Michael Jackson (@WorkMJ) header
Michael Jackson (@WorkMJ) profile picture

Transatlanticist | Deeptech investor | Would much rather be listening to jazz.

Hopefully on a boat ⛵
Joined September 2009
Michael Jackson retweeted
Reminder that the “datacenters use too much water” problem is fake.
Let me try and explain: a Krispy Kreme uses water to make doughnuts which can be eaten and coffee which can be drunken. The workers wash their hands so the food is sanitary and the customers use the bathroom. In a data center, all that water is wasted with no treats.
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Every time I think European voters cannot be more in denial about pensions, they prove me wrong: they are even more in denial than in my worst nightmare. The average French person believes there are 6.4 workers for every retiree. The real number is about 1.8.
Really interesting (and worrying) polling on French pensions The electorate estimates that for every pensioner we have 6 workers. In reality it's 1.8/1... Even in 1960s we weren't close to 6/1. Melenchon's supporters think its 13/1.
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Michael Jackson retweeted
"Asian women are just Latinas for tech bros"
Someone once said that Asian women are just Latinas for tech bros and honestly, it's painfully accurate
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Michael Jackson retweeted
Completely unrelated to 'the current thing'... I'd strongly advise against submitting your confidential IP to be 'valued' by third parties. For a long list of reasons... This org apparently connected to Oxford Uni & endorsed by spokesperson for AI in the House of Lords 👀
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Michael Jackson retweeted
The fact that two Huangs are involved in an affair, but only one takes the blame is commonly known as Jensen's Inequality.
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Michael Jackson retweeted
Jensen Huang’s wife after finding out he now likes Asian women
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Michael Jackson retweeted
NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.
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Michael Jackson retweeted
What is the charge? A succulent Chinese meal?
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Michael Jackson retweeted
Jensen, why would I deceive you?
🤖 Made with AI
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Michael Jackson retweeted
JENSEN! THATS NOT WHAT WE MEANT BY CHINESE MODELS!!!!!!!
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Michael Jackson retweeted
wait a second
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Michael Jackson retweeted
Jensen Huang & Morris Chang - It Wasn't Me (Shaggy cover) [Slop Cannon Edition]
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Michael Jackson retweeted
leather jacket stays on
the weirdest part of this NVDA story is picturing Jensen having sex
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The affair rally: $AMZN has added $2 trillion to its market cap since Bezos cheated on his wife in 2019 $MSFT has added $2 trillion to its market cap since Bill Gates cheated in 2021. $NVDA bull case just dropped
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Michael Jackson retweeted
Raymond Aron a passé sa vie à combattre, presque seul, ceux qui ont construit le socle intellectuel qu'on subit encore aujourd'hui. Rappelez-vous la bataille. D'un côté, Sartre. Celui qui rentre de Moscou en 1954 pour expliquer que la liberté de critique y est totale. Celui qui écrit que tout anticommuniste est un chien. Celui dont toute une génération répétait le slogan : mieux vaut avoir tort avec Sartre que raison avec Aron. Camus publie L'Homme révolté en 1951. Il ose dire qu'aucun lendemain qui chante ne justifie les camps et la terreur. Sartre le fait exécuter dans Les Temps modernes. Rupture définitive. Camus devient le paria de la gauche intellectuelle. Aron publie L'Opium des intellectuels en 1955. Il démonte la religion marxiste pièce par pièce. Il a raison sur l'URSS, raison sur Mao, raison sur le totalitarisme. Pendant trente ans, on le traite de laquais de la bourgeoisie. Puis Foucault prend le relais. Tout devient pouvoir, tout devient oppression, la vérité elle-même devient suspecte. En 1978, il part en Iran et s'enthousiasme pour la révolution de Khomeini. Et puis il y a le tabou ultime. Celui qu'ils préféreraient que vous oubliiez. Janvier 1977. Le Monde, puis Libération, publient une tribune pour défendre trois hommes poursuivis pour des relations sexuelles avec des mineurs de moins de 15 ans. Parmi les signataires cités : Sartre, Beauvoir, Barthes, Deleuze, Guattari, Glucksmann, Kouchner, Jack Lang. Foucault signe la pétition suivante, adressée au Parlement. Libération, le journal cofondé par Sartre, ouvre ses pages aux militants pédophiles, publie des petites annonces, et en 1979 une nouvelle pétition pour défendre un homme arrêté pour des relations avec des fillettes de 6 à 12 ans. Ce n'était pas une dérive marginale. C'était le cœur battant de l'intelligentsia. Refuser de signer, c'était risquer d'être exclu du club. Et aujourd'hui ? Un Jack Lang qui lâche que « c'était une connerie ». Un mea culpa de Libé tous les vingt ans. Un Matzneff qui racontait ses actes dans ses livres et paradait chez Pivot, protégé pendant des décennies par le milieu. Personne, ou presque, n'a jamais rendu de comptes. Voilà la génération qui a façonné l'école, l'université, les médias, la culture et une partie de la magistrature pendant cinquante ans. Relativisme, haine de soi, culte de la déconstruction, mépris du réel au nom du camp du bien. Ce qu'on est en train de vivre, c'est la phase de nécrose finale de cette génération d'intellectuels qui a tout détruit. L'édifice pourrit de l'intérieur parce qu'il n'a jamais reposé sur le réel. Et pendant que leur monde s'effondre, les vrais héros remontent à la surface. Camus. Aron. Ceux qui avaient raison trop tôt, seuls contre tous, et qui l'ont payé de leur réputation. Aron et Camus étaient des héros. Sartre et Foucault étaient des ordures. Il est temps de le dire.
