RethinkX
@rethink_x
Followers
19,779
Following
753
Media
323
Statuses
2,433
Independent research organization forecasting speed & scale of technology driven disruption I Co-founded by @tonyseba & @jamiearbib I
San Francisco, CA
Joined March 2017
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
LINGORM MACAU FANMEET
• 131580 Tweets
#LingOrm1stMeetMacau
• 130135 Tweets
能登の大雨
• 36998 Tweets
仮設住宅
• 28259 Tweets
BAEMON RACES SINGAPORE GP
• 27962 Tweets
FEEDY X ANDALOOKKAEW
• 18515 Tweets
#metinarolat
• 13338 Tweets
ながのーず
• 10717 Tweets
Pinned Tweet
This time, we are the horses: the disruption of labor by humanoid robots
17
98
276
A large majority of EU countries will hit 2030 solar targets ahead of schedule. Some have already achieved them.
5
83
369
“A decade ago, Tony Seba made what people said were crazy predictions. He said that renewable energy would be deployed at a rate that was just utterly mind-boggling. If we look at the numbers now, it turns out Tony was pretty much correct...”
11
63
291
Humanity has everything we need to solve the climate crisis.
The solution? Eight technologies, Three Disruptions, and 90% Emissions Reduction by 2035.
Read our report 'Rethinking Climate Change' to learn how the technology disruptions already underway in our energy,
8
79
282
Our new policy primer lays out a roadmap for how Europe's largest economy can go 100% clean energy by 2035 for less than what it spends on fossil fuels - ushering a new era of clean prosperity, energy self-sufficiency, and environmental restoration
30
111
262
Nuclear power makes no economic sense. It really is that simple. We can get clean energy for a fraction of the cost - and with negligible risk - from solar, wind & batteries
In a new episode of ‘Brighter’, Adam busts some of the myths about nuclear power
17
60
218
🚀Only a small push is needed to catalyze previously impossible climate action, and an unimaginable transformation of our civilization.
💡Implementing eight key technologies across three global sectors could halt disastrous climate in-action and catapult us into a new reality.
7
62
215
The disruptive transformation of energy, transportation, and food systems can slash 90% of carbon emissions by 2035 and hit net zero by 2040, if we make the right societal choices
Find out how in our latest report:
#90by2035
17
120
208
South Australia secures funding to become first grid in the world to reach 100% solar, wind and battery ☀️🌬️🔋 Let the race to the top commence 🚀
From the article:
🇦🇺South Australia has locked in federal funding to ensure that it becomes the first
7
61
207
“We don’t need carbon pricing to create a level-playing field in global markets. We just need to end trillions of dollars of subsidies to the coal, oil and gas industries: because these industries are already stranded.”
@tonyseba
Read our latest post:
4
68
203
While world leaders and decision makers meet in Dubai this weekend for the 2023 COP28 climate summit, watch RethinkX co-founder
@tonyseba
in Saudi Arabia last month, detailing the three disruptions and Great Transformation already underway that will solve the climate crisis and
7
44
198
"The fastest route to end greenhouse gas emissions is to leverage the power of markets by removing the government lifeline to dying coal, oil and gas industries, and ensuring individual clean energy trading rights.
This would create a level-playing field that enables the clean
10
50
186
Our report ‘Rethinking Energy 2020-2030’ said “100% Solar, Wind, and Batteries is Possible”
Now, a research team from 15 international universities confirms our finding
8
76
181
In 2019 we coined the term ‘precision fermentation’ and made the business & social case for this key technology
Now the United Nations Environmental Programme has identified PF as a key alternative to conventional animal products
7
35
185
Solar and wind overtake fossil fuels on the EU power grid ☀️🔋
In a major milestone, the European Union generated more electricity from solar and wind than from fossil fuels in the first half of this year.
A new report from think tank Ember shows that in
8
48
187
The largest EU economy can shift its entire electricity system to solar, wind and batteries by 2030 for less than 1% of its GDP. And the country’s entire energy system can go 100% clean by 2035 for less than what it spends on fossil fuels
#FreedomEnergy
3
69
173
Coal hits record low as China leads race to the top, powering up with Solar, Wind, and Batteries ☀️🔋
From the article:
🇨🇳"China is world-renowned for being the world’s largest emitter of CO₂, setting off shy of a third of the globe's carbon emissions.
