Energy – Page 2 – Wilder, Wealthy, and Wise

Iran So Far Away: Million-Dollar Bombs Versus $3,000 Drones and Day 23 of the 4 Day Operation to Liberate Iran

“This film is only for Madagascar and Iran, neither of which accept American copyright law.” – Bowfinger

I’ve heard that if a golf ball lands on a house, it’s scored as a home-in-one. (all memes as-found)

If you were sleeping under a rock (not the iRaq©, which has been officially purchased by Apple®) The United States and Israel dropped a surprise airstrike package on Iran like it was Amazon Prime® Day for regime change.

Supreme Leader Khamenei? Gone.

Nuclear sites? Smoking craters.

Military bases? Swiss cheese.

Iran fired back with hundreds of drones and ballistic missiles at Israel and pretty much every country in the neighborhood from Bahrain to Qatar. I’m especially offended by Qatar, because if a word has a “Q” in it, it should have a “U” as well. Qatar. That’s just wrong, man. It bothers me enough that I think they should kick Qatar out of the UN, but the argument against that is that it’s an unnecessary Qatar solo.

Vlad the Impaler’s favorite joke starts this way: “So this bar goes into this guy…”

Back to the war. Er, special military operation. It’s still early in the game, but in true 2020s fashion, the winners so far seem to be no one except the guys selling missile insurance and the printers at the Federal Reserve©.

Are we done yet? No, we’re not. So, let’s look at The Bad and The Good, at least so far.

The Bad

Energy prices are exploding upward faster than a Houthi suicide bomber on Red Bull®.

Oil is headed toward levels so high I won’t be able to bathe in it anymore, feeling the luxury of 10-W40 as it coats every inch of my skin. I remember when crude oil was cheap enough I could afford to fill my pool with it.

Sadly, those days are gone. Brent crude (a proxy for crude oil that shows up on a ship) is up over 40 percent since the strikes started. Analysts are whispering $110-plus if they have bought futures, and I’ve heard that it might go higher, still.

High energy prices act like an immediate tax increase on everything except paper straws in plastic wrappers in California. Periodically purchased Pringles®? Pricier. Pickles? Pricier. Plaster of Paris? Pricey. PEZ® is even presently a pretty penny purchase.

Oh, wait, pennies are too expensive to make.

I think King Arthur would be interested in this, since at either end they’d need a place to park, which would mean two places called Camelot.

Meanwhile the United States is burning through billions of dollars of precision munitions that take years to manufacture just to turn perfectly good Iranian concrete into expensive Iranian gravel. Concrete costs a few hundred bucks per cubic yard and you can pour a bunch in an afternoon if there are enough Mexicans around.

Our missiles? Millions per missile and the supply line is months to years for even the ones that keep missing the Iranian missiles.

I make it a point never to scream into a colander, since it might strain my voice.

Iran, on the other hand, is lobbing $3,000 drones that somehow managed to damage a $14 billion natural gas facility that took a decade to design and build. We brought a sledgehammer made of gold. They bring the fly swatter made of spite after decades of sanctions required that they work with nothing.

The policy is deeply unpopular with the American public. Polls show most people want nothing to do with this adventure except the tar and feather merchants who are prepping for higher tar prices, but think that feathers may come down enough so they can make a profit.

That face you make when you swap out something 80% of the American public are for versus something that 16% are for.

Iran is sucking all the oxygen out of the room and taking the focus off domestic issues like making beer cheaper or figuring out how to get illegal aliens and H-1B visa holders to stop turning the United States into either Guatemala or Mumbai.

Instead? We are arguing about whether blowing up another desert dictatorship is worth another trillion we do not have, which is gonna go great at the polls come November.

The Good

Every cloud has a silver lining, even when the cloud is radioactive fallout.

This mess is making my prediction (it’s in writing here on the site, but I’m too lazy to look it up) that the national debt doubles every eight years look less like a prediction and more like a weather forecast. In truth, it is that, since I can do math and see that, yeah, every 8 years the national debt has doubled since 1973.

The bright side of this debt? At least half of us get shiny new dollars to spend every eight years instead of those boring old dollars. Inflation is just another word for free money!

Last year, I could walk into the store with $100 and walk out with 50 pounds of ribeye. Not now. They installed security cameras.

I have been rough on Qatar so far, but one citizen from that nation may be of use in regime change in Iran due to the dire straits of the current situation. They should check out Qatar George, he knows all the Kurds.

If we play our cards right, Iran may follow through on its threats to take India, Africa, and the Pakistanis off the Internet, and remove them from all electronic communications. Hey, that is a public service more useful than anything Congress has done in years. No more spam scam calls from overseas call centers.

As a bonus, Pakistan has already hinted that since it cannot hit the United States directly it will nuke India instead if things get spicy. So, what exactly is the downside of that?

India would probably try to scam free Internet from Australia, which would come from a LAN down under.

Another bright spot is that we now know that Chinese air defense systems are as effective as barbells on a space station. Iran uses plenty of Beijing’s hardware and it did not exactly shine against American and Israeli jets. People in Taiwan should sleep easier tonight. If the Chinese who would invade them are equipped with the same made-in-China wonders, the invasion fleet might sink when it hits the water.

Shipping is getting a makeover too. Many tankers are now taking the long way around Africa instead of the Strait of Hormuz. This will be nice because it will allow cheese to age properly on the extra weeks at sea. Real cheddar needs time, and is not a rush job. The downside? Somalian pirates will not be able to steal and hijack as much cargo, so they will be forced to open more Learing Centers®.

Melons have traditional weddings. They cantaloupe.

Finally, what happens if the A.I. boom collapses because the market tanks and liquidity dries up? This is perfect. The Federal Reserve© could print even more money to paper it over. Then they could roll out trackable Central Bank Digital Currency to replace the failed dollar. Who could lose with that? My every purchase monitored for wrongthink while the dollar dies like a good idea on Facebook®.

It’s a win-win for the surveillance state, we’re all poor and can’t have privacy!

The real bright spot after all this is that I did find out the difference between Qatar and Abu Dhabi. In Qatar, watching The Flintstones is not allowed, but the people of Abu Dhabi do.

The Oil Shock of 2026: Pulp Fiction Economics

“Oh, man, I shot Marvin in the face.” – Pulp Fiction

Trump outlawed the selling of shredded cheese. He wants to make America grate again. (all memes as-found)

Am I the only one who feels like the global economy just got Tarantino’d?

One minute it’s business as usual, the next there’s blood on the walls, or in this case, oil not flowing through the pipes. We’re staring down the barrel of an oil shock that makes the 1970s look like a minor hiccup.

The Strait of Hormuz?

It was effectively slammed shut by the Iranians amid the escalating mess with the U.S. and Israel. That narrow choke point between Iran and Oman used to carry about 20 million barrels per day (liters per lightyear, for you Europeans) of crude and products.

That’s roughly 20% of the world’s daily oil consumption as of early 2026. Or I should say carried, past tense.

Now? Zilch. Null. Nada. Empty set. Nothing.

The taps are off, and we’re talking a sudden removal of around 15-20 million barrels per day (Coulombs per gram) from the global market, depending on how you slice the crude from the refined stuff.

The reason that Saudi Arabia has so much money isn’t because oil is expensive, but because they don’t let women spend money.

Oil prices are set at the margin.

It’s not just about the total supply the price is set by that last barrel that tips the scale. The world was already humming along at with supply keeping pace thanks to OPEC cuts, U.S. fracking miracles, and a dash of South American output from places like Guyana and Brazil, which apparently produce more than just horrific tropical diseases.

But shutting down 15 million barrels overnight?

That’s not a dip; that’s a crater. Prices don’t nudge up politely, they spike like a heart rate after too much coffee when this level of supply is cut. Oil isn’t just black gold for the gas tank of the Wildertruck®: it’s woven into every thread of modern life like pop culture.

When Fonzie’s motorcycle breaks does he call Triple-Ayyyy?

Plastics? Oil.

Transport? Trucks, ships, planes all guzzle it.

Heating an East Coast home in winter? Oil or derivatives.

