Serge de Gheldere

@aakashgupta Man, I can’t wait for the ‘succession’ style HBO series on the battle for AGI. It’s going to be so juicy.

The timeline on this is genuinely insane. October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time. Those deals were letters of intent. Non-binding. No RAM actually changed hands. But the market treated them as gospel. Contract DRAM prices jumped 171%. A 64GB DDR5 kit went from $190 to $700 in three months. December 2025: Micron kills Crucial, its 29-year-old consumer memory brand, to reallocate every wafer to AI and enterprise customers. The company explicitly said it was exiting consumer memory to "improve supply and support for our larger, strategic customers in faster-growing segments." Translation: the AI demand signal was so loud that selling RAM to PC builders stopped making financial sense. March 2026: Google publishes TurboQuant, a compression algorithm that reduces AI memory requirements by 6x with zero accuracy loss. Cloudflare's CEO called it "Google's DeepSeek." The entire thesis that AI would consume infinite memory forever just got a six-month expiration date on it. Same month: OpenAI and Oracle cancel the Abilene Stargate expansion. The $500 billion data center vision that justified the RAM deals couldn't survive its own financing terms. Bloomberg attributed the collapse partly to OpenAI's "often-changing demand forecasting." MU is now down ~33% from its post-earnings high. Revenue up 196% year over year, EPS up 682%, and the stock is in freefall because the company restructured its entire business around a demand signal that came from non-binding letters and is now being compressed out of existence by a research paper. Micron bet the consumer division on Sam Altman's signature. The signature was worth exactly what the paper said: nothing binding.

I've never sen anything more accurate

Those woke Chinese.

@rtwlz Lol. Beautiful.

made my computer dramatically play BBC news music before every meeting

The final report on the Iberia Peninsula (Spain and Portugal) blackout is out. A lot of people will be blaming renewables and talk about inertia. But the cause was bad voltage control and that's surprisingly easy to fix. Let me explain. #Publications_&_Documents" target="_blank" rel="nofollow noopener">entsoe.eu/publications/b…

@teslaswe @SawyerMerritt Fugly.

@SawyerMerritt The skewed center screen is horrific. 🤮

NEWS: BMW has officially unveiled the all-electric 3 series sedan: the BMW i3 • US deliveries start in 2027 • Range: Up to 440 miles (EPA) • Peak charging speed: 400kW • Can add 250 miles in 10 mins • 17.9" center display • Optional 3D Head-up display • Panoramic Vision display: Full-width windshield projection • Battery architecture: Cell-to-pack, pack-to-open-body. Uses 4695 cells with a 20% more energy density. • 800v architecture • AC charging: Up to 22 kW • Bidirectional charging: V2L, V2H, V2G • High-performance computers: 4 “superbrains” • Computing power: Up to 20X previous systems • 469 hp • 187" long • Rear wheels are powered by an electrically excited synchronous motor, while the front drive unit uses a asynchronous motor. • Smoothest-stopping car in the industry • Steering wheel has a spoke a 6 and 12 o'clock. • European deliveries start late 2026 • Pricing and more details to be announced later. More photos in thread below.

Haha. Obviously.

For weeks we were told Parisians would punish the city’s street transformation. The election results tell a different story. Pluralistic ignorance: when many quietly support something but assume others don't. Safer and greener public space may be far more popular than we think.

⚡ The Netherlands just crossed a milestone no one expected this fast. 1 in 10 newly registered trucks is now electric. Here's what the February 2026 data shows — and why the pace is still accelerating. 🧵

The city’s transition away from the car, though fantastically chaotic, has become a global role model, says Simon Kuper: ft.trib.al/PENku7n

“Parisian car traffic fell by more than half between 2002 and 2023, while cycle lanes expanded sixfold. Bikes now make more than twice as many journeys as cars. Hidalgo, stepping down after 12 years, exulted: ‘The bike beat the car.’”

This explanation of the 'greenhouse effect' in 1985 by Dr. Carl Sagan remains a landmark of science communication for its clarity and planetary perspective.

German car manufacturing was the envy of the world. Currently it is in stark decline while still large in scale. Big parts of Europe managed to grow their manufacturing sector in the meantime. Source: buff.ly/gDmANuL

.@ChinaEV_Eng_Lif: "Porsche’s perception in China has fallen so far that tourist destinations 718 Boxters are now rented out by scooter rental shops for ≈$20/hr (fake flower bouquet incl) to budget tourists who want a quick photo Not the kind of exposure of a luxury brand"

@electricfelix I wonder how different the present and future of the German car industry might look if Herbert Diess had stayed in charge, rather than the corporate-political machinery around Volkswagen slowing things down. This is like watching a crash happening in slow motion.

Next year, this video will be a decade old.. #neverforget #volkswagen #tesla Matthias Müller at the wheel! It took the VW brand well over a decade to get to two million BEVs ⚡️⚡️⚡️ Tesla makes close to 2M/year (for years already) #alwaysbecharging

Whoa. And everybody is clapping... This is painful to watch and even more relevant today — they haven't learned anything in a decade and are now also missing the autonomy revolution.

Lol.

We made a blind taste test to see whether NYT readers prefer human writing or AI writing. 86,000 people have taken it so far, and the results are fascinating. Overall, 54% of quiz-takers prefer AI. A real moment! nytimes.com/interactive/20…

To all who still don't get why renewable energy generation beats oil & gas hands down:

The solar revolution is driven not by green ambitions but by falling prices, says Simon Kuper: ft.trib.al/ZFTMi9e