In the latest episode of the No Agenda Show, hosts Adam Curry and returning guest co-host Rob 'Sir Deucifer' Dew deliver a wide-ranging media deconstruction, arguing that opposition to AI data centers has been engineered into an anti-Republican wedge issue ahead of the midterm elections. Broadcasting from the Texas Hill Country, the pair dissect how a Gallup poll showing 7 in 10 Americans oppose local data center construction is being used to shape political narratives, despite what they call the transformative economic potential of the buildout.
Curry frames the data center expansion as a generational opportunity comparable to the railroads or the fiber boom of the 1990s. 'This is an opportunity for the American people to take money from BlackRock, from Vanguard, from Google, from Meta. Take their money,' he says. Dew adds a firsthand account of friends in Alexandria, Virginia being offered $4 million for homes surrounded by existing data centers, illustrating how private equity money is flowing directly to homeowners in affected corridors. The hosts also highlight Texas Governor Greg Abbott's reversal after accepting $20 million in campaign donations from data center executives, now imposing a construction moratorium.
The episode also touches on Flock camera vandalism and Fourth Amendment questions, as well as an alleged coming crackdown on infrastructure tampering. Curry and Dew discuss Confucius Institutes, Pentagon audits of 30 universities, and Chinese national voter fraud charges in Massachusetts, suggesting these stories are being used to stoke fears and influence voter behavior.
On the economic front, the hosts delve into Treasury Secretary Scott Bessent's bond buyback 'twist,' a maneuver Curry traces back to Janet Yellen and dubbed 'activist Treasury issuance' by economists Nouriel Roubini and Stephen Miran. Curry explains how swapping long-term 30-year bonds for short-term T-bills is designed to lower yields and prop up the stablecoin market, with Tether and Circle now controlling more than 80 percent of a $300 billion stablecoin sector projected by Citi to reach $3.5 trillion by 2030. The Clarity Act's implications for stablecoins are also discussed.
International tensions take center stage as the hosts cover CENTCOM's stealth Omani shipping corridor moving 10 million barrels of oil daily, Trump's declaration of the Strait of Hormuz as 'American territory,' and Agriculture Secretary Brooke Rollins defending the 300,000-ton Argentine ground beef import deal. A boots-on-the-ground note from a soldier deployed under NAVCENT offers context on USS Lincoln conditions.
Throughout the episode, Curry and Dew push back on the framing that data centers are inherently harmful, urging listeners to train as electricians, welders, and technicians. They argue that the buildout represents a chance for Americans to benefit from corporate investment, despite political efforts to stymie it.
