Emilis Venckus

Energy Dashboard on desktop got a polish and is now LIVE! See Energija Online below! 1) Energy Network 2) Energy Assistant 3) Energy Guides 4) Energy Calculations Create your own life's energy network and calculations! Improving the integration of the elements and better intelligence of the assistant. The journey to visually explore and understand energy continues! Check it out! Play with it, stress it, give me feedback!

@AdamBLiv You almost read my mind! In addition I buy: - forest - land - river - garden - animals - solar panels - batteries - inverters - electric generators - computers (to run local AI) - firewood - fishing rod - more Bitcoin Everything to produce and store own energy!

1. Use AI relentlessly everyday to be as productive as possible 2. Save everything in Bitcoin 3. Allow Michael Saylor to pull you into the Great Orange Singularity over the next 10 years 4. Retire happy with your family after you have escaped the permanent underclass dystopia

@JessePeltan heating electric. Integrated into walls and floors. It is great!

@duncancampbell 92% of our coal, and 40% of our natural gas is burned to make electricity. Electrify road transport and heating, and there really isn’t much left.

Seeing lots of dunks on this tweet. Let’s try for a more unemotional interpretation though. He’s essentially saying “produce infinite electricity and it still won’t matter.” To believe this you must think electricity as a share of total energy won’t grow. Electrification of existing demand won’t occur and new energy demands won’t be more than 20% electric. What do you all think of this view and why?

@grossdm Epic! Solar is underrated. Combined with mass private and industrial storage we will all drown in energy. How does the chart look in December and January?

Pretty astonishing. In Texas, between 10:00 am and 4:00 p.m., 80-90% of electricity comes from carbon free sources. And storage is already a significant contributor in the early morning and evening

@AlexFinn Bring back the Mac-Hattan towers!

OpenClaw and Hermes agent on the right, Crimson Desert on the left Multiple agents autonomously building businesses while I play the sickest video game ever made This is the future Your AI employees go out and create value while you enjoy the finer things in life I love 2026

@paulg The number itself should still be at least inflation of your currency though IMO

If you really want to hold yourself to a high standard, graph the growth rate of the number you care about instead of the number itself. Then you're winning if you can even keep it flat.

@Teslaconomics Great point!! I think you are sincerely authentic! Which is so valuable these days. A sense a glow of Steve Jobs philosophy.

Many may not like me for saying this bc this is a majority of people… but it’s the truth of how I feel. People that work a 9-5 don’t inspire me one bit, especially when they’ve been doing the same thing for years. The only exception for me is if you’ve been putting in that time at one of Elon’s companies, bc at least then you’re helping build something that actually matters and pushes the world forward. Plus, it’s extremely difficult to last a long time. That’s different to me. That kind of work has a bigger mission behind it. But outside of that, I’ll be honest, it just feels sad to me… Like when you were young, did you really grow up thinking you wanted to spend your life working for somebody else? Or did you dream about being your own boss and building something of your own? For me, that answer was always obvious. I see it also in my kids when they dream of the future of what they want to become. I think it’s innate in us from a young age and many things in life changes that mindset as we get older. I remember when I was at Apple, people used to look up to the ones who had been there for a long time like they were God or something. But in my head, I was thinking, “wtf… you’re still here? Why?” And I don’t mean that in a disrespectful way. I respect hard work. I respect discipline. What I don’t respect is getting so comfortable that you stop growing. I don’t get inspired by people who spend their whole life working for someone else’s dream and call that success. It isn’t to me. Being a rat on a wheel and calling it success, just doesn’t fit my definition of success, no matter how much $ you’re making. That’s also why even someone like my mom being a piano teacher inspires me more than a salaried person bc she’s her own boss. She built her own path. One person works for themselves. The other doesn’t. That difference means a lot to me. What inspires me is someone betting on themselves. Someone taking risks. Someone building something of their own. Someone waking up and chasing freedom instead of just chasing the weekend or a 2-week vacation. That’s what moves me. I’ve just never been built to admire comfort the way a lot of people do. A steady paycheck might make some people feel secure, but for me, too much comfort can be dangerous. It can make people settle. It can make them stop dreaming. It can make them confuse stability with fulfillment. Life is too valuable to spend it on repeat, especially if deep down you know you were meant for more. That’s why I’ve always looked at things differently. Some people see staying at the same company for 10, 15, 20 years as loyalty or success. Sometimes I see it as fear. Fear of starting over. Fear of failing. Fear of finding out what you’re really capable of outside of the system. For me, real inspiration comes from people who are willing to step into the unknown and build a life on their own terms. People who want ownership of their time. Ownership of their future. Ownership of their life. That will always inspire me more than someone who just stayed where it was safe. And this is really important to me when I build a relationship with someone.

