sphinx
29.9K posts
BREAKING: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them, per WSJ.
I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…
Today, we’re evolving @StitchbyGoogle from @GoogleLabs into an AI design canvas transforms natural language prompts into production-ready front-end code. Some highlights from what’s new: 1. A complete redesign of the Stitch UI, which can now ingest multimodal references (text prompts, images, or code) as creative seeds for your design ideas 2. A brand new, context-aware design agent that can share feedback on builds, generate PRDs, and ask questions to better understand your vision. You can even talk to the agent if you prefer a verbal sounding board 3. A new agent-friendly markdown file, DESIGN.md, which you can use to export or import your design rules to or from other design and coding tools Whether you’ve been designing for decades or you’re whiteboarding your first software idea, Stitch can help you turn concepts into prototypes in minutes rather than days ➡️ stitch.withgoogle.com
Rumor: Tesla is going to build its own EUV lithography machines because ASML is “too slow.” to supply to the new chip plant. ASML currently produces <100 EUV machines per year. Apparently that’s not fast enough for Elon Musk. The new plan: • 1,000 EUV machines per week starting 2027 • 10,000 per week by 2028 And since HBM memory is also a bottleneck, Tesla will casually build 10 new memory fabs in the next two years producing 5× the rest of the industry combined. Meanwhile, Micron Technology, SK Hynix, and Samsung Electronics are panicking.
