Logan M. Davis

"The subtext, of course, is that moderation is not simply the most enlightened political approach, but that it is synonymous with morality itself. A pox on both their houses and bless both their hearts. Forgive them, father, for they know not what they’ve done, et cetera."

F.B.I. Is Asked to Arrest Texas Democrats in Battle Over House Seats

This is a demand for unconstitutional, arbitrary power. There is no offense against the United States here. The FBI has no role to assist the State of Texas in becoming an authoritarian enclave.

F.B.I. Is Asked to Arrest Texas Democrats in Battle Over House Seats www.nytimes.com/2025/08/05/u...

The way leading center-left voices seem to be resolving this tension is simply by convincing themselves that climate change isn't so bad after all, so we don't have to make hard choices. We can just do more of everything, all carrots, no sticks, forever.

We are very far over the cliff here folks

There is the actual Democratic Party, which for better or worse is a mostly ordinary liberal political party and then there is the “Democratic Party,” a synecdoche for everything that annoys you online.

DAVIS: What Do We Do Now? There’s this kind of frightening but flattering thing that happens when you do the work that I do, when you spend a lot of time writing and reading about and...

Columnist @loganmdavis.bsky.social has been asked the same question over and over for the last seven months: what do we do now?

He wants to hear what you think the answer is.

coloradotimesrecorder.com/2025/07/davi...

Portland ICE goons violently slam a protester 🪧

“He’s not involved in the global child trafficking ring. The lady in charge of the global child trafficking ring said so, and why would she lie about the guy who pardoned her for her role in the global child trafficking ring?”

Let's do basic math: 12 meals-ready-to-eat per case. 48 cases per pallet. That's 576 meals per pallet. Say you gotta feed a million people, three meals a day. One pallet will feed 192 people per day. To feed a million people, you'd have to airdrop 5,208 pallets per day. Like come on. This is stupid.

We have done this experiment one billion times and it has worked great all one billion times.

Thank you again for your time and hard work and I dread the day we have to speak again about some other awful bullshit. Warmly,

I love to email my treasured sources

This Republican Party would not exist without Ronald Reagan — by far the most Trumpian president prior to Donald Trump. Let’s cool it a bit.

Why tech billionaires want a dictatorship Guest host Jon Fortt and The Nerd Reich author Gil Duran on the rise of tech authoritarianism.

Why tech billionaires want a dictatorship — & why most of Silicon Valley will quietly watch democracy burn.

My talk with @jonfortt.bsky.social (my DePauw classmate) about the dangerous coalition between the far right & the tech right. On @theverge.com's Decoder

www.theverge.com/decoder-podc...

The Magnificent 7's Weakpoint: NVIDIA As I write this, NVIDIA is currently sitting at $170 a share — a dramatic reversal of fate after the pummelling it took from the DeepSeek situation in January, which sent it tumbling to a brief late-April trip below $100 before things turned around. The Magnificent 7 stocks — NVIDIA, Microsoft, Alphabet (Google), Apple, Meta, Tesla and Amazon — make up around 35% of the value of the US stock market, and of that, NVIDIA's market value makes up about 19% of the Magnificent 7. This dominance is also why ordinary people ought to be deeply concerned about the AI bubble. The Magnificent 7 is almost certainly a big part of their retirement plans, even if they’re not directly invested. Back in May, Yahoo Finance's Laura Bratton reported that Microsoft (18.9%), Amazon (7.5%), Meta (9.3%), Alphabet (5.6%), and Tesla (0.9%) alone make up 42.4% of NVIDIA's revenue. The breakdown makes things worse. Meta spends 25% — and Microsoft an alarming 47% — of its capital expenditures on NVIDIA chips, and as Bratton notes, Microsoft also spends money renting servers from CoreWeave, which analyst Gil Luria of D.A.Davidson estimates accounted for $8 billion (more than 6%) of NVIDIA's revenue in 2024. Luria also estimates that neocloud companies like CoreWeave and Crusoe — that exist only to prove AI compute services — account for as much as 10% of NVIDIA's revenue. NVIDIA's climbing stock value comes from its continued revenue growth. In the last four quarters, NVIDIA has seen year-over-year growth of 101%, 94%, 78% and 69%, and, in the last quarter, a little statistic was carefully brushed under the rug: that NVIDIA missed, though narrowly, on data center revenue. This is exactly what it sounds like — GPUs that are used in servers, rather than gaming consoles and PCs (. Analysts estimated it would make $39.4 billion from this category, and NVIDIA only (lol) brought in $39.1 billion. Then again, it could be attributed to its problems in China, esp…