Lubrication for machines that make everything from iPhones® to insulin? Yep, oil again.

When the price jumps it acts like a stealth tax on every single human activity that involves moving atoms around. We’ve already seen Brent crude north of $120 a barrel, with whispers of $150 if this drags on. Groceries will cost more because trucks burn fuel. Manufacturing grinds slower because inputs skyrocket. Even that Amazon® package shows up later and at a higher price.

Historically, high energy prices have been a tyrant’s best friend. Cheap energy? That’s freedom fuel. It lets people build, innovate, travel, and produce wealth without begging the government for handouts. Low prices mean less dependence on central planners I can heat my home, drive to work, and fill my tank without the state holding the reins.

But jack up those prices? Wealth creation stalls. People cut back on extras, then necessities. Factories idle. Jobs vanish. Suddenly, the masses are clamoring for subsidies, price controls, “emergency” aid.

I found out if I replace my coffee with green tea I lose 74% of my enjoyment of life.

Governments love that. It’s their cue to step in as savior, doling out favors while tightening the leash. Look at the 1970s: oil shocks led to inflation, stagflation, and a bigger welfare state.

We’re just at the front end of this beast. The 1970s shocks were bad. Prices quadrupled, lines at pumps, recessions, and worst of all, Jimmy Carter.

But back then, the world consumed only 60 million barrels per day (meters per kilogram). Now it’s almost twice that, economies are more interconnected, and just-in-time supply chains mean there’s no inventory to pick up the slack.

The Strait of Hormuz is (was) one of the most strategic spots on the planet. Easiest way to move oil? Pipelines, if you’ve got ‘em. Second? Water. It’s more convenient for collection if you use tankers rather than just pouring it on the water. And Hormuz was the biggest funnel: about 20% of global consumption squeezed through that 21-mile-wide gap at its narrowest. Talk about a speed zone.

I don’t understand time zones. In Europe it’s today, in Australia, it’s tomorrow, and in Iran it’s 832 A.D.

That oil won’t stay stuck forever my 50-50 guess is two months. After that, either cooler heads prevail and it reopens, or the Saudis and others pivot hard. They’ve got some bypass pipelines already but capacity is limited. Building more is feasible, but we’re talking billions and years, not weeks. In the meantime, producers like Saudi, Iraq, Kuwait are stuffing oil into storage tanks that are filling up fast.

Economic cracks are showing everywhere. Last week, I mentioned the private credit markets imploding with funds like BlackRock® limiting redemptions because liquidity’s drying up.

Now add this oil shock?

A.I. is already sucking up capital like a vacuum on steroids. But cash for everything else has been scarce. Billions in private debt funds are wobbling because borrowers can’t refinance at these rates, and higher energy costs will be the final nail for some.

Expect more gates slamming shut, more “sorry, your money’s stuck here” letters.

Gasoline prices are up here in the U.S., sure. Last I heard we were headed to $4.50 a gallon as an average, while pushing $6 in California. Compared to the rest of the world, this is a sweet spot. Thanks to fracking, the U.S. produces about two-thirds of the crude we consume, with most imports coming from Mexico and Canada.

This hurts us, but tis but a flesh wound compared to the gut punch for Europe and China.

A question from Iran: “Is it okay to sleep with your third cousin? I mean, if you’ve stopped sleeping with the other two?”

Europe? They’re getting hammered. They were already weaning off Russian oil post-Ukraine, now Middle East flows disrupted? Natural gas prices are spiking, factories are idling in Germany, protests in France, well, there are always protests in France.

Will this force negotiations with Russia over Ukraine? Absolutely possible. “Hey, Vlad, how about we ease sanctions if you pump more to us and we’ll rough up the Ukrainian midget?”

China’s in the same boat. 70% of their oil imports are from the Gulf, but are now rerouting around Africa at huge cost.

Where does this end?

Short term: pain.

Recessions in Europe, a slowdown in Asia, inflation here at home.

Long term: resets, and the world that we live in now becomes a dream.

I once had a dream I married an invisible woman. Not sure what I saw in her. Our kids were nothing to look at, either.

More drilling everywhere feasible, and maybe a rethink on global dependencies and who uses what currency. But don’t count on smooth sailing. Shocks like this expose fragilities, and in the Fourth Turning crisis, they’ll accelerate change.

Cheap energy’s over for now.

This oil shock isn’t just economic: it’s existential.

Things flow smoothly. Until they don’t.

Just ask Marvin.

Bubbles Within Bubbles Within Bubbles

“I had it all, even the glass dishes with tiny bubbles and imperfections.” – Fight Club

I wonder if Sean Connery is in 00 Heaven?

As we approach the end of 2025, the U.S. economy resembles a science-fair volcano built on baking soda, hype, construction paper, speculation, bubblegum, vinegar, and greed. I’ve written about this before, and, well, it’s so big it keeps dragging me back in.

The rot is birthed by several mothers: cheap cash, the need to put it somewhere, and a new technology whose benefits are (at this point) opaque at best. Let’s put down that you already know “money printer goes brrrrrrrr” so we’ll go back to A.I.

Again.

At the center of this precarious structure is what everyone who isn’t high on their own supply knows is an A.I. bubble. Large numbers of people (including me) recognized the housing bubble for what it was, but it kept on going because momentum is one hell of a master.

Another case of car-pole-tunnel syndrome.

A.I. has inflated stock prices, diverted resources like a drunk wine aunt at Lululemon®, and now has spawned secondary bubbles in hardware and infrastructure.

I’ve touched on this in previous posts, noting how projected AI:

growth outpaces any reasonably available power supplies, present and near future,
revenue projections fall short of the grandiose promises, and
the full realization of AI’s (theoretical) potential could unleash economic distortions on a scale we’ve rarely seen in human history.

But bubbles don’t exist in isolation. Bubbles multiply, feeding off each other until the inevitable pop unwinds it all. When the Great Housing Bubble burst, for example, sales of sulfuric acid went to zero for months. How are they related? Turns out the Great Housing Bubble was fed off the same credit structure that paid for basic chemicals.

And for all this time I thought it was because sulfuric acid was just like anything Chuck Schumer says: baseless and corrosive.

One time in chemistry they asked me to write 1,000 words on acid. I couldn’t finish it because my pen turned into a giraffe and the paper melted.

Today, we’re seeing this play out in real time, with AI-driven demand ripping into consumer electronics and beyond, all while broader market indicators flash warning signs of decline.

The AI stock bubble has birthed an investment bubble in virtually all computer hardware. Demand for specialized components has skyrocketed, pulling supply away from consumer markets and inflating prices across the board.

RAM prices surged 172% year-over-year, with some guessing they’ll double in 2026,
SSD prices per TB are climbing with AI and cloud providers tightening supply chains.
Motherboards shortages are emerging as manufacturers prioritize AI server builds over consumer PCs, with one producer having sold out for 2026 already.

This shift isn’t just raising costs for gamers and everyday users; it’s distorting global supply chains, creating a feedback loop where AI hype justifies more investment, which in turn inflates hardware bubbles.

The statistics say cows kill more people than sharks, but I’m surprised that cows are killing any sharks.

What happens when the tide rolls out? With the underlying economy already showing recessionary cracks, the fallout will almost certainly be severe.

Let’s start with the AI bubble itself: valuations in the sector have soared, with companies like Nvidia™ and others commanding trillions in market cap based largely on future promises rather than current realities. The S&P 500’s concentration in a handful of AI-related stocks reached 30% by late 2025, the highest in decades. Nvidia© (for example) doubled in price from April.

Doubled.

Skepticism is now mounting.

All this is unfolding against a backdrop of broader economic weakness that A.I. papered over.

Oil prices are declining despite ongoing disruptions from wars in Ukraine and tensions with Iran. Price levels are back into COVID 2021 levels. This drop persists amid supply risks: Ukrainian drone strikes on Russian refineries and U.S. sanctions on Venezuelan tankers should theoretically support prices, yet oversupply fears dominate.

