Jon Keegan
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Jon Keegan
@jonkeegan.com
3.4K followers 4.4K following 800 posts
Tech reporter / Data journalist ➡️ @sherwood.news
I report on AI and Big Tech.
⏪️ The Markup, Tow Center, WSJ.
Aspiring 46er. ⛰️
Newsletter: https://beautifulpublicdata.com
https://jonkeegan.com
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Jon Keegan @jonkeegan.com · Oct 24
Countries are securing their own "sovereign AI" so they don't have to reply upon other countries.

But countries can decide what propaganda and lies their AI model trains on, baking censorship into AI applications. I took a look at how Nvidia is pursuing this market: sherwood.news/tech/why-cou...
Why countries are seeking to build “sovereign AI”
Nvidia’s CEO says nations can’t afford to miss out on this technology, but an AI created and controlled by the government could be dangerous....
sherwood.news
Reposted by Jon Keegan
pbump.com
You have to keep giving money to avoid collapse and if there’s collapse you have to give more money. It’s called the free market.
November 24, 2025 at 10:54 PM
Reposted by Jon Keegan
sherwood.news
Musk said Tesla is planning an Apple-style annual release cycle for its “A” series custom AI chips, which are used in its cars and data centers.
https://sherwood.news/tech/musk-we-will-build-ai-chips-at-higher-volumes-than-all-other-ai-chips/
Musk: We will build AI chips at higher volumes “than all other AI chips combined”
Musk said Tesla is planning an Apple-style annual release cycle for its “A” series custom AI chips, which are used in its cars and data centers....
sherwood.news
November 24, 2025 at 2:07 PM
Reposted by Jon Keegan
sherwood.news
The deal will create the government’s first AI high-performance computing infrastructure, adding nearly 1.3 gigawatts of capacity.
https://sherwood.news/tech/amazon-plans-to-invest-up-to-usd50-billion-for-ai-and-supercomputing/
Amazon plans to invest up to $50 billion for “AI and supercomputing infrastructure” for the US government
The deal will create the government’s first AI high-performance computing infrastructure, adding nearly 1.3 gigawatts of capacity....
sherwood.news
November 24, 2025 at 5:06 PM
Reposted by Jon Keegan
sherwood.news
Don’t get too excited — the actual product could be nearly two years away.
https://sherwood.news/tech/altman-openais-ai-gadget-now-has-a-prototype/
Altman: OpenAI’s AI gadget now has a prototype
Don’t get too excited — the actual product could be nearly two years away....
sherwood.news
November 24, 2025 at 6:09 PM
Reposted by Jon Keegan
sherwood.news
“Dozens of roles” have been cut from Apple’s sales team, serving business, schools, and government accounts, according to Bloomberg.
https://sherwood.news/tech/apple-cuts-sales-jobs-in-rare-layoff/
Apple cuts sales jobs in rare layoff
“Dozens of roles” have been cut from Apple’s sales team, serving business, schools, and government accounts, according to Bloomberg....
sherwood.news
November 24, 2025 at 8:07 PM
Reposted by Jon Keegan
sherwood.news
The new model posted impressive benchmark scores for coding, beating out GPT 5.1 and Gemini 3.
https://sherwood.news/tech/anthropic-releases-claude-opus-4-5-as-ai-war-heats-up/
Anthropic releases Claude Opus 4.5, as AI war heats up
The new model posted impressive benchmark scores for coding, beating out GPT 5.1 and Gemini 3....
sherwood.news
November 24, 2025 at 8:07 PM
Reposted by Jon Keegan
kashhill.bsky.social
One of the changes that OpenAI has made to make ChatGPT safer is a "take a break" nudge. There's something quite interesting about the design here. Which thing does it make you want to click?
The message that OpenAI shows to people who have been using ChatGPT for many hours.
November 24, 2025 at 1:52 PM
Reposted by Jon Keegan
tylermcbrien.com
NEW: Hawley and Blumenthal make bipartisan call for the FTC/SEC to “investigate and, if appropriate, bring enforcement actions against Meta for its facilitation of and profiting from criminal investment scams, fake government benefits schemes, deepfake pornography" and more.
November 24, 2025 at 2:58 PM
Reposted by Jon Keegan
janecoaston.bsky.social
Yes this is a good point, going from Stephen Miller to Mamdani would be like emerging from the sewer in Shawshank
idlebyzantine.bsky.social Quintin in the Gilded Age @idlebyzantine.bsky.social · 3d
Trump's around JD and Miller all day, Zorhan is like manna from heaven
November 21, 2025 at 9:30 PM
Reposted by Jon Keegan
ljkawa.bsky.social
“Nvidia Gives Strong Forecast, Countering Fears of AI Bubble”