On croirait qu’il parle d’aujourd’hui, cet effrayant fantôme de la vérité ; c’est tellement vrai ! Il faut l’écouter.
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Michael Jackson retweeted
Elon sat with Ron Baron for 61 minutes and gave real numbers. I ran the math on all of them. SpaceX did $18.7B last year. Elon says it exits December at a $100B run-rate. His best guess for December 2027 is $500B. “This is not a promise.” That is 26.7x in two years. The data center trade is the part nobody is modeling. Build for $35B in about 8 months, rent it out for about $50B a year. That pays back in 8.4 months. Starship takes a kilo to orbit from $18,500 to under $100. That’s 185x cheaper. Then 100 GW of compute in orbit every year. At $10B per GW, that is a new trillion in revenue every single year. SpaceX trades at $1.82T. That’s 3.6x Elon’s 2027 run-rate. All 8 numbers with the formulas are in the video. Save it.
Here’s the full interview of @elonmusk with Ron Baron 0:13 - Exciting times ahead 0:21 - First principles and TerraFab 2:18 - Chip fabs geopolitical risk 5:51 - Terawatt scale ambition 6:14 - Trillion dollar phased build 7:36 - Why others don’t improve 7:49 - Austin research fab iteration 10:49 - Culture of speed and ideas 13:48 - Walking the floor hands-on 15:39 - Data centers pitchforks 16:44 - OpenAI origins Anthropic 18:09 - Building data centers fast 20:01 - Revenue exploding Jose meme 23:16 - Model Y best in China 23:28 - China ownership exception 24:50 - ARR to five hundred billion 27:45 - Digital AI economy boost 28:21 - Robotics five times productivity 30:10 - Rent robots not sell 30:41 - Memphis community benefits 32:55 - Data centers in space 33:35 - StarMind and space power 36:26 - Cost to orbit history 36:52 - Falcon nine reusability limits 39:09 - Hourly launches Starship size 40:25 - Chopsticks and heat shield 44:30 - Starship unlocks Starlink 46:49 - Agentic traffic thousand times 48:09 - Starlink V3 bandwidth explosion 51:26 - Spectrum and telcos 52:43 - Satellite replacement cycle 53:17 - Laser links hundred times 53:55 - Competing with China power 55:37 - Space intelligence advantage 57:19 - Demand from superintelligence 58:02 - Universal high income future 1:00:43 - Legacy contribution
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Michael Jackson retweeted
When @elonmusk invested in Tesla, it was a moneyless, revenueless, productless startup valued at $7.5 million, of which Elon's investment accounted for $6.5 million. He absolutely fueled Tesla's birth by taking founder-level risk. Without Musk, Tesla would have quickly folded like countless other startups. He did NOT buy into an existing company. His vision scaled it from zero to a trillion-dollar valuation, and he is absolutely rightfully called a founder of Tesla.
Elon Musk did not found Tesla, nor did he invent the car. Tesla was founded and built originally by Martin Eberhard and Marc Tarpenning. Elon Musk isn't why SpaceX is successful, either. The real genius behind the rocket is Tom Mueller, who designed the rocket. Elon Musk is not a genius. He has invented nothing. He just buys the companies and steals all the credit.
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Michael Jackson retweeted
So he sold a car to someone after placing his feces in the front seat and this is a very serious person that we need to take very seriously because of his very serious thoughts.
Scott Galloway says he owned a Tesla, but sold it because of Elon. "Not before taking a giant dump in the passenger seat. True story." He's gone from suggesting Elon be executed to telling stories of taking dumps in a car he owned because it was made by Elon's company. This is a broken, deranged and utterly toxic individual.
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Michael Jackson retweeted
🚫 No data centres. 🚫 No North Sea oil drilling. 🚫 No fracking. 🚫 No onshore wind. 🚫 No nuclear. 🚫 No new roads. 🚫 No new reservoirs. 🚫 No new railways. 🚫 No trams. 🚫 No new houses. "Why is our economy not working?"
Great to join the protest in Leeds against the proposed new AI data centre. There's huge concerns about the impact of these centres on the environment, infrastructure and people's lives. I've tabled a Parliamentary Motion calling for a national moratorium on new AI data centres.
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Michael Jackson retweeted
The London Banana strikes again: the data keeps piling up. All the people still whining about it know it’s reality.
This is the London Banana. As long as you stay within the Banana, you'll have a great time in London. Almost everything outside the Banana is horrible these days, best avoid. Not clear why, or when this happened. But it is what it is.
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