Sam Hamels

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Sam Hamels

Sam Hamels

@SamHamels

Energy economist at Ghent University. Trying to help figure out the energy transition in all its social, political, economic and technical complexity.

Ghent University, Belgium Katılım Ağustos 2008
368 Takip Edilen1.7K Takipçiler
Hedgie
Hedgie@HedgieMarkets·
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗
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François Chollet
François Chollet@fchollet·
Most documented psychological biases are not irrational, they are highly optimized, energy-efficient shortcuts meant for a biological substrate operating under strict real-time physical constraints and a limited caloric budget
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Sam Hamels
Sam Hamels@SamHamels·
@LeonNelen @BM_Visser Dat zal ook meespelen. Maar ik vermoed dat als de data die @BM_Visser toont in feite gaat over "hoe hard waait het waar windmolens staan", dat het effect waar ik op wees domineert. Dat zou anders zijn als je puur naar meteorologische data kijkt los van windmolenlocaties.
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Leon Nelen @leonnelen.bsky.social
@SamHamels @BM_Visser Afname wind kan ook met het weer en bij >25 jaar dus ook met het klimaat te maken hebben. Lagere temperatuurverschillen evenaar/polen minder straalstroom. Hoge en lagere drukgebieden die langer blijven hangen.
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Martien Visser
Martien Visser@BM_Visser·
Langzaam maar zeker daalt sinds 2002 de gemiddelde windsnelheid boven Nederland. Herkenbaar? Dit bemoeilijkt de business case van (nieuwe) windturbines en leidt ertoe dat per (bestaande) turbine minder opbrengst wordt gerealiseerd. #grafiekvandedag grafiek: RVO
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Sam Hamels
Sam Hamels@SamHamels·
@FredericDeGucht Er zijn ergere voorbeelden van creatief omspringen met cijfers om er een positieve draai aan te geven. President Nixon bracht ooit het goede nieuws "The rate of increase of inflation is going down."
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Frederic De Gucht
Frederic De Gucht@FredericDeGucht·
Hoe kan je een recordcijfer van aantal langdurig zieken nu zien als een positief signaal? 🤯 Vandenbroucke is meer dan 6 jaar verantwoordelijk en toont elk jaar slechtere resultaten. Dat is de enige conclusie die we objectief kunnen waarnemen. En dit is geen positief signaal.
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Sam Hamels
Sam Hamels@SamHamels·
@gerardgovers Ik leer de laatste tijd veel bij door te sparren met AI over topics waar ik minder goed thuis in ben. Zelfstandig. Als ik nu student was, ik zou het een fantastische hulp vinden om nieuwe concepten (aangeleerd in de les) beter te snappen door er 101 vragen over te stellen aan AI.
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Gerard Govers
Gerard Govers@gerardgovers·
Een direct gevolg van AI is mijns inziens dat zogenaamd 'zelfstandige' leeractiviteiten niet meer bestaan en dat echt leren nog enkel kan als studenten fysiek aanwezig zijn en directe instructie en begeleiding krijgen van docenten. Enorme uitdaging voor alle hoger onderwijs.
Luiza Jarovsky, PhD@LuizaJarovsky

🚨 University professors have been saying AI is completely destroying learning and that we'll soon have an AI-powered, semi-illiterate workforce. Here's a glimpse into the educational apocalypse: "Sarah, a freshman at Wilfrid Laurier University in Ontario, said she first used ChatGPT to cheat during the spring semester of her final year of high school. (...) After getting acquainted with the chatbot, Sarah used it for all her classes: Indigenous studies, law, English, and a “hippie farming class” called Green Industries. “My grades were amazing,” she said. “It changed my life.” Sarah continued to use AI when she started college this past fall. Why wouldn’t she? Rarely did she sit in class and not see other students’ laptops open to ChatGPT. Toward the end of the semester, she began to think she might be dependent on the website. She already considered herself addicted to TikTok, Instagram, Snapchat, and Reddit, where she writes under the username maybeimnotsmart. “I spend so much time on TikTok,” she said. “Hours and hours, until my eyes start hurting, which makes it hard to plan and do my schoolwork. With ChatGPT, I can write an essay in two hours that normally takes 12.” - "By November, Williams estimated that at least half of his students were using AI to write their papers. Attempts at accountability were pointless. Williams had no faith in AI detectors, and the professor teaching the class instructed him not to fail individual papers, even the clearly AI-smoothed ones. “Every time I brought it up with the professor, I got the sense he was underestimating the power of ChatGPT, and the departmental stance was, ‘Well, it’s a slippery slope, and we can’t really prove they’re using AI,’” Williams said. “I was told to grade based on what the essay would’ve gotten if it were a ‘true attempt at a paper.’ So I was grading people on their ability to use ChatGPT.” - AI in education is a serious topic, and many schools and universities are blindly jumping into the "AI-first" wave without considering short and long-term consequences. It would be great to hear more from teachers and educators to understand potential solutions. This might be a great opportunity for rethinking the education system and how students are assessed. - 👉 Link to the full article below. 👉 To learn more about AI's legal and ethical challenges, join my newsletter's 94,700+ subscribers (link below).

