Ion Yadigaroglu

Wow. nytimes.com/2026/04/18/us/…

China is moving rapidly to a solar/electric future with very little need for oil or gas

Major day for the @heronpower team as we announce the closing of our series B fundraising! I'm proud to partner with @a16z and our existing team of amazing investors to accelerate Heron Factory 1 and Heron's vision of a next-generation power grid. Calling all exceptional engineers, project developers, and utilities to join us on the journey! globenewswire.com/news-release/2…

So "meme" allows for doctored propaganda (in this case also blatant racism), direct from the White House. Beyond concerning. nytimes.com/2026/02/03/us/…

@johnkonrad F-35 is over $200B in procurement and $2T total program cost. This is 4X more than all Ford-class aircraft carriers and 4X more than all Columbia-class subs. 10X+ any other weapon program in the world. Worst $ per impact, ever. It has made us weaker if you think straight.

Quick question. How many of these are built in Greenland, Denmark or Canada?

Either the Greenland stunt is a cynical distraction, or it’s a real betrayal of our morals and principles. There is no acceptable version of this. This is f***ed up—and it must be stopped.

<< governments create rents; rents distort markets; and distorted markets make countries poorer and their citizens less enterprising. The allure of gunboat capitalism is that it offers both prosperity and security. ... it will bring neither. economist.com/leaders/2026/0…

This is just so awesome. Teradar opens up a new kind of vision never used before because it was thought to be technically impossible. Instead it works fantastically well and is even small/affordable/reliable as akin to radar hardware more than optics. linkedin.com/posts/teradar_…

Whisper unveiled its Tone T1 lead blower which will "blow your mind". More power and battery life than anything out there and totally quiet. All due to a revolutionary electric fan design. Tone T1 | The World's Quietest High-Performance Leaf Blower share.google/bLWZ1OG1Uks6p2…

@pacificdaniel Thousands of micro but mllion-curies reactors dispersed around the world including in challenging areas is full-on dystopian and the last thing we needed to deal with in our future.

@ionyad I was waiting for caveats or potential concerns in the article but those didn't materialize. What are the most likely/concerning issues in your eyes?

Micro nuclear power plants on army bases, what could possibly go wrong? wsj.com/politics/natio…

@chamath Solar modules are the most tariffed product in America, and we pay 300-400% for modules vs any country in the world, thanks to both Trump and Biden. Treasury incentives were just giving what commerce was taking. Growing the tariffs further while nixing incentives is stupid.

To be very clear, Trump did not kill solar. In fact the best run solar businesses are thriving post BBB. What Trump did, precisely, is kill a bunch of Biden-era subsidies that were being taken advantage of by many companies to pervert a free market from well functioning to dysfunctional. Without subsidies the worst run companies in solar are rapidly going out of business. It’s now possible to compare coal, oil, natural gas and solar on a mostly like-for-like basis. This is leading to more overall capital and more investment, not less in energy production. It will mean that some projects, however, no longer make sense and will be stopped. So, what’s left? There are many thriving and explosively growing Solar companies (Tesla, Palmetto being the two biggest and fastest growing) that are succeeding by providing compelling consumer and industrial value at a fair price. This is because Trump took the IRA subsidies away and let the free market do its thing to differentiate the best from the rest.

Much deeper goal than "energy dominance" which appeals to bullies but doesn't help us win.

Efficient Intelligence for a Stronger America The measure of progress isn’t how much energy we burn — it’s how wisely we use it. Every new idea, every machine, every model should make us sharper, faster, and cleaner. Smarter power is stronger power.

What amount of CO2 (and other pollutants and water) is an acceptable amount to gain an incremental unit of intelligence? Has anyone developed a framework? If we have to burn fossil to get to TW scale, is AI lower footprint than the default compute which is human?

The H-1B system is a mess. Higher fees could help—but this rollout is a disaster. WH can’t even communicate the basics. $100k is way high, off by a factor. And carving out presidential exceptions? Just another step toward the grift state.

@gnievchenko Trucking makes zero sense. Only makes sense for aviation, either H2 for large tanks or SAF for everything else.

Heavy duty trucking was the last bastion of hope for proponents of hydrogen mobility but the data is starting to trickle in and even in this segment the market is opting for batteries.

Europe can't afford to waste this level of money - even a fraction of the money the U.S. has wasted on F-35. Europe should spend on missiles and drones instead. Germany considers dropping France from flagship fighter jet project - on.ft.com/3Ivde7e via @FT

Spanish airport owner accuses Ryanair of ‘lies’ over flight cuts - on.ft.com/47D0zJD via @FT

I have no idea who the villain is in this fight between Aena and Ryanair, but if it results in less Ryanair flights to Spain, that is just wonderful. #overtourism #masstourism