Ryan Nelson

@Andercot I've got about 40% of everything I've built in my life invested in emerging nuclear tech. That said, the sun shines often in the desert, and batteries are now resource/industrial challenges rather than technology bottlenecks. Competition is healthy. May both branches flourish!

This is the footprint ratio of data center to solar panels in the sunniest country in the world. Yeah, I think we're gonna have to go nuclear.

@Object_Zero_ What is the battery situation in that complex? Do those pannels power it all day and night? If so, what is the relative battery footprint?

This 100MW data center in UAE is the largest solar powered datacenter in the world. There are currently 1,300 data centers in the world that are bigger than this one, but this one is the largest solar powered one. That’s 10 square kilometres of solar panels you can see. The datacenter itself is 0.02 square kilometres, so a solar powered datacenter is ~500x larger than a data center using any other form of power. A five hundred times larger site. UAE has some of the highest solar irradiance anywhere on Earth, it is an inhospitable desert. Averaging 9.7 hours of sunlight per day with average irradiance above 2,200 kWh/m^2. If you build this somewhere else, you need more solar panels because your irradiance will almost certainly be lower. Even if the world had an infinite supply of free solar panels, solar power will not be free. Anyone who has ever done major capital projects, who looks at where data centers need to be in the next 5 years and the next 10 years… we know it aint solar. Sorry. You struggle to even build a train track that’s 100 miles long and 10ft wide anywhere in the West, there is zero chance of build 100 square mile solar farms for GW compute. This is why people are talking about space compute. Deploying into space is one strategy to solve the constraints. But there are faster and more scalable strategies, that get you to mass deployment of multi GW data centers. There are strategies that also allow you to power the 10 billion robots and their newtonian actuators, that immediately follow the inference demand cycle. Step back and look at the full cycle of this industrial revolution… There will be billions of chips, but there will be trillions of actuators. This biggest part of this revolution is the embodiment cycle, and it’s big by a factor of 20 or 50x over the stuff that comes before it. There is no analogy in human history for the scale of this economy, of the demand it will place on energy and commodities. The humans own the Earth, and if you exist inside their legal system, they won’t let you turn the surface of their planet into glass. But they do want your chips and your actuators to serve their needs and desires. There is a way to do all of this, and so it will happen.

This was one of the books that reprogrammed my brain to recognize that an interest in investing is absolutely compatible with, and indeed a high expression of, dedication to broad learning

@LizaRosen0000 @grok fact check and provide context for Liza's claim.

Muslims all over Europe are freaking out after Sweden made a historic and courageous decision: it will no longer use the term “Islamophobia,” coined by the Muslim Brotherhood, because it is a politically manipulated concept aimed at silencing criticism of Islam. Swedish Foreign Minister Maria Malmer Stenergard announced that her government will push the European Union and the United Nations to stop using this fraudulent term. The concept of “Islamophobia” was deliberately designed to equate legitimate criticism of Islamic doctrine with racism. It was weaponized to shut down discussion about core Islamic texts containing commands to wage war, rape, and subjugate non-Muslims. Sweden just recognized what millions of Europeans already know: criticizing a religion that openly calls for the murder and sexual enslavement of non-believers is not a phobia, but basic common sense and self-preservation. This is a massive blow to the Islamist lobby across Europe. Do you agree with Sweden’s decision?

@JoeF_Volusia @SECNAV As a Canadian former professional poker player who's enjoyed gambling with Americans in every corner of the world, I can say this with confidence: Vietnamese Americans are 2-3x more American than normal Americans. Godspeed brothers!

@SECNAV Our new Secretary of the Navy was not born in the USA ... 😎 He was

Acting Secretary of the Navy Hung Cao: Message to the Force

Bravo to Negar and all who spoke out. Not one member of designated terrorist groups should be permitted on Canadian soil.

Ms. Wilder: it seems Lee Cooper is not willing to show you his rack; he prefers to generally disparage Canadian military decorations instead. Good decision to disengage. I generally try to avoid tangling with imbeciles on the internet. I'd like to in this case, but decided to constrain myself to merely sending you a friendly word. Thank you for the diffence you made in the world and for sharing your BMOQ reflections.

