Election Revolt Against AI & Big Tech’s $1T Rally + More

Voters pushed back hard on AI data centers this Election Day. Democrats swept Congress, more than a dozen Ohio towns voted to halt or restrict new builds, and Texas’s governor-elect campaigned on pausing construction. So why did Big Tech add nearly $1 trillion the next day? Jason breaks down the rally, why Microsoft is souring on neoclouds, and his call that the floor is in for tech stocks, plus his seven-step prediction for what comes next. Plus: OpenAI pledges to pay for its own data center power and drop NDAs with public officials after the election rebuke, and the New York Times profiles Dario Amodei ahead of Anthropic’s IPO. In Off Duty, LA’s new mayor Nithya Raman, whether “woke” is coming back, and Lon’s streaming picks.

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