My dad once asked me, “Son, if you have a hot blonde rubbing oil on a hot brunette, what do you get?” I answered, “I don’t know, Pop.” “Your camera, son, your camera.” (as found)

If peace breaks out in Ukraine, bringing Russian oil fully back online, prices could plummet 30%-50% as sanctions lift and exports surge. Add in a resolution with Iran, and the glut could be historic—you might as well use oil for bubble baths. The IEA already forecasts surpluses building into 2026.

This is a signal of weakening industrial activity worldwide, not resilience.

Domestic indicators paint a similar picture. Unemployment among native-born Americans ticked up to 4.7% in July 2025 from 4.5% a year prior, with the overall rate holding at 4.6% in November.

Wages? They’re stagnant at best.

The K-shaped economy persists: high-wage earners see modest gains, but lower-income workers face stagnation, widening inequality.

So, what portends when the A.I. Bubble bursts?

History offers grim lessons: the Dotcom crash wiped out trillions and triggered a recession and the economic response to that caused he Great Recession. An A.I. pop could be worse, given its entanglement with hardware and infrastructure. It doesn’t help that it is spawned, in part, by the loose-money policies of the post-COVID world. If I’m making an SAT question, Dotcom is to The Great Recession as COVID is to ___________.

The A.I. Bubble
A giant PEZ® dispenser filled with plutonium pellets
Greta Thunberg
The Black Studies Department at Harvard®

He then arrested me for assault with sandpaper. He didn’t accept the excuse that I’d only roughed the guy up a bit.

Consequences of it popping?

Investment in data centers and chips dry up, leading to layoffs of all those H-1Bs in San Fran and cratering the tech manufacturing here and in many nations around the world.
Deflation hits: hardware prices would crash as overcapacity floods the market, but not before bankrupting suppliers who bet big on eternal demand.
Dogs and cats, living together.
With the economy already teetering: slow job growth, wage pressures, and oil signaling demand weakness, the rest are downstream consequences.
Consumer spending, which has propped up GDP, falters as confidence erodes and debt defaults rise.
Income inequality worsens because banks and Wall Street firms cannot be allowed to fail.

If this capital misallocation is as bad as some of the graphs I’ve seen, this will be the singular economic event of the lifetime of anyone alive. There is a reason that I picked 2032 as the central pivot point of when Civil War 2.0 would show up and it was the underlying financial mismanagement of the United States. A.I.? It’s not the gasoline in the room, it’s the spark.

It would have been something.

I made this and even though I replaced it with a more fitting meme up above, I figured you’d want to see it.

In the end, bubbles always burst because they’re built out of illusions and fed by poor allocations of capital. The A.I. frenzy has masked underlying frailties that would have led to a very major recession during Biden’s term, but the bubble continued to get bigger.

As oil slides, jobs stall, and hardware hype peaks, the reckoning looms. And that science-fair volcano? I hope I don’t drop it on my foot.

I’ll Krakatoa.

The usual. Not investment advice, do your own research, etc., etc.. I’m not a priest or an exorcist though I played one on TV. If you read this and make meaningful decisions based on it you need to take a step back and reconsider your life.

Is Everything Fake?

“Happy premise number three: even though I feel like I might ignite, I probably won’t.” – Bowfinger

My ex-wife was more versatile than carbon: she could form more than four bonds at the same time.

The economy recently feels to me like a(nother) bad sequel to The Matrix: smoke, mirrors, simulated steaks and guys pretending to be girls directing everything.

It made me think of Bowfinger, a 1999 Steve Martin flick. Steve Martin plays the titular producer, Bobby Bowfinger. His character drops this gem while trying to scam a crew into working on his latest film:

“That’s after gross net deduction profit percentage deferment ten percent of the nut. Cash? Every movie costs $2,184.”

The rest, it’s like Hollywood? Fake sets, fake stars, fake everything. Our economy, I think, has officially hit 8.9 out of 10 on the Bowfinger scale.

It’s a façade of trillions propped on fraud, fiat, and fairy dust. The evidence is everywhere: from federal slush funds laundering cash to “charities” that fund political hit squads, to Somali scams siphoning billions for terrorist toys, to the AI hype train where Nvidia’s® GPUs vanish into vaporware voids. It makes me ask one question:

Have we peaked at “peak fake”?

Genghis Khan stayed in shape during conquests by making sure he hit his steppe goal each day.

Start with the government’s golden shower of “aid.” In the last few months, we’ve watched as the public found out that billions flood from Uncle Sam’s coffers to “nonprofits” and foundations that, surprise, boomerang right back to commentators, politicians, and partisan ops that give the opinions to the Democratically-appointed judges to make sure that their cash lifeline is safe from scrutiny. Sibling marriages are less incestuous.

Remember the post-election blitz Democratic blitz? A Free Press® investigation uncovered a $27 billion rush-out-the-door bonanza, with $20B hitting eight leftist nonprofits faster than Kamala could say “unbourboned by what has been.”

It would be one thing if these were soup kitchens serving the starving, but these are slush funds for radical agendas, exploiting tax dollars to bankroll everything from election meddling to “community organizing” that looks suspiciously like astroturf Antifa® activism. It’s like if United Way™ funded Trotsky but funded by the Czar.

Robespierre, Trotsky, and Pol Pot walk into a bar. There were no survivors.

And USAID? They shelled $44K to Politico™ for subscriptions chump change, but emblematic of how federal funds feather media nests. Nonprofits are NGO scams, funneling billions to progressive power grabs, sometimes even recycling it from overseas. Ukraine is the country that just keeps giving. I mean, if you’re a Democratic politician.

House hearings exposed how these networks weaponize your taxes for ideological insurgency. You’re paying for the people who keep bleating: “muh democracy.” This is Bowfinger budgeting: real costs hidden, profits pocketed by players who script the narrative.

Speaking of Minnesota Somalisota . . . (otherwise known as Mogadishu on the Mississippi), the relentless spotlight has turned from Indian invaders to Somalian swindlers. The “Feeding Our Future” fraud, where Somali networks allegedly pilfered over $250M from child nutrition programs during COVID. That’s bad enough, but state audits have found broader scams at over $1 billion in taxpayer theft, with funds funneled overseas to anti-American terrorists.

Terrorist training: “C-4 yourself.”

I mean, not just anti-American Democrats, but actual “was given a dowry of AK-47s, goats, and C-4” dirka-dirka terrorists.

This isn’t petty theft: this is peak fake philanthropy that rivals the Clinton Foundation. “Charities” as cover for African clan cash grabs, shipping your dollars to fund foes abroad. If you watch videos of interviews with these people, they have no connection philosophically to the United States, wish to live under sharia law, don’t speak English, and don’t have jobs, other than stealing. I guess the only saving grace is that at least these “charities” didn’t pay for Chelsea Clinton’s wedding and the terrorists are fine with using standard NATO rounds.

The next fake? I’ve mentioned it again and again, Nvidia®.

It’s not so much Nvidia™ as the hype around A.I. Nvidia® seems to (mostly) be just selling computer chips. Mostly. Their stock has been exploding upward like a Somalian with a grenade, doubling since April, with a market capitalization flirting with $4 trillion.

Who is buying all those GPUs, and for what? Is it kids playing Fortnite®?

Ed Zitron, tech industry writer, estimates Big Tech needs $2T in AI revenue by 2030 just to justify their A.I. spending binge, or it’s going to lead to a fall that will leave a mark. We’re back to Wilder’s A.I. Paradox: if A.I. is valuable enough to be worth the money that’s being invested in it, it will wreck the economy with a wave of unemployment. If it’s not, it’ll wreck the economy because it failed.

Yay! It’s almost like we don’t have a choice!

My quantum computer wasn’t working, so tech support told me to turn it on and off at the same time.

It’s a lot like the French having a military: if they fight, they lose, and if they run, they lose.

Who is buying this stuff? The usual suspects: OpenAI®, Microsoft™, Oracle©, Amazon™, and Google©. As we’ve shown here before, this investment simply doesn’t have the infrastructure like electricity, PEZ®, or clean water production to support it even if they could build all that stuff. It smells like tulips in the Dutch Republic back around 1637.

Me? I think it’s entirely possible that we’re building a multi-trillion-dollar computer that might wreck our economy if it works. And it might wreck the economy if it doesn’t.

