Martijn van Montfort
@montfortisimo
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The power that AI data centers need, when added to conventional demand for electricity, could soon exceed the capacity of the U.S. power grid. New RAND research explores barriers and solutions to expanding grid capacity by 2030:
rand.org
The rapid growth of artificial intelligence is straining U.S. data centers and the electric grid. Initiatives to increase generation capacity are in progress, but the pace of these efforts could pose...
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America's Argentina rescue won’t save the peso for long
piie.com
The Argentine peso is in trouble again, but this time the US government is riding to the rescue. In late September, Treasury Secretary Scott Bessent announced several supportive measures, including...
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Compute Exchange: Building the Foundation for GPU Markets
compute.exchange
Shree Reddy, Bjoern Metzdorf, David Hall, Don Wilson
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My most important paper ever: How uncertainty (errors on errors) fattens the tails. Connects to all epistemological traditions. w/@DrCirillo Pages 1-4
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The murder of Charlie Kirk is part of a disturbing rise in political violence that threatens to hollow out our public life. A free society relies on the premise that people can speak out without fear or humiliation. No more political violence.
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@fiscal_ai Here’s why the spread is blowing out (and what it means): LTM free cash flow = $18.2B vs LTM operating income high 70s (Q2 OI alone $19.2B). The gap is capex: Amazon is fire hosing cash into AI/data centers 2025 capex now tracking >$118B (Q2 capex $31.4B, “representative” of
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Wat een goed stuk. Hier voor de niet-abo's:
archive.is
archived 25 Aug 2025 17:40:27 UTC
De blik op de wereld van de postmoderne Europeaan laat zich te vaak vergelijken met een selfie https://t.co/RoXmh6ygS8
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Ik snap heel goed de beweging die de nacht terug wil eisen voor vrouwen. Zonder afbreuk te doen aan dat probleem wil ik wel even zeggen dat de nacht ook niet veilig is voor jongens.
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10 - TL;DR summary $PLTR today is a scaled, highly profitable, AI-forward company. Execution will determine if today's valuation is justified. So far $PLTR proved to be worthy.
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This guy literally dropped a prompt that writes your entire business plan in mins
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In discussies over islamisering wordt het punt vaak opzettelijk verschoven. Dan gaat het ineens over de lage percentages moslims in Nederland, of over orthodox-christelijke dorpen waar de zondag nog heilig is. Alsof het wezenlijk dezelfde kwesties zijn. Maar dat zijn ze niet.
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8/ Dad teaches his kid the art of doorbell ditching. They got caught in the act with 98M+ views on IG. Video credit: dereklipp
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Fastest company to grow from $0 to $100M ARR. They just raised $200M at a $1.8 billion valuation. Now, they're building AI agents that are revolutionizing the software development industry. Wild examples of what people are building with Lovable:
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R.I.P McKinsey. You don’t need a $300k consultant anymore. You can now run full competitive market analysis using Grok 4. Here are the exact 3 mega-prompts I use to replicate McKinsey-style insights for free:
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Waar politici als Halsema met hun continue gedram over dE rEcHtSsTaAt telkens voor opkomen is niet de onderkant van de samenleving, niet Jan met de iPad die klem zit, maar een zelffeliciterende hoogopgeleide actiekaste van mensen waar het PRIMA mee gaat.
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Milton Friedman explains why no one can “bring back” industry by force. 👇
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I can confirm I've replicated the CEA calculation for the so-called "tariffs charged to the USA" on these charts. It is the Census FT900 trade data, exhibit 4, for year 2024, and the formula is MAX(10%,(imports-exports)/imports) per-country on a customs basis.
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25% tariffs on all EU products would backfire on the US, pushing up prices & slowing economic growth. And that’s before likely EU retaliation. https://t.co/cogqGukTfa
piie.com
America could narrow its merchandise trade deficit with EU countries by imposing tariffs on them, but at a cost of higher inflation and lower GDP than otherwise for the US and nearly all the other EU...
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