Replying to Avatar Control-Plane Capital

Elon Musk's grandfather was arrested in Canada for being part of a cult hell-bent on installing a technocracy.

The cult used to meet each Monday evening in the basement of a public library.

Now, Elon Musk, the poster boy of technocracy is the richest man in the world, "pro free speech" and "pro humanity".

Started from the bottom now we here.

Many will have seen the chart depicting a dollar's worth over the years.

I'd like to see a chart depicting discernment over the years 😂

Every single one of Elon's companies is run by the government, but the plebs love the "entrepreneurship".

- SpaceX - national security launch monopoly.

- Tesla - green-transition industrial policy vehicle.

- Neuralink - brain–machine interface R&D under DARPA watch.

Elon Musk — The Heroic Technologist:

- Turns state agendas into heroic challenges ("colonize Mars", "accelerate sustainable energy").

- Makes highly complex state projects legible to the masses (rockets, EVs).

- Redefines what is possible, i.e., multi-planetary destiny.

https://controlplanecapital.com/p/public-facing-elites-using-myth-making

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Control-Plane Capital 2mo ago

Why we aren't in an AI bubble - TL;DR

The end goal is AI governance (technocracy).

Suppose you want to continuously cover meaningful signals across ~8 billion people + critical infrastructure.

After edge filtering you still ingest, say, 10–100 events/person/day (payments, travel gates, high-salience comms, checkpoints, high-risk Internet of Things). Call it 10¹¹–10¹² events/day into regional fusion.

For AI governance, demand for AI/HPC is effectively insatiable for a decade.

The crazy CapEx you hear about is a state capacity build.

CapEx is converging on governable AI: identity, provenance, audit, lineage, rollback, simulation. That's a decade of insatiable, constraint-bound demand.

There is no bubble in the power-packaging-High Bandwidth Memory-identity-provenance stack demanded by AI governance. That stack is being bought by the only buyer that matters when consent is scarce — and they don't miss quarters.

More context:

https://controlplanecapital.com/p/why-we-arent-in-an-ai-bubble-top

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Control-Plane Capital 1mo ago

This is what the AI governance buildout looks like.

Spoiler alert: the largest companies in the world are actually the government.

Consent levels have dropped significantly since the Covid scam.

When enforcement tech gets better and cheaper, the system can afford less consent.

This is why governments have put strong emphasis on improving enforcement tech, especially in recent years.

Because improved enforcement tech = consent substitution.

When consent is scarce, systems spend more on tech + law.

You might have heard about the "round-tripping" in the tech sector.

It's mostly just masked subsidies.

Government and mega-platform cash/benefits leave one pocket and reappear elsewhere as "ecosystem support", "credits", or "co-investment", not as line-item subsidies. The same dollar touches multiple ledgers (cloud, ISV, integrator, buyer) and returns as growth, margins, or "productivity" instead of "aid".

AI isn't a consumer story. It's a state capacity build.

CapEx is converging on governable AI: identity, provenance, audit, lineage, rollback, simulation. That's a decade of insatiable, constraint-bound demand.

David Sacks, the paypal mafia, deep state operative is an AI governance enjoyer.

I already wrote about this in this article:

https://controlplanecapital.com/p/why-we-arent-in-an-ai-bubble-top

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