Dan retweetledi
Dan
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Dan retweetledi
Dan retweetledi
Dan retweetledi

@fredlambert Haidilao hotspot, Futian area and Nanshan areas are nice. Tencent HQ is in Nanshan, Huawei and BYD HQs are in Longgang. Shenzhen is amazing, have fun!
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Dan retweetledi

How to get ChatGPT to stop agreeing with everything you say:

Alex Friedman 🤠@heyalexfriedman
@JamesonCamp Go to your settings and tell it “You are an expert who double checks things, you are skeptical and you do research. I am not always right. Neither are you, but we both strive for accuracy.” That’s the only way I’ve gotten it to tell me I’m wrong lol
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Dan retweetledi

It's already starting:
Google is officially purchasing nuclear power.
Bloomberg is now reporting that NextEra Energy, $NEE, plans to restart a nuclear power plant in Iowa, primarily to supply Google data centers.
The 615-megawatt plant shut down in 2020, well before the AI boom, and is expected to start delivering power by 2029.
NextEra's stock is up sharply on the news because it foreshadows what's coming next for AI.
The world simply does NOT have enough power to continue scaling AI growth at its current pace.
Nuclear energy is the most promising solution to our global energy shortage.
Power will be the most valuable commodity in the world.
The Kobeissi Letter@KobeissiLetter
AI growth is exploding: The US now has 5,426 data centers, more than ALL other major countries COMBINED. And, there are $40 BILLION worth of US data centers under construction, up +400% since 2022. This will soon reshape the global economy. What's next? Let us explain.
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Dan retweetledi
Dan retweetledi

BREAKING: China appears to soften their stance on recent rare earths export controls.
China now says:
1. The recent change is NOT a full export ban
2. Applications that “meet regulations” will be approved
3. Willing to engage in deeper dialogue
4. Looks for global industrial and supply chain stability
5. Relevant impact of export controls is "very limited"
6. Calls this a "necessary defensive action"
China also adds that they will take measures if the US persists in raising tariffs.
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Dan retweetledi
Dan retweetledi

China is now restricting exports to retaliate in trade negotiations. Rare earth metals are used in basically all of our technology.
The raw ores are not rare, despite the name. But 90% of the refineries and smelters are in China. Even if the raw ore is available in other countries, it needs to be shipped to China to be turned into the type of metal that can be used by manufacturers.
The US govt is trying to correct this strategic error by subsidizing the construction of refineries and smelters for rare earth metals. But most of those projects are still years away from production.

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Dan retweetledi
Dan retweetledi
Dan retweetledi

We need more electricity:
AI data centers are set to consume 1,600 terawatt-hours of power demand by 2035, equal to 4.4% of global electricity.
In other words, power demand from AI data centers is set to QUADRUPLE over the next 10 years.
If counted as a country, AI data centers would rank 4th in electricity use, behind only China, the US, and India.
In major US markets, data center power demand is growing faster than that of electric vehicles, hydrogen, and other emerging technologies.
AI growth will soon be limited by energy.

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@TeslaBoomerMama I think it's okay. Even 2035 wouldn't seem long on a longer horizon.
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Exactly 20 years apart.
Full circle.
And aging is not all bad.
Thank you, @EdLudlow for making this possible.

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