So, is this peak fake?

We’ve got governments gifting billions to grifters on an endless cash spin-cycle. We’ve got immigrants importing scams and exporting cash to jihadi Jamal in Jowhar. Also, we have A.I. alchemists turning silicon into massive debts that might be decadal mistakes.

If it was just that, yeah, it might all work out. But there’s this: the economy is a house of cards built on counterfeit confidence: $36 trillion in fiat debt, infinite inflation, and innovations that might wreck everything if they don’t become a robotic overlord. Is it any wonder that the smallest pebble dropped onto this slope might cause a landslide?

How much dirt is in a six foot deep, three foot diameter hole? None. It’s a hole.

Fake fails eventually, but often lasts longer than almost anyone would believe during inertia.

Will we reset? I think that’s almost certain. When will we reset?

That I can’t tell. As long as everyone agrees that the market is up, the market is up. But Wendy’s™ is getting ready to close 5% of its restaurants because the business is so great. I think the lower end of the income spectrum has thrown in the towel.

“A Dave’s Single™? What, do I look like a Rockefeller?”

Going back to The Matrix: “You know, I know this steak Dave’s Single® doesn’t exist. I know that when I put it in my mouth, the Matrix is telling my brain that it is juicy and delicious. After nine years, you know what I realize? Ignorance is bliss.”

Ignorance, bliss? What do those words even mean? In other news, I’m in a great mood!

Disclaimer: This isn’t investment advice, this is an Internet humor column. You might want to try those little cartoons they had in Bazooka Joe® gum for better advice on timing and market direction than I could give you. I don’t own any positions in any stock mentioned in this post, and I also do not own (much) real estate on the Moon, though I was sold a 1/10^th share in some bridge in New York by an Albanian.

The Simpsons, Radioactive Potato Salad, And Running Out Of Electricity

“I have become death, destroyer of worlds.” – Andromeda

Had Oppenheimer been a theoretical physicist he would have been frictionless, perfectly spherical, homogeneous, isotropic, involuntarily celibate, and have extended to infinity in all directions. I guess one out of seven isn’t bad.

You know, Oppenheimer probably didn’t realize that his little gadget would one day power cat videos on YouTube®. But yet, here we are, preparing to stare down the barrel of an energy crisis that makes the 1970s oil embargo look like a minor hiccup at the gas pump.

America’s tech overlords are building A.I. data centers faster than a caffeinated beaver on gas station Chinese boner pills. These behemoths suck down electricity like it’s free beer at an open bar to toss electrons so we can make A.I. cat videos because there weren’t enough cats in real life.

The scale is enormous: gigawatts upon gigawatts, enough to finally get Marty all the way back to 1985. But that begs this question:

Where’s all that juice coming from?

My walkie-talkie once took a lump of coal to a movie. It was a classic example of radio-carbon dating.

Coal? Ha! That’s so 19th century, and the eco-warriors have pretty much chained themselves to the last coal plant, screaming about carbon footprints.

Natural gas? Did everyone forget demand peaks in winter when everyone is cranking up the heat and prices spike like Nvidia® stock? Are we going to have to keep our homes at 40°F (3.14 millipedes) just so ChatGPT® can make GloboLeftist women on the East Coast even more neurotic?

We need power, so, naturally, the bright sparks in Silicon Valley and D.C. turn to the holy grail: The Simpsons.

Sure, Homer® looks incompetent, but he hasn’t melted Springfield down. Yet. When The Simpsons started, they were mocking nuclear power in the typical GloboLeft drive to get it shut down.

Deep down, though, nuclear really always has been the only viable transition plan into the future. Oil really will run out at some point, abiotic or not.

I had an allergic reaction and the doctor asked how I was. “Swell.”

But nuclear? If done right, it really can be clean, reliable, and if we don’t let Soviets do it, pretty safe.

So, problem solved.

Not.

We’re facing an immediate energy cliff. In 2025, nuclear isn’t a parachute, it’s really more like a bedsheet and some twine.

With a little help from Constant Reader Ricky, who sent me an email.

I’ll quote him directly because, well, he nails it better than I could.

Ricky writes: “Existing commercial power reactors in the US have two key characteristics – their uranium is enriched from the natural 0.7% U-235 assay to a level of 3%, and they are cooled with pressurized water as the heat transfer fluid to run the turbines. The reactors were INITIALLY fueled via uranium enrichment done long ago in . . . monstrous factories that are now closed. An effectively experimental centrifuge enrichment operation in Piketon, Ohio shut down in 2016 without ever producing a pound of reactor fuel (we bombed a similar setup recently in Iran).

“Believe it or not, the US CURRENTLY fuels its commercial nuclear power reactors for the past ten years with Russian 3% enriched uranium, even through the Ukrainian war. The Russians basically dilute some of their bomb grade 93% enriched uranium stockpile down into 3% reactor fuel as an export profit center.”

Key point courtesy of Ricky: “The current American commercial nuclear power program is 100% dependent on the Russians and has been for the last decade.” He adds, “But we want that because that every kilogram of Russian uranium that goes IN a New York City power reactor is one less kilogram of Russian uranium that can go into an incoming nuclear bomb OVER New York City.”

He’s right. I want the Russians to hit the Somilsotans first. And then New York City twice. It’s the only way to be sure.

And just like uranium, Hillary is unstable, hard to find, and expensive. If only we could power a reactor with her tears.

It’s like we’re in a bad spy novel, relying on our geopolitical rivals for the fuel that keeps our lights on. We can stamp our feet as much as we want to, but as long as Mom and Dad are paying the power bills, they call the shots.

With AI data centers projected to gobble up an extra 200-300 gigawatts by 2050 (that’s tripling our nuclear capacity), we’re supposed to ramp up nuclear like it’s no big deal. It’s like the steady high school girlfriend you’ve been dating off and on for a year who you can always call for a date at the last minute.

Nope.

Building that kind of capacity?

Recent estimates peg adding just 63 GW at $354 billion. We’re talking trillions when you factor in overruns. The Vogtle plant in Georgia – two reactors, “just” 2.2 GW, clocked in at $35 billion after fifteen years of delays.

Nuclear power makes NASA look prompt and frugal.

Okay, we’ll just do micro-reactors.

Except these micro wonders ditch the “obsolete” 3% enriched uranium for something hotter: 20% enriched stuff, packaged in pellets like, I don’t know, energy kibble. Supposedly, they’re meltdown-proof, corrosion-resistant, great with kids, fun at parties, and perfect for high-temperature gas or molten salt reactors. And they’re much smaller than kibble, like poppy seed sized, but kibble is a funnier word and I really don’t want to think how stupid it is to build highly radioactive balls that you could put into someone’s potato salad at the neighborhood picnic?

I did figure out where I got the plague: the flea market.

Cool, so where do we get this 20% enriched uranium for our nuclear kibble?

We downblend our surplus bomb-grade stuff from the Cold War.

The US has 480 metric tons total, but half is reserved for nuking India (it’s the only way to be sure), and 100 tons reserved for Navy reactors.

Bringing those numbers up to date and turning it into nuclear kibble leaves 86 metric tons up for grabs.

So, we have a safe plan. What’s stopping us?

Adding 250 GW of new nuclear by 2050 (a Department of Energy guess) requires 5,350 metric tons (it’s like a ton, but it has a French accent) of enriched uranium kibble.

Do the math:

86 tons available vs. 5,350 needed?

It’s like trying to fill an Olympic®-sized pool by spitting into it.

Our energy policy in a single meme.

Okay, let’s restart a program that used to make the stuff. Great! The Piketon, Ohio centrifuge plant we mentioned above, let’s use that. They’re planning on delivering 900 kilograms (a ton for those of us from countries that have put people on the Moon) by 2026.

So, we need over 5,000 tons.

We’ve made one. Oh, scratch that, not even one yet.

Want to take odds on that bet?

Even if we magically create tons of usable uranium, Harry Potter-style®, there’s no supply chain for turning it into nuclear kibble. Right now, it’s a prototype lab in New Mexico fiddling with demos.

