Theo™

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Theo™

Theo™

@thickopedia

#Nominalist . Mountain 🐐. Ocean 🐋. Work 🐎. Better a 💎 with flaws than a pebble without.

Earth Katılım Mart 2009
574 Takip Edilen568 Takipçiler
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Theo™
Theo™@thickopedia·
It's not every day 1 gets to live through the fall of Western Europe again. What will future historians call it though? #WesternRomanEmpire
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Theo™@thickopedia·
You still need brains and the knowledge of learning... but you can now get a PhD at home
Ryan Hart@thisdudelikesAI

A Oxford PhD student got flagged for submitting AI-generated work. His advisor called it the most sophisticated research process he had seen in 20 years. The student had not used AI to write a single word. Here is the workflow that got him reported. He starts every essay with a diagnostic he calls brutal. He dumps his rough argument into Claude and asks one question: what are the three weakest logical jumps in this reasoning, and where would a hostile examiner attack first? The AI does not write his essay. It destroys his draft, and then he rebuilds from whatever survives. Most students using AI are doing the opposite. They hand Claude a topic and ask it to write. He hands Claude his thinking and asks it to find every place where that thinking falls apart. The difference between those two approaches is the difference between outsourcing your brain and sharpening it. The second step is the one that made his advisor go quiet. He uploads the five most important papers in his field alongside his draft and asks Claude what claims in his argument contradict or oversimplify what these authors actually found. Most PhD students cite papers they have skimmed once. He cites papers he has been forced to genuinely reckon with, because Claude keeps catching the places where he got them wrong. The final move is almost unfair. Before he submits anything, he pastes his conclusion and runs one more prompt. He asks what a philosopher of science would say is missing from this argument and what assumptions he is making that he has not defended. His essays come back from reviewers with phrases like unusually rigorous and demonstrates rare critical depth, and his committee has no idea that the depth came from a machine asking him harder questions than any human in his department was willing to ask. The academic integrity hearing lasted three hours. The panel asked him to rebuild his methodology from scratch in the room. He opened his laptop and showed them exactly how the workflow ran, prompt by prompt. They did not just clear him. They gave him the highest grade in the department's history and asked him to present the process to faculty. Here is what that story actually means. What took most PhD candidates six months of back-and-forth with advisors, he was compressing into a single session because he had figured out something almost nobody else has. AI does not make your thinking better by replacing it. It makes your thinking better by attacking it faster than any human critic ever would. He was not using AI to write. He was using it to think harder than he could alone. The tool is the same one everyone has. The workflow is the part nobody is teaching.

