

This should be table stakes for any party actively trying to oppose fascism.
But since we’re hearing about it now and it’s Schumer, let me predict:
- By January when democrats maybe have a senate majority, it’ll be, “We’ll need to look at every nominee case-by-case.”
- By the time Alito steps down in 2027ish, it’ll be, “We would need to see someone who isn’t an idealogue.”
- A month later when Trump nominates someone off of the Heritage Foundation’s list, it’ll be “There’s no way they’ll be confirmed, so we should have a vote.”
- Then a few hours before the vote, Fetterman will announce he is switching to GOP along with one or two democratic senators with strangely full bank accounts.





This of course assumes the bubble doesn’t pop, and is presumably driven by memory purchase contracts with AI companies consuming all supply at peak pricing with 5-year terms. If OpenAI or Anthropic run out of investor money tomorrow, those contracts will be worthless and supply will recover (even if HBM capacity can’t be instantly reconfigured to consumer).
While I don’t expect it tomorrow, OpenAI has signaled a future of constant price increases with their new $500 monthly tier replacing their $200 tier, and it’s likely we’re in the start of the death spiral as subsidized supply ends, demand plummets in response, and unprofitable companies start folding. But the AI market market has remained irrational for much longer than it should have.
(Just a reminder to roll back your overclocks while we huddle for warmth during tech winter.)