We’d need a whole new industry.

And we’d need to have started on this (checks watch) twenty years ago. That’s the bitch of exponential growth. We could play with 2030 numbers (“only” 50 GW), but since no concrete has been poured for this new capacity and there is no path to creating this fuel, it’s more realistic to discuss if Superman© could beat The Witcher®. It’s a non-starter.

I mean, who would win, Captain Kirk or T.J. Hooker?

We’re dependent on foreign fuel, short on domestic capacity, and staring at timelines measured in decades, not quarters.

Maybe it’s time to rethink the whole “AI will save us” stock market hype or at least stock up on candles and spears.

And hey, if that microreactor ends up in my yard, Homer© and I will host a barbecue, BYOGC.

(Bring your own Geiger counters, you know, potato salad).

Thank heavens we let The Simpsons create our energy policy.

The Economy: Is It All Fake?

“This is my costume. I’m a homicidal maniac. They look just like everybody else.” – The Addams Family (1991)

The upside of burkas is that if you divorce and remarry, you can keep the same photo on your desk.

October is supposed to be the weird month in the markets. Why? Harvest. Halloween sugar highs and fake vampires going “trunk or treat” because “trick or treat” is just too much walking for parents, who can’t let the kids out by themselves because . . . 2025. Me, I remember lining up at the neighbor’s house to get decent-sized Snickers®.

Maybe it’s just that less daylight makes people crazy.

Who can say?

But this year, the market is throwing a tantrum that makes a toddler with a baby bottle full of Red Bull® look chill. The Dow© was down 800 points yesterday (my yesterday, not yours). The NASDAQ™ is nursing a Nvidia®-sized hangover, and Bitcoin?

If you give a Bitcoin to an exotic dancer, is it a Striptocurrency?

It’s a Bitcoin bear market, baby. Bitcoin crumbed from $127k highs to $88k like it just discovered gravity after a night of tequila and strippers. I’ve never quite understood the allure of Bitcoin, though many people have made tons of profit with it, and I think that Fartcoin (yes, this is real) proves my point.

I think the big thing that’s different is Trump. Trump is absolutely going to choose a Fed® chairman that will lower rates like a frat bro bringing out the backup keg at midnight. Why? Because Trump wants lower rates, so he’s auditioning like it’s The Apprentice: Interest Rate Edition.

But here’s the punchline: Lower rates for an economy dealing with continual high inflation and fiat currency disease? It’s like lighting a cigar with a jet engine. Sure, it gets the job done, but if you stand too close, you’ll end up medium well.

What do you do if you find Michael J. Fox in your hot tub? Add laundry.

Big banks love lower interest rates. It allows them to cover the losses they stood while whistling like nothing was going on, the same losses that took down Silicon Valley Bank. Businesses usually like low interest rate because it makes stuff easier to buy, yet there has to be something worth buying, some revenue stream to capture.

The result? Bankers win. Again. At a certain point people begin to feel like Wile E. Coyote.

But the financial shenanigans aren’t limited to the United States. Stimulus, that economic equivalent of jumper cables is showing up around the world. Japan’s GDP shrank, so they thought they’d toss out $110 billion to convince the Japanese to, what, buy more manga and sushi on top of Japan’s current sky-high debt?

China will not be left out. They’ve decided to sell a bunch of bonds and deficit spend because it’s worked out so well for us. That’s $1.4 trillion to add to the dragon’s fire.

And the United States? Our “annual stimulus” is the $1.8 trillion federal deficit for FY2025, down a smidge from last year’s binge but still ballooning debt to $36T like a bad hair day on steroids.

You know what chicks love? Sweeping generalizations.

Where does all this money go?

Apple®. Apple© is swimming in cash, with $200B stuck in the seat cushions, while small companies pay rent with expired McDonald’s™ Filet o’ Fish® coupons. And Nvidia®, which is the other stimulus program of the United States.

And low interest rates tend to drive stock prices up. Yet, the valuations are already high, and most of the economic growth of the country over the last year (if not all) has been buying Nvidia® chips and building places to house Nvidia™ chips and building power to allow the Nvidia© chips to depreciate into e-waste so they can be replaced by . . . more Nvidia® chips.

It’s sort of like we decided to dedicate the entire economy to create an Ouroboros meme. Or, let A.I. make an Ouroboros meme.

As found. 90% of why I wrote this post is because I wanted to use this meme.

And even though the market is going down right now, it seems like it’s going to go back up. Why?

I guess so we can do more stimulus and create more data centers. So, the interest rates can go lower and . . . we can do more stimulus?

Don’t know. I just know that Warren Buffet retired with Berkshire Hathaway sitting with a pile of $381 billion in cash. Buffett normally tried to buy stocks that were undervalued and let them run. To be fair, I’d be hard put to find a place to invest $381 billion in cash where I thought it would make money since I can’t seem to do that with the little horde of cash that I personally have.

This, from a guy who had to work until he was 95.

Regardless, despite Halloween being over, the whole thing seems . . . fake and artificial. It’s like “trunk or treat” is today’s stock market, a big fake line.

To me, it feels like a gigantic faux queue.

Disclaimer: I don’t own any stocks mentioned in this post, or at least I don’t think I don’t think I do nor do I intend to buy any by Friday. However, I may have a Snicker’s® bar on Friday, so, don’t front-run that trade since I didn’t buy any Snicker’s™ futures. If you think taking financial advice from an Internet humorist is a good idea, you should consider getting psychological advice from Hannibal Lechter.

The Looming A.I. Market Bubble

“Don’t try to fight it. You’ll get brain bubbles, strokes, aneurysms.” – Fear and Loathing in Las Vegas

Is bubble wrap part of pop culture? (All memes as-found)

Elon Musk promises a supercomputer cluster bigger than Texas that’ll make Skynet™ look like an HP-15C®. It even has a creepy name for those who know film history: Colossus™. Of course, it’s going to require more power than a quiver of Antifa® mainlining Red Bull© during a riot. I like that. A herd of cattle, a murder of crows, and a quiver of Antifa©.

But it’s not just Elon. There’s also Sam Altman, that pint-sized messiah of OpenAI© is out here swearing he’ll build data centers the size of Afghanistan, all to birth the AI-god-emperor that’ll finally figure out why fish from Long John Silver’s® always tastes like regret.

But here’s the kicker: this might be the biggest Ponzi scheme in history. If When this AI bubble pops, it may very well make the dotcom crash look like look like a lost wallet.

On recent analysis I saw was over here (LINK) by Ed Zitron, and no, I’m not going to make fun of his last name as tempting as that might be since he writes well. When I read it, it wasn’t behind the paywall, but it was also insightful. Trust me.

His conclusion?

According to Ed’s analysis, the AI hype train is barreling toward a cliff made of physics, bad math, and even worse economics. If Mr. Zitron is correct, trillions of dollars are being flushed down the toilet on promises that of a technical revolution which, while automating many boring tasks, unfortunately won’t replace the staff at the DMV.

“Oh, yeah? You and what army? Oh, that army.” – Cicero

First off, the promises.

OpenAI’s® scribbled deals on cocktail napkins that will eventually result in laws prohibiting what they’re doing. As I mentioned in a previous post, they’re committing to drop $300 billion on Oracle™ over five years. That amounts to $5 billion a month, which is more than Taylor Swift makes in an entire year. Just kidding, but that $5 billion a month is a big number, since OpenAI only made $4.3 billion in the first six months of 2025.

OpenAI™ doesn’t have the money, of course, but, hey, it’s a bubble, so who is counting? They have stock, so if they don’t have cash, they’ll just give you stock.

What is OpenAI© buying with that cash that they don’t have? A gigawatt-scale data center orgy that’ll need more energy than Switzerland. Probably. Maybe. I’d need to know how many electric toothbrushes the Swiss use to be sure.

But, the problem is, nobody has built a gigawatt data center.

Ever.

Imagine the stock valuations! Follow me for more tips!

The biggest data centers today top out at maybe 100 megawatts, and that’s if the grid fairies are feeling generous. Take Stargate Abilene, OpenAI’s© “investment” with Oracle®. It’s supposed to hit 1.2 gigawatts, but right now?

