Cost follows scale. From $6,000 in the ’90s to < $200/kWh today. That same dynamic drove an explosion in solar. Storage is next.

I continue to believe the easiest form of stimulus in the next recession (whenever that is) will be home equity Just lower mortgage rates and ppl will borrow against inflated home values

The fall of $GOOG begins. You just don’t come back from this…. +50% of google revenue is search ads…💣. Sergey IRL is all bad. Mans is trying to save his bag.

Well played, horses. Well played.

Can’t believe I’m defending a utility… but PG&E's stuck. Blamed for CA wildfires when reclosers blow, then slammed for high costs when they try to bury lines to prevent them. Rock, meet hard place.

5x faster... on-ramps are the ONLY catalyst that matters. not your treasury this and legal tender that 401(k) — allocations next

In 16 years, California spent $20 billion to build 0 of 500 planned miles of high-speed rail. China built 23,000 miles. You can have “equity” or progress — not both at once

Shit… the products as good as the marketing

It has begun. Organic content is commoditized fuel for AI summaries. Publishers won’t go down without a fight. "6 months ago, 75% of queries to Google get answered on Google. Which means if you're an original content creator, your content is getting summarized & sold (they

Hmmmmm "As the number of slots in medical school has remained limited, state lawmakers have allowed those with fewer years of training to handle more functions, like diagnosing illnesses and prescribing medications." nytimes.com/interactive/20…

Reading about Javier Milei — paragraphs like this should be internalized by every public policymaker in the west

Only buy real estate in areas where new builds are difficult to permit.

A beautiful sight…. Kudos to Texas

I think the diagonal crosswalk was invented in Orange County Iykyk

Someone new asks about BTC, send them two pictures