Gregory Blake
@agregoryblake.bsky.social did:plc:kn3xb53ywy7dad5pqeftzyzi
Founding Engineer at Tenino Research Group. Operations at Specialty Granite Supply. Tryhard Bassist/Vocalist Consummate Hater. https://www.teninoresearchgroup.com/
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Zusammenfassung
Gregory Blake (@agregoryblake.bsky.social) ist seit 23 März 2026 auf Bluesky. Das Konto hat 21 Follower, folgt 10 Konten und hat 278 Posts veröffentlicht.
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Good morning.
Post anzeigenThat's the magic here: the market wants Amazon/Google/Microsoft/Meta to stop doing this so their FCF improves. Now, what happens to all the expected growth from AI? The market assumes these Big Smart Companies will work it out. bsky.app/profile/tvmp...
Post anzeigenPardon me, 21 different Ohio municipalities voted for measures to restrict data center development stateline.org/2026/11/04/v...
Post anzeigenBasically that the sheer weight of opposition against data centers plus 40 different measures favoring restrictions plus a blue Texas house/governor's office/senate plus *18* different measures passing in Ohio (tons planned in both) means the AI buildout is ending bsky.app/profile/neww...
Post anzeigenPer Robert Pavlik quoted in Bloomberg: the market is acting like the Blue Wave "represents the end of the AI buildout."
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