@LeeCooper145166 @cosminDZS The medals I earned from my multiple overseas deployments tell me that I was suitable and made a real difference in the world. Show me your rack and I'll show you mine...

I WAS LEAKED a confidential Canadian Forces report that reveals a Quebec officer training platoon had 83% permanent residents. The program descended into ethnic infighting between West African factions, "lack of respect" for women and a 48% grad rate junonews.com/p/exclusive-ca…

Japan just showed off a drone built completely from cardboard. It flies at 120km/h, comes together in 5 minutes, and is made for use in large swarms. the most interesting point bit is that it can be mass produced by any ordinary cardboard factory.

You cannot buy a new gas turbine until 2030. Order books at GE, Siemens, and Mitsubishi stretch to 2029. Turbine prices have nearly tripled since 2019. Every AI data center needs power and every gas plant needs a turbine. And every turbine has one part that bottlenecks the entire industry: The blade. It has to survive in gas 500°C above the melting point of the metal it's made from and spin at up to 20,000 RPM under 10,000 g of centrifugal force. Each blade is grown as a single crystal of nickel superalloy, pulled through a vacuum furnace at 3 mm per minute. A set of blades costs $600,000 and takes 90 weeks to grow. The same metallurgy powers modern jet engines. Only 3 companies on Earth can build one. China spent $42 billion trying to catch up. They bought a Russian fighter engine, took it apart, and copied every part. Their copy ran 30 hours between overhauls versus 400 for the original. Modern Western engines run 4,000. You can reverse engineer the shape of a turbine blade. You cannot reverse engineer 60 years of metallurgy.

@markgadala Interesting to see AI empowering individuals to tell stories in this way. Still lots of room to improve. I'm disappointed they neglected to show the absurdly long lances used by the winged hussars.

This is so epic. Someone create a full 15 minute short film about the Ottoman empire war in Europe. This is some of the best AI film making I have seen so far. Credit: History Reforged on YT

@a_mccauley @OilHeadlineNews Perhaps the concepts taught at CFA 1 do not reflect all there is to learn?

@OilHeadlineNews So, this man who has worked at top hedge funds and now manages some of the most complex financial plumbing in the world apparently does not understand basic concepts around futures curves that are taught in CFA Level 1?

Bessent: "Future prices are MUCH lower than we are at present. I think the conflict will end. I think gasoline prices will come back to where they were, or perhaps lower!"

@Fleetwostmac @AlderLaneEggs Don't be deceived. Secretly he loves Canadians and wants us to be better versions of ourselves.

@AlderLaneEggs Bro why do you hate Canada

All Arctic Mexicans(Formally known as Canada) should make plans to leave.. I would live in Oman before living in Arctic Mexico

@peteremcc @Alacrity59 My understanding is there have already been two test launches from that facility, which is not nothing. It has already taken Canada from 0 to 1 for commercial launch capacity. I look forward to following how they execute from here.

@Alacrity59 The contract was backdated to April 1st, 2025. So we've already paid $20 million for literally nothing.

I promise I am not joking... This is Canada's spaceport. Last month, the federal government paid $200 million to a company called Maritime Launch Services to lease it for 10 years.

With hindsight, it is very obvious that over-regulating the small drone market was a catastrophic blunder by Western economies. Now we can’t maintain power lines, or deliver materials as efficiently as the Chinese economy does. When you ban exports, you reduce your own companies to <20% of global TAM. It’s difficult to recover after you surrender so much TAM to competition, and now, no matter what we try to do to recover maybe we will never have a company that can compete with DJI? DJI didn’t outcompete Western industry, we just surrendered the world to them. Just like we surrendered so much 5G TAM to Huawei. Curiously, the same generation of policymakers are now repeating exactly the same blunder with chips. If your adversary is incapable of figuring anything out for themselves, then maybe protectionism is a viable policy. But I’m not sure why we still apply this strategy to China? Einstein would call it “madness”. Maybe chips will be third time lucky? I just hope that when the day comes, we don’t put export bans on our humanoid robots. Nobody can beat a competitor who has 5x your TAM, because they can comfortably loss lead you in your truncated addressable market.

Buddy: you think we're afraid of a little "over cliff" action? Our most popular UNESCO heritage site is literally called Head-Smashed-In Buffalo Jump. Get real guy. My trusted state-sponsored media told me that 89% of my hardworking countrymen know Donald Trump is to blame for 100% of economic malaise we may be experiencing.

