AnneK
@NGLFundamentals
All molecules matter in a world with 8 billion roommates. Long time player in the energy and materials world.
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National strength comes from stable households and strong workers. Not from the number of data centers built in a year.
It's not a co-incidence that Claude is built on Linux! Open source is the choice for those who don't want to join the "enshittification" process of having their data taken. The reason so many U.S. AI startups use Chinese models, by @friedmandave open.substack.com/pub/davefriedm… #AI…
Look what's NOT in the inflation numbers anymore! How about utilities - electricity, natural gas (Dec 2024), cars, car insurance, coffee (2022) Others were removed in late 2020. Games are being played, so are we. H/T @SamanthaLaDuc Price Discovery Is Not Allowed…
Anyone else see a connection between the new "$100k fee for H1b's to the US and the move of thousands of US IT jobs to India lately? #FinTwit #H1b #NoReshore #India #IT
H/T to @2020Upstream for this explanation of how AI is going to pay for their chips: How AI data centers were invented #shorts youtube.com/shorts/ILAh210… via @YouTube #AI #DataCenter #NaturalGas #Electricity #GiveUsTheGigawatts
youtube.com
YouTube
How AI data centers were invented #shorts
"debt holders going to eat it"™️ $NVDA #AI #DataCenters #OpenAI
The corporations have the cash surplus - the government and the consumers have the debt. Don't raise tariffs, raise corporate taxes - or break up the monopolies. Free the market. #FINTWIT hussmanfunds.com/comment/mc2510…
Ex-McKinsey consultants are training AI Models to replace them bloomberg.com/news/articles/… The Holy Grail goal of the old "expert systems" was to try to get experienced employees to leave their knowledge behind for free. Now, there's another way. Pay them. #AI #FinTwit…
For those who remember the "Red Bucket Well Control" era, it's not over. #EFT #ProducedWater #ZombieWells #WTI $CVX linkedin.com/posts/stogner_…
Reagan's view of immigration. #ICE #Immigrants #Reagan substack.com/@joealter/note…
It wasn't just the market adjusted before inauguration. Here are returns from election day to election day: Oil and Gas ETF (XOP) Trump 1 -71% Biden +218% Trump 2 -7% Clean Energy ETF (ICLN) Trump 1 +133% Biden -33% Trump 2 +23%
From Mike Shellman, a summary of what the real "breakeven" WTI price is these days. Doesn't include divvies and debt payback. #EFT #WTI #NGL #NaturalGas #XOM #FANG oilystuff.com/group/engineer…
oilystuff.com
Group Page | oilystuffblog
Group Page | oilystuffblog
So, 2 Latina women pole dancing wasn't a problem but Bad Bunny is? Conservatives want George Strait to replace Bad Bunny at Super Bowl share.google/Are4BzDpYmcSCW…
Very important for those who use the web for research - feels like an anti-trust suit waiting to happen. AI vs AI.
Most LLMs like OpenAI (ChatGPT), Anthropic, and Perplexity rely directly or indirectly on Google's indexed results to feed their retrieval systems and crawlers. ‼️By cutting off the long tail of results, Google just reduced what these systems can see by roughly 90%. The web…
And cutting thousands of US jobs. $CVX #EFT Chevron expands India hub to boost digital and AI capabilities boereport.com/2025/10/09/che… via @BOEReport
Of course "denialists" can ignore anything - remember hot temps are good! Or is it, high CO2 is good....hard to keep up these days. #GHG #CO2 #EFT This chart, showing that the world is getting hotter fast, speaks its own truth, @markgongloff says bloomberg.com/opinion/articl…
This auto parts company laid off 15,000 employees last year when it went "lights out". Yet, they say that automation "frees up" people to do value added tasks. Apparently for someone else. The auto seating and electronics supplier Lear Corp. ($LEA) is building a technology…
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