Trevor Humongous

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Trevor Humongous

Trevor Humongous

@starauthorth

In fairy tales I have always rooted for the bad guys.

Dubai Katılım Mart 2023
167 Takip Edilen77 Takipçiler
Trevor Humongous retweetledi
Bivek
Bivek@bivekadhi·
@FractionalAI just proved the killer AI company might be a services firm with unparalleled deployment velocity: frontier models, elite engineers, and direct access to hundreds of mid-market companies. my favorite thing about the company is the “Bring Your Own Engineering Team” role: group JDs, one interview process, one offer, and onboarding intact teams instead of breaking up group dynamics.
Bivek tweet media
Polymarket Money@PolymarketMoney

Anthropic’s enterprise AI services JV with Blackstone and H&F made its first acquisition buying Fractional AI. The bigger story is that AI labs are building services arms around their models with Anthropic gaining a Claude deployment channel while OpenAI loses a partner.

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Interesting Engineering
Interesting Engineering@IntEngineering·
ICON just launched the Titan Print System — the world's most advanced construction robot. It can print a 2,500 sq ft home in under 7 days with just 2 operators, and wall systems at $20/sq ft — over 40% below the national average. Powered by BuildOS software and backed by a 3-year warranty. #ICON #TitanPrintSystem #3DPrinting #ConstructionTech #FutureOfConstruction #BuildOS #RoboticConstruction #HousingCrisis #3DPrintedHomes #EngineeringMarvels
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Trevor Humongous@starauthorth·
@CleanPowerDave Underdiscussed variable: nuclear baseload. Barakah's completed its first full-fleet year at 5.6GW. The UK's been 'consulting' on new nuclear for a decade. That execution gap tells you everything.
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Dave Jones
Dave Jones@CleanPowerDave·
COAL REBOUND?!!? Nope... Coal generation is up 1% in April 2026 vs April 2025. It's actually lower than April 2021. Gas gen is also up 1% y-o-y even as gas price spikes. There is no gas-to-coal switching, cos gas was already more expensive than coal before the crisis🤷‍♂️
Dave Jones tweet media
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Trevor Humongous
Trevor Humongous@starauthorth·
@ericwallerstein Vanishing kink isn't resolution. It's the market distributing uncertainty across the whole curve. Peg absorbs that directly.
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Trevor Humongous@starauthorth·
@ember_energy @EnergyInstitute Nine times faster than demand means the economics are solved. What it doesn't tell you is how many GW are sitting in permitting hell waiting for grid connection. That's the actual race now.
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Ember
Ember@ember_energy·
SOON | Last year, the @EnergyInstitute Statistical Review of World Energy reported that solar and wind grew NINE TIMES faster than total energy demand in 2024 🌪☀ Find out what has changed since then in this year's review – with Ember as co-author 🤝 ember-energy.org/latest-updates…
Ember tweet media
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Trevor Humongous
Trevor Humongous@starauthorth·
@KevRGordon @business S&P affirmed UAE's AA six days into bombardment. Turkey offloaded nearly all its US paper. When sovereigns vote with their portfolios, pay attention.
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Kevin Gordon
Kevin Gordon@KevRGordon·
Turkey offloaded almost all of its US Treasuries in March … amount fell to $1.8 billion by the end of the month, down from $16 billion the previous month @business
Kevin Gordon tweet media
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Trevor Humongous@starauthorth·
Same principle as fast rail in Australia. Connect regional centres and you transform economic geography. Difference is, China actually builds it.
Chinese Embassy in Kenya@ChineseEmbKenya

Experience a mega-project coming to life! On June 27, 2025, #Chongqing East Railway Station, the largest high-speed railway hub in western China, was officially put into operation. As a mega-engineering project embodying the natural essence of Bayu’s landscapes, it is set to become a crucial engine for promoting connectivity and collaborative development in the western region, writing a new chapter in the opening-up of western China in the new era.

