I think for the first time ever it is the Chinese president more than the US president that is the person with the upper hand.
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AI, however, depends on data centers in the physical world, and building data centers needs permission. This gives normal people the sort of veto power over AI they didn't have in the face of globalization; I make the case in Monday's Update and on Sharp Tech that understanding this dynamic is more important that trying to correct misinformation, which is a symptom, not a cause, of data center opposition.
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We believe we have identified the largest actionable total addressable market ("TAM") in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications.
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Attorney John Scola is representing a police officer who is suing over injuries allegedly sustained while working security at an MSG property in 2025.
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