The Progress Nobody Ordered
When Silicon Valley’s Future Meets America’s Right to Say No
The American midterm elections are being described as a
“blue tsunami,” and the expression seems appropriate given the scale of the
Democratic victory and the losses suffered by Republican candidates. Beneath
the familiar electoral arithmetic, however, something considerably more
interesting has taken place. For the first time, Americans have voted on a
massive scale against the vision of the future being promoted by Silicon
Valley, and the enormous financial resources of the technology industry proved remarkably
ineffective in changing their minds.
In political terms, the concept of progress championed by
Elon Musk, Sam Altman, Peter Thiel, and their fellow architects of humanity’s
technological destiny has suffered a crushing defeat. The American public has
begun to question the assumption that every technological innovation
automatically constitutes a public benefit, especially when its practical
implementation requires people to surrender their land, electricity, water, and
eventually their jobs.
Silicon Valley has spent decades explaining to humanity how
wonderful its future will be. Humanity, it appears, has finally begun reading
the terms of the offer.
The Referendum on Progress
On November 3, alongside the congressional elections,
Americans in ten states voted on 41 local ballot measures concerning data
centers. The proposals ranged from outright construction bans and temporary
moratoriums to limits on electricity consumption, changes in zoning
regulations, and requirements for direct public consent before construction
could begin.
The results were extraordinary: 40 of the 41 measures went
against data-center development.
In some communities, voters prohibited new facilities before
any particular project had even been proposed. Apparently, the inhabitants
preferred to settle the question while the surrounding fields were still fields
and the local authorities had yet to discover the irresistible attractions of
corporate investment presentations.
This opposition cuts across traditional political divisions.
A September survey by the University of Massachusetts Amherst found that just
11 percent of Americans supported building an artificial-intelligence data
center in their community, while 65 percent opposed it. Even among Republicans,
traditionally more receptive to large industrial investments, opposition
substantially exceeded support.
The electoral consequences were equally revealing.
Candidates who had taken early, clear, and uncompromising positions against
uncontrolled data-center construction generally fared better than politicians
who had enthusiastically welcomed these projects. Participating in ceremonial
ribbon-cuttings beside enormous server farms, once a reliable opportunity to
demonstrate economic leadership, suddenly became a potentially damaging item in
a candidate’s political biography.
Texas provides a particularly instructive example. For
years, Governor Greg Abbott promoted the state as a major center of
artificial-intelligence development, encouraging the construction of large
facilities and promising substantial economic benefits. As public opposition
intensified, he gradually revised his position, ordering audits and suspending
certain approvals. By September, his administration had effectively imposed a
temporary moratorium.
The change came too late. His Democratic opponent, Gina
Hinojosa, had already made restrictions on data-center construction a central
element of her program, promising a broader suspension until legislation could
protect local communities and guarantee their participation in decisions about
new developments. Hinojosa won, demonstrating that voters had acquired the
politically inconvenient habit of remembering who discovered their concerns
first.
Ohio offered another variation on the same theme. Republican
gubernatorial candidate Vivek Ramaswamy attempted to make data centers more
attractive by proposing that developers provide free electricity, or equivalent
compensation, to neighboring residents. He also advocated stricter requirements
concerning taxes, environmental protection, and the use of existing industrial
sites.
From a commercial standpoint, the proposition was reasonable
enough. If a massive industrial installation creates additional costs for the
people living nearby, its owners should compensate them. Yet voters elected Amy
Acton, who supported a conditional moratorium and stronger public protections.
Naturally, these electoral outcomes cannot be attributed
exclusively to the data-center controversy. Inflation, the war with Iran,
gasoline prices, dissatisfaction with the administration, and numerous other
factors influenced the elections. The significance of the local results lies in
the fact that a promise of technological investment, once sufficient to
overcome considerable public resistance, has lost much of its former political
appeal.
By autumn, defending data centers had become an increasingly
delicate occupation, including for Republicans whose campaigns were financed by
the very corporations developing them.
The Electricity Bill Acquires an Address
The reasons for this sudden hostility are fairly
straightforward, although they extend well beyond the immediate concerns
usually cited in public debate.
