Spanking Children is Immoral and Ineffective

What T. Boone Pickens Would Ask About AI CapEx Authored by Patrick Feeley via Substack, I keep waiting for someone in the AI discussion to talk like an owner. What we get instead is a week of model releases, token counts, and model-lab valuations that look like oil majors, while the harder questions about turbines, interconnect queues, and who answers for the spend sit offstage. That imbalance would have driven T. Boone Pickens up a wall. Boone passed away in Dallas on September 11, 2019. He was 91. He grew up in...

Iran Set To Emerge With More Hormuz Leverage Than Before The War Under Draft US-Oman Deal President Trump said late Tuesday that talks with Iran are "moving along very nicely" - in a highly fluid and ambiguous situation where it appears the two sides are only interacting indirectly at best. But the Iranian side has continued to insist that there are currently no peace or ceasefire talks happening, but only the Iran-Oman negotiations which focus on reopening the Strait of Hormuz and setting terms of how it will be managed. Consistent with this...