Exergy Lab

We treat all joules as equal and it's slowing down the energy transition. We just open sourced The Exergy Imperative — a complete guide to the most underused concept in energy. It explains why measuring Exergy transforms how we make energy decisions. github.com/cdimurro/the-e…

@rbrtrmstrng Looks like a steep increase from 2027-2030. Will be interesting to see if that actually materializes or not.

@simonmaechling This comparison makes absolutely no sense.

The world’s most valuable private company wants to put humans on Mars. One of the companies helping farmers feed humanity is worth roughly 50 times less. Think about that for a moment. SpaceX is worth more than $2 trillion. Bayer is worth around $40 billion. Many people see that and conclude: “Investors care more about going to Mars than feeding the world.” But markets don’t measure importance. They measure expectations. SpaceX’s mission is to make humanity multiplanetary. Bayer’s mission is health for all and hunger for none. One is building a future on Mars. The other is helping humanity solve problems here on Earth. And here’s the irony: The reason we can dream about Mars is because previous generations solved hunger, disease, and countless other challenges that once dominated human existence. Food is so abundant that many people have forgotten how extraordinary that achievement is. Rockets inspire us. Full supermarket shelves do not. One captures our imagination. The other makes civilization possible. Where would you invest your money?

@simongerman600 Shipping fossil fuels around the world using ships powered by fossil fuels in order to burn fossil fuels so that we can ship more fossil fuels to where they're being burned.

Global LNG trade map. If prices are high the exporters benefit and folks in the importing nations pay big bucks. Have a look at which importers see their gas travel through maritime choke points. Great map to ponder when thinking about geopolitics.

@LionintheSenate @ENERGY @EnergyUnderSec Ever hear of extra-heavy oil? It's nasty stuff.

@ExergyLab @ENERGY @EnergyUnderSec Ever hear of high tech?

.@EnergyUnderSec on how the United States and the Western Hemisphere will power the future: "Venezuela at 300 billion barrels…[Alaska] with a pipeline that has 1.5 million barrels per day of spare capacity...We are going to see the Western hemisphere build its production capabilities."

@PeteHegseth @SecWar No thanks.

JOIN. THE. FIGHT. War.gov

@ember_energy Rising renewables are changing what energy is 😮‍💨 People used to think of energy as barrels of oil or tons of coal. Going forward energy will increasingly be thought of as electricity generated from ~8 different sources and stored in batteries.

2️⃣ Rising renewables are changing what energy is Fossil fuels are commodities dug from the ground. Solar, batteries and wind are technologies built on a production line. Asia makes 95% of solar panels, 85% of batteries and 75% of wind turbines. 3/4

Asia’s economic rise and the age of electricity are both parts of the same defining story of the century that’s usually told apart ⚡🌏 Two features bind them together 🧵1/4 ember-energy.org/latest-insight…

@ianbremmer Correct.

i can think of no circumstance where an ai model that is a critical national security risk for foreigners somehow becomes safe for all americans to use.

@kunchenguid Bingo

this is not a good sign.. the US government is making two mistakes here: 1. using "foreign national" as the criteria to gate the model is just not very smart. it's clearly not enforceable in practice and would obviously lead to a wide ban. and it's also pretty useless - there are plenty of americans more hostile towards the US than foreigners.. and it's also easy to bypass by people with real malicious intent 2. based on anthropic's post, the government clearly did not collaborate with anthropic to deeply understand the vulnerability before ordering the shutdown. this feels like a panic from people who simply don't understand what's going on my prediction is the model access will recover early next week once the government get their sh*t together i would not dunk on anthropic for this shutdown here. they worked hard on this release and it's a good model. they did a lot more on safety (i'd even say too much) than others. perhaps their "model is too dangerous" narrative is backfiring but still i think this shutdown is saying more about the government than anthropic

@jietang Amazing! Thank you

GLM-5.2 is Fully Open, Frontier Intelligence Belongs to Everyone Today, the sudden restriction of certain frontier models is deeply regrettable. At a time when access to frontier models is abruptly cut off for non-technical reasons, we are even more convinced of one thing: science should be global. The path to AGI (Artificial General Intelligence) must never be enclosed by high walls. We have always believed that AGI should be the cornerstone for all of humanity to collaboratively explore the boundaries of intelligence and solve complex challenges, rather than a privilege monopolized by a few rules and subject to revocation at any moment. In the face of external blockades and restrictions, our attitude is one of radical openness. Frontier intelligence must remain open-source, accessible, and buildable, serving every dedicated developer. GLM-5.2 is Zhipu's most capable open-source model to date. It not only supports a truly usable 1M context window but also maintains a continuous lead in the independent completion of long-horizon tasks, providing solid foundational support for building complex agent applications. It also continues to be our main engine for creating the strongest domestic coding model. Tonight at 5:21—at this special moment—GLM-5.2 will officially be available to all GLM Coding Plan users (including Lite / Pro / Max). The API will also go live next week. A step closer to frontier intelligence for everyone. The future of AI is open, and it is for the people. ModelKey: GLM-5.2

@janrosenow Good graphic. One of things that will become important is exergy matching. Instead of using electricity for everything, we should use low quality energy sources for low quality tasks and keep electricity reserved for the highest quality tasks and the highest emitting tasks.

