Our stressed-out power grids need help on.ft.com/3wW4Ck4 | opinion

MAXIMALISM WILL RISE Inflation is a real problem for the regime. It cuts across demographics to cut into their support. And there's really nothing they can do. Yeah, they can hike rates, but that just means high prices for young people on another dimension — namely, on their

Today on Volts: clean energy OG Michael Liebreich - @MLiebreich.bsky.social joins me to discuss his recent essays on 5 reasons for pessimism about net-zero ... and 5 reasons for optimism. An excellent high-level overview of the state of the energy transition. volts.wtf/p/the-energy-t…

This is absolutely insane… This is Jared Bernstein. Chair of the Council of Economic Advisers. He advises Biden on economic policy.

Destination: Unknown adventure: Guaranteed...! A Thread, all about Trains..🧵👇 1. The Mauritanian iron ore train, one of the world's longest and heaviest, spans up to 3 km, travels 704 km, and has 200-300 carriages weighing up to 84 tons.

Cigarette sales and lung cancer deaths are the same curve, shifted 25 years.

Appreciate you @philchen913 for working to build an open culture at the New Taipei Kings 🫡🫡 Really enjoyed my conversation with Phil, we talked about the journey of building a basketball team, the challenges and triumphs of running an organization, and the importance of

Basketball is a game of “organized chaos.” You need structure but not rigidity. You need flow but not recklessness. 籃球是一項「有組織的混亂」的運動。你需要組織，但不能僵化。你需要流動性，但不能魯莽。 Link to the full podcast with @philchen913: youtu.be/W57xhWNUlbQ?si…

Here comes the next big boom in Texas. There's lithium under the bayous of northeast Texas, possible world-class deposits. My latest for Texas Monthly texasmonthly.com/news-politics/…

This is the week where decades happened. Crypto is now legal. AI is now free. The entire blue empire is being shut down by executive order. And after the postwar order, we enter the post-Internet order.

This report is long but very good. “With R1, DeepSeek essentially cracked one of the holy grails of AI: getting models to reason step-by-step without relying on massive supervised datasets. Their DeepSeek-R1-Zero experiment showed something remarkable: using pure reinforcement

This is a real robot from China. This doesn’t seem mechanically possible. Things are about to get very real in robotics.

AI OVERPRODUCTION China seeks to commoditize their complements. So, over the following months, I expect a complete blitz of Chinese open-source AI models for everything from computer vision to robotics to image generation. Why? I’m just inferring this from public statements,

🇨🇳 Every second in China, an average of 100 solar panels are installed. As of 2025 H1, they now have over 67% of the world's installed solar capacity. Within this decade, China's solar capacity alone will surpass total US electrical capacity from all sources.

Great job @philchen913 asking NT Wright about bitcoin. This was a fascinating and helpful conversation. youtu.be/fFR7J2-N6JM?si…

"I believe this battery we're building will help empower the sovereign individual.” Lessons from the peak of HTC and why I’m building Cold Electric. From atoms to bits to watts. My first Substack post on the future of AI infra and energy:open.substack.com/pub/philchen7/…