Blaz Bratovic

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Blaz Bratovic

Blaz Bratovic

@DeepShort7

Personal views. Interested in climate/energy nexus. Sometimes chess-related content. "Trust me, I am an engineer". https://t.co/L7A4Z1Fi5i

参加日 Haziran 2014
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Evan A. Feigenbaum
Evan A. Feigenbaum@EvanFeigenbaum·
Though automakers have yet to report their sales figures for March, the first full month since the Persian Gulf conflict began, early signs point to Asian EV makers such as China’s BYD and Vietnam’s VinFast benefiting from the resulting surge in sales. bloomberg.com/news/articles/…
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Rebeccah Heinrichs
Rebeccah Heinrichs@RLHeinrichs·
Although there’s a lot of focus on the antisemitism from this wing on the right, it’s really important to understand how they’re wielding it. It’s to speed along declinism and to turn the U.S. inward, accepting CCP power at our expense.
The Economist@TheEconomist

“The US is not going to defend and cannot defend Taiwan.” @TuckerCarlson tells @zannymb that America has reached the limits of its power and has to now share it with China. Watch the full Insider interview: econ.st/4dDjBlU

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Blaz Bratovic
Blaz Bratovic@DeepShort7·
ASML.
Nina Schick@NinaDSchick

It is hard to believe the damage this is doing to the West’s structural advantage in the AI race. There is a strong case to be made that ASML is the primary roadblock to Chinese chip sovereignty. They are the crown jewel in the West’s (as of yet) silicon supremacy. A few points: 1/ ASML is the ultimate geopolitical chokepoint. Without their EUV machines, the Western lead in the advanced compute race stalls. 2/ Instead of doubling down on the specialized, high-trust engineering culture that built their monopoly, leadership brought in McKinsey (!) 3/ But you cannot ‘spreadsheet’ atomic-scale physics. Stripping out this deep institutional culture for short-term efficiency metrics alienates the only engineers on earth capable of building these machines. 4/ While Washington and Beijing treat silicon as a high-stakes geopolitical arms race, the single most important company in the Western silicon supply chain is destroying itself with management consultants. What an own goal.

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Michael Weiss
Michael Weiss@michaeldweiss·
“A simple military manoeuvre.”
Michael Weiss tweet media
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Alex Godofsky
Alex Godofsky@AlexGodofsky·
An important factor in the Hormuz situation is that under maritime law Iran is not "allowed" to close the strait, doing so is an act of war by Iran against the flags of the ships attacked or interdicted, and the US is not responsible or at fault for Iran's actions.
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Ribeiro
Ribeiro@ribeiro__2022·
Yes: the fact that International Law was broken when Iran was attacked doesn't give them the right to break it and hold the world's economy for ransom. And Iran, which has long been attacking the whole Middle East using both its proxies and directly using its missiles, doesn't have much to complain about when it comes to law breaking.
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John Healey
John Healey@JohnHealey_MP·
Disrupting, deterring and degrading Russia’s shadow fleet - and starving Putin’s war machine of funds - is a priority for this government and we will continue to take action alongside our allies.  (1/2)
Emmanuel Macron@EmmanuelMacron

We remain resolute. This morning in the Mediterranean, the French Navy intercepted and boarded another vessel from the shadow fleet, the Deyna. The war involving Iran will not deflect France from its support for Ukraine, where Russia’s war of aggression continues unabated. These vessels, which evade international sanctions and violate the law of the sea, are profiteers of war. They line their pockets while helping finance Russia’s war effort. We will not allow it.

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Blaz Bratovic
Blaz Bratovic@DeepShort7·
@RLHeinrichs France, king of shadow fleet boarding. x.com/i/status/20349…
Emmanuel Macron@EmmanuelMacron

We remain resolute. This morning in the Mediterranean, the French Navy intercepted and boarded another vessel from the shadow fleet, the Deyna. The war involving Iran will not deflect France from its support for Ukraine, where Russia’s war of aggression continues unabated. These vessels, which evade international sanctions and violate the law of the sea, are profiteers of war. They line their pockets while helping finance Russia’s war effort. We will not allow it.

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Andreas Backhaus
Andreas Backhaus@AndreasShrugged·
Not only that: Schell is an expert in optical technologies, with a lot of cutting-edge industry knowledge. These technologies are essential for the production of semiconductors. Go figure.
Finbarr Bermingham@fbermingham

The head of the Heinrich Hertz Institute (HHI) of the Fraunhofer Society - one of Germany and Europe's most prestigious applied research organisations (funded by tax revenue and corporate contracts) has joined Huawei as director of R&D handelsblatt.com/politik/deutsc…