HELP NEEDED. Electrification is swapping fuels for electricity. But it's a much deeper regime shift in how the whole system is organised, from inputs to storage to use. This stylised figure for future paper contrasts the two regimes. What's missing? What works?

@cremieuxrecueil This is one of the reasons why we should transition as much of the energy system as possible to electricity.

Making electricity is becoming cleaner across the U.S., China, and the EU.

@AkshatRathi @adambrowning Every country needs to do this

Next thing China is about to eat up is heavy duty electric truck. New goals for 2030: - 40% market penetration - 1.6 million strong fleet - 3,000 charging station for heavy duty trucking - 30,000 km of zero-carbon freight corridor

@scaling01 Get a job

guys I have been staring at the wall for 10 hours what do I do without Fable?

@IRENA @turkiyecop31 Consuming electricity is also more efficient than burning fuels so electrification allows us to perform more work with the same amount of energy. Win-win-win

⚡Electrification is a win-win opportunity for countries around the world. As solar & wind have become cost-competitive in many regions, #renewables can provide 92% of global electricity generation by 2050, meeting growing #energy demand while transitioning away from fossil fuels. 👉 irena.org/Publications/2… #COP31

@FrankLuntz @TheDisproof Electricity

Last month, solar power generated 12.8% of electricity in the U.S. while coal was responsible for 12.2%. It’s the first time in history that solar accounted for more energy than coal. 🔋 abcnews.com/US/solar-gener…

@ChrisRMcGuire Great take

I actually think targeted export controls on model access are prudent. But across the board controls on all countries on a single model, without any warning, is highly questionable. Imposing equally broad deemed export controls, which also restrict access to foreign nationals, is just absurd—and obviously will result in the model being pulled from distribution, as just happened. Export controls are a critical tool, and an extremely powerful one. Used correctly, they have the potential to massively extend the US lead in AI. Used incorrectly, they will stifle AI development. The Department of Commerce’s export control strategy has been completely incoherent and sabotaging. It is sending powerful AI chips to China, not enforcing controls that would prevent Chinese smuggling, creating massive loopholes that allow AI chips to be sent to China, and preventing US AI companies from releasing their own models. This has to stop. We urgently need a smart export control strategy that applies robust export controls to deny our adversaries access to advanced technology, while advantaging US companies. Commerce and BIS are consistently doing the opposite. If BIS doesn’t understand how to use its authorities or what the implications are of its actions, then it needs to find some new personnel who can actually execute a competent export control strategy. The current one is incoherent and self-defeating.

@CamiloBAcosta @DoWCIODavies @POTUS @SecWar That’s a common theme with this administration

@DoWCIODavies @POTUS @SecWar I fully support this America First intent… but not its sloppy execution.

We fully support @POTUS and @SecWar in prioritizing national security and the security of our warfighters, DIB partners, critical infrastructure, international partners and allies. Some things are simply more important than revenue cycles, clickbait, and pre-IPO valuation. America First. Always. 🇺🇸

@petergyang Requiring an ID will do nothing to stop nefarious users. That doesn’t make any sense

Yeah I think ID verification will soon be required to access the best models

@ChrissGPT Yeah because requiring an ID will definitely stop the bad actors

OpenAI already requires ID for some features. Anthropic will most likely simply do the same to use mythos. This will continue to get more stringent as we get closer to AGI

@AdamThierer @DanielleFong Leave it to the Trump administration to ruin everything

Because this is happening to Anthropic, the temptation for many will be to say: Play stupid games, win stupid prizes. They have relentlessly raised the regulatory temperature in Washington by inviting far-reaching controls of frontier models. They made this bed and now they have to lay in it. But this decision by the Trump administration should not be judged on a desire for payback politics, but on the merits, and specifically what it means for America's broader AI objectives. In that regard, this action is truly outrageous. How exactly is the government planning on even going about verifying everyone who uses this specific model to ensure compliance? That alone raises huge flags. Between the latest Executive Order shifting more control to NSA, and the recent chatter about quasi-nationalization / equity stakes, and now this action, we are talking about a significant escalation in the politicization of AI and centralization of control over advanced computation in this country. And this is all being done by an administration that had previously made acceleration and winning the great AI race a priority. We're moving backwards now.