Inflation is an abstract economic phenomenon, accompanied by
percentages, charts, central-bank explanations, and the familiar assurances
that conditions are improving at a pace apparently invisible to the people
paying the bills. A data center, by comparison, is a very tangible object: an
enormous industrial building occupying land that may recently have been
farmland, consuming substantial quantities of electricity, sometimes requiring
considerable water resources, and placing additional demands on infrastructure
maintained by local taxpayers.
Suddenly, rising electricity costs acquire a physical
address.
The questions people begin asking are entirely reasonable.
Why should a family pay more for electricity because a corporation worth
hundreds of billions of dollars has decided to construct a computing facility
nearby? Why should local water resources be placed under additional pressure?
Why should agricultural land disappear, and who, precisely, authorized such a
transformation of the community?
That last question has proved especially troublesome for the
technology industry.
Many data-center projects were negotiated through
confidential arrangements between developers and local authorities.
Nondisclosure agreements restricted public access to information while
decisions concerning land, water, electricity, tax incentives, and
infrastructure were already taking shape. In some communities, residents
learned the practical details only after their elected representatives had
committed themselves to the projects.
The referendums consequently became a means of reversing
decisions that local officials had made on behalf of the people who elected
them. The voters appear to have developed a somewhat old-fashioned
understanding of representative government, under which elected officials are
expected to represent the interests of their constituents.
Once the public discovered how much had already been
decided, opposition became considerably more difficult to manage through
conventional public-relations campaigns.
The Factory That Employs Almost Nobody
There is another fundamental problem with Silicon Valley’s
proposition, and it reaches directly into the economic meaning of technological
progress.
Traditional industrial enterprises had obvious
disadvantages. A steel mill, chemical plant, or automobile factory could
pollute the air, consume water, create noise, and impose considerable costs on
the surrounding environment. Yet such enterprises also employed people, often
hundreds or thousands of them, whose wages supported local businesses, housing
markets, schools, and public services. Over time, the factory became part of
the economic organism of the community.
A modern data center operates according to a very different
model. Its construction may generate substantial temporary employment,
particularly for skilled trades, while the permanent workforce required to
operate the completed facility is usually modest in proportion to its enormous
physical size and financial value.
Moreover, the principal product generated by these
installations is intended, at least in part, to automate activities currently
performed by human beings.
From the standpoint of a local resident, the proposed
bargain becomes increasingly peculiar. A corporation arrives, occupies a
considerable area, consumes valuable resources, creates relatively few
permanent jobs, and develops technologies that may eventually eliminate
employment elsewhere in the same community. The inhabitants are then invited to
celebrate this arrangement as another triumph of progress.
For the investor, automation promises productivity,
efficiency, and expanding returns. For the worker whose occupation may
disappear, the same technological achievement can sound remarkably like a
dismissal notice delivered several years in advance.
The contradiction has begun to influence the labor movement.
Some unions have supported candidates demanding restrictions and greater
accountability from data-center developers, while construction unions, whose
members benefit directly from building these facilities, have often taken the
opposite position. Organized labor therefore finds itself confronting a choice
between immediate employment generated by construction and the longer-term
consequences of technologies whose commercial value depends partly on reducing
the need for human labor.
The industry understands that rising energy costs have
become politically poisonous and has begun revising its commercial proposals
accordingly.
Some corporations now promise to provide their own
generating capacity or pay for the infrastructure required to serve their
facilities. Others are considering dedicated power plants, including
natural-gas installations operating independently of the public electricity
grid. The political message is that local residents will be protected from
higher utility bills.
It is a sensible adjustment, particularly when the original
proposal effectively required ordinary households to subsidize the operating
costs of some of the wealthiest corporations in human history.
The adjustment, however, leaves several important problems
unresolved. Independent generating facilities still require land, fuel,
equipment, environmental permits, and supporting infrastructure. Water
consumption may remain substantial, while air pollution, noise, and the broader
consequences of industrial development continue to affect neighboring
communities.
Most importantly, providing one’s own electricity leaves
unanswered the question of who has the authority to decide how the community
develops.
Silicon Valley has responded to a crisis of public
legitimacy with a revised financial offer. The election results suggest that
the disagreement has already moved well beyond the price.
When Money Becomes a Political Liability
The midterms have also exposed a rather serious weakness in
the technology industry’s traditional approach to American politics: its
confidence that sufficient campaign spending can eventually overcome almost any
obstacle.
