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⚖️ Speaker Spotlight: Seth Cohen @OverReactor1776 The future of AI will not only be shaped by models, compute, and infrastructure — it will also be shaped by the legal and policy frameworks that govern critical technologies. Seth Cohen is Chief Counsel for Nuclear Policy at the U.S. Department of Energy, where he oversees the department’s nuclear legal and policy work. A former Kirkland & Ellis attorney, Seth now focuses on U.S. nuclear energy law, regulation, and federal policy — bringing a critical perspective on how advanced energy systems, national infrastructure, and public policy intersect. 🔹 Chief Counsel for Nuclear Policy, U.S. Department of Energy @ENERGY 🔹 Former attorney at Kirkland & Ellis @Kirkland_Ellis 🔹 Focused on nuclear energy law, regulation, and federal policy 🔹 Working at the intersection of energy infrastructure, law, and national policy As AI demand accelerates, the future of energy becomes one of the most important conversations in technology. Hear Seth on stage at AGI Summit SF 2026. 📅 July 18–19, 2026 📍 Palace of Fine Arts, San Francisco 🎟 Tickets: 🏷️ 15% off automatically applied through the link #agisummit# #aiareall# #NuclearEnergy# #EnergyInfrastructure# #LawAndPolicy#

The next Louisiana Purchase? Here’s an idea: the United States acquires the Baja California Peninsula from Mexico for $1 to $5 trillion. Every Mexican citizen living in Baja receives dual U.S.-Mexico citizenship, plus a $50,000 investment account. Then America gets to work: world-class infrastructure, deep-water ports, desalination, nuclear energy, housing, universities, and industry. Tijuana and Mexicali could become major reindustrialization zones. In return, the United States gains nearly 1,800 miles of some of the most spectacular coastline on Earth and the chance to build the great new economic region. Is this a crazy idea? Of course. But so was the Louisiana Purchase in 1803.

What scares Benchmark GP @EverettRandle the most about today's AI market is how convinced investors have become that every great company will be worth more in six months, reminding him of the 2021 venture boom. "One of the scariest parts is this feeling of inevitability. It feels like as venture investors, we are monkeys throwing darts at a dartboard. You never really know what number you're going to hit, but imagine you're that monkey and you just keep hitting like the triple 20 every time you throw it and you're like, 'This is weird.'" "There's this sense that we all know AI is going to change the world in so many ways. We all know that space is big, defense is big, nuclear energy is big. All these things are big. Therefore, more and more money goes into these things and they just keep getting marked up." "The last time I felt like investors had this much of a sense of inevitability saying, 'Yes, it's expensive, it's going to get marked up in six months so therefore we should do it.' Was the summer and fall of 2021. We all know how that ended up."

🚨⚡️ GEOPOLITICAL EARTHQUAKE IN BEIJING: Hours Remain Until the Moscow-Beijing Axis Launches a "New Era" that Defies the West! 🇷🇺🇨🇳 President Vladimir Putin will arrive in Beijing this evening, May 19, welcomed by Chinese Foreign Minister Wang Yi. This is no ordinary summit; Putin and Xi Jinping will officially adopt a landmark "Declaration on the Establishment of a Multipolar World and a New Type of International Relations," delivering a direct challenge to unipolar dominance. - High-Stakes Agenda & 40 Strategic Pacts: Closed-door and expanded-format negotiations will take place to redraw the global economic and political roadmap. The two leaders will hold detailed discussions on the massive "Power of Siberia - 2" gas pipeline project to solidify energy security. Signing roughly 40 joint documents designed to lock in deep structural ties across industry, transport, and nuclear energy. On May 20, the leaders will hold an intimate, informal "tea-time" session to break down the most critical and pressing international issues. - A Colossal Russian Influx in Beijing: Putin has effectively transferred the weight of the Russian state to China. He is backed by a massive delegation of top-tier officials and business titans, including Peskov, Lavrov, Manturov, and Novak, alongside billionaire oligarchs and energy czars like Sechin, Miller, Timchenko, and Deripaska. - Moving away from standard newspaper columns, Putin recorded a rare, direct video address to the citizens of the People's Republic of China. - The Kremlin explicitly confirmed there is absolutely no connection between Putin's historic summit and Donald Trump's upcoming schedule. This alliance moves entirely on its own sovereign merit.

孙宇晨说短期缺芯片、长期缺能源、永远缺存储 再长期靠核能！ AI 能源革命下最值得关注的10个核能股票清单 👇 1. Oklo $OKLO 小型模块化核反应堆SMR概念龙头之一，获Meta、英伟达等科技巨头支持，专注数据中心专用电源，主打下一代微型核电站 2. Cameco $CCJ 全球领先铀生产商，掌控优质铀矿资源，是核燃料上游核心标的 3. Constellation Energy $CEG 美国最大核电运营商，21座反应堆，签署微软等数据中心长期供电协议，现金流强劲 4. BWX Technologies $BWXT 服务海军及商用SMR，订单积压强劲，国防+民用双驱动 5. Vistra $VST 能源综合公司，布局核电与清洁能源，受益于电力市场价格上涨周期 6. X-Energy $XE 先进SMR开发商，主打Xe-100高温气冷堆HTGR及TRISO-X燃料，2026年成功IPO，获亚马逊等巨头支持 7. ASP Isotopes $ASPI 专注于生产HALEU高富集低浓铀和先进同位素，采用创新的激光富集技术，是目前核燃料供应链中关键的新兴公司 8. NuScale Power $SMR 美国SMR领域先行者，已获得监管进展，具备商业化落地潜力，是传统核能升级路径核心标的 9. Nano Nuclear Energy $NNE 专注便携式微型核反应堆，概念极具未来感，被市场称为核能版AI概念股 10. Centrus Energy $LEU 美国重要核燃料供应商之一，美国先进反应堆关键燃料，政策支持下国产化替代空间大 你觉得下一只10倍核能股是谁？

China stands for the peaceful settlement of the Iranian nuclear issue through dialogue and negotiation, and respects Iran’s legitimate right to peaceful use of nuclear energy.

#randomfun# playing with new genai toys Go to WSJ, find random article "The New Face of Nuclear Energy Is Miss America" [1] Copy paste into DALLE-3 to create relevant visual Copy paste into @pika_labs to animate fun! :) many ideas swirling [1]