The Blue Tsunami Is a Victory for Democracy — and a Wake-Up Call for Silicon Valley

The midterm elections delivered a Democratic wave that the newsletter frames as a win for decency and a warning to tech and AI companies that had aligned with Trump, with AI infrastructure and chip stocks falling Thursday on fears of slower data center buildout. It reports that voters rejected data centers in all but one of 41 state and local ballot measures, that average data center projects now take 33% longer due to public opposition and grid delays, and that Texas governor-elect Gina Hinojosa's win threatens Elon Musk's plans in his home state. The piece also covers Menlo Ventures data on enterprise AI adoption, funding rounds for Fal, Zipline, Northwood Space, Applied Compute and Traversal, and stories on Google's school AI policy, a New York Times profile of Dario Amodei, and AI-enabled reverse engineering of SaaS software.