NVIDIA's quarter-over-quarter growth has also become aggressively normal — from 69%, to 59%, to 12%, to 12% again each quarter, which, again, isn't bad (it's pretty great!), but when 88% of your revenue is based on one particular line in your earnings, it's a pretty big concern, at least for me. Look, I'm not a stock analyst, nor am I pretending to be one, so I am keeping this simple: NVIDIA relies not only on selling lots of GPUs each quarter, but it must always, always sell more GPUs the next quarter. 42% of NVIDIA's revenue comes from Microsoft, Amazon, Meta, Alphabet and Tesla continuing to buy more GPUs. NVIDIA's value and continued growth is heavily reliant on hyperscaler purchases and continued interest in generative AI. The US stock market's continued health relies, on some level, on five or six companies (it's unclear how much Apple buys GPU-wise) spending billions of dollars on GPUs from NVIDIA. An analysis from portfolio manager Danke Wang from January found that the Magnificent 7 stocks accounted for 47.87% of the Russell 1000 Index's returns in 2024 (an index fund of the 1000 highest-ranked stocks on FTSE Russell’s index). In simpler terms, 35% of the US stock market is held up by five or six companies buying GPUs. If NVIDIA's growth story stumbles, it will reverberate through the rest of the Magnificent 7, making them rely on their own AI trade stories. And, as you will shortly find out, there is no AI trade, because generative AI is not making anybody any money.

The entire AI bubble is a mirage - nobody is making a profit and everybody is losing money other than NVIDIA. As a result, NVIDIA is the weakpoint - the AI bubble is based on them selling MORE GPUS every single quarter FOR FOREVER.
www.wheresyoured.at/the-haters-gui/

I try not to be reactionary about AI takes but if those numbers are accurate that's super wild

While progressives often get accused of undermining the Democratic Party, the evidence shows that it’s the moderate wing that most often violates the “Vote Blue No Matter Who” principle.

https://trib.al/W6lqYEu

It’s a sobering reality bsky.app/profile/colo...

bsky.app/profile/colo...

Amen. bsky.app/profile/colo...

Amen bsky.app/profile/colo...

I wrote something similar last week: bsky.app/profile/colo...

In Antonio de Oliveira Salazar’s Portuguese dictatorship, the repressive secret police force was known as PIDE. But it wasn’t started as a secret police force — that’s just what it grew into. It was started as a border and immigration enforcement agency.

Just thinking out loud.

Ah well, you Winsome, you Losesome

"Call it what it is," says columnist @loganmdav about ICE's rampage through the country. "It's an ethnic cleansing." #fyp #foryoupage #Colorado #media #news #journalism #politics #Trump #immigration #... TikTok video by Colorado Times Recorder

www.tiktok.com/@cotimesreco...

DAVIS: The Ethnic Cleansing of America Living through history, the kind of history that you know will make it into the textbooks, is a surreal thing. The threats can be seen approaching for years on end,...

Columnist @loganmdavis.bsky.social thinks we are seeing something dark unfold.

"The initiative being billed as a nationwide effort to enforce the borders and crackdown on undocumented immigrants...bears all the historical hallmarks of ethnic cleansing."

coloradotimesrecorder.com/2025/07/davi...

Publishing soon

This is not law enforcement. This is ethnic cleansing.
www.cato.org/blog/65-peop...

New CO Education-Related Law Adds a 'State-of-the-Art Dashboard to a Car with Rotting Tires & an Empty Gas Tank' This past week, Governor Polis signed House Bill 25-1278, expanding high-stakes testing and approving a new accountability dashboard from the Colorado Department of Education (CDE). Instead of innovat...

High-Stakes Testing: A Tool for Profit, Not Progress @masspolprofmo.bsky.social @jeffbinnc.bsky.social @publiced412.bsky.social @publicedpartners.bsky.social @neatoday.bsky.social @quentinyoung.bsky.social @loganmdavis.bsky.social

coloradotimesrecorder.com/2025/06/new-...