I had dinner with some old Bridgewater colleagues a couple weeks ago and of course we started debating nonsense and the one question that I’ve chewed on more than any other is “what is GDP and how do we measure it” - specifically what happens if AI “productivity” surges and we

Build it right. Build it once.

Chic-Marxism in 2025. Unbelievable. Although it is Yanis. So I’m not surprised.

When you have to say no British & Irish Lions Box tickets because you’re travelling.

Time to launch a hydrogen start-up.

Netting supply and demand to get operational demand is one of my greatest bug bears. Supply and demand are different. Serving demand with solar does not mean you can net it off for some lower number. Rooftop solar is one of many generation/supply sources. Demand and Supply

I don’t care what anyone says. If Novak Djokovic beats by far and away the best two players in the world, Jannik Sinner and Carlos Alcaraz, back-to-back, who are 15 and 16 years younger, to win the biggest tournament in the most physical sport, tennis, at 38 years old, he needs

Change my mind 👇🏻

I’ve been so busy recently I’ve not been overly active here. I’ve been using Anthropic Claude extensively at work, and have been able to automate significant parts of my day to day work flow. I actually can’t imagine work without Claude. Weird, I know. I am blown away by

Fascinating high resolution load data for an AI training data center (50 MW block) Periodic idling & surges - 6MW to 30MW spike in 290ms(!) - fluctuating demand followed by drop then spikes again Why does AI training load vary so much? - GPUs process data in batches, so power

Xiao Wang Isaac Orr I have this issue with VPPs every time I do the math on some clever TOU optimization at home: energy is actually really cheap and if renewables make it cheaper, the dollar amounts are just waaay too small to get any end user to care. For $50/year, Joe Random Homeowner can’t be

Interesting to see wind rejected, potentially for nuclear. I don’t believe wind is viable long term. And we are seeing some signs of this with plunging new orders, -25% globally and -30% in Europe. Wind was only ever cheap because of QE. Now that’s finished, reality is hitting.

🇫🇷 wants to be closer to 🇨🇳 than 🇺🇸 Communism over capitalism. Police state over freedom. Whatever happened to Liberté, égalité, fraternité ?

While I share Dimon’s sentiment, tbh he, Solomon and many others on Wall Street were the biggest drivers of democrat policy. Particularly DE&i. Self preservation rules the roost.

LA and San Fran. Have 24 hours in each. Anyone have any tips on what to do?

Cannot stop thinking about this chart. Productivity of 🇦🇺 ⚡️, ⛽️, 💧 & waste. Why is it so poor? Source IFM investors. Alex Joiner.

🎯 trading volatility is a different beast.

Trumps broad thrust on colleges and CA Doesn’t seem too wrong. I’m off to UCLA for a seminar in 10days. Here’s what UCLAs email said about the classrooms. Dress for the Program and Weather: Please plan to dress business casual. Weather in the Bay Area can be variable and

European intellectuals are bankrupt. Who does Europe call when uncle Vlad gets Drunk? The USA. The hegemon. The world greatest military and economic power. Europe runs a trade surplus with the US, but all these people want to cozy up to authoritarian China, only to watch

The New York Times is reporting that Asian countries are seeking trading partners to substitute for the United States. Good luck 1/