Jason Poulos
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jasonpoulos.bsky.social
Jason Poulos
@jasonpoulos.bsky.social
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AI and policy researcher; running for Congress (MA-4) in the Democratic primary. https://linktr.ee/jasonpoulos
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jasonpoulos.bsky.social
The "Abundance" version of economic populism means you have to pay thousands more in health insurance premiums and higher prescription drug prices.
www.bostonglobe.com/2025/11/10/o...
But that requires Democratic activists and elites to stop deriding his Blue Dog approach. Blue Dogs are Democrats who tend to be debt and defense hawks, social moderates, and, increasingly, economic populists.
November 14, 2025 at 2:22 PM
jasonpoulos.bsky.social
"One-of-a-kind winner" Jared Golden (D-Retiring) voted with Republicans to increase healthcare premiums by thousands.
Jared Golden is a one-of-a-kind winner. No Democrat in America has done what he has in the Trump era. He is going to be sorely missed. I wish him, Izzy, and his daughters all the best in this next chapter, and I hope to see Jared continue to play a big role in our party's future.
November 14, 2025 at 1:32 PM
jasonpoulos.bsky.social
Wall Street learned nothing. Securitization and off-balance-sheet vehicles are the same tools that led to the subprime mortgage crisis in '08. When the AI music stops, workers will pay the price.

www.nytimes.com/2025/11/08/b...
Now, the tech giants are turning to financing maneuvers that may add to the risk. To obtain the capital they need, hyperscalers have leveraged a growing list of complex debt-financing options, including corporate debt, securitization markets, private financing and off-balance-sheet vehicles. That shift is fueling speculation that A.I. investments are turning into a game of musical chairs whose financial instruments are reminiscent of the 2008 financial crisis.
November 14, 2025 at 12:32 PM
jasonpoulos.bsky.social
The US gave nearly $22.7 billion in military aid to Israel in the last two years. It's time to focus on the needs of the American people.
Breaking it down: There have been three 10-year framework agreements for long-term security assistance to Israel, in 1998 ($21.3 billion), 2008 ($32 billion) and 2016 ($38 billion). In 2024, during the war in Gaza, Congress and the Biden administration approved a multibillion-dollar emergency military assistance package for Israel, on top of the 10-year MOU. Israeli officials hope the next package will include even more in annual assistance, but are concerned the negotiations will be more difficult after the Trump administration's broad cuts to foreign aid.
November 13, 2025 at 1:51 PM
jasonpoulos.bsky.social
Where will 250GW of electricity come from? We must regulate AI data center energy consumption, require emissions accountability, and protect residential ratepayers.
www.truthdig.com/articles/the...
In an internal memo from September, CEO Sam Altman said that OpenAI’s “audacious long-term goal is to build 250 gigawatts of capacity by 2033.” If Altman achieves this goal, OpenAI will need almost exactly as much electricity as India’s 1.5 billion people, and is likely to emit nearly twice as much carbon dioxide as ExxonMobil, the world’s largest non-state carbon emitter. That is enough energy to run at least 60 million of Nvidia’s GB300 GPUs. Because AI GPUs are worked so hard, they are assumed to have a lifespan of only two years. So OpenAI would require 30 million of these GPUs every year going forward, or their equivalent. That suggests OpenAI would require the entire output of another 10 fabs just like the 2nm fab in Taichung, along with all the memory and packaging fabs to support them. There are at least five other AI companies with mountains of capital to spend on building their own multigigawatt data centers.
November 12, 2025 at 8:44 PM
jasonpoulos.bsky.social
Meanwhile, at least one primary challenger to Auchincloss has surfaced in recent days: Jason Poulos, an AI researcher whose website shows him holding campaign literature for Bernie Sanders. He lives in Sherborn, according to his Federal Election Commission filing. In an introductory video posted on social media from inside a gym, Poulos says he is running “to protect workers for AI-related job displacement” and supports policies such as a universal basic income and Medicare for All. (He then adds, “Now watch me squat 565.”) In an interview Wednesday, Poulos said he hadn’t commissioned the poll, either. “I don’t need a poll to know that the district needs new representation,” he said.
November 12, 2025 at 5:34 PM
jasonpoulos.bsky.social
The managing partner of RA Capital, which invests in drug development, also frequently maxes out to Bill Cassidy, the Republican Chair of the Senate HELP committee
Political donations of Peter Kolchinsky
November 11, 2025 at 2:11 PM
jasonpoulos.bsky.social
The DLC reconstituted as the "Majority Democrats" and their Majority Fund PAC is a clever way of laundering corporate money to centrist politicians who claim the mantle of "productive populism". en.wikipedia.org/wiki/Majorit...
Jake Auchincloss for Congress FEC # C00721449
November 11, 2025 at 1:40 PM
jasonpoulos.bsky.social
In Massachusetts, Eversource and National grid have already received requests from proposed data centers for an additional 2GW of energy, which is equiv. to the annual electricity usage of 2.4m HHs (85% of all HHs in the state). www.joinact.org/news/an-econ...
November 8, 2025 at 2:43 PM
jasonpoulos.bsky.social
One reason why they're so spooked is that open-weight models from Chinese labs are now outperforming ClosedAI proprietary models on frontier knowledge and agentic benchmarks: moonshotai.github.io/Kimi-K2/thin...
November 8, 2025 at 2:22 PM
jasonpoulos.bsky.social
ClosedAI is seeking a preemptive bailout of trillions of dollars from the federal government after over overleveraging on AI data center infrastructure. They cite competition from China as a national security concern: cdn.openai.com/pdf/21b88bb5...
Expand tax credits that accelerate American manufacturing. The Administration has already taken critical steps to strengthen American manufacturing by extending the Advanced Manufacturing Investment Credit (AMIC) for semiconductor fabrication. OSTP should now double down on this approach and work with Congress to further extend eligibility to the semiconductor manufacturing supply chain; grid components like transformers and specialized steel for their production; AI server production; and AI data centers. Broadening coverage of the AMIC will lower the effective cost of capital, de-risk early investment, and unlock private capital to help alleviate bottlenecks and accelerate the AI build in the US.Counter the PRC by de-risking US manufacturing expansion. To provide manufacturers with the certainty and capital they need to scale production quickly, the federal government should also deploy grants, cost-sharing agreements, loans, or loan guarantees to expand industrial base capacity and resilience. This financial support would help counter the PRC, especially in instances where it is distorting the market, such as in copper, aluminum, electrical steel, rare earth elements, and semiconductor inputs. Direct funding could also help shorten lead times for critical grid components—transformers, HVDC converters, switchgear, and cables—from years to months. Initial investments could be made using existing authorities such as the Defense Production Act Title III and the Department of Energy’s Loan Programs Office.
November 8, 2025 at 2:22 PM