
Staff Engineer | Consultant | PhD IS | Oenophile 🍷 | Epicure 🥣 | Vinicius Junior Apologist | CEO @ Carlo Ancelotti FC #HalaMadrid #VivaLaSelecao
The Aether
Joined November 2020
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Jarrod retweeted
We now have a lot more evidence about the election. Although a few key races remaining outstanding, it's now clear it's a Democratic wave. A few thoughts:
1. The Dems won the House as expected. But by more than polls/models predicted. It will be about 245-250 seats, rather than 235-40. Among other things, this means the DSA contingent will NOT be essential marginal votes, and thus probably can't hold soon-to-be House Speaker Hakeem Jeffries hostage.
2. In the Senate, the Dems now have 53 seats, and will likely end up with 55-56, once we get results from Michigan, Nebraska, Mississippi, and Alaska. They won in places like South Carolina, Kansas, and Iowa, which - until recently -few thought were even possible. And they won some big races (e.g. Texas) by bigger than expected margins. The fact that Mississippi is on the list of close races (with a Black Democrat within a point of the Republican incumbent) is incredible.
3. Survey data shows tariffs and to a lesser extent immigration played important roles in the result. I hope this means policy shifts on those enormously important issues, and that Dems will work to reverse what Trump has done and pare back executive power here.
4. Trump said the election should be about him, and he got his way! His unpopularity and that of many of his policies (especially tariffs and the War in Iran) was decisive. He made the Democratic Party Great Again, and he alone could do it.
5. The results on this are not fully in. But it looks like some of the GOP gerrymanders (e.g. - Texas and North Carolina) may turn into "dummymanders." In a wave election, gerrymanders can work to the disadvantage of the party that did them, because they thin out that party's margins in some previously safe seats in order to transfer those voters to seats held by the opposite party.
6. It is notable that Trump - so far - said he was going to accept the results, rather than try to challenge them, or do things like declare an emergency, send troops to seize ballots, and the like. But I won't feel fully secure on this for some time yet.
7. I hope this means MAGA will go into terminal decline and lose its grip on the GOP. But it is far too early to predict that. To be clear, we don't just need a repudiation of Trump. We need a repudiation of his deeply evil agenda on immigration, trade, civil liberties, and undermining the Western alliance, among other things. Not clear to what extent Republicans will be willing to do that.
8. While I think it's good Dems won (at least at the federal level), I still have a long list of reservations about that party and its agenda. They are less bad than Trump. But that's a low standard of comparison. And I still worry about the potential further growth of the DSA socialist wing. Even most more moderate Democrats support way too much regulation and spending, and are indifferent to the looming fiscal crisis facing the nation (on that latter point, they are much like Republicans).
Tonight was a good night compared to the alternative. But we still face huge challenges, and still have two badly flawed major parties. And we are still beset by a number of structural flaws of democracy, such as widespread voter ignorance.
Treble incoming
if texas can turn blue real madrid can win laliga, copa del rey, AND a ucl this season #radicaloptimism #inshallah
Jarrod retweeted
Almost nobody is connecting these two stories.
Texas just elected a Democratic senator and governor. Texas is also where roughly 20% of America's data centers are supposed to get built.
James Talarico ran on a six point data center crackdown. Repeal the sales tax exemption. Make large energy users pay for their own grid infrastructure. Give local communities the power to reject projects outright.
His line all campaign: "Data centers are jacking up utility bills across the state of Texas."
The scale here is ABSURD. ERCOT's interconnection queue sits around 474 GW and roughly 90% of it is data centers. That queue is five times the entire peak demand of the Texas grid.
The EIA's high demand case has ERCOT North wholesale power prices running 79% above its February forecast by 2027.
And check this out… Abbott paused all new data center grid connections back in August pending an audit. BNEF analysts openly speculated the pause was timed to keep the issue off the table until after his November reelection.
He lost anyway.
