@ramez @mattyglesias How do they keep delivery costs down vs a state like Massachusetts that has a "market" for generation?
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Juniper
19.2K posts
Juniper
@JuniperViews
Let's embrace the future together.
San Francisco, CA Katılım Ocak 2025
395 Takip Edilen778 Takipçiler
@mattyglesias Yep. Also:
1. Easy permitting (Texas reserves most powers for the state, limiting how much localities can block projects.)
2. Deregulated power market with direct price competition for generation assets and a nearly permissionless structure. Rather than monopoly utilities.
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Solar progress depends on sunshine, transmission infrastructure, and the ability to obtain large parcels of land — it's not about anti-fossil fuel regulations.
Daniel Gross@grossdm
Pretty astonishing. In Texas, between 10:00 am and 4:00 p.m., 80-90% of electricity comes from carbon free sources. And storage is already a significant contributor in the early morning and evening
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@JuniperViews @aniruddh_mohan Yes. Maybe half the demand level of BTM gas at the moment. Which is enormous.
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First it was aero engines repurposed for data centers.
WSJ now reporting that domestic battery capacity for EVs, including of Ford/GM, is also being repurposed for data centers with slowing EV sales.
- LG producing battery cells for Tesla instead of EV batteries for GM
- Ford investing $2B to repurpose EV manufacturing in Kentucky; Ford CEO - energy storage has a “short payback period” and that it can be used to “de-risk the core automotive business”
- Samsung $1B deal with undisclosed company to use its Stellantis JV factory in Indiana
- AESC retooling a factory in TN that made batteries for the Nissan Leaf
- Repurposing requires change in chemistry from NMC for EVs to LFP for grid applications; change of shape more tricky
- Volta Foundation annual report last month also called out 190 GWh of mfg capacity reallocated to LFP
- Qualifying for tax credits not so straightforward given supply chain for materials is all from China
As @TheStalwart said: "That which *can* be repurposed to serve the AI supply chain *will* be repurposed to serve the AI supply chain."
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US Treasury Secretary Bessent: China was the leading sponsor of global terrorism in buying oil from Iran
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Juniper retweetledi
Definition of brain rot
49 year old fandom elder@powcampsurvivor
type of shit adult men watch full blast on the train
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if you have sex with chatgpt you might be a loser sorry
Aubrey Strobel@aubreystrobel
they didn’t need to add the “hard” there did they
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Sam Altman is HARD
Aubrey Strobel@aubreystrobel
they didn’t need to add the “hard” there did they
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@StratBizLab @paulg Uhh all parts of the exponential look the same
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@JuniperViews @paulg The painful part is that the early stages of exponential look identical to failure
Flat, slow, unremarkable, until it isn’t
Most people quit inside the window where patience was the only variable left
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If you really want to hold yourself to a high standard, graph the growth rate of the number you care about instead of the number itself. Then you're winning if you can even keep it flat.
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Biggest news to Python developers in some time
OpenAI Newsroom@OpenAINewsroom
We've reached an agreement to acquire Astral. After we close, OpenAI plans for @astral_sh to join our Codex team, with a continued focus on building great tools and advancing the shared mission of making developers more productive. openai.com/index/openai-t…
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Even the US is moving towards EVs
Jesse Peltan@JessePeltan
Regardless of what happens in Europe and the U.S., the world is moving to EVs. There is nothing that western automakers can do to reverse this trend, and geopolitical risk in oil will only accelerate it. Either get good at EVs, or wither away.
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Accept the future old man
Bernie Sanders@BernieSanders
Jeff Bezos, worth $234 billion, plans to replace 600,000 Amazon workers with robots. Now, he wants to spend $100 billion to fully automate not just his warehouses, but factories in the U.S & other countries. Oligarchs are waging all out war against workers. FIGHT BACK.
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@cremieuxrecueil Just shows how effective they are, and this is before the next-gen
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I think what we have to do is clear:
Semaglutide (Ozempic/Wegovy) needs to be treated as the standard of care for weight loss and it needs to be an active comparator in trials going forward.
Everyone knows these drugs work, so we can't do inert placebos anymore.
Crémieux@cremieuxrecueil
This is not good: People have learned that GLP-1s are really effective, so if they're not losing weight, they know they're in the placebo group. So these people getting placebos are getting mad and leaving the trials.
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Most expensive experiment… so far. The Alexandr Wang experiment is still going on.
Chubby♨️@kimmonismus
The most expensive experiment in history: Meta spent $80 billion on the Metaverse. It will be shut down for good in June. $80,000,000,000 just gone.
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@JoeTegtmeyer I love Space Camp and the U.S Space and Rocket Center .
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There is a new addition to the US Space & Rocket Center Space Camp under construction and it is the Inspiration 4 Training Center!
Initial funding in 2022 of $10 Million by @rookisaacman Jared Isaacman to initiate construction & at the time, it was the largest single donation in the history of the U.S. Space & Rocket Center!
Expansion Funding of ~$15 Million in July 2025 was subsequently given by Jared and is designated for:
Mission Operations: Supporting advanced simulations for Space Camp, Robotics, and Cyber Camp
A new Dormitory: Providing seed money for a fourth dormitory to house students attending the programs.
Really great to see funding of facilities and programs like this to inspire a new generation of space explorers! @Ellieinspace
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@jdcmedlock @TheStalwart That can’t even save the premise of the question
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Bernie’s curiosity about this technology is great.
Sen. Bernie Sanders@SenSanders
I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.
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