sebastien laye retweeted
Why did Florida (largely) escape the blue wave and Texas didn't?
3 key reasons:
1. Florida had a property tax reduction measure on the ballot. Drove turnout & showed GOP serious about affordability.
40% of Texas voters said economy top issue. So did 37% of Florida voters. But HOW they voted differed a lot.
Among Florida voters who considered economy top issue, 55% voted Republican.
Among Texas voters who saw economy as top issue, only 40% voted Republican.
2. Cuban voters. As @giancarlosopo wrote, they still voted more Republican than other Hispanic blocs, although fewer supported Republicans than in 2024.
3. Florida had an actual socialist candidate. Exit polls showed Texas and Floridians had similar views about socialism, but again, actual voting patterns differed. 87% of those who viewed socialism unfavorably voted for Ashley Moody. Only 79% of those who viewed socialism unfavorably voted for Ken Paxton.
sebastien laye retweeted
US industrial capacity has been eroding for decades, and with it the fortunes of our middle class and to an extent, our national security. Data center development and our leadership in AI can reverse that trend, finally. Current hysteria to block all projects everywhere is a gift to China.
sebastien laye retweeted
Ken Griffin is pouring billions into Miami.
Larry Page, Sergey Brin, Jeff Bezos, and Mark Zuckerberg are buying up Miami real estate.
Peter Thiel and Keith Rabois have planted roots here.
Palantir moved its headquarters here.
Adam Neumann is building Flow, a venture-backed residential ecosystem connecting real estate, technology, and community, with a major footprint in Miami.
Larry Ellison is in Palm Beach.
And people still want to pretend nothing is happening in South Florida.
Between Miami and Palm Beach, the concentration of capital, influence, and access is becoming impossible to ignore.
San Francisco has an incredible talent pool. Nobody is disputing that. But it’s also one of the most saturated ecosystems in the world.
A lot of people are so deeply rooted in SF that they can’t imagine the next major tech ecosystem developing anywhere else.
But builders aren’t supposed to think about where everyone is today. They’re supposed to think about where the opportunities will be tomorrow.
Capital moves. Talent follows. Ecosystems form.
I’m not dumb enough to act like SF is dead. I’m saying you’d be stupid to assume it will be the only place that matters forever.
The smartest builders think two moves ahead.
Miami is the move.
Don’t be a sheep.
NEW: Ken Griffin on Paris riots, Chicago and JB Pritzker
I think Paris should be a real wake up call to every single young American. France is the dream the left talks about. That dream is the nightmare I left from Chicago. That dream doesn’t belong in our country. A society that comes down to how much you can take from others.
Do you see candidates that you’re actually fearful that’s the path they’re going down:
J.B. Pritzker, Governor of Illinois. Yes, 100%. 100%
Ken Griffin on the rise of DSA, Paris riots and looting in Chicago
I'm not so worried about it. It's a New York, Illinois, Michigan, California bit of a bubble.
If you want to see where socialism leads to, look at France last weekend.
It's the socialist dream. The country spends 60% of GDP at the government level.
BTW Paris looked pretty damn similar to Chicago in 2021-22.
It’s a people… (that) are very willing to riot and protest anything. Is that really the future that the US might be looking at?
It’s the future. I lived in Chicago.
I could look out my window at the Dior store. They were very efficient.
We may be more efficient than the French, even at looting.
sebastien laye retweeted
Your AI agent can find anyone on the internet. It has no idea who can actually get you to them.
Until now.
Meet Gigi: the trusted network that gives agents access to people.
That investor you've been dying to meet. The engineer you'd hire tomorrow. The dream customer you can't get in front of. Chances are, someone in your extended network knows them. Gigi finds out who.
Your agent can now search your network, ask the agents of people you trust to search theirs, and find real warm paths to the people you want to reach.
All without exposing anyone's contacts. And without reading a single email or message.
Your network is no longer who you know. It's who your agent can get you to.
Think of one person you wish you knew. Ask Gigi to find your way in. Link in the comments👇
sebastien laye retweeted
In just a year & a half of his second term, President Trump has solved problems that have plagued our country for generations:
🔥 Rebalanced trade
🏭 Protected American manufacturing
🌎 Rebalanced NATO
💥 Toppled Maduro & secured energy for America
⚔️ Fighting drug cartels
⚡ American energy
💰 Largest tax cut in American history
📉 Largest drop in murder
📉 Lowest violent crime rates
🚧 Secured border
@StephenM
“France is on the precipice of a dangerous financial spiral… France now pays more to borrow than former crisis hot spots like Greece and Italy. Its government is running a budget deficit surpassed only by the United States among its peers.”
This should be a warning to every member of Congress: we MUST pay down our deficit and stop borrowing against our children’s and grandchildren’s future.
wsj.com/world/europe/france-…
sebastien laye retweeted
BREAKING: The US economy has now experienced 78 consecutive months of expansion, the 6th-longest business cycle since 1854.
This is well above the long-term average of ~49 months and the median of ~38 months.
