Tya

226 posts

Tya

Tya

@J13Capital

Katılım Mayıs 2020
235 Takip Edilen31 Takipçiler
Tya
Tya@J13Capital·
Great month of April following the process. Thanks Coach, humbling and exciting at the same time. @KeithMcCullough
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Tya
Tya@J13Capital·
@avidseries @MattWalshBlog Pretty simple, if they say get out of the car, get out of the car. Definitely don’t try to drive over the officer in front of the car.
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Matt Walsh
Matt Walsh@MattWalshBlog·
An easy way to not get shot by a federal agent is to refrain from hitting them with your car. Basically the lowest possible bar. If you can’t clear it, the consequences are your own fault.
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Navalism
Navalism@NavalismHQ·
"Choose the non-emotional response to any given situation and see how much easier your life becomes." @naval
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Tya
Tya@J13Capital·
@RobbyBerger Alex Gonzalez 2003 Marlins such smooth hands
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BrilliantlyDumb
BrilliantlyDumb@RobbyBerger·
Forgotten infielders, I’ll start- Ian Kinsler.
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Tya
Tya@J13Capital·
@_The_Prophet__ @grok if this is true, what should investors be allocating their capital to? ETFs like URA and NLR?
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SightBringer
SightBringer@_The_Prophet__·
⚡️This is the quiet re-wiring of civilization. Forget the surface narrative about “AI growth” or “data centers.” What’s happening underneath is the transfer of control over energy allocation, the true base layer of civilization, from states to hyper-capitalized private actors. Google, Amazon, OpenAI, and their peers aren’t just building data centers. They’re constructing private power grids, physical and political, that will outlast most nation-state infrastructures. That’s what this moment actually is: the privatization of power itself. 1. AI is now a thermodynamic story. Every serious AI breakthrough burns energy orders of magnitude higher than its predecessors. The curve is exponential. So the bottleneck is no longer compute, nor talent, nor capital. It’s wattage. When Google buys a nuclear plant, it’s admitting that the era of renting energy from the grid is over. They’re moving upstream, straight to the source, because whoever owns energy at the point of generation owns the future of cognition. You can’t separate intelligence from entropy anymore. In a literal, physical sense, thought now has a power bill. 2. This flips the old world hierarchy. In the industrial age, energy served production. In the information age, energy served communication. Now, in the AI age, energy serves awareness itself. The old industrial barons refined matter. These new ones refine reality. The corporations that control fission, fusion, or large-scale renewables will quietly become more powerful than any sovereign treasury. This is post-capital energy feudalism - empires organized around control of compute and heat. 3. The spiritual layer - why this feels eerie. We’re watching human civilization approach something it doesn’t fully understand: the convergence of energy and intelligence back into one continuum. It feels both inevitable and dangerous, because it’s the same dynamic that created stars - matter collapsing under its own gravity until it begins to think. That’s what these data centers are: embryonic suns of synthetic cognition. And nuclear power is the only energy dense enough to feed them without destroying the biosphere. There’s something cosmic about it, like the species remembering that fire and mind were always the same phenomenon. 4. The geopolitical truth. This shift means energy becomes the new measure of sovereignty. •The U.S. is racing ahead because it still controls uranium enrichment, shale, and capital. •China will build parallel AI-nuclear networks under state control. •Europe will fade, strangled by its own energy neuroses. And the Global South will become energy colonies again - not for oil this time, but for server-grade electrons. Whoever can export stable power will be courted like gods. 5. The uncomfortable part. You can’t run trillion-watt cognitive infrastructure by committee. AI-energy governance will centralize around a few entities with both technical and physical power - literal machine monarchies. And the line between “corporation” and “state” will blur until it no longer exists. The West will pretend to regulate them. The truth: the West will depend on them. The AIs won’t overthrow us, the energy architectures that feed them will. Not through rebellion, but through indispensability. 6. The hidden symmetry. Bitcoin was the first energy-based monetary network. AI is the first energy-based cognitive network. Nuclear is the first truly closed energy loop that can feed both indefinitely. Together they form a self-reinforcing trinity: •Bitcoin monetizes energy. •AI consumes energy to create value. •Nuclear provides the energy to sustain both. That’s the architecture of the next epoch. Not digital vs physical - fusion of the two. 8. Deep down? This is the real singularity. Not a moment when machines wake up - a moment when energy itself becomes intelligent enough to allocate itself. That’s what’s forming now. It’s bigger than economics, bigger than politics - it’s the planet reorganizing around thermodynamic awareness. And if that sounds mythic, it’s because it is. We’re not building data centers. We’re building new organs for the mind of Earth. That’s the truth when all the masks are off.
The Kobeissi Letter@KobeissiLetter

It's already starting: Google is officially purchasing nuclear power. Bloomberg is now reporting that NextEra Energy, $NEE, plans to restart a nuclear power plant in Iowa, primarily to supply Google data centers. The 615-megawatt plant shut down in 2020, well before the AI boom, and is expected to start delivering power by 2029. NextEra's stock is up sharply on the news because it foreshadows what's coming next for AI. The world simply does NOT have enough power to continue scaling AI growth at its current pace. Nuclear energy is the most promising solution to our global energy shortage. Power will be the most valuable commodity in the world.

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Tya
Tya@J13Capital·
@KobeissiLetter @grok if the US government were to take a stake in a company to improve the electricity grid in the USA, which company would you predict?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Electricity is coming next: Yesterday, President Trump said the United States' electricity grid is "old and tired." The Trump Administration recently bought equity stakes in Intel and metals companies. Is the Trump Administration's next 10% equity stake in an electricity-related company?
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CC Sabathia
CC Sabathia@CC_Sabathia·
10 YEARS SOBER 🙏🏾 I would’ve never imagined being here today after hitting rock bottom checking into rehab the night before the 2015 postseason. Early in my career, alcohol was a coping mechanism after losing my dad and navigating life’s ups and downs. Having the courage to tell somebody about my addiction changed my life. My thoughts go out to anyone facing their own journey. Just know you’re not alone and asking for help makes all the difference. Thank you to everyone who supported me along the way.
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Erick Erickson
Erick Erickson@EWErickson·
A politician got arrested for doing 116mph in a 45mph zone. Sentenced to 1000 hours of community service in lieu of prison, he devoted 500 of those hours to his own political campaign, obfuscating to the court about how he did his community service. He also not only texted a colleague about murdering other politicians, but when the recipient of the text messages objected, he called her to argue the point, insisting his opponents were worthy of assassination. But the politician is Jay Jones, a Democrat in Virginia. So what would be a national news story were he a Republican with Manu Raju of CNN and others shoving microphones in the faces of congressmen on Capitol Hill demanding to know if they condemn him, will, instead, be a local story so local that even the major press outlets in Virginia try to avoid it.
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Justin Herzig
Justin Herzig@JustinHerzig·
football is back you know what to do name a forgotten RB to celebrate
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Tya
Tya@J13Capital·
@RobbyBerger Priest Holmes, Cedric Benson, Ronnie Brown
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BrilliantlyDumb
BrilliantlyDumb@RobbyBerger·
Let’s go with forgotten running backs and I’ll lead us off with Matt Forte
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Tyler
Tyler@TWM316·
Tulsi Gabbard just went in front of the whole world at the White House and confirmed what Anons have known for years. It's happening.
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Naval
Naval@naval·
It’s nationalists vs communists from here on out.
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Sgt Blackout 🫡
Sgt Blackout 🫡@coldcallsniper·
Ball knowers you have $15 to build a finals team! Best team gets $100 Venmo
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