Blaz Bratovic

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Blaz Bratovic

Blaz Bratovic

@DeepShort7

Personal views. Interested in climate/energy nexus. Sometimes chess-related content. "Trust me, I am an engineer". https://t.co/L7A4Z1Fi5i

เข้าร่วม Haziran 2014
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MKLan
MKLan@MKLan13·
@visegrad24 😂 Why bother. If the US really wanted to take it, it would be taken. Like it or not.
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Visegrád 24
Visegrád 24@visegrad24·
Denmark was ready to blow up Greenland runways if the USA invaded. The Danish military sent explosives and blood supplies to Greenland in January as part of contingency planning for a US attack, as tensions with Trump escalated. 🇩🇰🇬🇱🇺🇸
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Gaurab Chakrabarti
ASML's EUV scanners will be the last machines on Earth to lose helium. Party balloons will be the first to go. Helium is not manufactured. It is a byproduct of uranium and thorium decaying deep underground over billions of years. Vent it and it escapes to space. Permanently. A third of the global supply went offline when Qatar's Ras Laffan plant was hit on March 2. The rationing has already started. Here's what happens: Day 1. Party balloons. Distributors cut retail supply immediately. Day 7. Industrial welding and pressurization. National allocation kicks in. Switch to argon where possible. Day 14. Routine fab leak detection switches to hydrogen. Ultra-sensitive qualification still needs helium. Day 21. MRI machines. Older systems that vent helium cannot get refills. Elective scans delayed. Day 45. Global buffer depletes. Fabs enter conservation mode. Non-critical depositions switch to nitrogen. Day 60. Backside wafer cooling on older etch tools. Nitrogen conducts heat six times slower. Throughput drops. Day 90. High-power etch. Advanced memory and logic nodes cannot run without helium-grade cooling. Wafer production drops. Day 120. ASML's EUV lithography tools. $200 million scanners making the highest-value wafers on Earth. Leading-edge chip production stops. Day 240. $700 billion in data centers are being built this year. Higher GPU prices, delayed cluster expansions, slower scaling. Four months from birthday balloons to AI chip shortage.
Balaji@balajis

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…

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Rush Doshi
Rush Doshi@RushDoshi·
On Tuesday, I testified before the House Homeland Security Committee on China's strides in robotics and AI. I warned that we lost solar, batteries, and EVs -- now we're at risk of losing robotics and AI. If that happens, it would irreversibly change the balance of power. Five points: 1️⃣ China aims to win the next industrial revolution. PRC leaders believe history is shaped by industrial revolutions. The first, steam power, made Britain dominant. The second and third, electrification and mass manufacturing, made America dominant. China is determined to win the fourth. 2️⃣ In robotics, China is already winning. In 2024, China installed 300,000 new industrial robots. America installed 30,000. China now has over 2 million robots in its factories — five times more than the US. A decade ago, it imported 75% of its robots. Today it makes 60% domestically. This year alone, China may spend $400 billion on industrial policy. The entire US CHIPS Act provided $50 billion across multiple years. If we fall behind here, U.S. reindustrialization becomes farfetched. 3️⃣ In AI, we're ahead — but selling off the advantage. China has more energy, more talent, and makes the edge devices. But America still leads because of chips, according to China's own AI companies. US chips are 4-5x better than China's today. We are debating whether to surrender that edge. 4️⃣ We are inviting risks of cyberespionage and catastrophic cyberattacks. PRC law requires its companies to cooperate with intelligence services and never disclose it. Today's robots carry LiDAR, microphones, and cameras — they are mobile surveillance platforms. But the bigger risk is cyberattack. We know China has compromised our power, gas, water, telecommunications, and transportation infrastructure in preparation for cyberattack. We cannot deploy robots in sensitive facilities from the very country targeting those facilities. 5️⃣ Here's what we must do. Extend ICTS rules to cover Chinese robots. Direct CISA to audit where they're deployed in critical infrastructure. Ban federal procurement of Chinese robotics and AI. Strengthen semiconductor export controls. Stop treating American AI companies with more regulatory scrutiny than Chinese ones. And build allied scale in robotics—a trading bloc with preferential terms for the members that can rival China's scale in in the sector. Thanks to @HomelandDemsIt and @HomelandGOP for the hearing on this topic, and grateful to join @MRobbinsAUVSI and colleagues from Scale and Boston Dynamics for a great discussion.
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Blaz Bratovic
Blaz Bratovic@DeepShort7·
@BradleyH7658 Well, US needs Europe for power projection and economies are deeply embedded. Just because some in DC currently think that strategic balancing with economy the size of Italy is a smart idea, doesn't change fundamental facts.
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Brad
Brad@BradleyH7658·
This attitude is the exact attitude that has given life to the glowing anti nato sentiment in american. "They wont do it cause they need us" the entire thing is so constantly just assumed thay many americans wonder why we you feel so guaranteed of our soldiers lives.
European LibCon 🇪🇺🗽🦅@pl_european

@NeoConsAreGreat Let him do troops withdrawal then. He won’t do it cause he needs them for his MENA forever wars. In terms of weapons, we wouldn’t risk the sales as he gets money for it, saying that though a lot of the weapons for Ukraine have been now delayed thanks to the Iran war.

