⛵ $85 Trillion Plan

Good Morning, Early Adopters!

Tech is not just creating new industries, it is actively re-pricing labor, energy, and the architecture of the modern economy.

AI

Jensen Huang Pictures an $85 Trillion AI Buildout

👀 What’s happening: At Davos, Jensen Huang publicly framed AI as the largest infrastructure buildout in human history, estimating $85 trillion over 15 years across energy, chips, data centers, and AI factories. After the remarks, global AI stocks moved together, treating the claim less as vision and more as confirmation.

🌍 How this hits reality: Markets reacted because the stack is concrete. Power, land, cooling, fiber, and fabs move first. Data centers already cost billions each. An $85 trillion horizon implies multi decade demand for electricity, copper, GPUs, and construction labor. This stresses grids, planning approvals, and national industrial policy timelines simultaneously.

⛵ Key takeaway: This looks less like a cycle and more like a regime shift. If capital keeps committing at this scale, AI stops being a software story and becomes baseline infrastructure. That favors incumbents like Nvidia and locks in a long, uneven build phase.

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LAYOFFS

Amazon Layoffs Make AI Replacement Explicit

👀 What’s happening: Amazon is preparing another large round of white collar layoffs next week, cutting roughly fourteen thousand roles toward a total target of thirty thousand. AWS retail Prime Video and HR are hit again. Management no longer softens the message. The company is openly reshaping teams around what AI systems can already do at scale.

🌍 How this hits reality: This is not cost trimming for a slow quarter. It is a structural move. Repetitive work in coding support operations marketing and internal coordination is being priced against AI output. When a company with over one million employees chooses automation over labor even in core units union pressure loses leverage fast.

⛵ Key takeaway: Amazon is signaling that repetitive white collar work has an expiration date. Once the largest platform acts this directly others will follow. Expect broad imitation across tech and enterprise even where labor resistance exists. The substitution logic is now public.

DATA CENTER

SpaceX's Rocket Cooling Rewrites AI Data Centers

👀 What’s happening: Karman Industries, a Los Angeles startup staffed heavily by former SpaceX and Rocket Lab engineers, raised $20 million to commercialize a data center cooling system adapted from SpaceX rocket engine compressor technology. It replaces fans with ultra high speed CO₂ compressors, eliminating water use while sharply reducing space and power needs.

🌍 How this hits reality: Cooling already eats up to 40 percent of data center electricity and over 35,000 gallons of water per day at mid scale sites. AI facilities now exceed 50 megawatts and face permitting limits before chip limits. Water free, compact systems change where data centers can be built and how fast they get approved.

⛵ Key takeaway: This borrows aerospace tricks to solve a very terrestrial bottleneck. If Karman scales reliably, cooling stops being passive infrastructure and becomes a competitive lever, pressuring incumbents and accelerating AI capacity growth in power and water constrained markets.

BAY AREA MEMOS

• Elon Musk said Tesla expects Europe and China to approve its supervised FSD soon.
• General Fusion plans to go public via a reverse merger with Spring Valley III at a roughly $1 billion valuation.
• Capital One is acquiring corporate card provider Brex for $5.15 billion to expand its business payments and fintech capabilities.
• The TikTok deal has closed, placing its U.S. operations into a new joint venture with ByteDance reduced to a 19.9% stake.
• Apple has placed design oversight under John Ternus, reinforcing his status as a leading CEO successor.

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