AI ROI was never the question, electrons might be - money can't buy you queue position In my view the winner is whoever locked power, & whoever can light theirs up fastest I visualized Fundai report & summarized it below: 2027 AI needs 2x the electricity N America can physically deliver Demand: global 44-50GW, CoWoS & BOM cross-check. But the US energizes only 11.4GW/yr last 12mo vs a 381GW pipeline. N. America needs 35GW, of which grid can provide just 11-14GW, while behind the meter self-gen adds 5.5-9.4GW. Permitting killed 78% of the 43GW stranded & equipment is sold out — large gas frames thru 2031. "Power delivery is the binding constraint, and it sits upstream of everything a sponsor can pay to accelerate." — thanks to @FundaAI , Deep|AIDC (27 Aug 2026)

Token ROI is the number one thing customers want to talk about right now. Agents have gotten so good and so pervasive we’re all flying past our budgets for this year. Our aim is to offer the best outcomes per dollar anywhere. Grok 4.5 is a big step toward that. More to come.

The ROI of consolidating on Cloudflare (w/ Forrester guest speaker) A new commissioned study conducted by Forrester Consulting showed how a composite organization representative of interviewed customers with experience using Cloudflare realized benefits like a 20% drop in license fees. Join our webinar to learn more. Register to learn more:

Jensen Huang says the ROIC is about one year for a 1 GW AI factory: “Each gigawatt of NVIDIA AI factories is about $50-$60 billion. However, the rentals of that one gigawatt AI factory is about $50 billion per year. They get to use that for many years, well beyond five and six.”

Snowflake on the ROI they're getting from running their own AI products internally, per their earnings call: - Marketing: SEO brought in-house, $400K of annual agency spend eliminated - Finance: long-range planning went from a 3-person team to 1 analyst - Sales: prospecting automated across 100K+ leads, with 70% of initial outreach emails to inbound leads generated before an SDR is involved

Eric Weinstein: ROI Obsession and Consensus Are Killing American Science @friedberg: “Treat scientists like the rock stars that they should be. Otherwise, you're going to lose them?” @ericweinstein: “When you have administrator types come in and say, ‘What we need is KPIs. I'm data-driven. I want to know what the translation is.’ Do you even know what ROI is, or is it just what you can measure? You want these people on retainer, so whenever you have a real problem, you call up the most terrifying intellects you can imagine, and we can get to work and we can solve your problems. If you tell me, ‘You should work on this because this thing is what drives the ROI,’ my feeling is, do you just not understand science? Do you imagine that your technology mindset is the same thing as my scientific mindset? You want to get paid. I’ve spent a lot of time in Silicon Valley. I'm not nearly as interested in having a new McLaren as whether my name is going to be discussed 10,000 years from now if humans are still around. We're in some sort of crazy world in which people who have radical ideas can't do the radical ideas inside of the institutions. When people say something different, do you force them back into this consensus? Well, that's what p*ssy nations do. And we have become a p*ssy nation when it comes to science.” ------------------------------ Thanks to our partners for making this possible! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. @CPIWealth With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at @ConservationFnd