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Control-Plane Capital . 1 month ago
Elon Musk's grandfather was arrested in Canada for being part of a cult hell-bent on installing a technocracy. The cult used to meet each Monday evening in the basement of a public library. image Now, Elon Musk, the poster boy of technocracy is the richest man in the world, "pro free speech" and "pro humanity". Started from the bottom now we here. Many will have seen the chart depicting a dollar's worth over the years. image I'd like to see a chart depicting discernment over the years 😂 Every single one of Elon's companies is run by the government, but the plebs love the "entrepreneurship". - SpaceX - national security launch monopoly. - Tesla - green-transition industrial policy vehicle. - Neuralink - brain–machine interface R&D under DARPA watch. Elon Musk — The Heroic Technologist: - Turns state agendas into heroic challenges ("colonize Mars", "accelerate sustainable energy"). - Makes highly complex state projects legible to the masses (rockets, EVs). - Redefines what is possible, i.e., multi-planetary destiny. https://controlplanecapital.com/p/public-facing-elites-using-myth-making

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Control-Plane Capital's avatar
Control-Plane Capital . 1 month ago
Why we aren't in an AI bubble - TL;DR The end goal is AI governance (technocracy). Suppose you want to continuously cover meaningful signals across ~8 billion people + critical infrastructure. After edge filtering you still ingest, say, 10–100 events/person/day (payments, travel gates, high-salience comms, checkpoints, high-risk Internet of Things). Call it 10¹¹–10¹² events/day into regional fusion. For AI governance, demand for AI/HPC is effectively insatiable for a decade. The crazy CapEx you hear about is a state capacity build. CapEx is converging on governable AI: identity, provenance, audit, lineage, rollback, simulation. That's a decade of insatiable, constraint-bound demand. There is no bubble in the power-packaging-High Bandwidth Memory-identity-provenance stack demanded by AI governance. That stack is being bought by the only buyer that matters when consent is scarce — and they don't miss quarters. More context: https://controlplanecapital.com/p/why-we-arent-in-an-ai-bubble-top View quoted note →
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