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Sam Hamels
Sam Hamels@SamHamels·
@AukeHoekstra @wmertens Ok, thanks for answering nonetheless! Happy to pay a visit for a coffee or lunch if that changes in the future.
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AukeHoekstra
AukeHoekstra@AukeHoekstra·
Messages like this drive me nuts because NOBODY is talking about using demand-response. E.g. by locational marginal pricing. It's all hand wringing and useless television spots about not charging your car in the evening. bbc.com/news/articles/…
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Sam Hamels
Sam Hamels@SamHamels·
@AukeHoekstra @wmertens Are you hiring anyone? I would love to talk. I live close to Eindhoven and am passionate about smart charging.
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AukeHoekstra
AukeHoekstra@AukeHoekstra·
@wmertens Not sure. But I'm busy with this full time and have a new +1 million project from government with 5 other companies so who knows...
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Sam Hamels
Sam Hamels@SamHamels·
@levelsio Modern homes have a ventilation system. 24/7 injection of filtered outside air into every bedroom. Although the issue in many cases is that people experience it as too loud to sleep. Unless they put it to the lowest setting, but then ppm CO2 doesn't stay sufficiently low.
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@levelsio
@levelsio@levelsio·
I still haven't solved the CO2 bedroom challenge You open the window and you wake up from a 6am garbage truck or barking dogs and sunlight You close it, you suffocate in 1200 ppl at 5am I guess you really need some mini tube in your wall with a vent that opens and closed based on internal CO2 but how do I build that?
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Johnny Oberg
Johnny Oberg@JohnOberg·
If you thought we've run out of ways to be cruel to the animals we eat, someone invented this process. 😡 Can you imagine the claustrophobia, confusion, & terror these #fish will endure? 😢
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Sam Hamels
Sam Hamels@SamHamels·
@gerardgovers Ik heb de chance van 11kWp zonnepanelen te hebben en een EV die meestal thuis staat tijdens het zonnige stuk van de dag. Daardoor rijd ik quasi 100% op mijn eigen zonne-energie van maart t.e.m. oktober. 0 euro per kilometer.
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Gerard Govers
Gerard Govers@gerardgovers·
Voor Belgische thuisladers zonder zonnepanelen zou EV-verbruik op ongeveer 1 euro per liter uitkomen (18 kWh per 100 km aan 0.33 Euro per kWh= 6 Euro per 100 km of 1 Euro per liter aan een verbruik van 6 liter per 100 km). Aan de snellader ca. 1,25 Euro per liter (met abonnement). Thuisladers met zonnepanelen en/of dynamisch tarief kunnen nog veel goedkoper rijden.
Simon Kuestenmacher@simongerman600

I've been waiting for a map like this and would love to see it for more places: These are EV charging price by US state translated into gasoline prices so you get a like for like comparison of driving costs. Source: reddit.com/r/dataisbeauti…

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Sam Hamels
Sam Hamels@SamHamels·
@RubenBaetens @LVTornh Is geen fineer (echt hout) maar HPL (synthetisch). Ik heb specifiek deze gekozen voor mijn keuken, living en badkamer, omdat het een betaalbare imitatie is die - voor imitatie te zijn - best meevalt. Verliefd op notelaar maar echt hout is te duur en gevoelig, imo.
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Ruben Baetens
Ruben Baetens@RubenBaetens·
@LVTornh 't is ochot spaanplat met een dun laagje fineer op, dus 't zal wel de oppervlakkigheid zijn.
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Lorenzo 🕊️
Lorenzo 🕊️@LVTornh·
Heel benieuwd wat hen inspireerde tot de naamkeuze. Zou het mijn haarkleur, kleur ogen of oppervlakkigheid zijn?
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Sam Hamels
Sam Hamels@SamHamels·
@ylecun @Ph_Aghion @erikbryn The sweet spot is listening to someone who is fully in touch with both AI and econ AI CEO's indeed tend to be out of touch with econ, leading to short-sighted claims But I feel like many economists make claims about AI that are just as short-sighted bc they don't understand it
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Yann LeCun
Yann LeCun@ylecun·
Dario is wrong. He knows absolutely nothing about the effects of technological revolutions on the labor market. Don't listen to him, Sam, Yoshua, Geoff, or me on this topic. Listen to economists who have spent their career studying this, like @Ph_Aghion , @erikbryn , @DAcemogluMIT , @amcafee , @davidautor
TFTC@TFTC21

Anthropic CEO Dario Amodei: “50% of all tech jobs, entry-level lawyers, consultants, and finance professionals will be completely wiped out within 1–5 years.”

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Paul Graham
Paul Graham@paulg·
There's never been an investment like the investment in railroads. (This graph has a log scale!)
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Javier Blas
Javier Blas@JavierBlas·
(And Lagarde is right this time. Europe is not; and the data indicates that the continent does not face an energy crisis, with the cost of electricity and natural gas not far from historical norms; yes, it faces high oil prices and potential jet-fuel scarcity)
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