The Post-Partisan Emporium

  The Gazillion-Dollar Oops An update Three months ago I wrote about the AI spending binge and called it “The Trillion-Dollar Oops”. It felt cute at the time. The Trillion-Dollar Oops No1 · December 22, 2025 Read full story I owe you an apology. I was being generous. A whole year back, back  all  the way to December, the big five hyperscalers were spending $405 billion a year and I thought that number was already insane. I said it was accelerating. I said No1 knows what anything costs anymore. That these estimates kept getting revised upward so fast that by the time you finished reading the sentence, someone would have revised it again. I thought I was joking. But increasingly this dimension has other ideas with reality. I was being prophetic. The 2025 final tally came in at $443 billion for the top five, up 73% year-on-year. Fine. That’s the world we live in now. But the 2026 projections? CreditSights estimated about $600 billion in November. Then Q4 earnings calls hit a...

 All wars are bankers' wars... Kushner and Witkoff esc Three wars, two men — one pattern. In December 2025, Steve Witkoff and Jared Kushner met Vladimir Putin at the Kremlin for approximately five hours, presenting documents outlining a phased settlement plan for Ukraine 1 . Later that month, Witkoff convened representatives from the US, Egypt, Qatar, and Turkey in Miami to advance Phase 2 of the Gaza ceasefire 2 . On March 23, 2026, Trump claimed Kushner and Witkoff had conducted talks with senior Iranian officials regarding the terms under which Iran’s energy infrastructure might be spared 3 . Tehran denies the meeting took place, with Ghalibaf himself calling it ‘ fake news ’ designed to manipulate oil and financial markets 4 . By March 25, the White House was working to arrange a meeting in Islamabad, with Pakistan having transmitted a 15-point US ceasefire proposal to Tehran and the IAEA chief confirming he expected talks that weekend 5 . Three wars. Two men operating outside ...