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Maximilian Terhalle
Maximilian Terhalle@M_Terhalle·
@SlawomirDebski Indeed. There will no longer be a Nato if Europeans gear it against the US, however inadvertently. Lest we forget, Putin's and Xi's common goal is the psy disruption of the alliance. Once they sense a psy breakthrough, they will agree that Putin seizes that fateful moment.
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Sławomir Dębski
Sławomir Dębski@SlawomirDebski·
My readers know I was not among Mark Rutte’s enthusiasts for the job. But the criticism now being thrown at him misses the point. The Secretary General of NATO is not a commentator, nor a political influencer. He is, quite simply, the system’s maintenance mechanism. His primary task is to keep NATO alive - coherent enough to function, flexible enough to survive the political cycles of its members, and relevant enough to deter its adversaries. That is what he was hired to do. In today’s conditions, this is an exceptionally difficult assignment. The Alliance is navigating diverging threat perceptions, electoral volatility, and a shifting transatlantic balance. In such an environment, rhetorical discipline and a degree of diplomatic accommodation are not signs of weakness; they are tools of institutional survival. The real constraint is not the Secretary General’s tone, but the political will of member states themselves. Blaming Rutte for not “taking sides” misunderstands the office. His role is not to satisfy audiences on social media or to correct the messaging of national leaders. It is to prevent fragmentation. And in that sense, he is doing precisely what the job requires- no more, no less.
Olivier Schmitt@Olivier1Schmitt

.@NATO has a SecGen problem. The carpet in human form that is @SecGenNATO keeps publicly praising whatever Trump does, being at odds with other NATO members. And this raises expectations in the White House about what NATO should do. But Rutte is supposed to make *all* the member states happy, not just Daddy.

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MKLan
MKLan@MKLan13·
@visegrad24 😂 Why bother. If the US really wanted to take it, it would be taken. Like it or not.
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Visegrád 24
Visegrád 24@visegrad24·
Denmark was ready to blow up Greenland runways if the USA invaded. The Danish military sent explosives and blood supplies to Greenland in January as part of contingency planning for a US attack, as tensions with Trump escalated. 🇩🇰🇬🇱🇺🇸
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Gaurab Chakrabarti
Gaurab Chakrabarti@Gaurab·
ASML's EUV scanners will be the last machines on Earth to lose helium. Party balloons will be the first to go. Helium is not manufactured. It is a byproduct of uranium and thorium decaying deep underground over billions of years. Vent it and it escapes to space. Permanently. A third of the global supply went offline when Qatar's Ras Laffan plant was hit on March 2. The rationing has already started. Here's what happens: Day 1. Party balloons. Distributors cut retail supply immediately. Day 7. Industrial welding and pressurization. National allocation kicks in. Switch to argon where possible. Day 14. Routine fab leak detection switches to hydrogen. Ultra-sensitive qualification still needs helium. Day 21. MRI machines. Older systems that vent helium cannot get refills. Elective scans delayed. Day 45. Global buffer depletes. Fabs enter conservation mode. Non-critical depositions switch to nitrogen. Day 60. Backside wafer cooling on older etch tools. Nitrogen conducts heat six times slower. Throughput drops. Day 90. High-power etch. Advanced memory and logic nodes cannot run without helium-grade cooling. Wafer production drops. Day 120. ASML's EUV lithography tools. $200 million scanners making the highest-value wafers on Earth. Leading-edge chip production stops. Day 240. $700 billion in data centers are being built this year. Higher GPU prices, delayed cluster expansions, slower scaling. Four months from birthday balloons to AI chip shortage.
Balaji@balajis

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…

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Rush Doshi
Rush Doshi@RushDoshi·
On Tuesday, I testified before the House Homeland Security Committee on China's strides in robotics and AI. I warned that we lost solar, batteries, and EVs -- now we're at risk of losing robotics and AI. If that happens, it would irreversibly change the balance of power. Five points: 1️⃣ China aims to win the next industrial revolution. PRC leaders believe history is shaped by industrial revolutions. The first, steam power, made Britain dominant. The second and third, electrification and mass manufacturing, made America dominant. China is determined to win the fourth. 2️⃣ In robotics, China is already winning. In 2024, China installed 300,000 new industrial robots. America installed 30,000. China now has over 2 million robots in its factories — five times more than the US. A decade ago, it imported 75% of its robots. Today it makes 60% domestically. This year alone, China may spend $400 billion on industrial policy. The entire US CHIPS Act provided $50 billion across multiple years. If we fall behind here, U.S. reindustrialization becomes farfetched. 3️⃣ In AI, we're ahead — but selling off the advantage. China has more energy, more talent, and makes the edge devices. But America still leads because of chips, according to China's own AI companies. US chips are 4-5x better than China's today. We are debating whether to surrender that edge. 4️⃣ We are inviting risks of cyberespionage and catastrophic cyberattacks. PRC law requires its companies to cooperate with intelligence services and never disclose it. Today's robots carry LiDAR, microphones, and cameras — they are mobile surveillance platforms. But the bigger risk is cyberattack. We know China has compromised our power, gas, water, telecommunications, and transportation infrastructure in preparation for cyberattack. We cannot deploy robots in sensitive facilities from the very country targeting those facilities. 5️⃣ Here's what we must do. Extend ICTS rules to cover Chinese robots. Direct CISA to audit where they're deployed in critical infrastructure. Ban federal procurement of Chinese robotics and AI. Strengthen semiconductor export controls. Stop treating American AI companies with more regulatory scrutiny than Chinese ones. And build allied scale in robotics—a trading bloc with preferential terms for the members that can rival China's scale in in the sector. Thanks to @HomelandDemsIt and @HomelandGOP for the hearing on this topic, and grateful to join @MRobbinsAUVSI and colleagues from Scale and Boston Dynamics for a great discussion.
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