@nikitabier @DataRepublican I really enjoy reading @tanvi_ratna’s longer form content, hope you can also consider her for this! =)
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quarkstar
520 posts
For this creator payout cycle, we’re experimenting with new tools to identify original authors of content and allocating a portion of revenue to them.
Over the last few months, we've seen incredible work from original creators on X. Nick Shirley uncovered billions of dollars of fraud in hospice care. Charles Curran parodied global events with studio-quality videos. Will Manidis earned acclaim for his insightful articles on technology and AI.
Reposts & commentary will always be a core pillar of X, but our Revenue Sharing program should incentivize original, high-quality content that brings new value to the Timeline. This means rewarding the effort it takes to produce something, not just the poster who helped it travel furthest.
This is how we build a richer Timeline and how X continues to be the most valuable platform in the world. The Revenue Sharing program will continue to evolve to encourage creators to post their best content to X.
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@shanaka86 But 17% of 30% is around 5%, so actually, for now, only 5% of supply is disrupted for around 3-5 years?
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The cloud is not in the sky. The cloud runs on helium.
Every advanced semiconductor requires helium. It cools the extreme ultraviolet lithography that prints circuits at 3 nanometres. It detects leaks in vacuum chambers measured in parts per billion. It controls wafer temperatures during the plasma etching that carves transistors smaller than a virus. There is no substitute at the purity required. Helium, and only helium, at 99.9999 percent purity, makes the chips that make AI possible.
Qatar supplied 30 to 33 percent of the world’s helium as a byproduct of LNG processing at Ras Laffan, the same facility Iranian strikes damaged on March 2 and March 18. QatarEnergy declared force majeure March 24. Seventeen percent of Qatar’s LNG capacity is offline. Repairs will take three to five years. The helium stopped not because someone targeted helium but because someone targeted the gas plant that produces helium as a side effect of cooling methane to minus 162 degrees. The AI supply chain was collateral damage of an energy war.
Spot helium prices surged 70 to 100 percent in two weeks. South Korea imports 64.7 percent of its helium from Qatar. SK Hynix and Samsung, which manufacture the majority of the world’s high-bandwidth memory for NVIDIA’s GPUs, are running on six-month stockpiles and 80 to 90 percent recycling. TSMC, fabricating 90 percent of the world’s most advanced logic chips, reports “no significant impact” while Taiwan secures alternative LNG through May. The short-term buffers hold. The medium-term arithmetic does not.
Global helium demand grows 6 to 8 percent per year, driven by AI wafer starts requiring more helium per chip than any previous generation. HBM4 stacking for NVIDIA’s Blackwell and Vera Rubin GPUs multiplies the process steps that consume it. Big Tech is spending $650 billion on AI infrastructure in 2026. Every dollar eventually reaches a fab in Taiwan or South Korea that needs helium to function. And 30 percent of the world’s supply just went offline for three to five years while demand is exponential.
The fabs recycle 80 to 90 percent of their helium in closed-loop systems. Leading nodes achieve 95 percent recovery. This is genuine resilience, learned from the 2022 neon crisis when Ukraine’s 70 percent neon share was disrupted without a single halt. The recycling buys time. It does not buy immunity. Net fresh consumption remains 10 to 30 percent. That remainder must come from somewhere. And somewhere just declared force majeure.
The war that trapped oil in the Strait of Hormuz is the same war that trapped helium in Ras Laffan. The Filipino nurse walking to work because fuel did not arrive and the NVIDIA GPU shipping late because helium did not arrive are casualties of the same strike on the same facility. The energy crisis and the AI crisis are not parallel stories. They are one story told in two molecular languages. Methane for power. Helium for compute. Both trapped by the same chokepoint.
Hormuz collects tolls in yuan for oil tankers. Ras Laffan collects force majeure notices for helium contracts. Russia locks its gold inside its borders. And $1.75 trillion of foreign institutional investment in TSMC, Samsung, and SK Hynix is denominated in a currency that assumes the noble gas will always flow from a facility that no longer functions.
AI is not virtual. AI is atoms. The cloud weighs exactly as much as the helium that cools the lithography that prints the transistor that trains the model. And 30 percent of that helium is trapped behind the same chokepoint that trapped the oil, the gas, the nitrogen, and the food.
The molecules do not distinguish between energy and compute. The chokepoint traps everything that flows through it. Including the invisible, odourless, non-substitutable noble gas that makes artificial intelligence physically possible.