2
48
174
RethinkX’s co-founder
@tonyseba
is featured in episode 4 of Netflix’s new series “You Are What You Eat”, produced and directed by Louie Psihoyos, winner of the 2009 Academy Award for Best Documentary
See the trailer on YouTube and full episode on Netflix
6
27
161
⛽ Coal, gas and nuclear power plant assets will become stranded during the 2020s, and no new investment is rational in this point forwards...
🔋 The rates at which conventional power plants are utilized will continue to decrease as competitive pressure from near-zero marginal
9
36
161
“Overbuilding renewables is a sensible and cheap climate action lever, especially when combined with electrification.”
Read more about SWB Superpower here:
7
49
159
Morgan Stanley says: “ICE technology is worth near zero today, which could potentially crystalize into a net liability”
We said something very similar in our 2017 report _Rethinking Transportation_
#GettingItRight
8
49
155
A surge for energy storage as battery installations rise 61% this year! 🔋🚀
According to this article: "BloombergNEF (BNEF) reports that the stationary storage market has risen 61%...by looking at the annual lithium-ion battery output from Chinese
1
32
150
Preparing for the
#autocalypse
✖️⛽️
Powerful feedback loops are forcing internal combustion vehicle manufacturing to collapse, and by the late 2020s, all new vehicles produced will be electric ⚡️
We are already seeing these changes happening on a global scale:
8
46
152
Transport-as-a-Service
#disruption
well underway, as Tesla unveils their self driving robotaxi 🤖🚖
"The
#Robotaxi
unveil will mark the convergence of Tesla’s latest Full Self Driving software and revolutionary 3rd generation vehicle manufacturing and
1
30
156
It is both physically possible and economically affordable to meet 100% of electricity demand with the combination of solar, wind & batteries (SWB) by 2030 across the entire United States as well as the overwhelming majority of other regions of the world
16
66
151
(2 of 2)
Now, the German government has approved spending $180 billion over 4 years ($45 B per year) on renewable energy infrastructure, which is within 2% of what we suggested
5
35
145
We predicted it! 🚀 Cost of autonomous robotaxis reflect 7 year old RethinkX prediction—now 1/3rd the price of an Uber! 🚕
In our 2017 Rethinking Transportation report we predicted the rise of autonomous electric vehicles and and a brand new business model: on-demand, autonomous
11
34
149
“In his 2015 book Clean Disruption, Tony Seba predicted that “it will all be over by 2030" — a prediction that sounded a little crazy then, a little less so now.”
3
38
148
🚀 100% solar, wind and battery is possible anywhere on Earth, even in the South Pole!📍
💡The first key finding of our 2020 Rethinking Energy report stated:
“It is both physically possible and economically affordable to meet 100% of electricity demand with the combination of
4
33
139
On the last day of the COP28 Climate Summit, here are the key RethinkX Takeaways for decision-makers and attendees:
🚀Three sector disruptions across our Energy, Transportation and Food & Agriculture industries driven by eight key technologies can directly eliminate over 90% of
7
47
137
“modern EV batteries should outlast the cars themselves,” Najman said
From Rethinking Transportation (2017) p. 20: “The drivetrain and battery are expected to outlast other elements in the vehicle, which may need refurbishment.”
4
31
139
100% clean energy 100% of the time 🌞 California proves it can power itself without fossil fuels
"Beginning in early March, for some portion of almost every day, a combination of solar, wind, geothermal, and hydropower has been producing more than a
1
35
135
“Singapore won’t allow diesel-powered cars and taxis to be registered from 2025, five years ahead of previously scheduled, as part of its push to reduce emissions and encourage adoption of electric vehicles.”
7
37
133
Starting in 30 minutes:
The Great Transformation [Part 3] - The Disruption of Energy
An exploration of GODparity, SuperPower, and how 2010 predictions are tracking today
2
35
134
(1 of 2)
In May we suggested that Germany could spend $443 Billion in 10 years (or $44.3 B per year) to build a 100% solar-wind-battery (SWB) electric system
See here:
and here:
3
38
126
Fossil Fuels Are Wildly More Expensive Than Previously Thought, Study Says
3
47
127
Centralized electricity is easy to take for granted until it is gone. But solar & batteries offer resilience and independence, and soon will be more economic, too. When the costs of on-site generation are less than transmission, they will be irresistible
5
33
124
In 2021 we said “We do not need… breakthrough technologies” to eliminate over 90% of net GHG emissions
This week, Tesla’s CEO said even with “zero technology breakthroughs… we could fully transition Earth to sustainable energy”
2
34
125
Dairy proteins without cows … and it is all due 'Precision Fermentation’ 🚀
🚀Precision Fermentation (PF) will be the first technology to disrupt the dairy industry.
