swapp 🥭
10.8K posts
I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…
Meta is shutting down its VR metaverse on June 15th.
🚨 DLSS 5 will look much better than this! Future of neural rendering will let devs, modders and player configure anything in the game This time, using an AI video model, reimagining GTA 4 in Russia, gives you a feel about how DLSS 5 might look like
iOS developers: How long is App Review taking for everyone these days? It is now taking longer to get our app approved than it is to build the actual features.
What's your AI adoption level? (according to Steve Yegge)
🚨🇨🇳🇮🇷 BREAKING: Iran is considering letting oil tankers through the Strait of Hormuz, only if they pay in Chinese yuan... China didn't start this war. And China's about to win it. CNN
I’m proud to be joining SpaceX and xAI with @milichab It has become clear that software is changing fundamentally. More and more, people can shape the tools they use directly, and the ceiling of what can be built keeps rising. What makes xAI special is the scale of its ambition: to build from first principles all the way out to the stars. I’m especially grateful to work on products that expand human agency and freedom. That mission is deeply personal to me. My family came to the United States fleeing communism, and the belief that freedom should be part of the next generation of the internet has driven me every day since Andrew and I started Skiff. Now, we get to work on intelligence, understanding, and freedom on a universal scale.
