The Limiting Factor

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The Limiting Factor

The Limiting Factor

@LimitingThe

Humanity is a project. What's holding us back today? https://t.co/hN3JngjtC6

Ohio Katılım Ocak 2020
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The Limiting Factor
The Limiting Factor@LimitingThe·
This is a huge unlock for the Tesla Semi and it's something that I suggested a few months ago! It's basically a 'wall charger' for the Tesla semi. It's honestly the most exciting thing they've revealed this year. This will massively increase the speed of the deployment. You no longer need a megapack and a mega charger to charge the Semi. You just need a standard commercial 480V 200A feed.
Tesla Charging@TeslaCharging

Our new 125 kW Basecharger is designed for longer dwell times and overnight charging of Semis. It's the "home charging" for heavy-duty fleets. It features a fully integrated design that eliminates the need for a separate AC-to-DC cabinet, simplifying installation. The 6 meter cable offers layout flexibility for all depots. Up to 3 Basechargers can be daisy-chained on a single breaker (sharing 125 kVA) to further reduce installation and operational costs.

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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇱🇧 Insane CCTV footage of the 2020 Beirut port explosion that killed 218 people… this just shows the shockwave. 2,750 tons of improperly stored ammonium nitrate was the cause, in one of the largest non-nuclear detonations ever recorded.
Mario Nawfal@MarioNawfal

🇮🇱🇱🇧 Israeli troops have blown up Al-Safina restaurant in South Lebanon. The landmark seafront restaurant, known locally as "The Boat," had operated for a decade. It was built as part of a regional push to develop tourism in southern Lebanon.

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Robin
Robin@xdNiBoR·
Could this be the primary launch site for the StarThink constellation? I’ve highlighted a rough draft of what I could find so far for ExxonMobil’s current land holdings at Pecan Island in Louisiana. (~85,000 acres) I'm definitely still missing some parcels. Will update as soon as I find more data.
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SIGNAL : noise@BocasBrain

Spacex - xAI campus potential in Louisiana, potentially a bigger deal than ever; 136 thousand acres or more visually 212 square miles of real estate : keatyblog.com/spacex-pecan-i…

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SaltyGoat
SaltyGoat@SaltyGoat17·
-Supreme Court struck down Louisiana’s congressional map -Florida passed a new congressional map - Louisiana suspended its May 16 House primaries to redraw maps -Alabama and Tennessee considering special sessions -Georgia considering redrawing their maps -Texas’ map upheld by the Supreme Court Republicans could end up with 20+ new seats when it's all said and done!! Who's ready for the map to look like this?😎🇺🇸
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Judicial Watch ⚖️
Judicial Watch ⚖️@JudicialWatch·
Over 6 MILLION names have been removed from the voter rolls thanks to Judicial Watch’s lawsuits. Oregon announced they were removing over 800k names from the voting rolls, and Colorado removed 372k names. @TomFitton
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ThePersistence
ThePersistence@ScottPresler·
🚨May 5th Will be a Day of Reckoning Across Indiana🚨 👉Vote for these State Senate candidates👈 ▪️Trevor De Vries - District 1 ▪️James “Jay” Starkey - District 6 ▪️Dr. Brian Schmutzler - District 11 ▪️Darren Vogt - District 15 ▪️Blake Fiechter - District 19 ▪️Tracey Powell - District 21 ▪️Richard Bagsby - District 22 ▪️Paula Copenhaver - District 23 ▪️Brenda Wilson - District 38 ▪️Jeff Ellington - District 39 ▪️Michelle Davis - District 41
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Mila Joy
Mila Joy@Milajoy·
Recess Appointments: Bill Clinton: 139 George W. Bush: 171 Barack Obama: 32 Donald Trump: 0 This is because @LeaderJohnThune BLOCKED President Trump.
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TRUMP SUPPORTER
TRUMP SUPPORTER@_Postive_Vibes·
MASSIVE 🔥— Florida Governor Ron DeSantis has dropped a bombshell by demanding the complete elimination of property taxes across the U.S.A. "It's almost like they have to pay rent to the government, just to be able to enjoy their property. That's wrong. We need to do something."
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Denis Wirtz
Denis Wirtz@deniswirtz·
Big paper coming out soon. Using AI, we mapped embryos of mice, alligators, turtles, rhesus macaques, and chickens in 3D and at single-cell resolution. We discovered something truly remarkable...stay tuned!
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Jigar Shah
Jigar Shah@JigarShahDC·
We only have the ability to build 50 GW of data centers through 2030 because of all sorts of supply chains issues with GPUs, memory, CPUs, and etc. With 100 hours of flexibility we can fit 50GWs on the existing grid and lower everyone’s bills by 5%. open.substack.com/pub/energyempi…
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David Sacks
David Sacks@DavidSacks·
I’ve been saying for awhile that AI capex will be a 2% tailwind to GDP growth this year. In fact, according to a new report from Morgan Stanley, the numbers are even stronger — more like 2.5% this year and over 3% next year. And this understates the impact of AI for two reasons: (1) This is just investment by 5 hyperscalers; it doesn’t include all the startups and other companies investing in AI. (2) Capex is the investment to create the token factories; it doesn’t count the economic activity resulting from what happens inside the token factories. Those tokens are now being used to generate code (bespoke software) that will increase productivity throughout the economy. The ROI on capex is likely to dwarf the capex itself, which is why investment continues to grow. In Q1, AI was already 75% of GDP growth. That trend is likely to continue. Technology leadership has always been America’s great strength, and it’s driving the economy forward. Polls may show that AI is not popular, but economic growth is. At this point, stopping progress in AI would be equivalent to halting the U.S. economy.
Holger Zschaepitz@Schuldensuehner

Morgan Stanley has again raised its capex forecasts for the five hyperscalers Amazon, Alphabet, Meta, Microsoft, and Oracle. It now expects them to spend about $805bn this year, up from a previous estimate of $765bn. For next year, the forecast has been lifted from $951bn to $1.1TRILLION. To put that into perspective, their 2026 spending alone would be roughly equal to what all non-tech companies in the S&P 500 spent combined in 2025. The expected ~$800bn for 2026 is nearly double 2025 levels and about three times what was spent in 2024.

