Observing patterns in people, markets, and culture Drawn to thoughtful disagreement Tweets = thinking out loud Views are my own
West Hollywood
Joined November 2009
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Hetty Jones retweeted
The AI infrastructure buildout is entering a new phase:
US tech companies are committing to spend a record $850 billion on data center leases over the next several years.
This marks a +$570 billion YoY increase, or +204%, and +$200 billion QoQ increase, or +31%.
Meta, $META, added the most in Q1 2026, committing +$79 billion in new leases, a +76% QoQ increase, bringing its total to ~$183 billion.
At the same time, Microsoft, $MSFT, added +$41 billion, a +26% QoQ increase, bringing its total to ~$197 billion.
Oracle leads with the largest total commitments at ~$250 billion, having already secured many of the key sites needed to fulfill its contract with OpenAI.
Tech companies are doubling down on AI.
Hetty Jones retweeted
One of the easiest ways to improve your confidence and mood is to simply look up more often. When your head is down for most of the day your jugular veins actually compress, restricting blood flow and triggering dizziness, fatigue and anxiety. Your posture is directly connected to how you feel. Looking down signals defeat to your own nervous system. Look up, extend your neck, keep your chin parallel to the ground and notice the shift in how you feel almost immediately. Your body responds to how you carry it. Give it the posture of someone who is not defeated.
Hetty Jones retweeted
Godfather of AI: "If you sleep well tonight, you may not have understood this lecture."
This 47-minute lecture is the best thing I've seen about AI in the last few months.
Hinton built the neural networks behind every AI alive, then quit Google to warn us it's already ahead of us on most cognitive tasks.
Despite that, most people open Claude, type one thing, close the tab and think they're using AI, but they're using maybe 10%.
I turned his talk into 17 Claude features 99% of users never find.
Watch the lecture, then read the article below.
Hetty Jones retweeted
Astaire's tailoring is so good in Daddy Long Legs (1955). It's said that he used to dance, jump, and twirl in his tailor's fitting room to make sure the his jacket's collar never lifted off his neck. To me, he really embodied American elegance.
Hetty Jones retweeted
【発明】重さ42gのロボット鳥が宙返りする。独Festo製BionicSwiftは翼幨68cmの翼にフォーム製の羽毛構造を再現し屋内でループ飛行や急旋回をこなす。超広帯域無線GPSで5羽が同時に編隊飛行する。
Readers added context they thought people might want to know
この画像はAIによる生成画像動画です。Festo社のロボット鳥は実在しますが、動画のような滑らかな飛翔はしません。
Festo社の鳥型ロボットの動画(6年前)
youtube.com/watch?v=oZRc6T…
Hetty Jones retweeted
In 1942, James Cagney was told to just walk down the stairs in "Yankee Doodle Dandy." Instead, he decided to improvise a tap dance down the slick marble steps. The crew tried to stop him due to the high injury risk. He ignored them, nailed it in ONE take.
Hetty Jones retweeted
New podcast with @garrytan, @farbood and Daniel Francis.
Live in the Future!
00:00 Guest Intros
02:35 Live in the Future
03:58 Will AI Outsmart us?
07:43 In the Anthropic Breadline
09:59 The Tech Genie Is Out
12:33 We Invested in COVID?!
14:25 Good Writing Is Novelty
18:50 Living Like It’s 2028
24:32 Truth dot ai
30:18 Does China have the Weights?
35:38 Everyone has AI Anxiety
39:32 Have Your Agent Talk to My Agent
42:01 What if Open Source takes the Lead?
44:03 The Sun is Setting on Google
48:00 Ride the AGI
50:46 Will There be Startups?
54:05 Defending Taiwan
1:00:05 The California Empire
1:01:26 If the U.S. Falls
1:03:11 Universal Basic Robot
1:06:01 Humans as AI Handlers
Hetty Jones retweeted
A mid-flight scratch, then an effortless roll to face the pursuing raven. Apex predator aura.
Hetty Jones retweeted
This Is Night On Mars. 140 million miles away. No cities, no light pollution, no one.
Just you and a billion stars that have never been looked at like this.
Hetty Jones retweeted
TODAY is the day. The DOJ must charge Fauci for lying under oath or lose the chance forever. This man oversaw gain-of-function research at the Wuhan lab, lied to Congress about it repeatedly, and watched as you were called crazy for asking questions. The statute of limitations expires tomorrow. The American people have waited long enough for accountability.
Hetty Jones retweeted
JP Morgan on oil prices/Strait of Hormuz:
"A core assumption of our framework is that the accelerating pace of oil inventory depletion will ultimately force the reopening of the Strait of Hormuz, one way or another. Our base case envisions the Strait reopens in June—anchored on June 1 for simplicity—following a clear and credible announcement ratified and confirmed by both sides, such as a statement from the UN Security Council."