Sat, 17 Jan 2026 00:00:00 +0000
As hyperscalers stand up their own behind-the-meter power generation instead of drawing from the grid, this will ultimately bring down electricity rates for residential consumers.
“I think ultimately this will bring down rates for residential consumers for two reasons.” View on YouTube
Reporting through 2025-2026 has generally described AI data center power demand as putting upward pressure on residential electricity rates in many regions, not bringing them down.
Following Microsoft's pledge to pay its own way on data-center power and water costs, all the other major hyperscalers will follow with similar pledges.
“I think all the other hyperscalers will do that.” View on YouTube
There is no clear, comprehensive public record confirming that all major hyperscalers followed Microsoft's specific pledge to pay their own way on data center power and water costs.
Over the next 10 to 20 years, there will be a renaissance in custom silicon design, with small teams building custom AI chips able to make fortunes, similar to the early PC hardware wars (Dell vs. Compaq).
“If you look at the trail of breadcrumbs, my belief there's going to be a renaissance in silicon. Young small teams building decode silicon can make a fortune over the next 10 to 20 years.” View on YouTube
This prediction concerns a custom-silicon renaissance over a 10-20 year window that has not elapsed.
California's billionaire asset-seizure tax (BTA) proposal will slightly more likely than not fail to gather the support needed to qualify for the ballot.
“I don't think it's going to make the ballot. I mean, look, I I think it's not I'm not saying 100%. I'm saying slight overweight that it's not going to get there.” View on YouTube
California's billionaire asset-seizure/wealth tax measure did qualify for the 2026 ballot, collecting well over the required signatures.
California's billionaire asset-seizure tax (BTA) will make the ballot, since sponsor SEIU has the money to gather signatures, and it will likely pass once it does.
“I've never understood why this wouldn't get on the ballot. And I've never understood why once it's on the ballot, it wouldn't pass.” View on YouTube
The measure did make the ballot as predicted, but whether it ultimately passes is still pending the November 2026 election.
If California's asset-seizure tax measure makes the ballot around April, there will be a significant rush of wealthy residents, founders, and business leaders leaving the state.
“once it makes the ballot in, let's say, April, I think there's going to be a big freak out and rush for the exits because there's a lot of people...” View on YouTube
The measure qualified for the ballot in June 2026 rather than April, and there is no clear data confirming a resulting mass exodus of wealthy residents.
Even if California's asset-seizure tax measure is defeated in 2026, a better-organized version backed by a broader coalition of unions will return on the 2028 ballot.
“if we defeat this in 26, it doesn't mean it's dead for good. It just means it's going to come back in a new form in 28, but with much more broad-based union support, all the unions are going to do it together.” View on YouTube
This is a conditional prediction about a 2028 return of the measure if defeated in 2026, and the 2026 outcome itself has not yet occurred.
The odds of President Trump successfully acquiring Greenland for the US are significantly higher than the 17% implied by the Polymarket price at the time.
“I think the odds of him pulling this off are much greater than 17%.” View on YouTube
Trump pursued Greenland acquisition aggressively in early 2026 and reached a 'framework' agreement discussion at Davos, but then reversed course on force/tariffs, leaving actual acquisition unresolved and Greenland/Denmark still refusing to sell.