𝚁𝚘𝚋 𝙳𝚊𝚢

Ayup.

Ayup.

Everyone dunking on islanded power systems for AI needs to focus their energy on improving grid process. These islanded systems that the data centers are paying for one way or another will connect to the grid the instant they are given a reasonable option for doing so.

But other than that, how was the play, Mrs. Lincoln?

Infrastructure Week, 2026 edition

I was once on a panel at HBS that was right after Vinod giving a brief talk. At the end of his talk, he dismissed the audience and offered to take questions out in the hallway. Our panel had about three attendees left once we started. 😂

Vinod Khosla: “Without being willing to fail you’re not going to succeed in a big way” “To do something exceptional, you have to do something out of the ordinary. And that usually means risk. If you’re doing the ordinary, low-risk stuff, you’re doing what everybody else knows how to do and will do.” Vinod continues: “l’d rather have a high probability of failure and a large consequence of success than reduce risk to the point where my probability of success is high and consequences of success are inconsequential.” Vinod argues that a lot of startups and VCs try to reduce risk too much, and in doing so, limit themselves to inconsequential outcomes. “As much as you want to try and not fail, without being willing to fail you’re not going to succeed in a big way… My personal view is my willingness to fail is entirely responsible for my success.“ Luck is an important component too, Vinod admits. Some founders are really good but fail because of an unlucky break. To these founders, Vinod says, “you can try again.” Video source: @StartupGrind (2015)

This is a useful thread, but the real potential impact would be if the economic uncertainty causes check-writers in general to take a pause. Would impact a wide range of companies and projects.

Greece has a bigger and more capable air force than the UK. So it's very decent of them to come to the rescue of the RAF at Akrotiri.

Sure, makes sense. But what are they?

@WarMonitor3 Yes, but it's also a selection bias issue. Of course the people who are filming and uploading are much more likely to be anti-regime. It's clearly a very split populace.

Its pretty telling in many of the videos of strikes on Iran that the people are actively cheering...

I just want to highlight that while fuel use is down in China due to rapid EV adoption, coal generation is *also DOWN.* *That’s* how much solar they’re building. (everybody should do this)

Russia clearly targeted Zelensky at the start of their invasion of Ukraine.

@rmcentush Can confirm - spot on take. - Data center lead time is 18 months. - Turbine order backlog is 5 years. - Interconnection is 4 to infinity. - Capital Recovery Period on manufacturing is 30 years.

🤯

Imposing a tax on crack could make crack more expensive, crack dealers warn ahead of a meeting of leaders

@ShanuMathew93 GEMs are great for a lot of purposes.

Crushing it on share gains though, the web data shows Gemini taking a lot of share. Here’s WSJ citing perplexity enterprise customers

Feels like a lot of the antigravity hype died down and don’t see many folks vibe coding with Gemini, why is that?

Incentives prompt action, so to sweeten the deal: Everyone who buys some $GREENLAND will receive a mental high-five from yours truly. Limited time offer!