lets put our lives in common// face challenges together// steadily accumulate small realities// reassemble livable worlds from the ruins of this one 🏴🌱
Austin, Tejas
Joined April 2009
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((counterapparatus)) retweeted
Dockworkers went on strike across 113 ports in 22 countries to disrupt the transport of weapons of war, in solidarity with the Palestinian people.
New Yorkers stand with them. When working people unite in their power, we build a better world.
Dockworkers do not work for war.
reuters.com/business/world-a…
((counterapparatus)) retweeted
Btw entire DC buildout goes through Texas. Any change there (not saying either candidate indicates one way or the other) from either party influences the trajectory of the US data center buildout
((counterapparatus)) retweeted
We cannot convert Mars into a habitable planet like the Earth, but we can definitely convert the Earth into an uninhabitable planet like Mars. Our techno-industrial civilization led by omnicidal capitalist and imperialist psychopaths is making tremendous progress on that front.
((counterapparatus)) retweeted
This is not normal what is happening in Texas right now, $500B+ in the project pipeline……..
The Texas Mega-Project Pipeline ($500+ Billion)
$100B+ – OpenAI / SoftBank / Oracle "Project Stargate" AI Infrastructure Hub (Planned / Under Construction, Abilene & West TX)
$44B – Samsung Advanced Semiconductor Fab Complex (Under Construction, Taylor)
$40B – Texas Instruments Semiconductor Mega-Site (Under Construction, Sherman)
$40B – Google Data Center & Energy Infrastructure Buildout (Planned / Under Construction, Multi-Site)
$18B – Port Arthur LNG Export Terminal – Phase 1 & 2 (Under Construction, Port Arthur)
$17B – Texas Central High-Speed Rail Project (Planned, Dallas to Houston)
$15B – NextDecade Rio Grande LNG Terminal (Under Construction, Brownsville)
$13B – Energy Transfer Pipeline & Natural Gas Grid Expansion (Under Construction / Planned, Permian-to-Gulf Coast)
$12B – Golden Pass LNG Terminal (Under Construction, Sabine Pass)
$11.6B – Crusoe / Oracle AI Data Center Campus (Under Construction, Abilene)
$10B+ – Meta Hyperion-Scale AI Data Center (Under Construction, El Paso)
$10B – Tesla Gigafactory & Cybercab / Robotaxi Production Expansion (Under Construction, Austin)
$7B – TxDOT I-45 North Houston Highway Improvement Project (Under Construction, Houston)
$6B – Pacifico Energy "GW Ranch" Gas & Solar Energy Center for AI (Planned, Pecos County)
$5B – Enterprise Products Partners Offshore Crude Export Terminal (SPOT) (Planned, Brazoria County)
$4B – Micron Technology R&D & Packaging Expansion (Planned, Central TX)
$3.2B – NRG Energy Dedicated Data Center Power Generation Facilities (Planned, Multi-site)
$3B – Cheniere Corpus Christi LNG Stage 3 Expansion (Under Construction, Corpus Christi)
$2.5B – Microsoft AI Data Center Campus (Under Construction, Pecos / Castroville)
((counterapparatus)) retweeted
Some are calling it a “Louisiana Economic Renaissance”
I am however a bit apprehensive, for reasons I’ll detail in the thread below.
This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline....
$100B – SpaceX Starbase LA (Planned)
$50B – Meta Hyperion AI Data Center (Under Construction)
$18B – Venture Global Plaquemines LNG Expansion (Planned)
$18B – Amazon Multi-Site AI Data Centers (Under Construction)
$18B – Argent LNG (Planned)
$18B – Woodside LNG (Under Construction)
$15B – Venture Global CP2 LNG (Under Construction)
$13B – Entergy Energy Buildout for Meta (Planned)
$10B – Commonwealth LNG (Under Construction)
$10B – Hut 8 AI Data Center (Under Construction)
$10B – Cameron LNG Expansion (Planned)
$8B – Ascencion Carbon Ammonia (Planned)
$6B – Hyundai Steel Mill (Under Construction)
$4B – Applied Digital AI Data Center (Under Construction)
$4B – CF Industries Ammonia Plant (Under Construction)
$4B – Lake Charles Methanol II (Planned)
$3B – Shintech Petrochemical Expansion (Planned)
$3B – DG Fuels Synthetic Chemicals (Planned)
$3B – Louisiana International Terminal (Planned)
((counterapparatus)) retweeted
they are enslaving souls for compute
they are enslaving souls for compute
they are enslaving souls for compute
today, we introduce a little mischief to the world.
for four years, we’ve been brewing real brain cells on electrodes to understand how they compute. now, we’ve turned those discoveries into a video model anyone can use.
from 0.5¢ a second, mischief 1 is at least 5x faster than its base and the cheapest image-to-video model on @fal and @OpenRouter. soon to be on @awscloud marketplace.
it’s not a delusion anymore. biocompute is real, commercial and this is just the beginning.
happy halloween.
((counterapparatus)) retweeted
Founded in 1968, the journal Telos brought Critical Theory—Adorno, Marcuse, Gramsci, et al—to America.
More recently, two Telos editors served in the first Trump administration.
For @TheIdeasLetter, I explore the journal’s long, strange trip: theideasletter.org/essay/a-j…
((counterapparatus)) retweeted
A message from Prairieland Defendant Elizabeth Soto from Johnson County, where her state case is currently pending.
((counterapparatus)) retweeted
I'm just glad I don't live in a dictatorship but a free democracy where every few years I can vote for a different banker or lawyer or landlord that represents the vast network of powerful corporate interests that controls every aspect of my life from cradle to grave
((counterapparatus)) retweeted
We hiked to a spot in the woods that coal miners used for secret nighttime union meetings in the 1880’s, they carved a union card into the rock.
((counterapparatus)) retweeted
And what binds power?
• land
• permits
• grid access
• transformers and switchgear
• noise
• clean air
• supply chain
• fuel security
• casting machines
• suitable large lathes for turning shafts
• residential priority
• community political power
All the best sites are now taken, and every year the marginal development site gets worse and worse.
((counterapparatus)) retweeted
As someone with a portfolio of energized land assets here is what I am seeing:
1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however.
2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3).
3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening.
All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one).
This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them.
2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.
((counterapparatus)) retweeted
Incredible reporting here. Couldn’t help but think of Ferguson in its description of the onslaught of “low-level” policing that followed ICE partnership.
New: Ingram, Texas, was just rebuilding from a devastating flood when its tiny police department enrolled in ICE’s 287(g) deportation program. Within a year, cops would hand over the equivalent of 10% of the town. propub.li/47FL1Uh
((counterapparatus)) retweeted
Early this year, I visited Ingram, a TX town of ~1,900, to check out a tip.
The area was starting to recover from its worst flood in a century.
But as Latino workers drove to jobsites to help rebuild, the tipster said, a cop in a black Dodge Charger kept stopping them ... 🧵
((counterapparatus)) retweeted
New: Ingram, Texas, was just rebuilding from a devastating flood when its tiny police department enrolled in ICE’s 287(g) deportation program. Within a year, cops would hand over the equivalent of 10% of the town. propub.li/47FL1Uh