Carney is a complete fake, one who will take Arctic Mexico over a cliff

@RobinMi02938770 @Object_Zero_ DJI is the world's biggest commercial drone producer. Based in China, it's known for producing all the little consumer drones. But increasingly it is making big ones and putting them to extraordinary use.

@Object_Zero_ Thank you for posting. What is a DJI please?

Big cranes and why they matter. The nine axle Liebherr LTM is the largest mobile crane in the world. It has: Lifting capacity of 1,200 metric tonnes (2.6 million lbs) Hoist height of 188m (616ft) Working radius of 136m (450ft) Obviously it is made in Germany, by Germans. But it is a German success story, and Liebherr ship these things all over the world, and you see them everywhere. They are difficult to miss! If you want to do big projects you should know some things about cranes. You will want to know where your project activities need a mobile telescoping crane, or a crawler crane, this is a big inflection point in the speed at which you can execute a project and at this scale speed is cost. On projects this size you carry the full project cost bandwidth for every day of the schedule. More often than not, crane availability is the critical path. I would estimate 80-90% of construction time is throttled by crane availability. Cranes are critical. The returns on an entire infrastructure project is often purely about the cranes. A fact greatly overlooked. Cranes are not an afterthought. If you want to keep your capex discipline in the right place, you need to understand cranes and their capabilities at the outset of designing your program of work. If you don't understand cranes, or if you defer thinking about them until some later decision point, you will often have a bad day where a construction manager tells you that your assumptions are off, and that the work will actually take much longer than planned, and therefore cost a lot more, and that you will need to talk to the bank. This is extremely common. On a $5bn project, having the wrong crane because some early decision precluded the optimal crane will often cost you an extra $1bn in the wash. This might be equivalent to the entire equity funding on the project. Cranes give you speed and speed is how you come in ahead of schedule and under budget. Schedule and budget are pretty much linear on these projects and crane availability is the the usual decider. In China they are already using drone lifting, in China projects are increasingly designing for many smaller parallel lifts than needing a strict sequence of big lifts done by one or two very large site cranes. This is faster. If the West wants to compete with China, then countries need to look at their legislation around lifting and how we do these things, because in many Western nations there is too much regulation and too much ossified working practices. We are leaving technology on the table, and our competitors are using it to defeat us (quite fairly) in the global market in ways such as this. Who would think that the 9 axle Liebherr LTM 11200-9.1 would be challenged by DJI? Not me. But then you think about how the real world actually works and it's so often complex and surprising.

@DudespostingWs Neat! It would be awesome to see sword contact visualizations also. Could time them perfectly with sound cues. It would be cool to see the position of both blades flash in their respective colour with each significant parry. Would make the flow of the sport easier to track.

Japanese engineers developed a “Sword Tip Visualization System” for the Fencing World Championships, and it makes fencing look absolutely incredible to watch.

@haugejostein What people say they believe in a poll is different from what people actually believe. Look at where their retirement savings are invested to get a sense of their true beliefs about US vs PRC dependability.

This is a remarkable shift. People in *every single one* of the top US-allied countries now believe it’s better to depend on China than on the US. The global balance of power is clearly tilting away from the US and toward China.

@wolfejosh A "hedgehog" like innovation is needed now for infantry to counter FPV drone dominance. Net guns, etc. are a nice start. But something is needed that looks like either a blunderbus or a handheld version of the hedgehog launch system, able to spray 60degrees with flak instantly.

2/ Here is ONE of the many TECHNOLOGIES that Allies developed to counter the unstoppable U-boats The Hedgehog fired ahead of the ship, keeping sonar contact with target throughout the attack. A projectile hit 200ft in under 10s and a U-boat’s depth of 750ft in ~30s (no sound)

1/ In early 1940s German U-boats had total TECH superiority utterly decimating the Allies, threatened British supply and pretty much sank EVERY boat in its way... UNTIL a new TECH got invented... that turned them from HUNTER to HUNTED Here are the U-boats...

@shashj Hmm. Significant if true. There has never been a hot war between two powers who control spy satellites. This might open the first targeting of space assets in war.