Jane Walerud

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Jane Walerud

Jane Walerud

@JaneWalerud

Deep green tech for the living planet

Sweden mostly Katılım Ocak 2010
984 Takip Edilen1.9K Takipçiler
Dr. Jebra Faushay
Dr. Jebra Faushay@JebraFaushay·
This guy made a video asking for help identifying a tiny pool in his villa and the comments were hilarious. Nothing unites people like humor. Still don’t know what the little pool is though. (Kaderobs)
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Jane Walerud
Jane Walerud@JaneWalerud·
@profplum99 The pain seems concentrated in Asia, Australia, and the Gulf states, and especially in Qatar. What happened to the pivot to Asia? Isn't OZ a reliable ally of USA? or Qatar? Hasn't Qatar paid the Trump family enough to have their wishes considered? A gilded 400MUSD airplane ?
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Michael Green
Michael Green@profplum99·
Extremely good post
James E. Thorne@DrJStrategy

Food for thought. Trump, Hormuz and the End of the Free Ride For half a century, Western strategists have known that the Strait of Hormuz is the acute point where energy, sea power and political will intersect. That knowledge is not in dispute. What is new in this war with Iran is that the United States, under Donald Trump, has chosen not to rush to “solve” the problem. In Hegelian terms, he is refusing an easy synthesis in order to force the underlying contradiction to the surface. The old thesis was simple: the US guarantees open sea lanes in the Gulf, and everyone else structures their economies and politics around that free insurance. Europe and the UK embraced ambitious green policies, ran down hard‑power capabilities and lectured Washington on multilateral virtue, secure in the assumption that American carriers would always appear off Hormuz. The political class behaved as if the American security guarantee were a law of nature, not a contingent choice. Their conduct today is closer to Chamberlain than Churchill: temporising, issuing statements, hoping the storm will pass without a fundamental reordering of their responsibilities. Trump’s antithesis is to withhold the automatic guarantee at the moment of maximum stress. Militarily, the US can break Iran’s residual ability to contest the Strait; that is not the binding constraint. The point is to delay that act. By allowing a closure or semi‑closure to bite, Trump ensures that the immediate pain is concentrated in exactly the jurisdictions that have most conspicuously free‑ridden on US power: the EU and the UK. Their industries, consumers and energy‑transition assumptions are exposed. In that context, his reported blunt message to European and British leaders, you need the oil out of the Strait more than we do; why don’t you go and take it? Is not a throwaway line. It is the verbalisation of the antithesis. It openly reverses the traditional presumption that America will carry the burden while its allies emote from the sidelines. In this dialectic, the prize is not simply the reopening of a chokepoint. The prize is a reordered system in which the United States effectively arbitrages and controls the global flow of oil. A world in which US‑aligned production in the Americas plus a discretionary capability to secure,or not secure, Hormuz places Washington at the centre of the hydrocarbon chessboard. For that strategic end, a rapid restoration of the old status quo would be counterproductive. A quick, surgical “fix” of Hormuz would short‑circuit the dialectic. If Trump rapidly crushed Iran’s remaining coastal capabilities, swept the mines and escorted tankers back through the Strait, Europe and the UK would heave a sigh of relief and return to business as usual: underfunded militaries, maximalist green posturing and performative disdain for US power, all underwritten by that same power. The contradiction between their dependence and their posture would remain latent. By declining to supply the synthesis on demand, and by explicitly telling London and Brussels to “go and take it” themselves, Trump forces a reckoning. European and British leaders must confront the fact that their energy systems, their industrial bases and their geopolitical sermons all rest on an American hard‑power foundation they neither finance nor politically respect. The longer the contradiction is allowed to unfold, the stronger the eventual synthesis can be: a new order in which access to secure flows, Hormuz, Venezuela and beyond, is explicitly conditional on real contributions, not assumed as a right. In that sense, the delay in “taking” the Strait, and the challenge issued to US allies to do it themselves, is not indecision. It is the negative moment Hegel insisted was necessary for history to move. Only by withholding the old guarantee, and by saying so out loud to those who depended on it, can Trump hope to end the free ride.

