The Spark That Ignited The Current AI Revolution -- May 6, 2026

Query: what was the spark that occurred 2016 - 2020 that was ignited the AI revolution in 2022 (post-Covid)?

Reply:

 

Industrial Revolutions -- May 6, 2026

Query: Industrial revolutions. The first industrial revolution was steam. The second industrial revolution was railway and much more. How long did the second industrial revolution last?

 

 

Query: 

I would argue the current industrial revolution began after Covid -- Nvidia broke out from gaming to AI in 2001. When would you same the current AI revolution began? The second industrial revolution lasted 44 years; how long might the AI revolution last? 

Reply:

 

LNG Export Chokepoints -- May 1, 2026

 Query: 

The US has too much natural gas; the world not enough with the Iran War -- what's the major chokepoint getting US LNG to Europe, Asia? US pipeline grid (continental); the last mile LNG pipelines in Texas, Louisiana; the export terminals along the Gulf Coast; tankers; existing long-term contracts; something else?

Reply:  

War Powers Act

The War Powers Act is not specifically "enacted" by anyone. It simply takes effect by statute. The courts do not start the process, but the executive branch can be sued by a member of Congress if the member feels the administration is not abiding by the law. Historically, the courts do not get involved. The US Supreme Court considers this a political issue and they won't get involved; this is pretty much an ironclad issue for SCOTUS.

US Minesweepers -- April 25, 2026

 

Lucent In 2000 -- Is History Repeating Itself? April 25, 2026

AI query: Is the euphoria over AMD, NVDA, MU similar to the euphoria over Lucent in 2000?

 MIT Technology Review: how Lucent lost it. Link here.

 Tom Tunguz: Nvidia is not Lucent. Link here.

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Lucent Imploded 2000 - 2001

AI query: what were the key highlights of Lucent's financial report for the year 1999: market cap, free cash flow, debt, eps, revenue, revenue growth year-over- year. 

Lucent, 1999:

 

AI query: 2hat were the key highlights of Cisco's financial report for the year 1999: market cap, free cash flow, debt, eps, revenue, revenue growth year-over- year.

 

Cisco, 1999: 

Richest Eight Families In Forth Worth, Texas -- April 14, 2026

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Link here.