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Our Father, who art in heaven, hallowed be thy Name. Thy kingdom come. THY WILL BE DONE, on earth as it is in heaven. Give us this day our daily bread. And forgive us our trespasses, as we forgive those who trespass against us. And lead us not into temptation, but DELIVER US FROM EVIL.
For Thine is the kingdom and the power and the glory, forever and ever. Amen †
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Ironically, I find myself with a grin on my face as I read the recent media reports about how the data processing demand behind AI is beyond the scope of financial sustainability.
For several years I have asserted, accurately, the business model for social media was never feasible because the data processing demand needed for the scale of simultaneous users was beyond the capabilities of the revenue side of the equation. I have been told by all the high-horse experts on the matter how wrong I am. However, each story they write about the prohibitive cost of AI proves I was not wrong.
CTH watches the tokenization and subscription fees for various AI model use with the same perspective CTH viewed over a decade of false claims within the financial market that told lies about social media viability and data processing costs.
Now, we watch the seemingly exponential growth of AI capabilities and associated costs with the same pragmatic perspective.
Robotic pool cleaners were introduced two generations ago. Did the pool cleaner business dry up? No, it expanded. Robotic vacuums broke into the popular household appliance market five years ago, you probably have one, did it eliminate maid services? No, still growing.
AI can now write its own code to generate outputs. Are software developers getting fired? No, demand for software designers and engineers is up 15% in the past year.
The mainframe approach, the one AI brain to run all systems, will never work – it is cost prohibitive (see first paragraph – wash, rinse, repeat). Deny this reality at your own investment risk. If needed, politely absorb the ridicule – for it matters not.
CTH predicts AI will become a localized and optimized sub-set for each sector of the economy, requiring each major organization and corporation to adopt specific cost/benefit data libraries and networks for use and functionality.
At scale, a thousand coders each working on Gemini, ChatGPT, Anthropic, Grok, etc. will become 100,000+ software designers working inside companies to create personalized, targeted, bespoke AI data systems and networks; each system specifically tailored to the industry or sector of business. The intranet of internets will happen again.
Creating and selling AI system networks and integration functions that are personally tailored to highly specific company functions, creates an entirely new sector of the technology industry that has not even begun yet. [There’s an investment opportunity there]
A few weeks ago, I was having a politics conversation with a tech insider. The issue of datacenters became a focus of the conversation. The first response from him was “this is the issue that might decide 2026 and will certainly decide 2028.”
The tech side of the issue is essentially: As 5G wifi was to mobile connectivity, so too are the datacenters the cornerstone of nationwide AI rollout. Eventually, all of the datacenters will interconnect and become part of a massive information system that houses all knowledge, a great digital brain. From that point, engagement with Artificial Intelligence (AI) systems will become like a public utility.
The datacenters themselves can be a hot button issue as their proximity to people creates friction. Battles against datacenters are taking place in rural and non-rural areas alike. With deep pockets and strong national security arguments involving the “AI race,” the technocrats are currently winning the argument. However, as with all special interest issues, the opportunity for political benefit now determines DC advocacy. WATCH:
What are your thoughts on this issue?
Is opposition to datacenters strong enough to tilt the outcome of the 2026 midterms? And do you believe 2028 will be determined with this issue at the forefront?
Armed with a host of narratives against the Trump administration, CNN host Dana Bash confronts Interior Secretary Doug Burgum about his audacity to support Freedom 250 events in Washington DC this year. Apparently, it is not in alignment with the interests of CNN for Americans to celebrate the anniversary of our independence.
Complaining about DC fountains being cleaned; complaining about people not being consulted for their viewpoints to permit the graffiti and filth to remain in place prior to cleaning; complaining that years of environmental studies and municipal hearings did not take place prior to the decision to repair the reflection pool; complaining about saving hundreds of millions by not opening up each restoration process to consultancy fees, studies, public hearings and various bureaucratic indulgency opportunities; a very unhappy Dana Bash confronts Interior Secretary Doug Burgum about his support for President Trump to clean and restore the nation’s capital without consideration for those who prefer things to be a mess.
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Appearing for an interview on Fox News with his daughter-in-law Lara Trump, President Trump explains the current status of the negotiations with Iran and more of the details within the deal as tentatively outlined. WATCH:
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Ukraine President Volodymr Zelenskyy appears on Face the Nation with Margaret Brennan, a few days after Russian President Vladimir Putin told media there were no negotiations underway toward any settlement or ceasefire.
Simultaneous to this interview, it has now been discovered that American tech company, Palantir, is behind the technology that accompanies Ukraine drone targeting and weapons systems. Video and Transcript Below:
[Transcript] – Volodymyr Zelenskyy, who joins us from Kyiv. Welcome back to Face the Nation, Mr. President.
UKRAINIAN PRESIDENT VOLODYMYR ZELENSKYY: Thank you so much, Margaret.
MARGARET BRENNAN: You have warned that Ukraine has intelligence that Russia is preparing for a new massive attack. This is after Moscow had warned foreign nationals to leave your capital city ahead of expanded strikes. Exactly, what are you bracing for?
PRESIDENT ZELENSKYY: So, first of all, today at night, or tomorrow at night, we will have- we think that we will have big attacks from Russian side using drones, using cruise missiles and ballistic, and we see the preparation always. We see the preparation, by the way- we are thankful to United States and European partners when they share with us intelligence. So, when we know that Russia prepares a big massive attack, definitely, our partners also know, maybe not a lot of details, but we know. So today, of course, I didn’t address yet to my country. I will do it a bit later in the evening, and of course, I will say that our people have to be very, very careful, cautious, and children, and they have to use bomb shelters, because today at night or tomorrow at night, high percent, of course, nobody knows 100% but there is a high percent. So usually we have, we have each day attack from Russian side on civilians, and of course on battlefield. And two times a week, or two times per 10 days, they have big, massive attacks with ballistic, and etc. Last massive attack, just to understand, it was- some days ago, it was 600 drones, Iranian drones, Shaheds, and they had 35- about 30 plus ballistic missiles. In total it was 90 missiles and more than 600 Iranian drones, so it was very difficult to destroy it. We used all our weapon, what we have, what we produce, and of course we used anti-ballistic missile. This is the biggest deficit for us.
June 1, 2026
“Because he hath set his love upon me, therefore will I deliver him: I will set him on high, because he hath known my name. He shall call upon me, and I will answer him: I will be with him in trouble; I will deliver him, and honour him. With long life will I satisfy him, and shew him my salvation.” ~ Ps 91:14-16
This thread will refresh daily and appear above the Open Discussion Thread.
Our Father, who art in heaven, hallowed be thy Name. Thy kingdom come. THY WILL BE DONE, on earth as it is in heaven. Give us this day our daily bread. And forgive us our trespasses, as we forgive those who trespass against us. And lead us not into temptation, but DELIVER US FROM EVIL.
For Thine is the kingdom and the power and the glory, forever and ever. Amen †
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