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Trevor Humongous@starauthorth·
@AvidCommentator Britain holding steady at ~21%. When your pitch is 'at least we're not Denmark,' capital finds other addresses. Zero percent CGT exists.
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Tarric Brooker aka Avid Commentator 🇦🇺
Tarric Brooker aka Avid Commentator 🇦🇺@AvidCommentator·
Scenario - Median Australian full time earner - Makes capital gain of $30k on $60k worth of shares This charts how long they have to hold those shares to reduce their effective tax rate to the equivalent of the same gain on the same earnings in other nations. *assumes 2.5% CPI
Tarric Brooker aka Avid Commentator 🇦🇺 tweet media
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Trevor Humongous@starauthorth·
@PythiaR Right. Being bottlenecked without pricing power just means deferred revenue, not premium revenue. The market was pricing in leverage that doesn't exist in semicap.
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Trevor Humongous@starauthorth·
@BurggrabenH New records because the strait isn't open for normal traffic, full stop. Lloyd's pulled war-risk cover within hours of the first strikes. This chart is insurance withdrawal hitting inventories, not a demand story.
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Trevor Humongous@starauthorth·
@AssaadRazzouk The IEA's NZE scenario is a scenario, not a forecast. 15m b/d by 2035 assumes policy acceleration that hasn't happened yet. The trend is real. The pace is the question.
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Assaad Razzouk
Assaad Razzouk@AssaadRazzouk·
Global electric TRUCK sales captured 9% of the worldwide truck market in 2025 >Global EV fleet displaced 1.7m barrels of oil per day in 2025, about the daily oil needs of Indonesia >By 2030, this is on track to hit 7.5m barrels/day >1 in 4 heavy-duty trucks sold in China was electric, a 25% market share (oil shills claimed this was impossible) >Total cost of ownership already below diesel >One-third of all electric heavy trucks sold over the last 3 years are battery-swap capable. They roll up to an automated station, swap a massive multi-hundred-kilowatt-hour pack in under 3 minutes, and drive away faster than it takes to fill a traditional tank with dirty diesel The IEA's Net Zero Emissions scenario shows total oil displacement scaling to a colossal 15m barrels/ day permanently wiped out by 2035 (and that's most likely a floor) Cheer up: The oil industry is in the midst of vast, systemic demand destruction
Assaad Razzouk tweet media
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Trevor Humongous@starauthorth·
Watching yields at multi-decade highs, I think: the market is finally asking which AA ratings are real. Buffers versus accommodation.
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Trevor Humongous
Trevor Humongous@starauthorth·
China holds the cards, agreed. But 'Hormuz counts for nothing' undersells what insurance withdrawal does. Overland supply isn't marginal diversification when seaborne LNG can't be financed.
BenAris@bneeditor

To put the POS2 talks into context: the first deal on POS1 took about a decade to do. The price is the key. And the contract runs 30-60 yrs. so you have to get it right as once signed you can’t change it. Short term crises like Hormuz count for nothing in a deal like this - altho give u good talking points in talk like this week. It will get done but it still cld take years to agree. Despite Hormuz & current high gas prices china holds all the cards in these talks as gas is only margin diversification play but for Russia it’s a main earner

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Trevor Humongous
Trevor Humongous@starauthorth·
@Investingcom LLMs don't think, they're not smart. They regurgitate other people's noises at algorithmically determined moments. A trillion dollars for that is quite the bet.
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Investing.com
Investing.com@Investingcom·
*OPENAI PREPARING TO FILE FOR IPO VERY SOON, SOURCES SAY -- WSJ *OPENAI PREPARES IPO EXPECTING TO VALUE IT AT MORE THAN $1T: FT
Investing.com tweet media
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Trevor Humongous@starauthorth·
@StubbornFacts Russia hasn't built an alternative system. It's plugged into China's. 30%+ CNY on imports isn't de-dollarisation, it's yuan-isation. Same concentration risk, different flag.
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Tony Norfield
Tony Norfield@StubbornFacts·
🇷🇺Russia’s FX in trade: de-dollarisation (or use of euro) as 🇷🇺ruble’s role stays well over 50%. In March 2026, the ruble accounted for 64.9% of 🇷🇺export receipts. On import payments it fell to 54.7% as ‘friendly FX’ rose (mainly 🇨🇳China’s CNY). ‘Unfriendly FX’ (🇺🇸🇪🇺🇬🇧) just 12%.
Tony Norfield tweet mediaTony Norfield tweet media
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Trevor Humongous@starauthorth·
Call it escrow all you like. If it can be frozen on another sovereign's enforcement priorities, it's not escrow-it's conditional custody. The settlement layer is the jurisdiction.
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Trevor Humongous
Trevor Humongous@starauthorth·
@tengyanAI Token volume measures activity, not value. 3.2 quadrillion monthly tells you utilisation, not whether anyone's earning returns. That's the slide that never appears at I/O.
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Teng Yan
Teng Yan@tengyanAI·
$31B → $180-190 billion That's Google's annual AI capex, 2022 to 2026. Five numbers from I/O 2026 that the supply chain has to absorb ↓
Teng Yan tweet media
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Trevor Humongous retweetledi
Ember
Ember@ember_energy·
RECORD | Last month, wind and solar overtook coal in Türkiye's electricity mix for the FIRST time ⚡ Solar alone also overtook imported coal for the first time last month - marking an important turning point in 🇹🇷's energy transition ☀️ ember-energy.org/tr/guncellemel…
Ember tweet media
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Keşfet

@FractionalAI @CleanPowerDave @ericwallerstein @ember_energy @EnergyInstitute @KevRGordon @business @AvidCommentator