Premium: Fault Lines
Ed Zitron's newsletter post "Fault Lines" argues the Blue Wave could burst the AI bubble, as voters pass 33 data-center-restricting ballot measures, winning gubernatorial candidates in 12 states call for pauses, and 34 of 36 back ratepayer protections. Quoting UBS's Keith Parker and Dakota Wealth's Robert Pavlik, he cites Texas's 57.7GW of planned IT capacity as imperiled, with Republicans trying to undermine the lieutenant-governor's powers before Vikki Goodwin takes over in January 2027.
