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The answer isn't blowing in the wind. Very useful explainer from @LoftusSteve on what wind energy actually costs.
🍃 The Offshore Wind Megathread 🍃 How many times have you seen on TV or read on Twitter that wind power is cheap and that's where the Government should focus its efforts? Let's have a look at why that isn't remotely true. #windenergy #greenenergy #renewables
"Facebook had to borrow $100 billion the other day in order to finance the investment in data centres. And what they’ve tried to do is shift that off balance sheet, so that we don’t see that […] they’ve now run out of cash and they’re borrowing money. And that’s a sure sign that…
Utter bollocks from the folks at Google who'd have you believe carpenters want/need/benefit from AI. Just another note transcribing tool that cost billions to make. AI tools for business | Google Workspace share.google/Cjuw2vXYRY0xFc…
Nvidia Invests $2B in CoreWeave as "AI Infrastructure Expansion Accelerates." share.google/vbcBSbfk1RodhF… I wonder who Coreweave will spend its $2 billion with?
"80% of costs removed... in a week" says Palantir CEO from Davos, the epicentre of truth and integrity, and definitely not a place where gigantic lies are peddled by gigantic liars.
When more capacity means less reliability. open.substack.com/pub/energybadb…
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Sam Altman says AGI is coming in 2025 and he is also expecting a child next year
A rough diamond in a sea of shit, @edzitron 's patient unpacking of start ups, financing, growth-at-all-cost and the dumpster fire that is AI is an astonishing antidote. Many thanks Ed.
Final 2025 Newsetter: We're in The Enshittifinancial Crisis, the fourth stage of enshittification, where companies turn on their shareholders. Unprofitable, unsustainable AI threatens future of venture capital, private equity and the markets themselves. wheresyoured.at/the-enshittifi…
Levelled headed analysis of a problem Western Europe seems determined to ignore. What will it take for leaders to take this issue seriously?
🚨The anti-migration right are fooling themselves on the causes of mass migration. In this short talk at the Conservative Summit I… ‼️Explain who’s really in charge of migration policy ‼️Bust the myths about integration in America ‼️Give a policy alternative that will work
The scientist-doctors in the background are so hilarious. Somehow I doubt they’re much interested in the now extremely robust cannabis-psychosis link. Expect more random schizo murders that raise the racial temperature in the US. 🇺🇸🎢
NOW - Trump signs executive order reclassifying marijuana from a schedule 1 to a schedule 3 drug, relaxing regulations.
Democrats Continue Blaming Data Centers For Power Bill Crisis, Ignore Biden-Era Inflation Spike By Green Policies zerohedge.com/ai/democrats-c…
? December 31 is on a Wednesday this year
*META PLANS PRICE HIKE FOR ITS VIRTUAL REALITY DEVICES: INSIDER the ones nobody is using?
Free newsletter: NVIDIA Isn't Enron, so what is it? My 15k word guide to the market messiah- how it makes money, how its future relies on endless debt, how millions of GPUs are sitting waiting to be installed, and why buying AI GPUs no longer makes sense. wheresyoured.at/nvidia-isnt-en…
Calling for pics and proof of Nvidia GPUs being warehoused in mass quantities In the US but also overseas. Some have reached out to me already. And it is getting interesting. But I need more.
To give a little more context ahead of my post next week, here is some rough simple math: Let's assume everything Jensen says is true (including reading thousands of emails a day): Jensen said 6 million Blackwell GPUs have shipped. Since Blackwell is out, Nvidia reported 111B…
And now we know... For all the talk of massive value creation through operational efficiency, LLM's are really just fancy search engines (but with way higher infrastructure costs that noone wants to pay for).
Sizewell C's cost overrun: £18 billion. But Tom's beloved renewables will cost us £19 billion in subsidies by 2030, every year. And have cost the UK well over $100 billion so far. (He was lobbying for renewables only yesterday - check out the date) I don't get it. Just what…
- planning processes - environmental processes - court processes - international obligations Killing growth in the country. Every single time.
What's funny is that anyone ever thought "shopping agents" would be anything but advertising - glorified merchandising channels open to the highest bidder.
This is like Godwin's law for AI IRR: as monetization attempts grow, the probability of just using AI for ads approaches one. WALMART IS EXPLORING ADDING ADS TO ITS “SPARKY” AI SHOPPING AGENT — WSJ
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