Full analysis:
open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡@shanaka86
Helium is the only element that escapes Earth’s atmosphere permanently. Once released, it rises through the troposphere, passes the stratosphere, and leaves the planet. It cannot be manufactured. It cannot be synthesised at industrial scale. It accumulates over billions of years in the same geological reservoirs as natural gas. And one third of the world’s supply just went offline because Iran hit the facility that extracts it. Qatar produced roughly 63 million cubic metres of helium in 2025, accounting for 30 to 36 percent of global supply from a total of approximately 190 million cubic metres. QatarEnergy’s three large helium purification plants at Ras Laffan form the world’s biggest helium production base. When LNG production stopped after Iranian drone strikes on March 2 and the subsequent missile damage on March 19, helium extraction stopped automatically because helium is recovered during natural gas liquefaction. You cannot produce helium without producing LNG. The byproduct dies with the primary product. Spot helium prices have roughly doubled since the crisis began. Industry consultants warn that prolonged disruption could push contract prices toward $2,000 per thousand cubic feet. A major industrial gas supplier has already begun assessing customers a helium surcharge. Phil Kornbluth, the most cited helium market consultant, stated the assessment directly: the world cannot compensate for the loss of a third of its helium supply. South Korea imports 64.7 percent of its helium from Qatar. SK Hynix and Samsung operate high-volume fabs producing the DRAM and high-bandwidth memory that power every AI accelerator, every data centre GPU, and every cloud computing cluster on Earth. Helium cools silicon wafers during fabrication. It serves as a carrier gas in deposition and etching tools. It enables leak detection in vacuum systems. Modern extreme ultraviolet lithography requires helium-cooled environments for precise temperature control. Without helium, the fabrication process degrades or stops. SK Hynix and Samsung hold two to three months of helium inventory. Two to three months is not a buffer. It is a countdown. If Ras Laffan remains offline beyond that window, South Korean memory production faces rationing. TSMC in Taiwan is somewhat more diversified but still uses Qatar-linked supply chains. The entire AI hardware supply chain, from HBM3E memory stacks to advanced logic chips, sits inside helium-dependent ecosystems. Beyond semiconductors, helium cools the superconducting magnets in more than 14,000 MRI machines operating worldwide. It pressurises rocket fuel tanks and purges propulsion systems in aerospace. CERN’s Large Hadron Collider depends on helium cryogenic systems. There is no substitute for helium in any of these applications at industrial scale. The United States and Qatar together account for more than 70 percent of global production. The US federal helium reserve and private suppliers offer partial relief, but global prices and spot availability are still governed by Qatar’s market share. Japan’s Iwatani has drawn on US reserves. Canada and the Rockies are seeing renewed investor interest. None of this replaces 63 million cubic metres in weeks. The war hit uranium first. Then oil. Then nitrogen. Then water. Then plastic. Then medicine. Then sulfur. Now helium. Eight layers. Each one deeper. Each one closer to the infrastructure that sustains modern civilisation. The chip that processes your data, the magnet that scans your body, and the rocket that launches your satellite all depend on an atom that leaves the planet when you lose it. open.substack.com/pub/shanakaans…
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@elonmusk @LeahLibresco I second a minivan! I need 7 seats and lots of flexibility, give me a Tesla made minivan and I will change immediately!
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@LeahLibresco Something way cooler than a minivan is coming
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Medicaid data has been open sourced, so the level of fraud is easy to identify.
@DOGE is not a department, it’s a state of mind.
DOGE HHS@DOGE_HHS
Today the HHS DOGE team open sourced the largest Medicaid dataset in department history. This dataset contains aggregated, provider-level claims data for a specific billing code over time. For example, using this dataset, it would have been possible to easily detect the large-scale autism diagnosis fraud seen in Minnesota. Download the data yourself: opendata.hhs.gov
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Training is not that different from going to school. The closer training is to reality, the better it prepares students (models) for the real world after they graduate.
In contrast, the further it is from reality, the less likely students are able to strive in the real world.
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@poloknt @SawyerMerritt @TheTeslaHoe We can only hope, larger SUVs look like they are also popular in the US, but extra factory space may be retooled for more battery / optimus production.
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Due to Tesla’s lack of having an SUV sized family car, and the X being only car that did fit my needs with kids..I guess I cant continue to keep using Teslas moving forward.
Sawyer Merritt@SawyerMerritt
BREAKING: Elon Musk has announced that @Tesla is discontinuing the Model S and Model X in Q2 2026. "We are going to convert that production space to an Optimus factory. It's part of our overall shift to an autonomous future."