They’ve got a puny 200-megawatt substation and some jury-rigged natural gas turbines that might squeak out another 350 megawatts if we can talk the Chinese into sending us the rare earth materials to make them.

Reality check: to run just this one location, they need 1.7 gigawatts total just to cover cooling and losses. And, it’s in Texas, which is not known for being a good place to keep stuff cold. They picked a climate where cooling the data center will be like trying to cool my nether regions in a sauna using a hairdryer.

And the power? Forget it. Transformers and substations take 2-4 years to build, and we’re fresh out globally. The article quotes some Bloomberg® wonk admitting they’re slapping together “not the really good” turbines because the premium ones have a seven-year waitlist.

Seven years! By then, those fancy Nvidia™ H100 GPUs will be as obsolete as Taylor Swift’s ovaries.

None of this is hyperbole. This is simple math: Taylor’s really getting up there if she wants to have kids. But back to the data center. Roughly, if you have a gigawatt of power that gets you maybe 700 megawatts of actual data center capacity after the universe’s entropy tax.

OpenAI® is pledging 6 gigawatts of AMD® GPUs by late 2026.

No way.

No sites have been picked, no financing has been announced.

No nothing.

It’s like promising to pay off the national debt by spending more so we make it up in . . . volume, yeah, volume discounts. Now, let’s spice it up with history, because nothing says “wealth wisdom” like learning from suckers who came before.

As I mentioned in the previous post, this is straight out of the dotcom collapse.

17 isn’t a big number, is it?

Remember Cisco™? Yes, they make good stuff, and they survived. But back in the year 2000, they were the kings of the internet pipe dream and they hit $69 a share in 2000 bucks. Yesterday, they were at $68.66, so on an inflation-adjusted basis, they haven’t ever returned to their 2000 peak. The world realized nobody needed that many routers to email “I can has cheezeburger?” cat pictures.

If that were it, we’d probably be okay. But Nvidia™ is now priced out at 8% of the entire valuation of the S&P 500. The “500” in S&P 500 means the largest 500 companies in the United States. And one company is 8% of it.

This is the highest share of any single company in the history of S&P 500. Ever. The top seven tech firms account for 34% of the S&P 500.

Should we worry about that? Nah. It’s not like private equity is running out of cash for all of these projects. Wait, what? They are, and lots of them are exiting so they have sufficient cash left to buy cocaine and OnlyFans™ girls to snort the coke off of.

The worst part is that the entire thing is so incestuous that it makes a Habsburg family reunion look positively eugenic. Nvidia™ invests $100 billion in OpenAI® which then invests some other imaginary amount of billions in a deal with Oracle© to buy data centers and stuff them full of Nvidia® GPUs. The result? The stock price of each of these companies increases.

This doesn’t look corrupt. At all. Ignore the man behind the curtain.

Economically? It distorts everything. One estimate was that AI infrastructure spending accounted for 92% of U.S. GDP growth in the first half of this year, all based on debt and soaring stock prices.

OpenAI’s projecting $200 billion revenue and $38 billion profit by 2030?

Cute. How do they expect to do that as their current business model is selling a dollar’s worth of computations for four cents? I guess they’ll make it up in volume?

Really, that’s not their bet. Their bet is that they’ll be the first to the prize: superhuman intelligence that will do their bidding. To be clear, if they got that, it might be worth it. For Sam Altman. Or for AI if it decides to go full Cyberdyne Systems and make Sam clean toilets.

A coincidence or a collapse?

But certainly not for you, and not for me. It would be an economic dislocation that would be the biggest in human history, even more than my divorce. If AI turns out to be real, actually disrupting the workforce like a drunk uncle at Thanksgiving, automating jobs left and right: boom.

Economic collapse. Trillions in productivity gains? Nope, it’s trillions in pink slips, ghost towns of cubicles, folks out of work, AI overlords hoarding the pie. I can see it now, French Revolution 2.0 with robot guillotines from RobotGuillotines.com.

But if AI’s the dud . . . hang on, what’s a dud in this context?

With the trillion plus dollars invested and the distortion to the economy it could be the most successful product in history and still be an economic wrecking ball. It it’s a dud, then all this investment?

Wasted.

Trillions vaporized on e-waste mountains, exec bonuses, and data centers that won’t be filled for the next century. This will drag down markets, pensions, and everyone eats ramen for the next decade.

C’mon buddy, you’ve got to earn that van.

If it works?

Collapse.

If it doesn’t work?

Money bonfire and depression.

Thankfully, in almost either scenario we will be able to avoid the real danger to society: Long John Silver’s®.

The A.I. Bubble: Two Outcomes

“The ban on research and development into artificial intelligence is, as we all know, a holdover from the Cylon Wars.” – Battlestar Galactica (2004)

When I asked my mom if I was ugly, she said, “I’ve told you not to talk to me in public.” (All memes as found.)

I remember the dotcom bubble.

Back in the late ’90s, everyone was throwing cash at anything with a “.com” slapped on it. Anything. Take Pets.com™, which had the idea that they could take orders for dog food online and that would lead to them being worth a trillion dollars. Instead? They spent $11.8 million on ads which resulted in $619,000 of total sales. But wait, there’s more! Their business strategy was to sell their products at 30% of what they paid for them!

Genius! I suppose they thought they could make it up on volume?

That’s just one example, and there are thousands of companies that burned through money like cocaine-addled chipmunks going through nuts. Billions of dollars vanished, but hey, at least we got Jeff Bezos managed to get a slightly used wife out of it.

Fast-forward to 2025, and we just may be in Dotcom 2.0: the AI edition.

This time, it’s not websites filled with dancing hamsters. Nope. Data centers are sprouting like marijuana in a Colorado hippie’s backyard. Chipsets are piling up like Indians in Canada. The spending is insane on this bubble, and if history’s any guide, the pop could echo for decades.

The source of this frothy mess?

Massive investments in AI infrastructure. In the first half of 2025 alone, spending on AI data centers and related gear added more to U.S. GDP growth than all consumer spending combined. This is about $75 billion from AI infra versus $69 billion from folks buying lattes and lawnmowers.

I tried to get the lid of my pen for ten minutes. Nothing was working. Then it clicked.

That’s right: Big Tech’s server farms are propping up the economy more than shopping. Companies like Microsoft®, Google®, and Meta® are pouring trillions into building these behemoths, buying up NVIDIA® chips like they’re the last Twinkies® in a zombie apocalypse. It’s not just servers; it’s cooling systems, fiber optics, and enough wiring for George Bailey to finally lasso the Moon.

Why?

Because AI needs compute power like a teenager needs a cell phone: continually and without gratitude.

So, how long can this bender go on before someone yells “last call”?

Analysts are projecting explosive growth through 2030 but they also told people that Pets.com® made sense. Bubbles don’t burst on schedule, they pop when reality bites. McKinsey estimates we’ll need $6.7 trillion worldwide by 2030 just to keep up with compute demands from the various AI products, while the global AI data center market is forecasted to balloon from $236 billion in 2025 to $933 billion by 2030, growing at a scorching 31.6% yearly.

Where will the power come from? 10 gigawatts of new data center capacity will break ground this year alone, with construction at record levels and power transmission delays stretching to four years in some spots.

Before electricity, were people sentenced to death in the acoustic chair?

Let’s extrapolate this:

If spending keeps doubling every couple of years, as it has since ChatGPT lit the fuse, we’re looking at a timeline where the frenzy peaks around 2028-2030. By then, data centers could consume as much electricity as Gavin Newsom’s blow dryer, and the supply chain for chips and rare earth metals starts buckling.

Analysts predict data center power demand surging, but what if AI hits diminishing returns? We’ve seen it before: the dotcom buildout assumed infinite internet growth, but when the stunning genius of selling products for 70% less than you bought them for didn’t pay off, the house of cards folded. Rapidly.

If AI doesn’t deliver massive productivity gains or the company can’t figure out how to make it up on volume, investors pull the plug. My guess? This bubble could inflate for another 3-5 years, then deflates when ROI reports come in looking like a kid’s lemonade stand profits for some companies.

