we must be learning...

Note

There are three prime components, to which China is not competing/competitive (😈!):

Adult-use full commercial legalization/descheduling (China self-excluding/non competitive - TAM includes "Western countries": US, CAN, EU, etc.)

Medical grade cGMP rescheduling (China self-excluding/non-competitive - TAM includes "Western countries": US, CAN, EU, etc.)

Clinical trial supported drug therapies (China self-excluding/non-competitive - TAM includes "Western countries": US, CAN, EU, etc.)

The first offers the most broad access to products and markets, but simultaneously and purposefully is the messiest regulatory option.

The second is the more secure, regulatory defined, and clear for development, but is less retail focused.

The third is the highest value-add and moated but is where the first Holy Grail hides — however, it's expensive and slow... and, did I mention it's slow and expensive?

The fourth is defined by a combination of multiple options as defined above, and will likely outline future M&A or other affiliated partnerships, according to strategic company foresight and political machinations. And, un/expected innovations 🤐

For example, the race for clinical trial successes, bolstered by cGMP productions quality capacities, and either complete or partial legalization across Western participating justifications, together will likely lead to companies (vertical or horizontal) that redefine current expectations.

Note

It's a race 😈 both the Democrats and the Republicans (laggards 😅)... and the midterms, and the deficit, and the debt, and the demographics, and the geopolitical? Imagine that 🟢🫲🏾

The recent strategy of the US administration seems to be "the walled Garden". The US purposefully slows and fractures its regulatory proceedings, which frustrates its own citizens and foreign entrants into US markets. At the same time, it buys its way into foreign markets, and does what it does not allow at home; it establishes businesses using its access to capital as its growth medium. The usual American stuff; do as I say, not as I do. They slow their own efforts towards internal clarity as dense defense, reducing access for others, even Americans, while buying their way with borrowed paper into your markets, because they've starved the globe of liquidity. 'Ish 😅🫳🏾 They assume time is on their side (of the wall) 😅 even as said wall is crashing down, and very expensive to repair, due to compound interests and a far less compounding fertility base. 🤐

Still

I'm told not all things unfold as expected, even for the best laid plans, or the worst laid plans. Even as some foreign governments, at the expense of their own interests and citizens, do as told, still others play aligned. As both the Democrats and the other are racing against debt, deficit, demographics, war, midterms, innovations, and more. And it's important to mention, that they race while 'being', and 'being within' the most internationally dependent political structure this planet has ever referred to as superpower. A superpower that is walled and separated by the greatest oceans on planet Earth, from goods and services, and necessary commodities, in order to prolong its own superpower capacity. It's... 😈 well it's a very American way of counting time and metrics (see: Metric system v. Imperial system 🫲🏾 sorta like that 😅). These things offer confounds not foreseen while designing said walled garden.

Note

Note

Imagine that to solve for global AGI you need power and cooling.

If you go to space, you get more power and cooling and far less regulations, but your access is limited by the tyranny of gravity, limiting your short-term capabilities to mostly inference (comms) — a very extremely large inference network in any case.

If you stay on Earth you're limited by regulations and power and cooling, but you can build the most powerful training and inference network ever.

Why not do both and more?

The tropics have very stable and very high solar radiation potential — Energia. The tropics also has quite a lot of water, with only one small hitch: more salt than necessary. But the solution to this adds even more potential. Water cooling is very efficient. Freshwater is excellent for life and civilization. Ocean water contains important minerals like lithium. This opens a new commodity industry while enabling AGI. The prices to convert salt water into fresh water using AI and energy abundance creates more cooling potential. Water treatment desalination tech is even more important moving forward.

These industries, unlike fossil fuel of the past, are not limited by scarcity and quantity of access to crude. This is extremely important. Extremely. As, the TAM becomes the entire planet and all its inhabitants. Not simply those that can afford access to limited crude and refined products, from afar. The Sun shines everywhere. Solar, wind, and batteries work everywhere. This too is extremely important.

The potential profitable synergies are extremely great. This is more than a substitute for fossil fuels. In fact, it will make the former seem small.

Trinidad and Tobago seeks deals with US companies for data centers | AP News https://share.google/j04H0EH9QzlLEaHu3

PORT-OF-SPAIN, Trinidad (AP) — Trinidad and Tobago has signed agreements paving the way for U.S. companies to begin groundwork for installing large data centers in the Caribbean nation, sparking concerns about potential energy consumption and environmental impacts.

The memorandums of understanding with the Florida-headquartered Hummingbird AI Holdings and New York-based Ernst and Young LLP were signed on Friday, according to a statement from the office of Trinidad and Tobago’s Prime Minister Kamla Persad-Bissessar. These are the first such agreements with a Caribbean country.

The deal with Ernst and Young LLP will set out the framework for collaboration on developing large-scale data centers, with the company planning to “partner with third parties in the development” of a 300 megawatt data center, the statement said.

The agreement with Hummingbird AI Holdings sets up the framework for “preliminary cooperation, due diligence and coordination” for a proposed 150 MW AI infrastructure and data center facility.

Data centers are listed with a megawatt figure to indicate their electrical power capacity to operate at peak load. The 300 MW center has a capacity of 300 million watts of electricity.

The deals raised online questions about the environmental impact of the centers.

Renowned social activist Dr. Wayne Kublalsingh told The Associated Press he was concerned about the energy consumption by the planned data centers.

The government is “trying to present something which looks like development, but which is not development,” he said.

Trinidad and Tobago has long grappled with chronic water shortages and intermittent supply, raising concerns that large, water-intensive data centers could place additional strain on an already overstretched system.

The majority of the twin-island country functions on water schedules set by the state’s utility company. Most homes have water tanks since the supply in their taps can be as rare as once a week. In some instances, communities have gone weeks without water being supplied by the state company.

Data centers could account for nearly 3% of the world’s projected electricity use by 2030, with 935 trillion watt-hours, according to a recent United Nations University report. The environmental footprint of data centers already rivals some of the world’s largest countries, according to the report.

Electricity supply in Trinidad and Tobago has improved over the years. While there are still power outages at times in parts of the country, they are rare.

Trinidad and Tobago’s government signed a third agreement with another American company, Pinnacle Steel and Vanadium Corporation, which recently acquired a local iron and steel plant. Government officials said the agreement allows for further talks on recommissioning operating the plant.

The government said the three initiatives, combined, are expected to generate over 5,000 jobs.

The prime minister has been a strong supporter of the Trump administration. Her office said the U.S. government played a role in facilitating the parties involved in the agreements.

“They’re going to invest here to work on data centers, two for data centers, and one to help us rejuvenate and rebuild our steel industry,” Persad-Bissessar said Friday night, speaking at a U.S. independence anniversary celebration ceremony hosted by the U.S. Embassy in Trinidad and Tobago.

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Note

"Be rid of toxins and muppetry — always."

In so doing, battery electric data centers with access to water seems a good... maybe even aligned idea. If you're thinking less 'center', but still 'yes' to the data, have you heard of the Supercharger MegaPods? It's a network of distributed and collocated energy and compute nodes: it comes with batteries, electric infrastructure, and EVs all aligned. A packaged deal. Together, they form a type of dispersed datacentre wherein real world AI can work through the vehicles, the locations' servers, and the connection with satellites. You can place them all over the island; as you wish. Win-win-win-win... It's an option, and/or additions. 😈 As you wish...

Data centers are important. Batteries will make them sustainably profitable: zero medium or long term global supply chain fossil exposure 🫲🏾 Think clearly, TnT: Batteries. In any case...