Gift of Philip Johnson

Ellsworth Kelly, Curve II, 1973
https://botfrens.com/collections/14377/contents/1136591

Bluesky has wonderful moderator tools that allow you to block accounts and mute words. Cannot stress for your mental health how good it is to block/mute these people.

Ercot says by 2029 (so like 3 years) Texas has queued up 177GW of battery storage, 161GW of solar and 41GW of wind that should be added to its grid.

I think a nuclear plant adds like 500MW to the grid.

China is putting down like 2GW of solar a day! Would love for the US for do a similar initiative.

7 years! Lets talk about 4 years in Texas. In 2021 Texas Solar was contributing about 3% to its grid. 4 years later (yesterday) for 9 hours it was 40% of the grid capacity. Plus charged its battery storage and was at peak giving off 8.6% of the grids capacity. Nuclear is a waste of time and $$$

a man in a suit sitting at a table with the words oh my god written on the table ALT: a man in a suit sitting at a table with the words oh my god written on the table

So he's saying it isnt great?

Texas getting 78% of its energy at times from solar, Wind and Nuclear. For large chunks of the day.

Yesterday for most of the day, 50% of Texas power was solar (with wind kicking in another 15-20% and 7% from Nuclear). That number was essentially zero in 2021.

Here's chatgpt. Both are accurate. Either your prompts are wrong or you are purposely being deceiving. Either way you earned an unfollow.

Thought he was in the Hamptons?

bsky.app/profile/trum...

The Representative is just prejudice and we can say that without throwing mud at different states diversity.

I mean Texas has a majority Latino population at around 40%. 12% Black, 6% Asian. So lets not act like Texas isnt a diverse state. Also Houston is the home to the US's second largest Vietnamese population (only behind LA).

Source? Here what Gemini pulled up.

For a bubble you need more supply than demand.

Feel free to Google Moore's law though if you dont belive me. Semis double every 18-24 months (its actually really 36 months now) while demand for AI servers tokens is doubling every 2 months.

Michael, happy to discuss with you offline why there isnt a bubble right now based on supply/demand dynamics.

There is the problem that pops your bubble "thesis". Google Moore's law. Moore's Law is the observation that the number of transistors on an integrated circuit approximately doubles every two years, leading to a corresponding increase in computing power and decrease in cost.

AI datacenters are currently 100% utilized and if you doubled capacity next you it would still be 100% utilized. Google said in September that token demand is doubling every 2 months. For a Bubble you need massive over supple. So demand is increasing a a rapid pace. But what about supply?

I dont expect less from journalism these days. But I guess supply chains are hard to understand. Maybe go check out demand trends for AI. In the 2001 bubble dark fiber was massively over built and when the bubble popped it was only 4% utilized.

So basically your editor told you to write a story about AI Bubble cause its all over the internet for clicks and you started with thesis that its a bubble and published for clicks. Maybe spend some time understanding supply/demand dynamics next time before you lead readers astray with bad info.

Not a lot. Google released financial results yesterday and search grew.

There are like 350k Bloomberg terminals at $2400 a pop per month = $840m per month. Typical software margins of 60-70% you are looking at $500m in cold hard cash each month. Michael owns 88%. Thats $5.3B a year at 2% is $106m a year in tax savings

They haven't learned a thing. Top US born goal scorer since January 1st is Jason Robertson.

Client change...not having kids? These fucking people are too online and their brains are cooked.

Pump and dump at this point. Currently 65% of Texas energy coming from Solar, Wind, Nuclear. The queue by 2029 also includes significant solar (162 GW), wind (41 GW), battery (173 GW).