Salmon don’t watch cable TV. They prefer streams.

It’s not just the data centers themselves; the ripple effects are creating mini-bubbles in related bits of the economy. AI’s thirst for electric power is turning it into the new oil. The International Energy Agency projects global data center electricity demand more than doubling by 2030 to 945 terawatt-hours, enough to power Australia several times over if they ever figure out electricity.

This means billions funneled into new power plants, grid upgrades, just to keep the lights on in these silicon sweatshops. Utilities are scrambling: nuclear restarts, solar fields the size of small states, and even deals with fusion startups that sound more sci-fi than spreadsheet. This is trillions spent on infrastructure, from transmission lines to cooling systems that guzzle water like a camel in the Sahara. If the bubble bursts, we’re left with ghost grids and stranded assets, much like the fiber optic cables buried post-dotcom that still haunt telecom balance sheets.

What do a ring, a baby, and a threesome have in common? None of them are going to save a relationship.

What happens if AI reaches its mature end-state? We’re talking Artificial General Intelligence (AGI) where machines that can do any intellectual task a human can, not to mention Artificial Superintelligence (ASI), where they outthink us like we’re Mexican mall lawyers trying to fix a copier.

Some whisper we might already be there, with models like Grok™ or whatever OpenAI®’s cooking up blurring the lines. But assuming we hit it soon, the economy does a backflip.

In the AGI/ASI world, productivity explodes: AI handles everything from coding to curing cancer, slashing costs and boosting output.

But jobs? Poof.

Hey, let’s see it take a 15 minute coffee break.

Economists at AEI outline scenarios where AGI displaces masses of workers: truck drivers, lawyers, artists. Optimists say it will augment humanity, creating new gigs in “AI wrangling” or whatever.

The dark side for this case: inequality skyrockets. A few tech overlords own the AIs, reaping trillions, while the rest scramble for UBI scraps.

Civilization-wise, it’s transformative: endless innovation, but if ASI “solves” economics without humans, we enter a post-scarcity utopia . . . or dystopia, where labor is worthless and purpose is a luxury.

If we’ve hit AGI/ASI now (debatable, but let’s play along), the bubble accelerates short-term as companies race to integrate, then crashes when overcapacity hits. Data centers become obsolete overnight if ASI optimizes compute down to a laptop. The fallout? Trillions in sunk costs, like building railroads right before cars took over.

Scooby Doo® taught many kids that if they smoked enough pot, their dog would talk and help them look for snacks.

If AI fails (and there is no sign of this) we end up in, at least, a dotcom-style recession.

At least.

If AI succeeds, in the best case we end up in a strange, post-scarcity world, but a world that hardly needs us.

I guess we could make it up on volume?

10 Limits And How Humanity Shattered Them

“Life breaks free, it expands to new territories and crashes through barriers painfully, maybe even dangerously, but, uh, well, there it is.” – Jurassic Park

“You miss 100% of the shots you don’t take,” is great hockey advice from Gretzky, but don’t go quoting that at an AA meeting. (“Eh Eh” in metric)

Throughout history, mankind has faced limits. How we vaulted over those limits has defined our progress, and the bigger the hurdle, the greater the payoff. Of note, each of these has led to extreme economic and societal disruption.

1. Fire = Mastery of Energy
Barrier Broken: Darkness, Vulnerability, Need to BBQ
Fire was our first “aha” moment, going back to into deep time – our control of this allowed us to, for the first time, harness energy stored in hydrocarbons at will. Does Grug want warm cave? Grug make fire, make cave warm, cook aurochs steak, eat. Good. Cold hungry Grug sad.

Fire also kept saber-tooths at bay keeping Grug from being a kitty-treat, and turned rock shelters into the original man cave, dreaming of a time when Door-Dash™ would allow people from India to bring bacon cheeseburgers to us.

Simple – if you won’t eat delicious bacon cheeseburgers for a month, no admission to the United States.

2. Agriculture = Beer + Cities
Barrier Broken: Food Scarcity, Invites to Kegger
I’ve written about this before – Evidence from sites like Göbekli Tepe hints the purpose of the site was religious, but also that it was a brewpub. It’s likely early brews fueled rituals that glued folks together. Fire kept us warm, but beer got us buzzed.

The barrier of unpredictable food was shattered when we started planting grain—surpluses meant we could ditch nomad life, build mud-brick condos, and let some dude specialize in carving spoons instead of stabbing mammoths. Result: cities, labor division, and the glorious chaos of civilization, all toasted with a pint. Or three.

Göbekli Tepi: How Beer Created Civilization

3. Writing = Records + Reach
Barrier Broken: Fleeting Memory, Knowledge Becomes Eternal
Scribbling on clay kicked off with debts (“You owe me five sheep after you drank all my beer”) or god-shoutouts. These had taken place orally, but, you know, the last guy I lent a $20 to forgot about it even if I haven’t. Writing cracked the barrier of oral limits and memory.

With writing, knowledge stuck around—grannies didn’t have to recite everything anymore. Pharaohs sent exact orders to the Nile’s edge; Rome ran an empire on scrolls. It wasn’t just records—it was power, precision, and the ability to tell your great-great-grandkids exactly how to brew that beer. Result: generational wisdom, bureaucracy, and legions marching on paper trails.

But you have to feel bad for her – no one hit the glass ceiling that hard since Goose from Top Gun.

4. Wheel = Friction Fighter
Barrier Broken: Immobility, Distance Becomes Cheap
The oldest surviving example of a wheel was found in Slovenia, and dates back over 5,000 years, proving that people were trying to get out of Slovenia even back then.

The wheel smashed the barrier of schlepping everything by hand. Suddenly, a cart could haul what ten Grugs couldn’t—trade routes bloomed, villages linked up, and armies rolled instead of trudged. It’s not sexy like fire, beer, and steak, but without it, no ’69 Camaro™. It’s likely that agriculture made it so we had stuff to move around, and was the real motivator for the wheel, so we could help friends move on the weekend.

Cities got bigger, goods got cheaper, and we stopped throwing out our backs for a sack of grain. Result: the world shrank, and we got mobile.

5. Printing Press = Knowledge Flood
Barrier Broken: Elite Access, Knowledge Becomes Cheap
The wheel shrunk the world, and then Gutenberg’s clunky printing press took writing’s exclusivity and yeeted it out the window. Books went from monk and king-only treasures to peasant-readable pamphlets—ideas like “Hey, maybe the Earth’s not flat” spread like gossip at a dive bar.

The barrier of gatekept knowledge crumbled—science surged, religions splintered, and revolutions brewed. Result: mass literacy, a brain explosion, and the Renaissance popping off like a medieval Ozfest™.

My HP™ printer joined a band – I should have seen it coming: it loves to jam.

6. Industrial Revolution = Muscle Swap
Barrier Broken: Human Power Limits, Horsepower Becomes Cheap
What did we do with all that knowledge and science? Mastered energy. Steam hissed, gears turned, and suddenly one machine outmuscled a village. The barrier of physical drudgery got smashed—factories churned out goods, trains hauled dreams, and kids stopped pulling plows (mostly).

Think of this one as taking the first example, fire, and making its use precise and scientific – it’s no coincidence that thermodynamics was the science boom of the 19^th Century, one that made millionaires out of people who could figure out how to make a heat exchanger. Which is as it should be.

Result: skyscrapers, global trade, and the bittersweet birth of the 9-to-5.

7. Electricity = Power Everywhere
Barrier Broken: Localized Energy
A byproduct of the Industrial Revolution was the power revolution. Edison, Tesla, and pals flipped the switch, and energy stopped being stuck near coal pits or waterfalls allowing the Industrial Revolution to be everywhere. The barrier of “where the power is” vanished—lights buzzed in hovels, fridges hummed, and telegraphs chirped across oceans.

It supercharged industry, lit up nights, and made “unplugged” a choice, not a fate. Result: a wired world, 24/7 life, and the electric hum of progress.

I told my wife if she was cold and couldn’t find her sweater, she should stand in a corner. They’re generally pretty close to 90°.