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Guillaume Gau
Guillaume Gau@guillaume_ggc·
Les 15 minutes à voir de l'audition d'Arthur Mensch de Mistral IA. Je retiens : avec l'IA, les datacenters transforment de l'électricité en intelligence. La 🇫🇷 a un coup à jouer grâce à l'électricité abondante issue de son parc nucléaire : devenir exportatrice d'intelligence. C'est très concret cette production d'intelligence : pilotage d'un drone par IA, génération de ligne de codes par IA etc. Mistral réalise déjà 70% de son CA hors de France, c'est donc déjà un exportateur d'intelligence. Si nous n'y arrivons pas, nous importerons l'intelligence des Etats-Unis et perdrons la valeur ajoutée. Le marché européen est gigantesque : 1 trilliard d'€, soit 10% de masse salariale européenne. Il faut donc valoriser au maximum notre surplus de production électrique en construisant des datacenters en France : exporter de l'électricité, c'est comme exporter une matière première sans la transformer, et donc perdre 90% de la valeur ajoutée. C'est comme exporter du cobalt sans le transformer en batterie.
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Raf Liekens
Raf Liekens@rafliekens·
Interessante grafiek over waar het belastinggeld naartoe gaat. Defensie: zeer beperkt. Rentelasten: een steeds groter deel van de taart.
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Gandalv
Gandalv@Microinteracti1·
Washington is caught in a pincer, and Iran is simply holding the handles. Scott Bessent flew to Paris this week to stand before the G7 and beg the very allies his government has spent two years tariffing, humiliating, and threatening with military irrelevance to please, if they can find it in their hearts, help America out of the hole America dug. Sometimes you have to wonder whether anyone in this administration understands that NATO and Europe and allies and Greenland-the-territory-they-want-to-steal are not four separate categories but one single thing they have spent two years kicking in the teeth. Whether this is ideology or just the inevitable consequence of sending people to govern who cannot find Canada on a map is, at this point, an open question. The Europeans are listening. They are also not forgetting. Iran, meanwhile, is checking the calendar. Nothing of consequence gets resolved while this administration is in office, and Tehran knows it. The pressure-washing comes in 2026. Gandalv / @Microinteracti1
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Jack Prandelli
Jack Prandelli@jackprandelli·
North America is producing over 110 BCF of natural gas per day. This chart shows exactly where it's coming from. In 2010, total US and Canadian production was around 65 BCF/d. Today it's above 110 BCF/d, a 70% increase in 15 years driven almost entirely by shale. The Permian's gas growth is a side effect of oil drilling but it's become too large to ignore. Associated gas from West Texas is now a structural feature of North American supply, not an afterthought. 110 BCF/day powers US homes, industries, and power plants. It feeds LNG terminals shipping to Europe and Asia. It will power AI data centers for the next decade. The shale revolution didn't just change oil markets. It restructured global gas. Link in the comments 👇 image source: shiftlab/orennia
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Michael A. Arouet
Michael A. Arouet@MichaelAArouet·
This is really eye-opening. If you think you will maintain your living standard in retirement, think again. Not only in Italy, a similar pattern exists in Spain, Germany and Poland. Pensions and healthcare systems as we know them will cease to exist. Are you ready for poverty?
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Adam Tooze
Adam Tooze@adam_tooze·
How Asia trumps the petrodollar from the Gavekal Research. More featured on today's Chartbook Top Links in the comment below.
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Crypto Tice
Crypto Tice@CryptoTice_·
BREAKING: Trump just told you exactly what happens when this war ends. "The stock market will go through the roof." "Inflation will go way down." > Hormuz reopens. Oil crashes. > Oil crashes. Inflation drops. > Inflation drops. Rate cuts accelerate. > Rate cuts accelerate. Liquidity floods markets. > Liquidity floods markets. Everything pumps. Trump has been playing chess this entire time. Close Hormuz. Break Iran. Open Hormuz. Collect the reward. The war is 70-75% complete. The finish line is closer than anyone realizes. When it ends. Everything reprices at once. Stocks. Crypto. Risk assets. All of it. Through the roof.
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Theo™
Theo™@thickopedia·
When the magnetic pole shifts and the vortex collapses...Climate goes into a period of cold, not heat as politicians kept taxing people for and taking away their ability to keep themselves warm at a reasonable price. #ClimateChange
Peter Dynes@PGDynes

Europe is swinging from Arctic frosts to near-35°C heat within days. Some parts will warm by ~15°C in a week. Agriculture does not thrive under violent thermal instability. Ecosystems depend on stability, not a whiplash. This is what climate instability looks like in practice.

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Rihard Jarc
Rihard Jarc@RihardJarc·
A MUST-read interview with a Siemens employee explaining just how high demand is for energy equipment right now because of AI: 1. The whole situation is shocking even for people who have been in the business for 40 years. They are getting orders that are double the size of what their entire factory can produce in a year. 2. Demand is so high in the last 5-8 months that they don't need to convince or send any analysis (such as CO2 emissions, etc.) to clients because they just want the equipment, because there's so much backlog that they just want to catch the order. 3. Decisions are being made very quickly by clients; the backlog for some of the energy equipment companies is 5-6 years. For transformers, the situation is even more difficult. 4. He mentions that right now, data center builders do not care about sustainability; they just want power at any expense, reliable power. They say they will think about sustainability later. 5. The orders have gone from previous 20-30 MW orders to now 200-500 MW units. Customers have previously wanted to get equipment from different OEMs, but now they prefer an integrated standardized solution. 6. An interesting dynamic is that even though the data center requires 100 MW, the builders are buying N+1 units of gas turbines (so more than just for 100 MW) as backups, as well as having more energy capacity, as they believe they will continue to grow that data center. 7. He does believe there is some double booking going on on transformers and switchgears because of extra-long lead times. 8. Everyone is trying to reduce PUE, and water use effectiveness, but even after improving, they just use the same power to run more compute. 9. The problem is also liquid cooling, as it is expensive, and water availability in many regions is a problem. 10. Margins on equipment in the sector have gone from 4-6%, where they were 2-3 years ago, to 20-23% and in some cases even 40%. The data center builders know the margins are high, but they are fine with it because they just want to get it. found on @AlphaSenseInc
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Gandalv
Gandalv@Microinteracti1·
Poland Paid $50 Billion for America’s Friendship. Turns Out That Wasn’t the Deal. Poland has spent fifty billion dollars on American weapons. F-35s, Abrams tanks, Patriots, HIMARS. The full catalogue, ordered with the desperate enthusiasm of a country that shares a border with Belarus. Last week the Pentagon scrapped plans to deploy 4,200 troops to Poland. The brigade had already held a send-off ceremony, shipped its tanks, and sent advance personnel into Europe. Then came the call. Don’t bother. Poland was blindsided. Their officials found out by ringing American congressmen. JD Vance turned up at the White House briefing today and told a Polish reporter he was overreacting. It was just a delay, he said. Europe needs to stand on its own two feet. Poland spends nearly four percent of GDP on defence. It hosted American troops and paid fifteen thousand dollars per soldier per year for the privilege. It sent men to Iraq when Washington asked, even when France and Germany quietly suggested that everyone involved might regret it. Rumsfeld once called Poland the most pro-American country on earth, including America itself.  The reward for twenty years of that devotion is being told, by a man who has never heard a gunshot in anger, to look in the mirror.
Aaron Rupar@atrupar