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@elonmusk @Tesla @tesla_singapore Please bring the Model YL to Singapore, I have a wife, 3 kids and 2 parents that I need to drive around, Model Y is too small. Thank you!!
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@unusual_whales That’s because they are hoarding the wafers to deprive competitors and drive up costs, it’s honestly quite a scummy move.
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OpenAI to consume up to 40% of global DRAM output, per the Information
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Catch Tesla at Jurong Point 1 Centre Stage from now till 21 December.
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quarkstar retweetledi
The U.S. is quietly innovating behind the loud theater around China & rare-earths.
Instead of using decades of chemistry fine tuned by the Chinese, it’s pioneering membrane tech that could skip 20 years of chemical grind.
If it scales, Beijing’s moat disappears overnight.
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The only thing we're good at in manufacturing is silicon.
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Dear $TSLA Shareholders,
Every year, lots of people ask if/when/how they can PROXY vote.
To help others, feel free to post your:
- Country
- Brokerage
- Proxy Vote Status (Have you been able to vote? Has your brokerage shared any timelines?)
DO NOT share your control ID!
DO NOT post screenshots that include this or any sensitive information. DO NOT BE A MORON.
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@elonmusk Unfortunately @philipcapital has never given me the option to exercise my voting rights of my Tesla shares held with them.
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How to vote your Tesla shares
Sawyer Merritt@SawyerMerritt
Here's how to vote in @Tesla's shareholder meeting: For $TSLA shareholders who use Fidelity: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). The email may come from one of several different addresses. Search for an email received in 2025 using the following keywords: “Tesla”, “Fidelity.Investments.email@shareholderdocs.fidelity.com”, “e-notification@edocs.mybrokerageinfo.com”, or “id@proxyvote.com”. Open the email and follow described instructions to vote. Robinhood: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: “noreply@robinhood.com Tesla”. Open the email and click VOTE. Interactive Brokers: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: “interactivebrokers@proxydocs.com Tesla”. Open the email and follow described instructions. Charles Schwab: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: “id@proxyvote.com Tesla”. Additionally, you can log into your brokerage account, use the keywords ‘proxy events’ in the search bar and navigate to proxy events. Alternatively, search for a 16-digit control number in your postal mail. Visit proxyvote.com and submit your 16-digit control number to vote. Morgan Stanley/E*Trade: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: “id@proxyvote.com Tesla”. Open the email and follow described instructions. Merrill Lynch: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: “id@proxyvote.com Tesla”. The email may come from one of several different addresses so please search your inbox for “Tesla” as well. Open the email and follow described instructions. Vanguard Brokerage: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: “id@proxyvote.com Tesla”. Open the email and follow described instructions. J.P. Morgan: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: "id@proxyvote.com Tesla" Open the email and follow described instructions. If you cannot locate this email, contact JPM support at 888-938-4409 to learn how to vote. All Other Brokerages: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Try searching for each of these three terms to see if you can locate an email from your broker sent in 2025: “id@proxyvote.com Tesla” “@proxydocs.com Tesla” “@saytechnologies.com Tesla” If you find an email, open it and follow described instructions. International $TSLA holders: Some brokers outside of the U.S. don’t allow retail shareholders to vote. If you have not received any voting instructions, please contact your broker to confirm if they provide for proxy voting and, if so, to request such instructions. If you have any additional questions regarding how to vote, please contact Tesla's proxy solicitor, Innisfree M&A Incorporated, at (877) 717-3936 (from the United States or Canada) or +1 (412) 232-3651 (from other locations). Sometimes, when you don't participate in proxy voting, brokers may exercise their discretion to cast votes on your behalf, so be proactive! General info: If you cannot locate any emails, try voting by mail, phone or QR code. If you have not received any instructions whether via email or by mail, contact your broker as soon as possible to request such instructions. More info here: • Vote by phone: votetesla.com/how-to-vote/vo… • Vote by QR code: votetesla.com/how-to-vote/vo… • Vote by mail: votetesla.com/how-to-vote/vo… Every vote counts, whether you own one share or many. Make your voices heard. It only takes a few minutes. Reminder: You must have been a Tesla shareholder as of the September 15th record date to be able to vote. Tesla's shareholder meeting will take place on November 6, 2025 in Austin, Texas. Voting is now open, so go vote!
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Again with this Model Y killer stuff? And just when I was starting to like Edmunds lol
Edmunds@edmunds
Could the BMW iX3 be a Tesla Model Y killer? With up to 400 miles of range, charging speeds up to 400 kW, tons of tech, a stunning design inside and out, and a starting price around $60,000, it might just have what it takes.
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