Gluteus Maximus πΉπ―π°π¬πΊπΏπ°πΏπ£π₯©ποΈ
@AlfakevinE
Optimus! Megapacks! cleantech, EVs, Autonomy, π¦Ύπ€, travel, Central Asia, Bitcoin, AI, investments, $TSLA, $BTC
As a rule of thumb, bet on: -Small vs big -Standard vs custom -Quick vs slow -Open vs closed -Iterations vs breakthroughs -Decentralized vs centralized -cheap vs expensive -digital vs analog -smart vs dumb -low-tech vs high-tech -many vs few -end user vs intermediaryβ¦
There are about a dozen microreactor designs in development that fit in one or few standardized hardened ISO-compliant containers ~ the size of Tesla Megapack. Very curious to see how they progress, more so than SMRs. The reason? See the pinned post.
During the Tesla Q2 earnings call, @elonmusk said in his opening remarks: "Model Y in June became the best-selling car in Turkey, Netherlands, Switzerland, and Austria." This was an understatement, as the Model Y was also the best-selling car in Norway, Ireland, Iceland, andβ¦
The mountains of Tajikistan as always have their own distinct culture. Some of their trance-inducing psychodelic music I had the pleasure of experiencing:
:/ honestly never thought the chart would look like that.
βοΈ In June, Chinaβs Solar capacity installations dropped sharply to 14.36 GW, vs the massive 93GW in May. In H1 2025, China added 212 GW Solar capacity, 51.4 GW wind capacity. β©οΈSo another 168 GW βοΈ need to be added in H2 to hit State Gridβs forecast of 380 GW in 2025
Bitcoin isn't a get rich quick scheme, it's a don't get poor slowly scheme.
If AI is really the technological alpha and omega of our time, then why not pay a $ 1 billion for top talent? Golfers get paid that much ffs. Zuck may have a talent for seeing the obvious truth, obfuscated by habits and irrelevant historical precedent. The notion thatβ¦
Everyone working in a STEM field should read this - βwriting is thinkingβ nature.com/articles/s4422β¦
Several companies have received the Tesla semi and either had them for a period of time for a pilot test or longer term and are using them in daily operations. Pepsico (including subsidiary Frito-Lay): They were the first to receive the initial prototype versions and continue toβ¦
Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the population. Prices are a factor 4 lower compared to 20 years ago. And 90% ofβ¦
ποΈEp187. Texas: Power Surge or Power Splurge?#applepodcast podcasts.apple.com/gb/podcast/redβ¦ #spotify open.spotify.com/show/4FDIRo16sβ¦ @MegaWattXinfo and @gerardreid14 dive deep into the Texas Energy system with @ArushiSF
One lesson from Elon: For a particular problem, there is exactly *one* optimal solution. A Platonic ideal of a solution. Thus it is worth thinking long and hard about what this ideal is, what the closest to ideal solution could be, and then go all-in towards achieving it.
Elonβs insistence on solving a problem that will occur a decade later is infuriating: Great resources are expended on the future, while the needs of the present remain unattended. But then time inevitably passes, and the future arrives, and Tesla and his other companies areβ¦
Scalability means: 1. Enough demand to grow 2. Technically possible to grow 3. Makes economic sense to grow: either already profitable or there is a clear path to profitability The Robotaxi service that wins long-term will be the one that solves economics via a superiorβ¦
I do believe there will be a fusion reactor power plant generating electricity and heat in commercially relevant volume by 2040, but the cost problem will remain unsolved. In 15 years renewables + storage will dominate on cost and scale. Therefore, fusion will remainβ¦
Got 2 answers: 1. If you subscribe to the notion that energy is not pure business, but partially a national security and national grand strategy issue, then a subsidy is a type of investment. Like an interstate highway. We may debate the specifics, but not the principle. 2. Ifβ¦
That's great news! So we don't need subsidies for battery energy storage.
Cost of large-scale battery energy storage declined by 50% in the last year. Blink, and you miss it. Last yearβs data might be hopelessly irrelevant. Unlike the cost of fossil fuels, the cost of renewables and battery storage is driven by pure technology and manufacturingβ¦
When someone asks why I stopped talking to friends and family about Bitcoin after trying to convince them of its merits for years.