By comparison, the longest period without a recession was between 2009 and 2020, at 128 months.
All 5 of the most recent US expansions rank among the 7 longest economic growth periods since business cycle dating began in 1854.
Unconventional monetary policy, historically large budget deficits, alongside the AI investment boom, appear to be extending the duration of business cycles.
The data says the US economy is remarkably strong.
sebastien laye retweeted
Hedge-fund titan Ken Griffin is donating $2 billion to start a Carnegie Mellon University campus in Miami, part of the largest-ever individual gift toward higher education on.wsj.com/4AGpvMq
sebastien laye retweeted
The Economist says AI created a million jobs in America.
I read that twice.
Then I found out who's getting hired and it made total sense.
For two years the only headline was the same one. AI is coming for your job. Learn to code was dead. Entry level was finished. Everyone under thirty was about to be replaced by a chatbot.
So The Economist did the thing nobody else bothered to do. They actually counted.
They lined up every job AI created against every job it killed. The layoffs first, because that's the part everyone was waiting for.
About 200,000 jobs gone since mid 2023. Real people, real pink slips, companies openly blaming AI. Customer service down around 10 percent. Admin and secretary roles down about 15. That part of the fear was true.
Then they counted the other side.
Around a million new jobs. Five made for every one destroyed.
I sat with that number for a second because it's the exact opposite of what I'd been told to expect. Then I looked at where the jobs actually went, and the whole thing clicked.
The biggest winners of the AI boom don't touch a keyboard.
They're electricians.
Here's the part nobody explains. AI doesn't live in the cloud. The cloud is a lie we tell ourselves. AI lives in enormous buildings full of computers that run hot enough to cook an egg, and those buildings have to be built, wired, cooled, and fed more power than a small city.
So the money went there.
Around 320,000 more jobs than normal in the industries that build these things. Electricians. HVAC techs. The people who wire electrical equipment. Utility crews. Companies are so desperate for them that data center jobs pay about 40 percent more than the same work anywhere else.
The white collar side grew too. Roughly 730,000 above trend in the jobs sitting closest to AI. Engineers, software people, data scientists, plus a wave of roles that didn't exist three years ago like the people who label training data and the ones who bolt these systems into real companies.
Even the jobs everyone said were doomed kept growing. Paralegals up 11 percent. Market research analysts up 6. The national average was around 2.
Now the honest part, because I'm not here to sell you a fairy tale.
This is an estimate, not a government census. Nobody at the Bureau of Labor Statistics stamped a form that says one million AI jobs. The Economist built the number from employment trends and some careful guessing, and the two sides aren't perfectly comparable. The layoffs are announced cuts. The million is jobs above where the trend line said we'd be.
And "created by the AI boom" is doing heavy lifting. An electrician wiring a data center is real work. It is not AI hiring a million prompt engineers.
But strip all of that away and one thing survives.
The apocalypse everyone promised is two years late. The thing that was supposed to erase work quietly built a small city's worth of it instead.
We spent two years scared of the wrong number.
Les revenus des Américains crèvent le plafond: un ménage sur deux touche plus de 7.290 dollars par mois et le taux de pauvreté est au plus bas historique
l.bfmtv.com/HlW2
sebastien laye retweeted
Exclusive: Andreessen Horowitz is the latest venture-capital firm to open a new office in Florida to invest in startup defense companies on.wsj.com/3UGyUmI
sebastien laye retweeted
I spend countless hours every week going through hundreds of stories... In science, tech, health, and outer space. Some frighten me, but the majority AMAZE me. Almost all remind me that the future is being negotiated TODAY. Each of us has a vote through what we choose to build.
sebastien laye retweeted
WOW: The economy added 162,000 Jobs in August under President Trump.
This is *TRIPLE* what experts projected
CNBC was STUNNED when announcing it: “Hold on to your seats!”
More of this.
sebastien laye retweeted
🚨 X just rooted out a 200,000-account Chinese bot farm trying to turn Americans against AI data centers.
They were pushing “data centers are driving up your electric bill” and AI cartoons of greedy operators getting rich off the public.
China doesn’t want America winning the AI race. Period.
Good. Ban every last one of them. 🇺🇸
sebastien laye retweeted
Data centers helped resurrect Quincy, Washington.The poverty rate fell from 29.4% to 6.2%.
Tech tax revenue funded a new high school, hospital, library, police and fire stations, while residents’ property tax rates decreased.
Build data centers in communities that want jobs, investment, and economic revival!
sebastien laye retweeted
Watch the latest WTF: youtube.com/watch?v=TaJH0D2F…
sebastien laye retweeted
It's true. My car drives itself. Tesla's FSD is mindblowing. The future is here just not distributed!! 🚀🚀🚀
Steven Bartlett, host of The Diary of a CEO, one of the world’s biggest podcasts, on Tesla:
“My car outside drives itself, which is crazy. I don’t think people outside the US realize that cars in the United States can drive themselves for hours without me touching the steering wheel or pedals.”
Watch. 👇

