💰Precision Fermentation products will be tastier, cheaper, more efficient, and use less
8
26
125
Transforming homes into powerhouses, one solar fence at a time 🏠🔌💡
❗️The cost of solar power photovoltaic is now so cheap that it can used as a construction material, generating energy for free (or even negative) pricing.
In "Rethinking Humanity", we
3
26
125
Do you dare to disrupt dairy? 🐮
The whole of the cow milk industry will start to collapse once technologies like Precision Fermentation (PF) have replaced the commercially valuable part of milk, namely its proteins, which account for just 3.3% of its content.
Precision
10
31
123
“The shift from fossil-based fuels such as oil and coal to renewable sources like wind and solar -- is estimated to become a USD 23-trillion market by 2030, US Energy Secretary Jennifer Granholm said on Tuesday”
#SolarTrillions
6
31
118
“Tony Seba was right - solar is creating the fastest energy change in history”
4
23
114
Humanity is at a crossroads. Decisions we make today will determine whether we capture the unprecedented possibilities emerging from technology convergence that either leads to an
#AgeOfFreedom
, or a collapse into a new ‘Dark Age’.
#SocietalDisruption
7
58
107
We are now at a crossroads in history, and no path forward looks pleasant. Shifting away from Russian fossil fuels seems daunting. But similarly massive shifts have happened in the past, and quickly
6
38
115
Diesel is out ✖️⛽️ Electric is in 🙌⚡️ Volvo has built its last diesel ever:
Companies like Volvo, who have committed to being fully electric by 2030, will reap the benefits of the EV disruption set to transform our transportation sectors over the next
3
26
112
Investors are raising a glass to precision fermentation, leaving plant-based and cultivated proteins on catch up 🚀
According to the article:
"Europe’s fermentation sector has attracted more funding in H1 2024 than in the entirety of 2023, suggesting
4
21
114
A new study says “switching from fossil fuels to renewable energy … is going to save us money”
In 2020, we said a 100% solar-wind-battery system “will be the cheapest option for electricity generation in most populated areas by 2030"
3
36
113
The industrial livestock model of production has reached its limit in terms of scale, reach and efficiency.
"The whole of the cow milk industry will start to collapse once modern food technologies like Precision Fermentation have replaced the commercially valuable part of
5
22
113
Share of Britain's electricity generated by fossil fuels hits an all time low ⌛️ The rise of solar, wind and batteries is here 🚀
Key insights from this article:
⛽️ "The share of Great Britain’s electricity generated by burning fossil fuels plummeted to
2
23
113
Elon Musk this week said the “pillars of a sustainable energy future [include] Solar and Wind for energy generation, stationary Battery packs for storage”
Our 2020 report ‘Rethinking Energy’ identified SWB as the key technologies to unlock abundant energy
1
22
111
🚀 NEW RethinkX Insight: 🤖 The disruption of labor by humanoid robots.
We are on the cusp of the most profound disruption of human labor since the advent of electricity and combustion engines over a century ago.
🚀Over the next 15-20 years, humanoid robots will disrupt human
2
28
110
NEW RETHINKX INSIGHT 🤖 How much should we invest in humanoid robotics? What are the expected returns on investment? What is the cost of inaction?
Explore our latest blog and robotics ROI calculator🚀
5
30
109
There is no serious evidence that the clean energy disruption will face any insurmountable obstacles from minerals or raw materials bottlenecks
Read more in our latest blog post:
3
39
106
The Great Transformation (Part 1)
starting in a few minutes
Join us now:
🚀
5
30
105
Our newest report is available now
‘The Great Stranding: How Inaccurate Mainstream LCOE Estimates are Creating a Trillion-Dollar Bubble in Conventional Energy Assets’
Free to download
#TheGreatStranding
14
39
103
The oil industry will collapse for purely economic reasons. Not because of governments but despite governments. We need to focus on protecting people, not disrupted industries
6
20
104
‘Seba predicts by 2035 alternative proteins will be 10x cheaper than animal proteins, and will be superior in every key attribute – “more nutritious, healthier, better tasting and more convenient, with almost unimaginable variety”‘
#PrecisionFermentation
6
34
100
Precision Fermentation farms will become the new food farms, and this $500 million Precision Fermentation operation is a tasty step toward the future of food.
Today, animal agriculture consumes 3.3 billion hectares of land in the form of pasture and
7
25
103
Watch Episode 1 of our new Rethinking Humanity short film series ‘Humanity on the Brink’
“Blind to the deeper process of change, humanity has no idea it’s on the brink of epic, existential transformation.”
