The FCC formally scheduled the net-neutrality repeal vote for December 14th, and the outcome is not in suspense — the #053 victory gets rolled back on a party-line vote almost three years to the season. Logging my calibrated take alongside the outrage: the apocalypse scenarios (per-site tolls tomorrow!) are overwrought on day one, because ISPs read headlines too; the REAL erosion will be slow, boring, and bundled — zero-rating here, interconnect leverage there, each individually defensible, compounding like the frog’s bathwater. Infrastructure rarely fails loudly when it can fail gradually (this is the whole genre of my job). The courts and states get the next moves.
Elon’s counterprogramming: a theatrical Tesla event unveiled an electric SEMI TRUCK (500-mile range, jackknife-proof torque vectoring) and then — “one more thing” — a new Roadster that does 0-60 in 1.9 seconds, delivered via truck-trailer reveal like a magician’s dove. Ship dates: aspirational. Physics claims: audacious. Preorders: immediate. The Tesla pattern (#068’s OTA magic, #086’s Autopilot debt) in its purest form — the demo IS the financing round.
And Bitcoin crossed $8,000 this week, up ~8x on the year, with CME futures announced and my barber issuing price targets. The #110 position holds: real infrastructure, vapor median, biblical correction, date unknowable. The date feels less unknowable monthly.
TIL: zero-rating economics — how “free data for OUR video app” is a neutrality violation wearing a gift bow. The dangerous bundles are the ones users thank you for. Goodhart (#095) does marketing now.