When China rolls out AI superintelligence first, U.S. leaders are going to blame the anti-data center protesters and claim the American people "held back" AI advancement in the U.S.

But that's a lie.

In truth, the real cause is 40+ years of left-wing woke education failures, the NEA teachers' union and its opposition to real education, and the crumbling intellectual integrity of U.S. universities, where "woke" is now more important than merit. I call this process, "The Stupening."

The end result is that the USA sabotaged itself and punished the smartest students for being correct while celebrating the dumbest students for being woke.

And that's why Johnny can't do math. Or write good code for AI innovation. America dumbed itself down with left-wing wokeism.

For those frenzied investors wondering which semiconductor company they should buy right now to jump onto the FOMO bandwagon -- Nvidia? AMD? Marvell? Intel? -- my bet is that before long, you will wish you had just bought GOLD and SILVER and sat on it with self-custody.

It's amazing how every generation has to learn the same lesson about the stock market Ponzi scheme and the boom-bust psychological nature of market dynamics.

Always with the same ridiculous claim, "This time is different!"

No it isn't. It's exactly the same. Same hype, same greed, same frenzy, just a different decade.

My assessment as an accomplished AI developer and owner of a 48-workstation AI (mini) data center is as follows:

1) AI model capabilities are now being UNDER-hyped by the frontier labs because they don't want the public to know that AI tech already exists to replace most human desk jobs, when properly configured.

2) AI HARDWARE capabilities are being wildly OVER-HYPED by Nvidia, Microsoft, etc., to convince you to buy more of their hardware that actually won't replace cloud-based AI capabilities any time soon, despite their promises.

The problem that the AI frontier labs face is that if they succeed in building superintelligence (or even universally-deployable AGI), then the vast majority of desk-job humans lose their jobs and the retail investment money dries up for companies like OpenAI.

Thus, if they succeed in their ultimate AI development goal, they will impoverish many of their own retail investors and wreck the economy as currently structured, which will destroy the very pools of funding liquidity they are relying on to funnel into data center construction.

I had a nearly one-hour discussion with Clayton from REDACTED about this very topic, filmed yesterday. We went deep into this subject, and it's worth a listen.