Jo Mama

157.7K posts

Jo Mama

Jo Mama

@shaansewak

Aviateur, gunzel, sporting fanatic. Newsman, blogger & politophile; lover of books & music. Loyal, eccentric & eclectic.

Sydney Katılım Temmuz 2009
1.3K Takip Edilen407 Takipçiler
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Alex Macheras
Alex Macheras@AlexInAir·
This is not a Europe problem - international airlines from Asia, South America, Africa etc are working on contingency plans which include attempted fuel stops en route to/from destination as jet fuel shortage worsens to unprecedented levels & the price continues to surge 🚨
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Adam Kobeissi
Adam Kobeissi@TKL_Adam·
Jet fuel prices in Europe have now risen over +100% in a matter of weeks. Soon, the discussion will be about how many rate hikes Europe will need to fight the massive wave of inflation heading their way.
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Alex Macheras
Alex Macheras@AlexInAir·
Also - a serious jet fuel shortage is less than a week away across multiple different markets, including at some major European airport hubs - who are informing airlines to prepare for a potential ‘no-fuel available here’ scenario
Adam Kobeissi@TKL_Adam

Jet fuel prices in Europe have now risen over +100% in a matter of weeks. Soon, the discussion will be about how many rate hikes Europe will need to fight the massive wave of inflation heading their way.

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Michael Weiss
Michael Weiss@michaeldweiss·
“If you remove names and show these conversations to any case officer, he will swear that this is a transcript of an intelligence officer working his asset,” one senior European intelligence officer said after reviewing a printout of the conversations.
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Aakash Gupta
Aakash Gupta@aakashgupta·
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.
Grummz@Grummz

Imagine closing your entire consumer memory division because this guy signed a non binding letter that he would buy 40% of the world’s RAM. Only to have him rug pull 3 months later.

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Hardware Canucks
Hardware Canucks@hardwarecanucks·
Turns out Sam Altman "buying up" 40% of DRAM wafers was actually him writing Letters of Intent. Letters he supposedly had / has no intention of converting to actual purchases now. And memory manufacturers are just getting DUMPED on today.🍿🍿
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Aaron Bastani
Aaron Bastani@AaronBastani·
“No, you don’t understand. Trump is taking Iranian oil away from Beijing! It’s 5D chess!” Brother, the Chinese secured Congolese cobalt 25 years ago. It was over before the yanks even worked out what was happening. Meanwhile, the British right still think EVs are bad.
Our World in Data@OurWorldInData

✍️ New article: Battery costs have declined by 99% in the last three decades, making electrified transport a reality— Over 20 million electric cars were sold globally in 2025 — some for as little as $10,000. Even just two decades ago, that would have been impossible. The reason it's possible now? Batteries have gotten *much* cheaper. In 1991, lithium-ion battery cells cost around $9,200 per kilowatt-hour. By 2024, that had fallen to just $78 — a decline of more than 99%. You can see this in the chart. To put that in perspective: the battery cells in a standard electric car today cost around $5,000. In 1991, those same cells would have cost nearly $600,000. There was no single breakthrough behind this. Batteries follow a “learning curve”: as cumulative production grows, thousands of small improvements in chemistry, manufacturing, and supply chains drive prices down. Since 1998, every time global cumulative battery production doubled, the price dropped by roughly 19%. Early progress was driven by consumer electronics — phones and laptops — before the technology became viable for cars, buses, and larger energy storage. Energy density has also more than tripled since the 1990s, meaning batteries can now store far more energy for their volume. The half-a-million-dollar battery was never going to transform transport. The $5,000 battery is.

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Ryan Dawson
Ryan Dawson@RyLiberty·
Trumps ability to manipulate futures is dead. He lied too many times and now he has zero credibility. The market will nose dive
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The Deck
The Deck@TheDeckEFL·
Respectfully, nobody has forgotten what is what like before. That’s why the EFL is superior. A goal is a goal, a penalty is a penalty. Wrong decisions happen but that’s part of the beauty. Nothing can take away that jubilation when the ball hits the back of the net.
Henry Winter@henrywinter

@Bigalanh5 it's here to stay, people forget what it was like before. it's now a case of getting back to its original intent - clear and obvious

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Dr Sheep Person Podge
Dr Sheep Person Podge@noplaceforsheep·
Anna Henderson from @SBSNews prefaced her question to Newman with an acknowledgement of all her colleagues who’d been killed by Israel. She deserves acknowledgement for being the only one in that crowd who did.
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Michael Spyker
Michael Spyker@ShaleTier7·
Ngl after spending more time on the Middle East upstream stuff it does kind of bother me a bit that Qatar is like the richest place on earth and all they had to do is dedicate a little sliver of the country to some big refrigerators and Canada with ~1,000x more land mass and the same resource opportunity has done jack shit.
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Solo Monk
Solo Monk@JJKALE2·
Look, it's Jillian Segal and Mark Leibler - members of the current Labor caucus. I don't remember seeing them on my ballot paper - what electorates were they voted in from again?
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Dave Collum
Dave Collum@DavidBCollum·
Unpopular Opinion: Iran must bring the global economy to its knees. By doing so without being destroyed, Iran ensures that the next time some random country tries to bring them to their knees (no names mentioned), every other country in the world will say "Stop! The last time you did that we all suffered badly. We won't tolerate that again." For Iran, it is a win for the long term, not just today.
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