RK
@rk__upadhya
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marxism, electricity, geopolitics, etc.
Texas
Joined February 2020
I just dropped $85 on this book on China's power grid.
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on the flip side, electricity has always been the foundation of growth. this is especially clear if you look at the developing world. or my favorite example, the USSR: the first 5-year plan was based almost entirely on electrification.
Truly fascinating that the grid has become the bottleneck to economic growth - something that it was never meant to be. Though it has always had some influence on industry and growth, now the local utility/ISO may be one of the primary factors of where growth goes.
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DOE labs are facing a brutal budget crunch - NREL budget getting cut by over half. Also an interesting comment in here about how most labs are run by third-party contractors - assume he means, a lot of the day-to-day research is contracted out.
utilitydive.com
Proposed budget cuts could lead to the National Renewable Energy Laboratory and Pacific Northwest National Laboratory each laying off around a thousand employees.
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good to see that not all Egyptians have accepted defeat.
Young Egyptians storm State Security office over Egypt’s Gaza policy seen as abetting Israel.
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the Silicon Valley term "our most cracked engineer" rings a bit differently now with the recent shift in slang.
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I will gladly join my enemies in hell, so I can enjoy watching them suffer!.
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across the world, the desire of the West is to destroy local popular forces that provide any semblance of stable governance, and replace them with predatory warlords and criminal gangs. which ultimately, is the purest expression of capital.
.@WSJ has given Yaser Abu-Shabab, Israel-backed criminal gang head, a voice to write his opinion. I will lose my mind. This is an unprecedented dark time of media in history. It’s the darkest.
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FT undefeated lol.
Bitcoin will go up if more people buy bitcoin and won’t if they don’t: Citi
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glad this guy is out. and the deal confirms earlier suspicions, that on top of being part of an indiscriminate ethnic cleansing campaign, the kidnapping of Venezuelans was a ploy to get hostages to help cut a deal with Venezuela.
reuters.com
A makeup artist who became the face of more than 250 Venezuelan migrants deported by the U.S. to El Salvador's most notorious prison arrived home to his family after what he described as "an encoun...
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great video on the evolution of eukaryotic cells and mitochondria, and the role of energy and "computation capacity" in getting life past the gauntlet of the Great Oxidation Event .
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every major stock looks like this. is it too reductive to just pin it all on the massive and unprecedented rounds of quantitative easing from the Fed to deal with the Covid shocks?
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interesting to listen to this Bloomberg podcast ft. a JP Morgan analyst about AI, alongside reading this essay. The analyst is unsurprisingly bullish on AI, but is also clearly observing how the actual profitability is completely obfuscated by AI firms.
fascinating deep-dive analysis on the AI bubble. lots of delving into the actual business performances of AI companies and the wider financials, comparing against previous tech bubbles, etc. worth spending time reading.
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Zuck spending billions on AI engineers is a good sign for AI. Last time he hail mary'ed this much money was when he dumped billions into the "metaverse", which worked out great. killer instincts.
Meta poached three more AI talent -- Tianhe Yu, Cosmo Du, Weiyue Wang -- this time from Google . Zuck has definitely slipped into the right WeChat group chat 😂
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fascinating deep-dive analysis on the AI bubble. lots of delving into the actual business performances of AI companies and the wider financials, comparing against previous tech bubbles, etc. worth spending time reading.
- OpenAI/Anthropic lose billions & can't grow into profit.- SoftBank in dire straits by funding OpenAI.- Stargate (which was scaled back the day Ed wrote this) doesn't have the funds to happen.- OpenAI must convert to for-profit or $20b of $30b funding.
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Interesting discussion toward the end of this where they deny that popular mobilization and activism had anything to do with the Biden climate bill, rather than elite alignment. Mostly correct I think, unfortunately. And something the Left must reflect on.
heatmap.news
Rob does a post-vacation debrief with Jesse and Heatmap deputy editor Jillian Goodman on the One Big Beautiful Bill.
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