I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.

In fact, a bubble effectively <requires> “too many” of these to be bought.
November 19, 2025 at 10:08 PM
jonkeegan.com
Nvidia Q3 earnings and sales beat estimates; Q4 sales outlook well ahead of expectations.

I love how @ljkawa.bsky.social presents Nvidia’s earnings here. Measure the “Surprise”.

sherwood.news/markets/nvid...
nvidias q3 earnings results
November 19, 2025 at 9:34 PM
jonkeegan.com
The valuations of AI startups are growing so huge, so fast.
sherwood.news/tech/billion...
High velocity valuations. valuations of top AI startups reported at fundraising rounds
November 19, 2025 at 7:54 PM
Reposted by Jon Keegan
washingtonpost.com
Donald Trump Jr., Elon Musk and dozens of prominent tech, media and sports figures gathered in honor of Saudi Crown Prince Mohammed bin Salman, who previously had been labeled a “pariah” over his role in the killing of a Washington Post columnist.
Who attended the White House dinner for Mohammed bin Salman
As candles flickered and a piano played in the East Room, leaders of the United States' biggest companies signaled they were open for business with Saudi Arabia.
www.washingtonpost.com
November 19, 2025 at 5:31 PM
Reposted by Jon Keegan
404media.co
After 404 Media's months-long reporting and pressure from lawmakers, the data broker owned by the U.S.’s major airlines will now shut down a program in which it sold access to hundreds of millions of flight records to the government and let agencies track peoples’ movements without a warrant.
November 18, 2025 at 9:39 PM
jonkeegan.com
Ice cold
levernews.com The Lever @levernews.com · 7d
🚨 EXPOSED: Parents are being threatened for recording their own kids’ hockey games. Private equity bought the rinks, banned filming, and now charges up to $50 a month to watch youth sports.
November 18, 2025 at 8:11 PM
Reposted by Jon Keegan
lebassett.bsky.social
A lot of people didn’t like the Washington Post journalist who was tortured and dismembered with a bone saw for writing critically about the man sitting next to me
atrupar.com Aaron Rupar @atrupar.com · 7d
Trump suggests Khashoggi had it coming: "You're mentioning someone that was extremely controversial. A lot of people didn't like that gentleman that you're talking about. Whether you like him or didn't like him, things happen. But he knew nothing about it. You don't have to embarrass our guest."
November 18, 2025 at 5:51 PM
jonkeegan.com
Really worth reading
November 18, 2025 at 2:35 PM
Reposted by Jon Keegan
bcmerchant.bsky.social
In the age of AI, Guillermo del Toro's Frankenstein gets the monster right:

-Preening college dropout founder desperate to troll and provoke
-Secures financing from war profiteer
-Unethically harvests key materials for startup from people living and dead without consent
-Takes 0 responsibility
Guillermo del Toro's 'Frankenstein' gets the monster right for the age of AI
Too bad he lets the founders off easy.
www.bloodinthemachine.com
November 17, 2025 at 7:03 PM
Reposted by Jon Keegan
mims.bsky.social
3. This one's a doozy.