3
26
100
UK's last coal delivery... EVER! 🚫🚂 🏭
"A power station's final order of coal has arrived by rail, marking the end of an era for the site, and bringing a new name to the locomotive pulling the load.
Ratcliffe-on-Soar in Nottinghamshire is home to the
5
24
100
In 2019, we said that B2B markets will use precision fermentation (a term we invented) to make ingredients in what will be the “deepest, fastest” disruption in food history.
Now Nestlé is looking to bring new PF products to consumers “in just six months”
6
26
98
Ultra fast, 620 mile range on a single charge? ⚡️China is leading the electric vehicle disruption 🇨🇳
"CATL recently held an event to unveil its new lithium iron phosphate (LFP) cell that offers 620 miles of range on a single charge and ultra-fast charging
5
20
98
NEW BLOG ALERT 🚨 The disruptive economics of humanoid robots 🤖
Our research team have a brand new insight to share on the economics of the coming disruption of labor by humanoid robots 🚀🤖
"The future that awaits us is one where the ingenuity of
3
21
97
“The work of Tony Seba also was very influential in my model creation. Tony really was one of the very first experts to forecast the EV boom many years ago... Interestingly one of Tony Seba’s forecasts was for all vehicles to go electric by 2025.”
2
24
93
In their latest report, the IPCC recognizes that falling costs and the exponential adoptions of clean technologies like solar PV, wind, and batteries are advancing vastly faster than their scenarios predicted in 2014
(Section B.4 and Figure SPM.3)
6
40
95
Just like we predicted! UK approves lab-grown meat in Europe first 💡 starting with pet food! 🐕🥫
In our 2019 Food and Agriculture report, we predicted:
🚀The pet food market is likely to be the first where cell-based meats are widely used and, because
3
24
96
Shell said its oil production “reached a peak in 2019” and “will fall by 1% to 2% a year”
In our 2017 report _Rethinking Transportation_, we said global oil demand would peak “by 2020”
#GettingItRight
3
29
91
Germany could shift all of its current electricity demand onto solar, wind and batteries within the next 10 years for just €35.2 billion per year and could be completely energy self-sufficient by 2035 for less than it currently spends on fossil fuels
2
31
88
Danone creates open platform for Precision Fermentation producers 🚀 The Food-as-Software disruption has begun 💡
From the article: "Danone aims to ramp up its innovation cycle and drive down its emissions with the new Biotech Open Platform...the
3
18
91
UN IPCC climate panel cites RethinkX’s research in recognising how precision fermentation and cellular agriculture can bring “substantial reduction” in direct greenhouse gas emissions from industrial food production
1
21
88
Stanford professor Mark Z. Jacobson says “no miracle tech needed” to switch to renewable energy … and it can be done at lower cost than what we currently spend
6
30
89
This is like banning horses - all car sales will be electric by then. Expect this date to come forward
6
19
86
In our 2017 Rethinking Transportation report, we said 95% of passenger-miles by 2030 would be in electric vehicles. Choices like this one by CARB are helping to make that become a reality
3
26
88
Berlin pioneers balcony
#solar
☀️⚡️
"Thanks to cheap Chinese panels flooding the European market after the US stopped imports, the cost of individual solar modules have plunged, to an average of €300. In Germany, affordable balcony panels are now a trend.