@Handre German bankers carry money in laundry baskets. These guys do not look as stressed as Frieda is

In 1923, a German housewife named Frieda Weber rushed to the bakery at dawn with a wheelbarrow full of marks. By afternoon, her money couldn't buy a loaf of bread. The Weimar hyperinflation wasn't just numbers on a page; it was millions of people desperately acting to remove the uneasiness of watching their life savings evaporate by the hour. Weber's frantic morning dash captures something profound. Every human action springs from discomfort, from uneasiness we seek to replace with a more satisfying state. She wasn't buying bread because she loved economics; she was hungry, anxious, desperate to secure her family's next meal. This is the action axiom that Ludwig von Mises built his entire economic system on. People don't act randomly. They act purposefully to move from less satisfactory conditions to more satisfactory ones. And here's the kicker: every economic phenomenon—from Bitcoin's rise to your morning coffee purchase—traces back to this simple truth. We're all just Frieda Weber with different wheelbarrows, racing against our own forms of uneasiness.

@Handre And now we face the grand bubble of bubbles humanity has never seen.

Mises predicted the Great Depression when everyone else was drunk on 1920s boom euphoria. He knew artificial credit expansion creates malinvestment and inevitable bust. But did anyone listen? Of course not. While British pedophile John Maynard Keynes pushed his "animal spirits" nonsense, Mises laid out the Austrian theory of the business cycle with mathematical precision. Every bubble since—dot-com, housing, everything bubble—follows his script perfectly. Central bankers still pretend they can engineer prosperity through money printing. They can't. Never could. Mises knew this a century ago.

@ThisWeeknAI @Jason Root cause is nutrition. Fix food and you fix health.

AI might be the last hope for many of America's healthcare problems, from doctor burnout to skyrocketing costs. The industry has been adopting AI at a relatively quick pace, but there's still massive room for growth.

@goddek Thats how you get full, happy and healthy! I am a chicken broth trip! It is magical! Have a good meal!

Today is carb day, and nothing beats a lasagna that’s 90% meat and cheese.

@JessePeltan It is better to produce more than you consume… I know it is obvious, but…

Wow. It would be really great right now if in addition to being the world’s largest oil producer, we weren’t also the world’s largest oil consumer.

@paulg Some grandma spice, some grandpa spice…

If you have multiple kids you might be surprised by how different they look.

@AdamBLiv Flush your thoughts down the toilet and buy Bitcoin :) Interesting that the execution is so much harder than the thinking in every life situation.

The Saylor/Strategy haters are the grasping for straws with whataboutisms. what about a Bitcoin crash what about proof of reserves what about the dividend obligations what about the debt coming due what about dilution what about mNAV guidance what about MSCI what about capital markets fatigue what about preferred saturation what about counterparty exposure what about the premium compression what about when they own too much Bitcoin What about the part where Saylor keeps being right? You see constant whining and moaning about extreme volatility in the equity price and sentiment, yet through it all... ...the company continues to raise the floor forever by buying billions of dollars of Bitcoin every month.

@cb_doge Soon the lady will be pushing a wheelchair with old people escorted by Optimus.

Global population to shrink this century as birth rate falls. The world is set to have 200 mn fewer people than previously expected by 2100. Fertility rates have fallen below the replacement rate in most continents.

Ideas are easy, execution is hard. Founding is easy, growing is hard. EU's track record on entrepreneurship is miserable. You will roll until you hit the wall of local authorities doing their thing, taxing you, burdening with bureacracy. When you have new idea, they will say NO - forbidden. It is a mindset problem.

🚨𝘽𝙍𝙀𝘼𝙆𝙄𝙉𝙂: European Commission President Ursula von der Leyen unveiled EU–INC, a new framework that lets you launch a company in 48 hours for under €100 Starting a company across the EU today = 27 legal systems, 60+ company structures 🤯 That might be about to change… The European Commission just introduced 𝗘𝗨 𝗜𝗻𝗰., a new optional corporate framework designed to make Europe actually function like one market. Here’s what stands out: → Set up a company in 48 hours → Cost: < €100 → Fully online, no minimum capital → One single framework across all EU countries → Easier share transfers & fundraising → EU-wide employee stock options (huge for talent) Especially the EU-wide stock option plans, taxed only when employees actually sell (instead of when granted) is huge. This makes it far easier for startups to attract and retain top talent, finally putting Europe closer to the US playbook. Source/More info: ec.europa.eu/commission/pre… In short: This is Europe trying to compete with the simplicity of a Delaware C-Corp 🇺🇸 And honestly… it’s long overdue. For years, European founders had 2 choices: 1. Stay local and deal with fragmentation 2. Move to the US to scale 𝗘𝗨 𝗜𝗻𝗰. is trying to remove that trade-off. If executed well, this could be one of the most important structural changes for European startups in decades. What do you think?

