Passionate about politics & finance. Driving a manual shift is an essential life skill. Menton, Rome or the Laurentians. Life with family & German Shepherds

Canada
Joined March 2009
Yonge & Bloor residents.
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As someone with a portfolio of energized land assets here is what I am seeing: 1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however. 2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3). 3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening. All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one). This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them. 2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.
Replying to @Yuchenj_UW
I think we’re going to see a lot of stranded compute in partially complete data centers
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Tracey Kent retweeted
Canada once captured Vimy Ridge, stormed Juno Beach on D-Day, and freed the Netherlands from the Nazis. Today, its leaders embrace the regimes of China, Qatar, and Turkey, while locking the comments on their woke posts to shut out criticism,
Replying to @cityoftoronto
Due to numerous violations of the City of Toronto’s social media terms of use, the comment section on this post is now locked. You can find the City’s terms of use here: toronto.ca/socialmedia. Any comments in violation of the terms of use will be removed.
Readers added context they thought people might want to know
On X, @cityoftoronto can limit who replies to posts and hide replies but cannot delete other users' comments. Users agree to X's terms by using the platform; the City's terms claim agreement by contributing but enforcement is limited to X features. help.x.com/en/using-x/x-c… help.x.com/en/using-x/men… toronto.ca/home/social-me…
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Tracey Kent retweeted
Happy 90th Birthday, Bill! One love, Keith... @bill_wyman 📷 #1 Bill Rasic #2 Ethan Russell #3,4 J.Bouquet
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As Canada is about to plunge into the Chinese EV market, some thoughts from our Australian brethren. “Taking a complete loss during trade-ins”
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Early review from husband and son who went to tonight’s Dave Chappelle set in Toronto… “You didn’t miss anything”
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One person killed by a white schizophrenic is a ‘turning point’ for France but the Bataclan massacre (130 dead) and Charlie Hebdo weren’t? Got it, okay.
Terrorist shooting in Paris suburb marks 'turning point for France', Macron says trib.al/ZstVQnF
Readers added context they thought people might want to know
Macron called the attack a turning point as the first terrorist act targeting victims based on skin color or religion, but the 2012 Toulouse shootings by Mohammed Merah were Islamist terrorist attacks targeting a Jewish school and victims due to their religion. lefigaro.fr/politique/prem… en.wikipedia.org/wiki/Toulouse_…
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I didn’t read the measurements on the box correctly
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And it seems it also lights up 🥴
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The comment section!! 😂🤣 This one wins. xitter.cf/sarcasmiswit/status/21…
New 30 km/h area speed limit signs will be posted at neighbourhood entry and exit points. Once you enter a signed area, the 30 km/h speed limit applies throughout the local road network until you leave that area. Slower speeds help reduce the risk of serious collisions and make neighbourhood streets safer. Learn more about the change: toronto.ca/LocalSpeed
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Olivia Chow cannot be fired fast enough…
New 30 km/h area speed limit signs will be posted at neighbourhood entry and exit points. Once you enter a signed area, the 30 km/h speed limit applies throughout the local road network until you leave that area. Slower speeds help reduce the risk of serious collisions and make neighbourhood streets safer. Learn more about the change: toronto.ca/LocalSpeed
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“Why don’t you come with me to look at a car?” Why not?
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I noticed all their pre-sold cars have been purchased. This is the K shape economy
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Tracey Kent retweeted
Meet Ahmed Nur Said Elmi, the man Ilhan Omar married in 2009. All signs point to him now being a PhD student at Bristol University in England. In a paper he published in 2026, he writes: "As a gay man of the East African diaspora, my fieldwork was never neutral." His thesis? "Bravery amidst Brutality: A Queer Resistance to Violence and Criminalisation in Contemporary Kenya." The British government is paying for it with a full scholarship. His big idea is that Western research needs "decolonising." He's arguing that from a Western university, on Western taxpayers' money. From October to December 2025, he helped curate an African LGBTQ+ art show at a gay and lesbian archive in Johannesburg.
