Reposted by Gizmo
Cannot insist you listen to this enough, this conversation condenses everything going on with AI and its wider economic effects tightly. One of the best in the show’s history.
Gizmo
@gizmoblob.bsky.social
368 followers 1.1K following 106 posts
there are things that I like, things that I don't like, etc.
![There Is Only 5GW of Global Data Center Capacity Actually Under Construction, And Every Huge, Multi-Gigawatt Project You Read Is Going To Take 2 to 4 Years Or More To Complete — And Wood Mackenzie Believes Capex Growth Will Slow In 2026
Before we go any further, I want to be clear how difficult it is to answer the question “how long does a data center take to build?”. You can’t really say “[time] per megawatt” because things become ever-more complicated with every 100MW or so. As I’ll get into, it’s taken Stargate Abilene two years to hit 200MW of power.
Not IT load. Power.
Anyway, the question of “how much data center capacity came online?” is pretty annoying too.
Sightline’s research — which estimated that “almost 6GW of [global data center power] capacity came online last year” — found that while 16GW of capacity was slated to come online in 2026 across 140 projects, only 5GW is currently under construction, and somehow doesn’t say that “maybe everybody is lying about timelines.”
Sightline believes that half of 2026’s supposed data center pipeline may never materialize, with 11GW of capacity in the “announced” stage with “...no visible construction progress despite typical build timelines of 12-18 months.” “Under construction” also can mean anything from “a single steel beam” to “nearly finished.”](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:qc6xzgctorfsm35w6i3vdebx/bafkreiaiaavhgyokqvfjqgadqaucvc5atypvh3ya3x4bvkrryll4nbu3ly)
![Tweet screenshot: Tucker Carlson
@TuckerCarlson
Sam Bankman-Fried is doing 25 years behind bars, and is now sharing a cell block with Diddy. He joins us from prison for an update on his new life.
(0:00) What Has Prison Been Like?
(2:28) Was SBF Ever on Adderall?
(4:42) SBF Meeting Diddy in Prison
(7:01) How Prison Has Changed SBF’s Perspective
[begin highlight] (9:37) The Democrats Refused to Rescue SBF Despite His Large Donations [end highlight]
(15:24) The Future of Crypto Under Donald Trump
(21:17) Does SBF Have Any Money Left?
(24:42) Tucker Confronts SBF About His Effective Altruism Cult
(31:13) Will SBF Ever Actually Get Out of Prison?
(36:41) Why All of SBF’s Friends, Family, and Co-Workers Abandoned Him
Includes paid partnerships.](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:exrxvyu6bpoym6mbnctke5tn/bafkreid6u2kryxvqbqxgdmrw2hzgvlei67fupgu445flsenvazykqlbwea)