Elon Musk reportedly committed approximately $474 million to
supporting Republican candidates and political organizations during the
election cycle. The results were hardly an advertisement for the efficiency of
the investment, particularly in constituencies where public dissatisfaction
with the technology industry had already become entrenched.
The cryptocurrency industry received a similar education.
In 2024, crypto-backed political action committees spent
roughly $40 million helping defeat Ohio Senator Sherrod Brown, a persistent
critic of the industry. They succeeded, reinforcing the belief that politicians
who interfered with powerful technological interests could be removed through
sufficiently generous campaign financing.
Two years later, the same industry committed even greater
resources to preventing Brown’s return to the Senate. The combined spending
reached approximately $64 million, yet Brown won.
Apparently, the political marketplace had undergone an
adjustment that the industry’s financial models failed to anticipate.
Artificial-intelligence interests experienced similar
difficulties. The Leading the Future network, supported by prominent technology
investors, reduced spending in competitive general-election races during
October and increasingly concentrated its resources on candidates whose
prospects were already secure.
Even political action committees, it seems, eventually
develop an appreciation for risk management, especially when the money being
managed is their own.
A further complication concerned the increasingly sensitive
question of how political contributions were being distributed.
Campaign-finance records showed substantial payments to recently established
corporate entities with limited public visibility. The Campaign Legal Center
filed a complaint alleging that affiliated political committees had used
intermediary companies to conceal the ultimate recipients of certain
expenditures. The committees disputed wrongdoing, and the allegations remain
unresolved.
Whatever the eventual legal outcome, the broader political
development is revealing. Campaigns that once welcomed Silicon Valley money as
evidence of privileged access to the technological future began acquiring
reasons to keep such relationships discreet.
The industry had become accustomed to treating financial
resources as a reliable measure of political influence. Now, in some
constituencies, association with technology billionaires has become a liability
in its own right.
For a politician or public-relations consultant, accepting
Silicon Valley money increasingly requires calculating the potential damage to
reputation alongside the benefits of the contribution. The industry has entered
the unfamiliar situation in which additional spending may attract precisely the
kind of public attention its beneficiaries would prefer to avoid.
This is a significant change from the political environment
of just two years ago, when the same financial resources could often determine
the outcome of a closely contested race.
Silicon Valley Meets the Owner
Why has this happened?
The explanation, I believe, reaches deeper than electricity
bills, environmental concerns, or dissatisfaction with the companies building
data centers. It lies in the difference between the relationship Silicon Valley
has spent decades cultivating with its customers and the relationship that
citizens expect to have with the communities in which they live.
The technology industry has grown accustomed to dealing with
users.
A user can be persuaded through convenience, discounts, free
services, improved functionality, carefully designed interfaces, and an endless
variety of incentives. If the initial offer fails, the company adjusts its
terms. If resistance persists, it develops a more sophisticated proposition,
eventually finding the combination of benefits and psychological inducements
that produces the desired decision.
Underlying this approach is the assumption that consent has
a price and that the essential problem consists of discovering the amount and
the method of payment.
This philosophy has produced extraordinary commercial
success. It has also encouraged the belief that virtually any human
relationship can be understood and managed through the same mechanism, provided
the corporation possesses sufficient resources, data, and expertise.
The technology industry has now encountered a category of
people its commercial philosophy has rarely had to accommodate: citizens who
regard themselves as owners of the land, resources, and institutions that
technology companies have grown accustomed to treating as assets available for
acquisition.
For these people, the issue concerns the authority to decide
what happens in the place where they live. Their expectations include
consultation before an agreement is concluded, meaningful participation in
decisions affecting communal resources, and the ability to refuse proposals
whose consequences they consider unacceptable.
An owner expects his consent to precede the transaction, and
he may decide that the transaction should never take place, regardless of the
compensation offered.
This is precisely the kind of decision Silicon Valley’s
established commercial model struggles to understand. Its success has been
built on identifying what people want and developing products capable of
persuading them to accept the offer. The current confrontation concerns people
who have begun questioning whether they want the product, the development, or
the transformation of their communities at all.
The industry can offer cheaper electricity, generous tax
arrangements, public infrastructure, and promises of future prosperity.
Citizens can still conclude that their land and community are worth preserving
in their present form.