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The Limiting Factor
The Limiting Factor@LimitingThe·
What's going on in your area? Today, in mine, it's cattle thieves.
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Ozan Bellik
Ozan Bellik@BellikOzan·
Once again I'm feeling the double edged sword of finding out that @SpaceX is not just decades ahead of us in execution but months or years ahead of us in planning (if this bit of speculative rumor chasing is true...). 18 days ago I told my group we should try to launch from Louisiana. (Yeah, I think SpaceX is going to use this land for a launch site, if they're indeed closing.) You don't need a logistics hub in Louisiana to transport Starships between Texas and Florida. Especially not one that's 136,000 acres. There are only three things I can make sense of SpaceX using that much land for: launch site, natural gas production, and solar power for air separators and condensers. Preferably all three. And Louisiana is just about perfect for SSO launches headed south-southwest, flying over the gulf and a relatively short strip of a relatively sparsely inhabited region of Mexico before heading into the Pacific (and natural gas is a fraction of what it is in California, with a much friendlier regulatory environment). And Louisiana allows true private coastal ownership, unlike Texas, which requires public access to the waterfront. Anyway, I'm happy for SpaceX (for them, for our country, and for humanity). I hope they get to make the most of it. And I hope we get our day there, as well.
SIGNAL : noise@BocasBrain

Spacex - xAI campus potential in Louisiana, potentially a bigger deal than ever; 136 thousand acres or more visually 212 square miles of real estate : keatyblog.com/spacex-pecan-i…

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The Limiting Factor
The Limiting Factor@LimitingThe·
Lmao
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The Limiting Factor@LimitingThe

Probably the most uninformed post I've ever seen made about batteries. It just gets everything wrong based on reading headlines about batteries and knowing nothing about them. There are lithium deposits everywhere. The hard part is permitting, funding, extraction, profitability. We need both sodium ion and lithium-ion batteries. One does not kill the other. Furthermore, sodium ion is going to take 5 to 10 years to get to the scale of lithium ion at minimum. Next, the Donut Lab battery is nothing special. Worse, one of the executives is pursuing criminal charges against the company for Fraud.

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Aaron Burnett
Aaron Burnett@aaronburnett·
No clue about validity of this rumor, however, one thing it gets wrong is not being a launch contender. quick groking suggests southern trajectory launches for the 1M AI sats going into SSO should have a clear path and less air traffic issues. Very Large relatively unpopulated area would be ideal for massive scale up of the launches and fuel creation required. It is the “type” of campus you’d want if you’re going to launch 1-10k times a year. I’d have to imagine a site like this would be a clearly better choice than Vandenberg when it comes to scaling SSO launches in both proximity to Starbase and regulatory friendliness. If it does turn out to be the spot, it turns the Gulf of America into effectively the Space Gulf.
SIGNAL : noise@BocasBrain

Spacex - xAI campus potential in Louisiana, potentially a bigger deal than ever; 136 thousand acres or more visually 212 square miles of real estate : keatyblog.com/spacex-pecan-i…

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Chris Meder
Chris Meder@EVCurveFuturist·
I started this account back in March 2012 under the OzAtheist handle, just a nickname to connect with other rational, science-based thinkers on Twitter. It was never meant to be anything big. Conversations, ideas, pushing back on nonsense etc. Then in 2022, it evolved. It became the main public forum for EV Curve Futurist. A space focused on this disruption decade and the tsunami of technological change our civilisation is now standing in front of. What started as a handle became a platform. What started as curiosity became conviction. And now here we are. 7,000 strong and growing fast. To everyone who’s followed, shared, challenged, supported and engaged along the way… thank you. This space moves fast. Narratives shift. Noise is everywhere. But together we’ve stayed focused on what actually matters: data, disruption, and where this is all heading. And to the trolls, bots, ICE diehards and FUDsters who keep coming back day after day repeating the same tired talking points… Thank you. Seriously. You’ve helped shape some of my most hard-hitting content. Every weak argument sharpened the signal. Every recycled claim made the case clearer. You’re part of the story whether you like it or not. If you like my content, I highly recommend checking out some other like-minded, data-driven citizen journalists: @leRaffl @electric_nick @electricfelix @TheEVuniverse @LimitingThe There are many more great accounts out there, but these are the ones I align with most closely. 100% data-driven, aware of their own cognitive bias, willing to change their views as new evidence emerges. An awesome group of like-minded futurists. Also, I genuinely love the space that X has become since the move from Twitter, and having @grok in the mix has made it even better. I appreciate all of you. The support means a lot to me. The curve isn’t slowing down. If anything, it’s getting steeper. We’re watching history unfold in real time. And we’re not even halfway up the curve yet. ⚡ We are #Bettrification!
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