{"audience":"only_subscribers","audience_before_archived":null,"canonical_url":"https://www.exponentialview.co/p/political-ads-turn-against-data-centers","default_comment_sort":null,"editor_v2":false,"exempt_from_archive_paywall":false,"free_unlock_required":true,"id":222786442,"podcast_art_url":null,"podcast_duration":null,"podcast_preview_upload_id":null,"podcast_upload_id":null,"podcast_url":null,"post_date":"2026-11-02T15:41:38.250Z","updated_at":"2026-11-02T15:42:49.763Z","publication_id":2252,"search_engine_description":null,"search_engine_title":null,"section_id":null,"should_send_free_preview":false,"show_guest_bios":true,"slug":"political-ads-turn-against-data-centers","social_title":"📈 Political ads turn against data centers ","subtitle":"Plus: Korea’s chip boom, the Census asks firms about “Super Intelligence”, and US workers check out++","teaser_post_eligible":true,"title":"📈 Political ads turn against data centers","type":"newsletter","video_upload_id":null,"write_comment_permissions":"only_paid","meter_type":"metered","live_stream_id":null,"is_published":true,"restacks":6,"reactions":{"❤":45},"top_exclusions":[],"pins":[],"section_pins":[],"has_shareable_clips":false,"previous_post_slug":"ev-608","next_post_slug":"ev-unfiltered-opening-my-sketchbook","cover_image":"https://substackcdn.com/image/fetch/$s_!Dimu!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3f7f1c2a-354b-4295-8061-fca2dad4a8ba_2048x1138.png","cover_image_is_square":false,"cover_image_is_explicit":false,"videoUpload":null,"podcastFields":{"post_id":222786442,"podcast_episode_number":null,"podcast_season_number":null,"podcast_episode_type":null,"should_syndicate_to_other_feed":null,"syndicate_to_section_id":null,"hide_from_feed":false,"free_podcast_url":null,"free_podcast_duration":null,"preview_contains_ad":false,"was_imported_self_serve_sync":false,"draft_free_podcast_url":null,"draft_free_podcast_duration":null},"podcastUpload":null,"podcastPreviewUpload":null,"voiceover_upload_id":null,"voiceoverUpload":null,"has_voiceover":false,"description":"Plus: Korea’s chip boom, the Census asks firms about “Super Intelligence”, and US workers check out++","body_html":"
\"\"

Hi all,

Here’s the latest roundup of our data signals across AI, energy & markets.

In the AI Investment Brief today: October revenue updates plus a funding quality alert

  1. Super, apparently. The US Census Bureau’s business survey now asks firms whether they use “Super Intelligence”. Its examples include voice recognition, which is not quite what Bostrom had in mind. 24.6% of firms said they use it in early October, up from 17.3% in late November 2025.

    \"\"

  2. Not in my yard. Only 3% of political ads mentioning data centers in October supported them. 57% opposed them, and the remainder didn’t take a clear stance.

    \"\"

  3. Chip nation. Semiconductor parts accounted for almost half of South Korea’s exports in October.

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