Silicon Valley has discovered that some decisions remain
beyond the reach of an improved subscription package.
The Future Nobody Asked For
There is also a deeper political transformation underway in
the public’s attitude toward technological progress itself.
For decades, the technology industry offered products that
made everyday life easier, faster, more entertaining, and sometimes
substantially more prosperous. Personal computers, the internet, smartphones,
and digital services established a powerful association between technological
innovation and the expansion of individual opportunities.
Artificial intelligence introduces a more complicated
proposition.
Its most enthusiastic advocates promise unprecedented
abundance, dramatic productivity gains, and a world transformed by automation.
Machines will perform increasing numbers of tasks previously entrusted to
people, while society will supposedly benefit from the resulting efficiency and
prosperity.
The problem is that people are beginning to examine their
own place in this remarkable future.
A young worker facing uncertain employment prospects, rising
housing costs, and an increasingly expensive education is unlikely to find much
reassurance in being told that artificial intelligence will soon perform much
of the work for which he has spent years preparing. A community asked to
surrender land, water, and electricity for the construction of an AI data
center may reasonably wonder how much of the promised prosperity will remain
within its boundaries.
The promise of abundance becomes considerably less
persuasive when accompanied by the prospect of personal economic obsolescence.
For the technology investor, eliminating the need for human
labor represents a substantial improvement in productivity. For the people
whose labor becomes unnecessary, the same development raises questions about
employment, income, social standing, and the possibility of building a secure
future.
The contradiction is particularly striking because Silicon
Valley’s vision of technological progress is being promoted at a moment when
many younger Americans already doubt that they will enjoy the standard of
living achieved by their parents.
They are being offered a future of extraordinary
productivity while experiencing growing difficulty securing the ordinary
material foundations of an independent life. The distance between these two
promises has become politically significant.
In this environment, another announcement about the imminent
arrival of artificial general intelligence may generate less enthusiasm than
its authors expect, particularly among people wondering whether their
profession will still exist when the technology arrives.
The American midterms have demonstrated that the public is
increasingly willing to distinguish between technological capability and social
benefit. A technology may be remarkable, commercially valuable, and
strategically important while still imposing costs that citizens regard as
unacceptable.
The existence of a technological opportunity does not
automatically establish an obligation for society to reorganize itself around
it.
The Right to Refuse
The 2026 elections will undoubtedly be remembered for their
immediate political consequences in Washington. Their longer-term significance
may lie in the confrontation they revealed between technological ambition and
democratic consent.
Americans have demonstrated a willingness to challenge the
assumption that technological development, merely by presenting itself as
progress, acquires an automatic right to transform their communities. The
referendums were local, yet the questions they raised reach far beyond
individual construction projects.
Who controls the resources required by the new economy? Who
receives the benefits of automation, and who bears its costs? What obligations
do technology companies have toward the people whose occupations, communities,
and ways of life they intend to transform? And perhaps most importantly, who
possesses the authority to decide which changes society should accept?
Silicon Valley has considerable resources with which to
address these questions. It possesses money, technology, political connections,
and a seemingly inexhaustible supply of presentations explaining how wonderful
the future will be. What it is beginning to lose is the assumption that the
public will accept the answers simply because they have been supplied by people
who understand the technology better than everyone else.
This resistance may eventually spread far beyond the United
States. Other developed societies face similar pressures on employment, energy,
housing, water, and local infrastructure. They will encounter the same
fundamental dispute over whether technological progress should develop through
decisions in which citizens participate or through arrangements concluded by
corporations possessing superior financial and computational resources.
The transformation is especially important because the
technology industry has become accustomed to treating public acceptance as a
problem of communication, persuasion, and price. The election results suggest
that a growing number of people regard it as a question of political authority
and ownership, which requires a very different kind of conversation.
For decades, Silicon Valley has trained the world to click a
button marked “I Accept the Terms,” usually after presenting an agreement that
almost nobody has read and that few people possess the knowledge or inclination
to negotiate.
The American electorate has now demonstrated that
communities retain a rather more consequential form of consent, exercised
through the ballot box and supported by the simple conviction that the land,
water, and institutions surrounding them belong to the people who live there.
Silicon Valley may have developed extraordinary expertise in
persuading users to accept its products. It now faces the considerably more
difficult task of persuading owners to surrender control over their own future.