The Texas legislature reconvenes in January. The utility commission's rulemaking deadline is December 31.
Btw, we're a team of 8 analysts, and we share all our moves in The Assembly, a private investing community of 3,700+ members.
Join from our bio before we reveal our next move. A lot of people will regret not joining.
Yuk
Byron Donalds, 48, Republican born in Brooklyn to a #Jamaican mother, Jamaican-Panamanian father, elected Florida’s first Black Governor. #Jamaica #Caribbean
npr.org/2026/11/03/g-s1-1512…
Jarrod retweeted
Now official… Democrats just won every single statewide office in Texas:
Senate
Governor
Lt. Governor
Attorney General
Land Commissioner
Comptroller of Public Accounts
Agriculture Commissioner
Railroad Commissioner
All 4 Supreme Court Justices
Jarrod retweeted
Americans don't use WhatsApp because of a decision Apple made in 2013. We only know about it because the emails came out in court, and the whole thing came down to keeping your kids off Android.
It started with Eddy Cue, the guy who runs Apple's services. That April he emailed the team saying Apple really needed to put iMessage on Android. Google was reportedly trying to buy WhatsApp for $1 billion at the time, and Cue's pitch was that Apple already had the best messaging app, so why not make it the one the whole world used.
Craig Federighi, Apple's software chief, shut it down.
He asked how Apple was supposed to get Android users to leave WhatsApp when they didn't even have iPhone friends. So back in 2013, the guy running iPhone software was basically admitting WhatsApp already owned everybody who didn't have an iPhone. Then he got to what he was actually worried about. iMessage on Android would remove "an obstacle to iPhone families giving their kids Android phones."
Phil Schiller, Apple's longtime marketing boss, backed him up in another email thread in 2016, writing that putting iMessage on Android would hurt Apple more than help it. None of this was public until Epic sued Apple and the emails got pulled into evidence in 2021.
Now look at what that does to WhatsApp. The entire reason WhatsApp exists is that it works on any phone, so it wins wherever group chats are a mix of iPhones and Androids. Apple went the other direction on purpose. For years, every Android user in an American group chat showed up as a green bubble and their videos came through blurry, and the fix everybody landed on was buying another iPhone.
Tim Cook pretty much said this out loud in 2022. A reporter at a conference told him he couldn't send videos to his mom because she had an Android, and Cook told him to buy his mom an iPhone.
And it worked about as well as anything Apple has ever done. Nearly 9 in 10 American teenagers own an iPhone, and iPhones were 75% of phones sold at the big three US carriers in early 2026. If almost everyone you text has the same phone, an app whose whole selling point is working across phones has nothing to offer you.
Worldwide, Apple only sells about 1 in 5 phones. Most of the world's group chats stayed mixed, so they ended up on the one app that ran on everything, and WhatsApp blew past 3 billion users. Meta says more than 100 million Americans use it now too.
Apple finally added RCS texting with Android in 2024 and turned on encryption for it this May, and they still kept those messages green.
Apple basically let WhatsApp have the rest of the planet so it could keep American teenagers.
You bums better be ready to clock in at 9am ON THE DOT tomorrow @TheDemocrats
Jarrod retweeted
Gimme three months and his golf buddies in Florida wouldn’t even vote for him.
I’ll smoke him by 7. Bet on it.
🚨BREAKING: Republicans' odds to flipping the Michigan US Senate seat JUMP OVERNIGHT.
Michigan - 2026 US Senate
🟥Mike Rogers 44.3% (+3.7)
🟦Abdul El-Sayed 40.6%
Polling average via Pollsmax.com.
Abdul El-Sayed has become the Democratic frontrunner, and compared to his primary opponents—Mallory McMorrow and Haley Stevens—he performs by far the worst against Mike Rogers.
If El-Sayed ends up being the nominee, Republicans will be the heavy favorites to flip Michigan's US Senate seat later this year.

























