David Galbraith

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David Galbraith

David Galbraith

@daveg

Technologist and VC, former architect. Invented these (i.e. link in bios: https://t.co/5p8DVMxINg ), among other things.

London and Geneva Katılım Temmuz 2006
1.8K Takip Edilen23.4K Takipçiler
Todd Cassan
Todd Cassan@Todd_Cassan·
@daveg It’s very clear neither of you has been to Switzerland or spent much time there since you’d know you don’t need AC because at best you have a handful of hot days in the entire year. The average temperature in July in Geneva is in the 80s and quickly cools at night.
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David Galbraith
David Galbraith@daveg·
The Swiss grid is almost completely carbon free, yet it is largely illegal to install air conditioning in a house in Geneva, without a doctor's note and heat pumps have the a/c mode disabled and fines issued if used. A mean spirited degrowth mindset that transcends class and hides behind an environmental narrative even when it has nothing to do with the environment, like here. This is emblematic of a pathological hatred of the future and progress, that is a threat to Europe.
Atticus@redl3tters

One of my business school friends comes from a wealthy Swiss banking family and lives in the ritzy part of Geneva where the average house is in the tens-of-millions range. When I visit, I stay in his guest room and sweat profusely at night because, for all their wealth, these bozos can’t understand the unmatched pleasure that is a nice, cool room to sleep in at night. Bunch of uncultured rubes.

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Virgata
Virgata@VirGatuss·
@aramh @0xMaxSF @daveg ac is not illegal anywhere I know of. apart from Geneva apparently. which is one tiny town on a continent of 500 million people I have ac in my houses. so does my mother. so do my in laws.
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David Galbraith
David Galbraith@daveg·
Actually, it's a more accurate derivative of it. I just recognized the weird y axis which I didn't have time to fix before it went viral a while back.
David Galbraith tweet media
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David Galbraith
David Galbraith@daveg·
Chinese high speed rail is twenty times less expensive per mile than HS2.
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David Galbraith
David Galbraith@daveg·
When a 50 minute rail journey takes 30 years to build and costs more than a literal moonshot, or where renovation of the houses of Parliament building is set to cost 40 billion and take 20 years the problem isn't the projects themselves, it's elsewhere. And this is the culture that Andy Burnham promises to make better through nationalisation but in my view would make it worse. I feel we are about to replace the efficiency of SpaceX with the ineffectiveness of the European Space Agency.
Channel 4 News@Channel4News

The government has just set out details of what remains of HS2, and it’s nothing like the big bold project that was promised...

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David Galbraith
David Galbraith@daveg·
We are celebrating moaners rather than doers.
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David Galbraith
David Galbraith@daveg·
Why this is like self driving, which needed to be 10x better, based on insurance data, before the battle was won. Human analysts are occasionally wrong, but they are accountable. To make AI accountable there needs to be an insurance product for it and underwritten based on quantifyable lower risk than humans.
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Insight Hugh💡
Insight Hugh💡@ProductInsightH·
@demian_ai Missing from the table is the "Audit Tax." In finance, the cost of being wrong is infinite. If that $21 note misses a single $HPE capex sustainability risk, the "93x ROI" is actually a multi-million dollar liability
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dylan ツ
dylan ツ@demian_ai·
Semianalysis published a table last night that does more for the demand side narrative than 6 months of analyst commentary lol. Token cost vs human labor cost on 9 real internal workflows. and EVERY SINGLE ONE had ROI over 10x (most landed between 60 and 90x) The workflow that stuck was an initiation note on $HPE, covering roadmap, balance sheet, and capex sustainability. The cost in tokens was 21,33$. The cost in analyst time, at 20 hours and 50 dollars an hour, was 2k dollars (so ROI of 93x) You can argue about how generalizable a single workflow is but it's hard to argue with the moment the analyst sees the receipt. The workflow does not go back. The senior analyst will not return to a process that costs 90 times more, and the junior will not be allowed to. The reason this is not cyclical demand is the reason the cotton gin did not roll back. Once the labor cost of a task drops by 90 plus percent, the unit of work changes. The old workflow is not slow, its gone. The buyers of intelligence at every desk in finance, law, consulting, and biotech are about to spend the next 2 years rediscovering that they have been paying 100x more than the new floor for the same answer. The other line in the SemiAnalysis post that stuck out was that banks are not using this yet. Most enterprises are not. The token bill of the next 24 months is going to be funded by people who saw a 21 dollar receipt and could not unsee it. The demand curve does not bend until the supply curve does
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David Galbraith
David Galbraith@daveg·
The equivalent of the genes for human culture are tools, not the artifacts they create, which are analogous to the phenotype. For this reason I'm interested in a family tree of tools, the tools that made the tools that made the tools.
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Frost
Frost@Raad_Jefferson·
@daveg Erm. 2 million people live in Zone 2.
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Jerry Barnett
Jerry Barnett@JerryBarnett·
@daveg It used to be... But now there's also Westfield East / west, Canary wharf, London bridge etc... The residential population in the West end and city are both rising. Yes, the centre is quieter than it was but only because there are now multiple centres
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