Data center moratoriums and misinformation are a real risk to the US AI ecosystem; data centers are critical infrastructure for AI and GDP acceleration, and water-use scare stories are false by orders of magnitude.
Meta is on a tear with its new free AI harness/open model, giving OpenAI, Anthropic, Grok and other model builders a run for their money; free open-weight competition is strong and gives consumers choice.
Y Combinator's hard-tech share has risen nearly 40x and now represents about a quarter of the batch; AI models like GPT-6 are giving tiny teams 'intelligence on tap' to solve hard engineering problems and build real-atom companies in robotics, drones, manufacturing, defense and agriculture, which he calls a revolution for hard tech.