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Asked if New York's first-in-nation data-center moratorium is 'the first of many': 'Yes. Now, I don't think it's sort of an absolute yes' @12:59. He notes AI regulation 'is really not that partisan... it's red states and it's blue states' @18:53, seven in ten Americans oppose local data centers, and ~$130B of projects already delayed or blocked in Q1 2026 (host framing). He does see a resolution path if operators bring their own power, closed-loop water, and community benefits @14:30-16:19.
“when you look at the unpopularity of AI across the board, then of course, politicians are going to pass bills and regulations and sign executive orders that come off as anti-AI”
Nasdaq since this was said: ▼ -1.4% · 25,882 → 25,520 · as of 2026-07-17
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