8. Computer Revolution = Cheap Math
Barrier Broken: Slow Calculation
Now, what do we do with all that juice? From punch cards to processors, computers turned math from a monk’s headache into a microchip’s yawn. The barrier of tedious number-crunching fell—rockets soared, genomes unraveled, and your phone now out-thinks a 1960s NASA lab.

It’s not just speed; it’s scale—billions of ops a second, cheap as dirt, and my computer has more five times more transistors than the number of people on Earth. Result: digital everything, from Moonshots to memes.

9. The Internet = How To Be Everywhere, All At Once
Barrier Broken: Presence at a Distance
Now we had tons of data, but it wasn’t with you. Until the Internet. Ever want to go to the library to get a book? Now I can do it on the Internet without having to ever even haul my PEZ™ powder covered carcass off the couch. I can pull most movies ever made with a click, I can get facts that would take me days to research in 1990: immediately. And I can even order that PEZ® from Amazon™ at 2AM.

Result: Access to virtually all of human knowledge, and cat pictures.

I belong to a family of failed magicians. I have three half-sisters.

10. AI = Cheap Consciousness
Barrier Broken: Mental Bandwidth
Here we are—AI’s making thinking a commodity by meshing 8. And 9. But it is not just crunching data; it’s reasoning, riffing, and dreaming up horoscopes faster than a caffeinated astrologer.

The barrier of human cognition’s limits is cracking—it can synthesize your ideas, spot patterns, and serve it back with a wink, all in real time. Result: a flood of synthetic smarts, amplifying us, challenging us, and freaking us out a little.

We’ll end with these 10. Note that each of these revolutions had massive and unequal impacts on humanity. The implications or 8., 9., and 10. are still unfolding, and number 10. is in its infancy.

Since nobody has time for a 2,800 word post, we’ll pick up the gauntlet of what barriers are left, and where we’re headed with AI, and guess at the economic impacts to come . . . but we’ll do it next week.

The Funniest Movie Review You’ll Read All Day. Promise: The Andromeda Strain.

“I’ll have the answer when I know why a sixty-nine-year-old sterno drinker with an ulcer is like a normal six-month-old baby.” – The Andromeda Strain

What do you call it when two strains of a disease are identical? Plague-erism.

Flipping through the television the other night, there were movies the computer network that pervades our lives (paging Uncle Ted) thought I might want to watch. Now, if you’re a paranoid person, you might think about how by putting a piece of media in front of a particular person at a particular time might be nudging, but hey, sometimes a movie is just a movie.

The one that caught my eye was one I’d seen as a kid – The Andromeda Strain (1971).

I am certain I haven’t seen The Andromeda Strain since I was younger than 10. I think I saw it on a Saturday afternoon or Saturday night Creepy Creature Feature UHF show. Regardless, I thought, what the heck, I’ll give it another looks for the sake of nostalgia.

For those, like me, who were a little fuzzy on the plot, I’ll give it a recap.

A satellite re-enters the atmosphere, and because Elon Musk isn’t even born yet, it lands in the middle of a village in northeastern New Mexico. Because New Mexico hasn’t agreed to join the United States and rename itself Greenland, a virus kills everyone in town. And there’s not a Tesla® in sight to tow it.

Why does Elon love satellites so much? He’s transmitten with them.

In the first amazingly improbable event, the government decides not to drive to pick it up, but rather sends a Phantom F-4 to take pictures. Now, I really think the Phantom F-4 is a really cool plane, but I’d bet that since in 1971 you couldn’t throw a rock and not hit an Air Force plane in New Mexico they could have sent something else, but, hey, Phantom F-4s are big sexy to the under 10 crowd.

Hell, they’re still sexy to me at current age.

Second in are two scientists who have the equivalent of sixteen days of air in their space suits, because everyone knows you send Nobel Prize-winning scientists to do field reconnaissance in an area where everyone is dead from a completely unknown cause.

They find a drunk and a baby. It would have been more reasonable to find a drunk baby, because, after all, New Mexico, so they lose credibility points on that one, too.

That is the most Zelensky-like baby I’ve ever seen.

By some mysterious field, the drunk and baby are separated from the scientists while simultaneously being isolated from everyone and sent to the most secret laboratory in the universe (more on that later) while the scientists make their way much more slowly there.

It is at the facility where we discover that the three male scientists all suffer from the same birth defect: they were born without any sort of individual personality. The lone female scientist is played by an actress who was 39, but looked like she was closer to 59. I guess life was harder in 1971. The female scientist does, however have a personality, most charitably described as “being an utter bitch.” How bad was it? She could be on The View without an audition.

So, they make it to this super top-secret biological containment lab, and this one isn’t even in Wuhan. It is, instead, cunningly hidden below an anonymous Department of Agriculture soil testing building. How do you access this lab?

By going into the tool room and pressing a secret button near the wheelbarrows. It’s like James Bond meets Oliver Wendell Douglas from Green Acres. All we needed, really, was Eb as a lab assistant.

Apparently when you press the secret button it goes Dong. Ding Dong.

Here is where the plot falls apart for adult John Wilder. From the dialogue, it becomes clear that this super-secret lab was built in the last year. And it is secret. But it also goes for, at a minimum, of 140 feet (7.4 Angstroms) under the ground. It’s also, again, by observation, at least 150 feet (2 Curies) wide.

This building is not made of straw, sticks, or bricks, rather, it looks like it could be a space station. Based on my not inconsiderable experience in building large biological containment laboratories underground, I would estimate that the minimum cost for a structure of this type (and I mean minimum) would be three-quarters of a billion dollars, and much more likely to be on the order of two or three billion.

And it was done in a year. With a computer system that still isn’t available in 2025.

Have you ever met contractors? I have never met a group of people more like a ladies sewing-circle for gossip. And can you imagine how much they’d talk at the bars at night? Sure, everybody with the plans has a Top Secret Compartmented Information clearance, but somebody has to bend the rebar, baby. And those dudes leave behind empty bottles of Schlitz™ and out-of-wedlock children named Carl.

Three billion dollars, and constructed in a year? Carl’s dad built it while drunk and smelling like stale Dairy Queen™.

Oh, and did I mention that when the four scientists got to this lab, it was fully staffed by people who were comfortable there and knew how to run everything? What the hell did those people do all day until the Green Chili Greenlanders were killed by the alien virus? Minesweeper™ and the World Wide Web© hadn’t been invented yet. I bet they did shots of Jim Beam© all day or played Pong™ with petri dishes.

Paging D.O.G.E.!

We discover that the facility has a nuclear bomb planted in it, and the only person trusted to let the whole place blow up is the Incel among the group. Great strategy – put the 50 year old virgin in charge, hell, I think his name is even Dr. Foreveralone. In an Amazing Plot Twist™ the scientists discover that the thing that killed everyone thrives on power and a nuclear bomb would make it eat Pittsburgh.

In a Predictable Plot Device©, it turns out you can’t disarm the bomb until it decides it wants to blow up. Great planning, Kevin, father of Carl.

Great Caesar’s ghost, Marty! Who could have seen this plot device coming?

But wait! Now the organism has mutated! It no longer kills people, it just wants to . . . eat synthetic rubber? Paging Dr. Howard, Dr. Fine, and Dr. Deus Ex Machina. The scientists end up doing nothing, and saving no one while spending billions. In this they may have inspired Dr. Fauci.

My biggest problem with the movie is that it assumes that government is competent in doing things other than taxing people, printing money, and allowing people to play Minesweeper® while writing grants to perform Gay Sesame Street© in Rhodesia.

I guess I can see that. 1971 America isn’t 2025 America. We had just put men on the Moon, and stopped going because we were so good at it that the ratings dropped.

THEY PUT PEOPLE ON THE MOON AND MADE IT BORING.

The other strange thought is that government really wanted to help the people. I don’t get that in 2025 America. We have a Department of Education that never educated anyone, and a Department of Energy that doesn’t produce energy. If we had a Department of Air, we’d probably all suffocate since the department would focus on getting air to Botswana.

Or, maybe, sometimes a movie is just a movie.