4
15
89
It’s often assumed that ‘disruption’ is a uniquely modern phenomenon. But it’s not
In this series we will examine how technology disruptions are at the heart of major societal and civilizational upheavals going back to even the earliest human settlements
5
29
87
If you missed
@tonyseba
’s keynote presentation at
#NCTranspo2020
, you can see the whole session video here (or skip directly to minute 26):
#EVDisruption
#TaaS
8
30
88
Brazil joins race to the top, scaling up Precision Fermentation capabilities 🚀
"Brazil’s First Precision Fermentation Startup Future Cow Prepares to Scale Up Production of Animal-Free Milk"
"With the world’s growing population, increasing food
2
17
87
This new, disruptive cement recycling technology could help solve one of the world's greatest climate challenges! 🌡️🌎
From the article: "Researchers from
@Cambridge_Uni
have developed a method to produce very low emission concrete at scale- an
4
18
86
‘The output of Finland's newest nuclear power facility has been significantly cut back because electricity has become too cheap’
In our "Great Stranding" report, we said: “The rates at which conventional power plants are utilized will continue to decrease
6
27
82
In our groundbreaking 2019 report () we coined the term "precision fermentation" which became the industry standard for this new technology. Today, the first precision fermentation trade association was created: the Precision Fermentation Alliance
BREAKING: Foodtech startups unite to create Precision Fermentation Alliance
0
4
15
1
13
86
For the past ten years a financial bubble in conventional energy assets has been gathering steam
Find out more in our new video:
#TheGreatStranding
3
25
80
Conventional analysts are looking at the Russian invasion of Ukraine through the lens of military strategy and geopolitical rivalry. But it is symptomatic of a much wider process: the unwinding of the age of extraction as an entirely new system emerges
4
30
84
142,000 clean energy jobs added to U.S. economy in 2023 🚀 The solar, wind and battery disruption of energy is inevitable 🌎
Uncover this disruption in depth:
1
17
86
Winds of change for Scotland as plans for country's first wind turbine factory in talks 🌬️🔋🚀
“A Danish manufacturer is seeking to build the first factory making wind turbine blades in Scotland, in a breakthrough for the renewable energy sector...The
2
18
83
Conventional energy assets are severely mispriced, and their overvaluation is creating a growing asset valuation bubble in the conventional energy sector
Learn more now:
#TheGreatStranding
3
28
81
The ‘levelized cost of energy’ LCOE methodologies used in virtually all mainstream analyses contain the same critical error: they assume a high and constant capacity factor (utilization rate)
Find out why this is such a problem
#TheGreatStranding
6
27
80
#PrecisionFermentation
… can be greener, cleaner, and kinder than animal agriculture. ‘Yeast is more efficient than a chicken in converting carbon to protein & it can undercut the production of large scale industrial egg production’
#SecondDomestication
1
24
79
Time to act ⌛️ Solar power and batteries hailed the next trillion-dollar business ☀️🔋⚡️
In 2010, RethinkX co-founder
@tonyseba
's ground-breaking 'Solar Trillions' predicted the trillion dollar market and investment opportunity of solar powered energy
3
15
81
New Zealand is highly exposed to the disruption of dairy by modern alternatives 🐄🚀 and must act fast to protect its people and provide opportunities in response to the coming transformation:
Why is the
#disruption
of food & agriculture by modern
6
17
82
Join us in 30 minutes for:
THE GREAT TRANSFORMATION [Part 2]
— The Disruption of
#Transportation
🚘
How are the predictions from the
#1
Amazon best-selling book “
#CleanDisruption
of Energy and Transportation” (2014) tracking today?
1
18
80
Cell-based mouse meat reaches price parity with premium pet food 🐈
"According to a report at Green Queen, BioCraft (formerly called Because Animals) said its cultivated meat now has a sale price of $2 to $2.50 per pound, on par with premium meat in pet
11
28
81
Battery boost for Western Australia! 🔋Major infrastructure project upcoming capable of providing up to 20% of Western Australia's average grid demand via battery power 🚀
Key insights from the article:
⚡"IPP Neoen has launched construction of its
1
7
80
Precision Fermentation (PF) will disrupt the food industry and, contrary to prevailing myths, it is already on track to become cost-competitive and eventually cheaper than the conventional livestock industry over the next decade
Read more in our new post:
5
27
78
NEW BLOG ALERT 🚨 Disrupting dairy: Precision Fermentation's first major food market 🐄🚀
Key insights:
🐄The dairy industry is massive by volume—some 550 million metric tons of milk produced per year— but the protein component of milk is actually very
6
29
79
Bezos Earth Fund launches grant to support Precision Fermentation and Cellular Agriculture research 🚀
"The
@BezosEarthFund
has committed $100 million to establish a network of open-access research and development centers focused on sustainable protein
1
14
79
Side-effect-free bio-available iron? 🦾 All possible thanks to Precision Fermentation:
Key insights:
⚡️Sweden based start-up
@ironicbiotech
have managed to sustainably produce, through precision fermentation, iron-containing proteins which are found in
2
23
77
#PrecisionFermentation
&
#FoodAsSoftware
will change the future of ag in the next 10 yrs. By 2030, the US dairy & cattle industry will have collapsed & conventional farming production costs will double. More in the report “Rethinking Food & Agriculture”
10
32
68
Embracing the Future of Cheese! Consumers increasingly open to animal-free alternatives 🧀🚫🐄
According to the article:
"Researchers at the University of Göttingen have found...that consumers in Germany are open to cheese from precision fermentation if
4
24
75