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Jelle
Jelle@CryptoJelleNL·
Sad day in NL, the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies, kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid.
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Jane Walerud
Jane Walerud@JaneWalerud·
@noclador @StuntmanLT I've heard that it does exist, and is a requirement for the sales to Columbia, and if Canada so chooses, to Canada.
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Thomas C. Theiner
Thomas C. Theiner@noclador·
Actually the US flying fighter jets into Canada is absolutely NEEDED if Canada buys Gripen E. Canada & the US operate TOGETHER the North American Aerospace Defense Command (NORAD), which is tasked with defending the American AND Canadian air space. But if Canada buys a crap 1/3
Thomas C. Theiner tweet media
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Thomas C. Theiner
Thomas C. Theiner@noclador·
@StuntmanLT Yes, both are much better in every performance aspect. Also both are, unlike the Gripen, not controlled by the US. (If Trump doesn't want Canada to have Gripen, he will block the delivery of Gripen engines, which are all made in Lynn, Massachusetts).
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易富贤Yi Fuxian《大国空巢》
On February 10, 2025, I predicted that China’s official births for 2025 would be 7.4–7.9 million. The government has now announced 7.92 million. Based on the official age structure, I estimate the fertility rate at 0.97–0.98; applying this rate to my age-structure model yields only 7.39 million births.
易富贤Yi Fuxian《大国空巢》 tweet media
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Jane Walerud
Jane Walerud@JaneWalerud·
Great article about the broken system in the states. Sweden for comparison max payment for two kids at a good daycare: about 350 USD/ month. Seeing a doctor costs 23 dollars, a day in the hospital with all care costs I think also 25 dollars. If you’ve spent more than iirc 150 dollars on healthcare, you get free healthcare for a year. Medicine is quite inexpensive as well. Parental leave is 12 months, shared between the parents, with a further six months available at lower pay. The middle class is thriving.
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Jane Walerud
Jane Walerud@JaneWalerud·
@APompliano @profplum99 absolutely. a GREAT piece. Perhaps one could put the lead in market commentary in a separate piece.
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Jane Walerud
Jane Walerud@JaneWalerud·
@Trace_Cohen The list seems out of date. Northvolt went bankrupt and Getir is only operating in Turkiye now. I didn't check the others
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Trace Cohen
Trace Cohen@Trace_Cohen·
There are 47 VC-Backed Private Startups Worth Over $10B $100B+ • OpenAI • SpaceX • ByteDance • xAI • Anthropic • Ant Group • Stripe • Databricks $30B–$100B • Reliance Retail • Binance • Shein • Jio Platforms • Waymo • Canva • Figure AI • Ramp • Safe Superintelligence (SSI) • Epic Games • Fanatics • Anduril • Telegram • Anysphere (Cursor) • Scale AI $10B–$30B • Applied Intuition • Mistral AI • Xiaohongshu (RED) • Helsing • Plaid • Grammarly • Devoted Health • Faire • Brex • Thinking Machines • Biosplice • Bitmain • GoodLeap • Getir • Northvolt • Rippling • Airtable • Checkout • Celonis • ZongMu Tech • Bolt • Colossal Biosciences • Cognition AI • Alchemy
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Prof. Eliot Jacobson
Prof. Eliot Jacobson@EliotJacobson·
Holy f**k, METHANE! The new NOAA global methane numbers just came out and blew away worst-case expectations, breaking 1900 ppb for the first time (the previous high was 1893 ppb). I'm going to do a little bit of analysis and post it soon, in the meantime, wow!
Prof. Eliot Jacobson tweet media
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Jane Walerud
Jane Walerud@JaneWalerud·
@davidfrum You mean the AMERICAN armed forces, not the "Trump administration". Trump has been elected twice. He is the SCOTUS. This might very well be the USA armed forces.
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Jane Walerud
Jane Walerud@JaneWalerud·
Not so fast, I think. The "deal" says that the EU will buy 750 billion USD in energy in total by 2028, or maybe 250 billion / year. The EU has no power to buy energy; that power lies with the 27 soveriegn states and their energy companies. That energy export number would be difficult to reach anyway; USA exported energy for 318 billion in 2024, of which less than 80 billion to the EU. One COULD redirect a large part of all USA energy exports to the EU, I suppose, leaving other customers dry, or the states COULD export much more energy. However, Trump's oil price target of 60 dollars/barrel makes most fracking rigs in the states unprofitable. it will be difficult to produce much more out of the Permian at those prices. I think it's more accurate to call the tariffs a new federal sales tax on foreign goods.
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Karl Mehta
Karl Mehta@karlmehta·
EU trade deal: $2 trillion stimulus without money printing. Europeans pay 15% tariffs on exports to US, Americans pay 0% tariffs to Europe. Plus $600B European investment in US and $750B energy purchases. Shock and awe tariff threats actually worked.
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Urban
Urban@Urban380Urban·
Fy sjutton vad finska serien Konflikt är spännande!! Sett avsnitt 5 ikväll i Mariehamn i segelbåten. Såg avsnitt 2 och 3 tillsammans med fru och barnen, på plats med segelbåten i Hangö 🇫🇮 för en vecka sedan betyg ⭐⭐⭐⭐⭐
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Jane Walerud
Jane Walerud@JaneWalerud·
@TrentTelenko airforestry.com does variable pitch propellers on their drones. They're necessary to steer while carrying a tree trunk; the center of gravity then falls well below the drone.
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Trent Telenko
Trent Telenko@TrentTelenko·
Variable pitch props gives interceptors more loiter time with higher peak speeds while jet powered interceptor drones will be required for the new generation of jet powered Shahed drones Russia is deploying. 2/2
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Jane Walerud retweetledi
Steve Jurvetson
Steve Jurvetson@FutureJurvetson·
🟢 A Greenlight to remove chemicals from our crops 🟢 Double-stranded RNA has just been shown to be a rifle-shot treatment for plant viruses — "one of the most stubborn and costly challenges in global food production. Just months after proving we can control one of the world’s most destructive weeds, we’ve now shown that our RNA platform can also target viral pathogens across multiple crops, including tomatoes, corn, and soybeans. Why does this matter? According to the USDA, plant viruses account for over 1 billion metric tons in annual crop losses (with economic losses exceeding $30 billion and a climate impact approaching 1 GTon of CO2e). They are notoriously hard to manage, with few effective, scalable tools available. GreenLight has demonstrated effective control of most classes of pests and diseases that affect crops, including insects, acarids, destructive fungi and weeds, and now, plant viruses." — from linkedin.com/posts/andrey-z… And all this without chemical residues or any interaction with humans, bees or ladybugs. Company: greenlightbiosciences.com
Steve Jurvetson tweet media
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Don Winslow
Don Winslow@donwinslow·
Jesus.
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Cody Moser
Cody Moser@LTF_01·
Done with the PhD!
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Rerun
Rerun@rerundotio·
We made it into @ycombinator (as guests only, though 😅). It was a pleasure to spend the evening with YC robotics founders discussing AI-first robotics infra.
Rerun tweet media
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