The good thing about being from a half Catholic, half Protestant family is that I work hard and play hard and feel guilty about both

$100m of solar panels saves a country 30 years of gas imports at 2024 prices for the same 1.5TWh of electricity generated That's a $3b saving in gas imports for each $100m of solar deployed Another one of my charts of the year

"This in China isn’t just “demand destruction” Structural shift w/ far deeper implications for global energy market Numbers almost unfair 🇨🇳#fleet running these mixers pocketing 3× diesel-level savings—& that’s only the teaser trailer for horror movie now playing in oil-market"

Because Maduro is so unpopular in Venezuela, he has long relied on Cuban security forces and intelligence agents to maintain power and suppress any potential revolt including from Venezuelan forces. He pays for these repressive services with oil.

I'm told that since 5% of people ride bicycles, we can't do anything for them. 🤷‍♂️ ...and... I'm told 5% of people drive electric cars, so we should plan a national charging network. 🤔

Paris pollution after they added bike lanes and restricted cars

Stunning EV progress in so many countries. October 2025 share of new car sales, selected countries: 1 Norway 97.4% 2 Nepal 76% (trend) 3 Denmark 73.4% (September) 4 Ethiopia 60% (trend) 5 China 58.7% (NEVs) 6 Albania 57% 7 Netherlands 40.2% 8 Belgium 36.4% 9 Sweden 36.2% (65.7%

Lindo isso

Perspective

Google getting to AGI first because you actually need to know linear algebra as a prerequisite to get a job @ DeepMind instead of being an anime pfp account posting on TPOT was in hindsight — very obvious.

The notion that AGI would have infinite returns has been used to justify investment far above expected returns (by 10x-100x) for technology that is neither AGI nor on the path to AGI

“To speak of 'overcapacity' (in renewable energy) should be unacceptable in light of the fact that 800 million people still lack basic access to electricity and 2 billion lack access to the means of clean cooking.” - Adam Tooze

The essence of great software is the quality of its abstractions. Great abstractions are indefinitely composable and stackable. They become a dependable foundation for future work, future thought. The best ones are so robust you never have to revisit them -- you can forget them

The minimum wage in Mexico has more than doubled over the last 6 years — *without* leading to job losses or inflation. It's clearly a myth that good labour standards have to come at the expense of job creation or macroeconomic stability.

The biggest predictor of coding ability is Language Aptitude. Not Math. A study posted in Nature found that numeracy accounts for just 2% of skill variance. Meanwhile, the neural behaviors associated with language accounted for 70% of skill variance.

It's neoliberalism — not socialism — that restricts economic freedom. Most countries that score well on economic freedom do so *precisely* because they have socialist policies in place that increase social mobility and decrease economic precariousness. Norway has one of the

You can bifurcate people that have had real scale operating experience based solely on whether or not they use AI notetakers (hence why most VC's are biggg fans)

Your default cognitive environment is hostile to deep thought. If you consume a minute-by-minute feed optimized for engagement, you are training your mind to be reactive, shallow, short-term. The most potent way to think about the world is the opposite: analytical, long-term,

This is an incredibly important paper, recently published in China Economic Review. It finds that China’s low-carbon technology exports *significantly* reduce partner countries’ CO₂ emissions. China’s clean energy push is clearly a key driver of global decarbonisation.

Advocates of laissez-faire economics — including libertarians, neoliberals, and free-market capitalists — have long claimed that one of the biggest dangers of too much state intervention is that it will stifle innovation. China is taking a sledgehammer to that idea, completely

Respect to Sumaiya Balbale for walking away from a lucrative @sequoia role, standing firm on principle against Shaun Maguire's Islamophobic remarks. Any founder should think carefully about taking investment from a firm that refuses to hold a partner accountable for