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Andrew Gelston

@agelston.bsky.social

Energy Professional, Storage. Entropy arbitrageur. Personal Account. Weaponized Curiosity, with vibes https://www.youtube.com/watch?v=-hDPK865N9I&t=57s & https://youtu.be/tHPHy2cvDOA?si=dJZWrv42yOlxjSKq&t=34s

4,716 Followers  |  5,983 Following  |  28,745 Posts  |  Joined: 16.08.2023
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Posts by Andrew Gelston (@agelston.bsky.social)

There's a South American/EU company jumping into the mix so, yah

It seemed good to have diversification away from American/Canadian miners a bit but also, Saudi's history/present political leadership is a BIT icky

to put it nicely

01.03.2026 14:46 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Shit I totally am

01.03.2026 14:45 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Add rail, HV transmission that pipeline?

Damn am I really using my time/skill to imagine (which means plan) future Saudi infrastructure now :(

01.03.2026 14:44 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Hey, they are building $200b of mining stuff on the eastern edge of that line over the next 3 years

hmmm

01.03.2026 14:43 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Yup, that is a big deal and I don't think I'm the only person who thinks cooperate leaderships values matter ESPECIALLY with this type of product

But also, I don't want guardrails on MY ai :)

01.03.2026 14:27 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

We can still be friends. The other thing is people love there 'personalization' of Ai (NOT THE AI ITSELF) reasonably so, so there's alot of emotion in 'which is best' ha.

It may be Claude and the moral courage of leadership aspect makes me interested enough to try it seriously now!

01.03.2026 14:26 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Not to be a Google Fanboy so much but in comparisons of Gemini vs others no one mentions

1. integration advantage
2. fact that all the data they scrap/index daily from google search means you can do alot more before getting 'blocked' off a site (if ever)

Plus labs - labs.google.com/search?sourc...

01.03.2026 14:24 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

You'd be surprised how useful the middle one is LOL because google is used widely by the government :)

01.03.2026 14:23 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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If you go to Gemini . com and look at your options do they have these? ha

And this is a fraction. Most of the Alpha features are on each google tool.

Claude is cool cause yah I can test it fully for way less then 10 months on Google Ultra.

+ Every time they offer an Alpha in a product, I say yes

01.03.2026 14:22 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 1

Ps - there’s no way you can judge Gemini unless you pay for ultra ($500/month - but that’s way less then what I’ll spend in Claude tokens if I switch - cause I’m not technical I fuck around a lot)

And are opt’d into several of Google’s alpha programs which you can’t sign up for but β€˜apply’

01.03.2026 14:17 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

This isn’t true. We’re fighting so government insiders can make money on polymarket

01.03.2026 14:05 β€” πŸ‘ 11    πŸ” 1    πŸ’¬ 3    πŸ“Œ 0

Gemini is far superior then Claude to me still

But that’s only because I’ve spent 2 hours on Claude and months on Gemini (which is really Google’s platform with Gemini being infused into all the tools - Google earths Gemini features now 🀯)

But I’m trying out Claude

01.03.2026 14:11 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

No offense (because you may be right) but the tools have gotten complex enough that you can’t just say β€˜it’s best’ you need to consider how easy it is to use / learn as the consumer

I do that by being the consumer lol

Clause seems great. Different pricing structure (Google ultra=fixed per month)

01.03.2026 14:10 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0

Yes you can still make money playing against the markets watched for politics thus manipulated against reality for politics

But it’s truly not worth it morally or even financially cause you hold tokens not dollars at polymarket / Kalshi

It’s worth having an account with $10 at both to see things

01.03.2026 14:08 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Don’t be a counterparty

I stopped after the NYC mayoral elections

01.03.2026 14:06 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Gemini still undervalued but I did make a Claude account. Probably will end up paying for both cause it takes awhile to learn other tools. Both are vying for the Gold medal

OpenAI was the first mover but who cares it’s the worst of these 3 now. It wins Bronze

Participation trophy goes to Grok

01.03.2026 14:04 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

At least high gas prices will hurt politically

01.03.2026 14:02 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

I think it’s bots. No real person is that stupid

But if the impact on oil is muted it’s tradable. And I don’t think (as) immoral as polymarket related derivatives

01.03.2026 14:01 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Literally some R’s this weekend have done the math saying β€˜o it’s just irans oil production that goes away who cares’

LOOK UP HOW MUCH IS SHIPPED THROUGH THE STRAIT OF HORMUZ WITH NO OTHER ROUTE TO MARKET

What % of that is Iranian

Like you can ask Gemini this

01.03.2026 14:01 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Life comes at you fast!

01.03.2026 12:56 β€” πŸ‘ 16    πŸ” 6    πŸ’¬ 1    πŸ“Œ 0

I really am just posting and don’t have anything to do with the admin except for living in America and the energy industry has laws that regulate it which I read

But like, that’s it.

O god, is posting joke evil ideas actually…. I’m not ready to accept that yet lol

01.03.2026 13:54 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Sorry I should have mentioned that up front

SATIRE/SCARCASM

/ I’m sorry

01.03.2026 13:53 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Excel has no β€˜safeguards’ unlike the consumer Ai programs (even OpenAi still)!

01.03.2026 13:52 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Sorry NPV is $10b plus

IRR is more then a million % lol

01.03.2026 13:46 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 1

How can I invest? (Legally!)

O wait, i can’t. The new Russia equity opportunities in oil and gas are only for administrative connected officials

1789 capital is the best private equity fund in the world guys

01.03.2026 13:46 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Just saying. Not to be the conspiracy guy

01.03.2026 13:44 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

You know I think the country to the north became geopolitically unstable recently & has a direct supply line to Russia which has huge incentives to drive up oil prices

Doing some quick math on the cost of lobbing a SSM every few days vs $ x increase in oil

It’s a very high IRR tho. Like billions

01.03.2026 13:44 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 2    πŸ“Œ 1

Big deal

Boy it’s a good time to get into sea piracy

01.03.2026 13:42 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Operations have been halted at all of the port’s terminals. Jebel Ali is the largest container port in the Middle East and a hub of Dubai’s trade economy.-Bloomberg

01.03.2026 13:31 β€” πŸ‘ 34    πŸ” 7    πŸ’¬ 0    πŸ“Œ 3

This is looking a lot more like a shipping issue

01.03.2026 13:35 β€” πŸ‘ 30    πŸ” 7    πŸ’¬ 2    πŸ“Œ 0