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Journey Chess
Journey Chess@JourneyChess·
I can relate. I used to think I was "taking chess seriously," but I was really doing what you describe here. I am also considering working with a coach again, but the coaches I've worked with in the past were more interested in taking my money than guiding my chess improvement.
Alex Colovic@GMAlexColovic

There is a difference between studying chess and exposing yourself to chess. Watching videos, reading annotations, and scrolling through lines can feel serious while leaving your judgment untouched. The opponent doesn’t care how much you consumed. They care how well you play.

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Kvist
Kvist@kvistp·
Wtf happened to Tucker?
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Rebeccah Heinrichs
Rebeccah Heinrichs@RLHeinrichs·
Was there an imminent threat from Iran? Even more, there was an ongoing missile, drone, terror threat. Was there an imminent nuclear missile threat from Iran? No, Epic Fury made sure there will never be one.
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Rebeccah Heinrichs
Rebeccah Heinrichs@RLHeinrichs·
People are talking past each other. 1. It is TRUE that we set back the Iranian enrichment and weaponization by probably 3 years in Midnight Hammer. 2. It is TRUE that the Iranians chose not to be chastened by this and began working on PickAxe M which would be harder to destroy than Fordow
Alex Ward@alexbward

CIA Director Ratcliffe tells HPSCI Iran was unable to enrich "a single kilogram" since Operation Midnight Hammer last June, though Iran hasn't given up quest to make a nuclear weapon.

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Blaz Bratovic
Blaz Bratovic@DeepShort7·
@EmpireEnjoyer3 "for national security against Russian and Chinese submarines and ballistic missiles" Maybe add Europe to the equation then as well? As a sequel to the good old 1984 novel, Eurasia and Eastasia unite against Oceania.
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Unfiltered Artist
Unfiltered Artist@EmpireEnjoyer3·
Considering how the UK didn’t let us use Diego Garcia for Iran, and how Spain didn’t let us use their airfields for Iran, it’s safe to say that it is in America’s interests to acquire Greenland, for national security against Russian and Chinese submarines and ballistic missiles.
ChrisO_wiki@ChrisO_wiki

1/ Denmark was reportedly preparing for full-scale war with the US over Greenland in January, with military support from France, Germany, and Nordic nations. Elite troops and F-35 jets with live ammunition were sent, and runways were to be blown up to prevent an invasion. ⬇️

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Blaz Bratovic
Blaz Bratovic@DeepShort7·
@NadavPollak I think it more relates to current US activity (A10!!) in Hormuz Strait.
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Jean Granville
Jean Granville@Granville1977·
@davidfrum The West deserves leaders who take the Atlantic alliance seriously, on both sides of the Atlantic. By the way, freedom of navigation, as well as security in the Middle East and Indian ocean, are mentioned in the latest NATO concept. "It's not my war" is not a very good answer.
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David Frum
David Frum@davidfrum·
Two months ago, the "ungrateful allies in Europe" readied themselves to sacrifice solders in a desperate last hope to shame the US not to invade Greenland. Iran deserves what it's getting from the US and Israel. The West deserves more honorable leadership in Washington.
Aaron Rupar@atrupar

Hegseth: "Our ungrateful allies in Europe, even segments of our own press, should be saying one thing to President Trump -- 'Thank you. Thank you for the courage to stop this terror stage from holding the world hostage while building or attempting to build a nuclear bomb.'"

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Blaz Bratovic
Blaz Bratovic@DeepShort7·
@winnygirl03 @brithume To clarify, this is a comment from abroad and yes, US is represented by its government abroad. Just have Hegseth on repeat (will abort soon though) because, yes, he is one of the fools.
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Blaz Bratovic
Blaz Bratovic@DeepShort7·
@baseballcrank @DailyMail Shouldn't think about military power only, however important. Some would say China is waging economic warfare on the West for some time already.
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Blaz Bratovic
Blaz Bratovic@DeepShort7·
@obsessafilma @iii_JLR @gbrew24 I guess you could rather charitably translate Berlin into Germany, but it wouldn't hurt if politicians were more knowledgeable or precise in their communication.
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ObsessaFilma 🎬📽
ObsessaFilma 🎬📽@obsessafilma·
@iii_JLR @gbrew24 I'm aware of that. Do you understand what I'm saying? Tom Cotton is ignorant of history and shows it by comparing Trump to Eisenhower without knowing what he's talking about. You fool.
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CJ Griffin
CJ Griffin@CrimedogOne·
@oroborous Troops are not at European hospital, it's a US hospital on a US base with US military doctors.
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Europe Defender 🇪🇺🇺🇦
He says boastfully as his planes are taking off from European bases, his ships are moored in European harbors and his soldiers are being treated in European hospitals. Buddy, if we told you to "eat shit" Trumps entire adventure would become completely untenable.
planefag@planefag

So basically NATO is we defend you for free and you tell us to eat shit every time we need help? Oh right you sent some troops that never left the wire to Iraq so all debts are paid forever, past and future. Fuck this noise.

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Rufus
Rufus@Rufusrx2f·
@oroborous Yes, the U.S. has no bases in the ME or Africa.
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