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Tracey Kent retweeted
Replying to @Brookerteejones
Love you Mom ❤️
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Replying to @acoyne
Andrew, please, for the love of everything holy, read the Bank of Canada research. xitter.cf/RichardDias_CFA/status…
The Canadian government's mass immigration policies of the last 10 years were highly regressive. Having seemingly learned nothing, they are dead set on turning back on the taps rather than letting the country heal. On cue, the media has begun parroting the government's narrative and gaslighting anyone who disagrees. This suggests that they remain blissfully unaware that the Bank of Canada has written extensively about how (mass) immigration has negatively affected housing, rents, inflation, labour supply, wages, and productivity. So I've compiled an inexhaustive list to help these folks. 🏘️- Monetary Policy Report, October 2023 🔗bankofcanada.ca/wp-content/u… ▶️"The strength in rent and other housing costs is partly due to strong housing demand, which is supported by rapid population growth, and a structural lack of housing supply" 🏘️- Staff Analytical Note, December 2023 🔗bankofcanada.ca/wp-content/u… ▶️"The rise in immigration is nonetheless contributing to pressures in inflation components linked to house prices, given that it is adding more to housing demand than to housing supply in the context of structural imbalances in the Canadian housing market." 🏘️ - Speech by Toni Gravelle, December 2023 🔗bankofcanada.ca/2023/12/econ… ▶️"When a country’s population is growing quickly, the supply of housing also needs to increase to avoid a worsening in affordability. Shortly after immigration began ramping up in 2015, Canada’s vacancy rate—a measure of how many apartments and houses there are available to rent or buy—started to fall." 🏘️ - Monetary Policy Report, January 2024 🔗bankofcanada.ca/wp-content/u… ▶️"A larger increase in newcomers than in the past is adding pressure to the structural supply constraint in housing. This has helped to push the overall housing vacancy rate to record lows, which has underpinned house prices and led to higher rents (Chart 3-A)." 🏘️ - Staff Analytical Note, April 2024 🔗 bankofcanada.ca/2024/04/staf… ▶️"Meanwhile, the composition of immigrants coming to Canada has changed considerably since 2015. Historically, growth of the immigrant population in Canada came mostly from permanent residents....While the wages of the earlier immigrants are closer to those of Canadian-born workers and have been increasing over time, those of non-permanent residents are much lower and have fallen over this period. Because real hourly wages are typically correlated with labour productivity, this piece of evidence is consistent with non-permanent residents working in less productive occupations." 🏘️ - Monetary Policy Report, July 2024 🔗bankofcanada.ca/wp-content/u… ▶️"The increase in housing demand from newcomers is being felt across all types of housing, but the largest initial impact tends to be in rental markets. This is because most newcomers start out as renters." 👨‍🌾 - Staff Analytical Note, May 2025 🔗bankofcanada.ca/wp-content/u… ▶️"if newcomers’ conditional wages reflect their labour productivity, the productive capacity of the Canadian economy grew less than it would have if recent newcomers had the same socio-economic characteristics as in the past." ▶️"However, this gain has been particularly acute for certain industries such as accommodation and food services, business, building and other support services, and retail trade. Labour productivity in these industries—which are comprised of a sizable share of lower-skilled occupations—is lower than the average in the business sector." 👨‍🌾 - Staff Analytical Note, May 2025 🔗bankofcanada.ca/2025/06/staf… ▶️"Youth—individuals 15–24 years of age—represent a significant portion of the overall increase in unemployment since the start of 2023. This is a larger share than during other periods of rising unemployment (Chart 5). This is partly due to the high number of immigrants, who are generally younger than the rest of the population." 👨‍🌾 - Speech by Nicolas Vincent, May 2026 🔗bankofcanada.ca/wp-content/u… ▶️“The labour market is particularly challenging for young people”: The 2022–24 influx of young newcomers “intensified competition in Canada for lower-skill and entry-level jobs”. Youth unemployment has risen above 14%, and he expects it may normalize now that immigration has been cut. 🏘️ - Staff Article, September 2026 🔗bankofcanada.ca/2026/09/spar… ▶️"Strong population growth drove asking rents higher in recent years"
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Cut fucking taxes and let the market decide instead of you, who know absolutely nothing about the venture capital sector.
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Tracey Kent retweeted
RIP
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