubble that pops. It is a ceiling that binds. Data center vacancy: 1.9%. Pre-leasing: 84%. The demand is real. The timeline to meet it is not. Position accordingly. Read the full article - https://t.co/PRUjv6zVI5

Block all AI browsers for the foreseeable future: Gartner Analysts worry lazy users could have agents complete mandatory infosec training, and attackers could do far nastier things https://t.co/fY7ECeszTD @Gartner_inc @theregister

SpaceX just completed its 550th booster landing Falcon booster B1093 stuck a perfect touchdown on OCISLY after its 9th flight, delivering more Starlink satellites from Vandenberg From the first landing in 2015 to 550 today https://t.co/qUwwtXZFSl

Neuralink’s first patient in the UK, Paul, who is paralyzed by motor neuron disease, has received a brain implant. Just hours after surgery, he was able to control a computer with his thoughts and is now using it to play games and regain independence. https://t.co/OqqiqwDqmh

Falcon 9 launches 27 @Starlink satellites from California https://t.co/eyYDpBFamK

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https://t.co/pikmydpaPh

Realtime speech to speech translation powered by Gemini, available in Google Translate now, coming to developers early next year : ) https://t.co/3O3ovULHXe

@RachelTrue You hateful racist, typical liberal lunatic https://t.co/omXTM0ekLB

@narindertweets Well, rachel ragland, call your BLACK family https://t.co/K8w4klHuf1

i wasn’t on twitter during the montreal premier but i did want to take a second to say as an indigenous hr fan how much it means 2 me that rachel supports indigenous artists and shouted them out :’) https://t.co/GDqhOMXnOw

🚨 3 Year Old Australian Child:- “Mummy said I was the White People and I didn’t want to - I want to be the Brown skinned people” “The White people took everything away, like children and babies” “But I’m still upset about the White Skin” This is easily one of the most disturbing things you will see today online - it simply has to stop - imagine teaching your own 3 Year Old to be guilty for being White.

Thank u @JacquelineCMary for helping me form my thoughts through discourse. I would say to @nobleheartopenI, through the medium of @MarkHalperin, that liberalism, TRUE/rational Liberalism, is rooted in Ancient wisdom, ideas that appear radical to us but are in fact tried & TRUE. https://t.co/FofdAfx3U8

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🌱🍁अरावली हमारी जन्मदाता है, भीलों की उत्पति ही अरावली रेंज से हुई है, अरावली के बेटो को इसे बचाना जरूरी है!🍁🌱🏹 #अरावली_पर्वतमाला_बचाओ @SaveAravali @Bpvm_Gujarat @Bpvm_Arvalli @AravalliBachao @AravalliBachao_ @BPVM_Sabarkanth @UNEP @UN4Indigenous @bpmmofficial https://t.co/qECeXG8UXt

1️⃣2️⃣ Truth hits hard: No Aravallis → No Saraswati → No Rigvedic world. India's dawn civilisation rose on these weathered rocks. Not imported delusions. Not diffusion nonsense. Own it or lose it. https://t.co/zMuk7f1QnM

Don’t Panic Yet Over AI Chip Sales to China https://t.co/V0KaP1CXuw @CarnegieEndow

9:02 pm Saturday night Not a single eng has left yet since Tuesday The only thing left in life is create shareholders value https://t.co/kEnu4iGwyW

Is a US power crisis unfolding? Power demand is expected to exceed available electric generation at peak moments by 2028. Peak demand is projected to reach 1,160 gigawatts, above the 1,158 gigawatts of anticipated supply. By 2033, the power capacity shortfall could widen to as much as 175 gigawatts, a level that materially threatens grid stability. This would stem from peak demand rising to 1,229 gigawatts, while anticipated peak supply declines to 1,128 gigawatts. The US is facing a surge in electricity use from AI data centers, factories, and EVs that is expected to overwhelm generation capacity and drain emergency reserves, sharply increasing the risk of outages and blackouts. We need more power.

@narindertweets @metpoliceuk I have some photos too. Women who have been MURDERED by the men you protect and call us @pinkladies_uk RACISTS. https://t.co/0gUAK44GoP

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@narindertweets Of course it is #punjabi narinder the community from one of the most fertile lands on earth who have bred to 150 million yet swarming world like plague who is very compassionate and trying to save white race through immigration of course narinda https://t.co/D1O3HH8OLe

Call-to-action🚨Native forward is competing to host a panel at @SXSWEDU 2023, and we need your help! Follow the link to learn more and vote → https://t.co/0fvsAmTDAZ #ApplicantatSXSWEDU #SXSWEDU https://t.co/LD1rmBcAbN

リクルーター 🐡 https://t.co/J5NoLS4hRE

🔥 @promptschat 🤝 @huggingface https://t.co/wSDEge9I1L

🔥 @promptschat 🤝 @huggingface https://t.co/wSDEge9I1L

@libertyLense @MattWalshBlog Your statement here CLEARLY illustrates you do NOT know what "native" is. https://t.co/ZMM2nPmsxY

#ELLEWhatsOnMyPlaylist แอลพาส่องหลากมิติของ เอิร์ท พิรพัฒน์ @Earth_Pirapat ผ่านเพลงที่เป็นแรงผลักดัน หนังและซีรี่ส์ที่แม้ไม่ใช่แนวที่ชอบก็ยกขึ้นหิ้งในใจ ไปจนถึงหนังสือที่พาให้เข้าใจมนุษย์ยิ่งกว่าเคย #ELLEThailand #WhatsOnMyPlaylistxEARTH #EarthPirapat https://t.co/hvaB47At9g

If the auto translation is correct. I will retweet it na ka. But if it’s not correct I will translate for you guys ka. 🙏🏻🙏🏻 https://t.co/7XN6GtgYIG

Yann LeCun says we're fooled by LLMs because they manipulate language well, and we associate that with intelligence But language fluency doesn't mean underlying intelligence Every generation since the 1950s claimed its technique was the ticket to human-level AI All were wrong. "this generation with LLMs is also wrong"

Digital transformation in government strengthens accessibility of services, promoting transparency, supporting citizen participation, enhancing cybersecurity, widening inclusion, guiding innovation and aligning actions with sustainable ambitions. Microblog by @antgrasso https://t.co/SVoXmFc1hG

Charlie Munger, Warren Buffett’s long-time partner, didn’t just advocate for buying great businesses...he advocated for approaching investment with a multi-disciplinary mindset. He believed that the best investors are those who can synthesize knowledge from psychology, history, mathematics, and engineering. For the quality investor seeking multi-decade compounders, simply looking at financial statements is insufficient. We need a framework to understand why a business succeeds and how long that success can last. Read my latest article to learn about 5 mental models for analyzing compounding machines.

Mark Cuban on the next big job students should focus on: Most companies don’t know how to implement AI, especially small businesses. “Companies don’t understand how to implement AI right now to get a competitive advantage… learn to customize a model, walk into a company, show the benefits. That is every single job that’s going to be available for kids coming out of school.” Don’t just study AI. Make it work inside a business. From our August 2025 interview with @mcuban.