Interesting article on the longevity of the movie ELF in Page Six today. Yet the name Cale Boyter appears nowhere in the article. I was there for ELF and Cale was 100% the driving force behind that movie internally from jump. Odd to see him not mentioned while everyone else is.

Interesting thought experiment re: Dems and AI. Let's imagine the Dems do enough to slow down AI - whatever that means - so that their constituents are happy. Could be a little slowdown in build outs, or it could be full on war. But it's highly unlikely that it's a full on war because a) that would literally destroy the economy b) it's the dumbest national security move of all time and c) too many people use it now and find it genuinely great. So my guess is even though it's gonna get choppy and weird, the country's AI progress is simply unstoppable. It's likely WAY too embedded in defense, the FBI, CIA, and other high-caliber orgs. There's zero shot those groups would ever be on board with slowing it down considerably. It literally puts their orgs in danger vs literal enemies. So my guess is one or two projects get shut down because of politics (ideally for them an Elon one so the Dems can claim total victory), but growth continues to accelerate. However, one effect, for sure, will be the acceleration of AI satellites in space, which completely bypasses all this nonsense. And Elon - probably Dem's priority target number 2 after Trump - is going to literally sprint as fast as he can to get this off the ground (literally) ASAP. Otherwise, he risks too much gridlock on earth because the Dems will likely harass him after he spent as much as he did to go against them. Very transparently as well. That's A LOT of enemies. A weirder outcome is that Dems actually court Elon because Elon can literally deploy hundreds of millions of dollars towards campaigns. The other, is that with the AI concern out of the way after some small actions by the Dems to appease voters and focus quickly on the economy - THE ACTUAL PROBLEM - AI will become a hugely pivotal variable in the economic crisis. How, you say? Well, AI is very obviously becoming a mega-gigantic productivity accelerant. That means that more can be done with less, which could lead to job loss. And it probably will in pretty significant ways starting next year. But what it also does is create a massive amount of new opportunities for people to embrace the technology and leverage it in new and creative ways. And as China increasingly moves towards this direction, the US cannot afford to actually, meaningfully, slow down AI in any way, shape, or form. Because if they do, that means China will gain techno-supremacy, and that wins total and complete supremacy. It's legitimately existential. AI is too big to fail. It's too useful and too valuable already. The Dems might sacrifice a couple projects, but outside of that, it'll be business as usual. AKA maximum acceleration. I genuinely do not expect Dems to be full on retards. There are definitely some retards in there, but the GOP is no different. Some could argue the president himself is the biggest retard of all. The question becomes how concerned the Dems are about the country's literal national security. And if there's at least SOME semblance of that, they will not slow down the train. Because if the do, it's the literal death of the American empire.

interesting that in this current round of market support 50% of national team money has been spent on Star-Chinext vs just 7% in the 2024-25 round "we are going to need a bigger boat" tho

Interesting visual shared by @friedberg on @theallinpod Starting from $1 of Nvidia COGS, the money flows into $4.00 of Nvidia hardware revenue, scales to $8.6 per year in SpaceXAI compute revenue, grows to $17.8 per year for Anthropic, and ultimately unlocks $36–178 per year in value for the end customer. $SPCX $NVDA

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