JD Vance tells a Polish reporter he's "overreacting" to news that Trump is scrapping a planned deployment to his country and tells him to "look in the mirror"

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Jack Prandelli
Jack Prandelli@jackprandelli·
Norway and the UK drilled the same North Sea. 🇳🇴Norway got $2 trillion. 🇬🇧The UK got tax cuts. Same basin,Same era.... Completely different outcomes. Norway captured $30 per barrel in government revenue. The UK captured $11. That gap, compounded over 50 years of production, is the entire difference. Norway's model was simple: tax heavily (78% marginal rate), take direct equity stakes in fields via the SDFI, own part of Equinor, and put everything surplus into a fund invested abroad. The Government Pension Fund Global now holds over $2 trillion in assets. That's $390,000 per Norwegian citizen about 1.5% of all listed equities on earth. The fiscal rule: only spend the 3% annual real return. Never touch the principal. The UK started producing earlier, at lower prices, with a lower tax rate (40%) and no saving mechanism. North Sea revenues flowed straight into the general budget. Economists estimate the UK missed out on roughly £400 billion compared to a Norwegian style regime. The windfall largely financed tax cuts in the 1980s rather than a fund. Where things stand in 2026? Norway's petroleum sector will generate $63 bn in net cash flow this year alone feeding a fund already large enough to cover 10-15% of the national budget from returns alone. The UK is a net energy importer. Since 2021 it has paid countries like Norway more than £100 billion for gas. One country treated oil as a finite resource to convert into permanent financial wealth. The other treated it as income. image source:eia
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Rybar in English
Rybar in English@rybar_en·
Europe's Energy Transition Stalls Again While Europeans publicly claim they do not want to buy gas from Russia, statistics show the opposite. In January-April this year, imports of Russian LNG reached a record 8.713 billion cubic meters. March alone set another record with 2.459 billion cubic meters. The surge coincided precisely with discussions in the EU about phasing out Russian gas and LNG under short-term contracts. Even with new restrictions taking effect, Russia maintains significant positions in the European market. The EU plans to completely phase out Russian raw material imports in the second half of this year. However, these records are less a success for Russian supplies and more a sign of the failure of European substitution. When the loss of some Middle Eastern supplies and seasonal demand lead to new records for Russian LNG, it means the replacement is either insufficient, too expensive, or purely declarative. In other words, we are not talking about overcoming dependence, but about dependence that they are trying to rename.
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Crypto Tice
Crypto Tice@CryptoTice_·
BREAKING: The new Fed Chair just signaled a major shift. Kevin Warsh says QE is fueling inflation. The Fed's massive balance sheet is part of the problem. "The Fed should exit markets outside of crises." This is not Powell talking. This is a completely different philosophy. Powell printed. Warsh wants to stop. Powell expanded the balance sheet. Warsh wants to shrink it. $6,700,000,000,000 in Fed assets. Warsh just told you that number needs to come down. - Less liquidity. - Higher rates for longer. - Risk assets reprice. The market has been betting on easy money. The new Fed Chair just bet against it. Everything changes on today.
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