The world already has about 71 GW of data center capacity.

That's more electricity than the entire UK uses every moment of every day, on average.

By the end of 2027 it's projected to increase *by half*
chart: The world already has about 71 GW of data center capacity. That's more electricity than the entire UK uses every moment of every day, on average. By the end of 2027 it's projected to increase *by half*, to 109 GW
November 16, 2025 at 2:48 PM
Reposted by Jon Keegan
mims.bsky.social
"It was tough to beat Apple, but the Swiss did it." said one administration official.

How the Swiss convinced Trump to drop tariffs with gifts of a Rolex desk clock and a 1 kg gold bar.

www.axios.com/2025/11/14/t...
How to lobby Trump with Swiss precision: gifts, gold and gab
How the Swiss broke a diplomatic logjam on tariffs by arriving with tributes fit for a king.
www.axios.com
November 15, 2025 at 2:05 PM
Reposted by Jon Keegan
sarahposner.bsky.social
$220 million for a fascist ad campaign is bad enough. But it's all to line the pockets of Noem's friends and their families. The details in here are nuts.

www.propublica.org/article/kris...
Firm Tied to Kristi Noem Secretly Got Money From $220 Million DHS Ad Contracts
The company is run by the husband of Noem’s chief DHS spokesperson and has personal and business ties to Noem and her aides. DHS invoked the “emergency” at the border to skirt competitive bidding rule...
www.propublica.org
November 14, 2025 at 6:21 PM
Reposted by Jon Keegan
nycsouthpaw.bsky.social
gift link www.nytimes.com/2025/11/13/u...
November 13, 2025 at 6:42 PM
Reposted by Jon Keegan
reichlinmelnick.bsky.social
NEW: @propublica.org investigated the Chicago apartment raid where kids were zip-tied and citizens detained for hours. They find:

- NONE of the arrested were criminally charged
- NO evidence the building was "filled with TdA terrorists."
- ZERO legitimate reason for DHS to rappel from a Blackhawk.
As a Black Hawk helicopter roared overhead, the slender, 28-year-old immigrant from Venezuela answered softly, his eyes darting to a television crew invited to film the raid. Next to Caicedo, masked Border Patrol agents inspected another man’s tattoos and asked him if he belonged to Tren de Aragua, the Venezuelan gang that the Trump administration has designated a terrorist group. Until that moment, Caicedo’s only interaction with law enforcement in his two-and-a-half years in the United States had been a traffic stop two weeks earlier for driving without a license or insurance, according to the records we reviewed. Chicago police had run a background check on him and found no prior arrests, no warrants and no evidence that he was in a gang. Caicedo said he had a pending asylum application, a steady job at a taco joint and a girlfriend whose daughter attended elementary school across the street. None of that mattered. The U.S. government paraded him and his neighbors in front of the cameras and called their arrests a spectacular victory against terrorism. But later, after the cameras had gone, prosecutors didn’t charge Caicedo with a crime. They didn’t accuse him of being a terrorist. And after a brief hearing in immigration court, the government sent him back to the country he had fled nine years earlier. “I lost everything,” he said in a phone interview from his mother’s home in the Venezuelan city of Valencia. “For those fools, everyone from Venezuela is a criminal.”
November 13, 2025 at 2:08 PM
jonkeegan.com
Feels like this was the first viral video
November 12, 2025 at 4:23 PM
Reposted by Jon Keegan
ljkawa.bsky.social
Typically phenomenal data viz from @jonkeegan.com on the infrastructure that’s even more important to megacap tech companies than all these data centers:

Transatlantic fiber-optic cables!
sherwood.news/tech/big-tec...
Big Tech’s most important infrastructure is at the bottom of the sea
While data centers on land are getting all the attention, Big Tech’s vast network of undersea fiber-optic cables carry 99% of all international...
sherwood.news
November 11, 2025 at 7:34 PM