Brrr Infinity Capital
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Brrr Infinity Capital
@InterestRateArb
Affiliate of https://t.co/im7HXDpxQS "Some people get rich studying artificial intelligence. Me, I make money studying natural stupidity." - Carl Icahn











EXCLUSIVE: Multiple senior HHS officials estimate that, under Gavin Newsom, California's state Medicaid program has lost 25 percent of its budget to fraud. This would mean it is currently losing $50 billion a year to scammers, fraudsters, and organized crime rings.





Electricity demand was essentially flat for decades. Now it’s exploding. Heron Power CEO Drew Baglino: "Energy efficiency more or less negated the growth in energy services." "The net electricity delivered to accomplish those energy services stayed basically flat." "Even with all the AI things that are going on… And that has allowed more and more compute capability for the same percentage of GDP electricity production." "It's changing now that we can find more applications for AI than ever before." "We are seeing electricity growth higher than it's ever been before." "It's because we are seeing broad based demand for more electricity — compute, transportation, industrial electrification." @baglino @heronpower