@Cobratate Buy: - bitcoin - forest - land - river - garden - animals - solar panels - batteries - inverters - electric motors - firewood - gasoline - tobacco - alcohol - guns - fishing rod Independent of the system. Not a financial advice 😀 Learn more on Energija project.

ALL YOUR INVESTMENTS WILL FAIL

Interesting post! Thanks! Your conclusion is right, the should be a mix of energy generation and storage. And yes, the Dunkelflaute is terrible. Or when it rains a lot for weeks. Even for humans :) Solar production drops to like 5% of peak during rain. Your calculation would be correct with 120 GWh requirement. 1 kWh of a stackable consumer Battery eg BYD is now 280 Euros in Germany (but falling). 280 euros x 120 billion kWh (120 GWh as in article) = 33600 billion euros = 33.6 trillion euros. If am not mistaken. That is unsustainably lot of money, but I believe you assume that 120 GWh is required to bridge energy consumption of the whole german economy without power generation happening. Keep in mind though that all existing conventional power plant would be still running like gas, coal, thermal, hydro. And Germans can still buy nuclear from France and hydro from Norway and Switzerland :) By the way executives of utility companies in US and Australia started to understand the effects of deployment of large scale battery farms according to Tesla. They noticed that they can utilized their plants better and produce electricity cheaper. This idea would help overall energy securely to any country. In Germany as always it is all going slower. They will notice too IMO. There is also a new very unknown energy storage thing with sand batteries. A company in Finland built it. They heat up sand in an thermoisolated steel cylinder with summer solar electricity surplus. Then in winter they use the heat to provide so badly needed heat in finnish winter. Do you have any sources for your numbers? I am sincerely interested. E.g. the current 26GWh installation in Germany? Or the 12000GWh requirement for 10 days? Finally, want to say that am not German, only live there. Shut down of nuclear power plant in Germany was completely stupid in my opinion. No sane person with common sense would do this. It is a political game and many in population supported this due to simple fear. Hard to deal with fear. It is irrational.

Germany currently has about 26 GWh of battery storage. Most of it sits in home batteries, with only 4.3 GWh actually serving the grid. Building that storage has already cost more than €10 billion. And at national demand levels, it only covers roughly 30 minutes of summer electricity usage. The winter months bring what's known as “Dunkelflaute” — cold, dark, windless periods (and higher energy usage). To survive a 10-day winter lull (the minimum realistic requirement), Germany would need about 12,000 GWh of batteries — 470 times today's storage. Such a system would weigh roughly 60 million tonnes, and would be made from vast quantities of lithium, nickel, graphite, copper, aluminum, and steel — all requiring intensive mining. At current battery prices, the system would cost trillions of euros. And batteries last only 10 to 15 years, meaning the entire system would need constant replacement. The conclusion is unavoidable: Wind and solar require reliable backup power. Renewables need oil, coal, gas, and nuclear.

Absolutely yes! Great comment! The executives of utility companies in US started to understand this recently according to Tesla. The start building large scale battery farms to support the grid and improve existing power plant utilization! This is great! In Germany as always it is all going slower. They will notice too IMO. 1 kWh of a stackable consumer Battery eg BYD is now 280 Euros in Germany and falling. 280 euros x 120 billion kWh (120 GWh as in article) = 33600 billion euros = 33 trillion euros. That is a lot, but I believe the article assumes that 120 GWh is required to bridge energy consumption without any power running. And is 120 GWh really correct? And all existing conventional power plant still running. Article is right though about the Dunkelflaute, it is shitty. Or when it rains a lot.

Enough grid storage to level 24 hour demand can expand the capability of traditional generation capital, likely at lower cost currently than increasing traditional generation. That storage also helps existing renewables earn more fuel savings the rest of the year. For reliability and total system cost (including backup) added storage currently seems to make more sense than additional renewable generation.

There are individual personal means to escape it by escaping fiat system as much as possible to minimize the effects of looming collapse. Bitcoin, gold, forest, land, water, garden, animals, solar panels, batteries, firewood. I would say even guns, gasoline, tobacco for extreme cases. Everything that enables you to produce, store, consume and protect your own energy independently of any control system. I am evaluating this vision with my project Energija. Of course this is not possible for everyone. I love your content by the way. Quality and you do not spam. There is an atmosphere of slight anger in your texts. I could be wrong. What is your journey and vision?

The Bank of England's 2022 pension fund bailout was just another chapter in the endless book of moral hazard. When gilt yields spiked and pension funds faced margin calls on their liability-driven investment strategies, the BoE rushed in like a financial superhero. Classic central banking theatrics.

@elonmusk Nice shoes but not quite your style

I don’t even smoke lol 💨