Jan Fransoo

Earlier this year, we used less granular data as a basis to model the resulting dynamics. Such as periods of overordering of GPUs.

Will be interesting to see how this will develop.

2/2

papers.ssrn.com/sol3/papers....

When AI Hype Meets AI Reality: A Reckoning in 6 Charts Record capital expenditures and data-center planning are running up against the ground truths of physical infrastructure.

Excellent data provision and great visualizations by @mims.bsky.social on AI infrastructure. Bottom line: physical build cannot follow announced investments. By far. Bounded by grid capacity.

See www.wsj.com/tech/ai/when...
1/2

Advies Kiesraad: woensdag 29 oktober eerste reële optie voor Tweede Kamerverkiezing Minister-president Schoof heeft op 3 juni het ontslag van het kabinet aangeboden aan Zijne Majesteit de Koning. Er volgt een vervroegde Tweede Kamerverkiezing. De Kiesraad adviseert het kabinet over e...

Iemand die weet waarom het in Nederland vijf maanden moet duren om verkiezingen te organiseren als de Fransen het binnen een maand kunnen en de Engelsen ook binnen een week of zes?

#verkiezingen #TweedeKamer
#Kiesraad
#improvisatievermogen

www.kiesraad.nl/actueel/nieu...

This is a huge moment of opportunity for any country which wants to poach talent by offering generous R&D funding, expanding universities, easy-access visas for researchers etc

(and a huge moment of stupidity for those, like 🇳🇱 , who are doing exactly the opposite)

bsky.app/profile/mons...

Interesting analysis by @joristeer.bsky.social . Some of the examples can rely on strengthening and expanding the current industrial base. However, in many industries, it is an issue of redeveloping the ability to produce at mass scale, against affordable cost, and error-free. Tough process.

Eliminating or restricting OPT would not only be a massive blow to the ability of the US to continue attracting the world's top STEM talent, but also wipe out many graduate programs at universities that already have come under enormous financial pressure.

Is Michel Barnier niet weer beschikbaar? @rikrutten.bsky.social

www.nrc.nl/nieuws/2025/...

"Bindend voor alle partijen maar niet juridisch afdwingbaar". De goed-bestuur en betrouwbare-overheid club van @omtzigt.bsky.social laat zich opnieuw van zijn beste kant zien.

Seems the US Government is now also getting into auto companies' pricing decisions. Waiting for the first executive order on pricing (or was there already one on eggs?)

www.wsj.com/business/aut...

Blijkbaar hebben ze meer vertrouwen in de Zweedse wetgeving en bedrijfsvoering

Op zich wel handig dat ie de lijn stopzet nu er ook enorme tarieven op datzelfde staal worden gezet 🤷

Welcome! I did the same move a few weeks ago after a similar hibernation period

The Boston ducklings are still in wide support of #Ukraine this morning

Interesting analysis of Trump's character and concrete advice on how to deal with this.

Amid the massive unrest at the global stage, my morning view from the office still remains spectacular. #TilburgUniversity #TiSEM @tilburg-university.bsky.social

Acer Becomes The First Manufacturer To Announce 10% Price Increase On Consumer Products Amid Trump Tariffs; ASUS, HP & Dell To Likely Follow Acer has become one of the first hardware manufacturers to show the influence of Trump tariffs on consumer product pricing.

Here we go.

#tariffs #prices #inflation

wccftech.com/acer-becomes...

The key skill that Europe lost over the past two decades is to industrialize the manufacturing of new technologies. Northvolt is a sad example.

"EU programs are geared towards the early stages of tech development – not to deployment. There is a dearth of support for the manufacturing stage."

Trump's deportations of immigrants working on dairy farms become a significant contribution to fighting climate change #emissions #secondordereffect #unintendedconsequences

Gulf of America name change in the U.S. — what you’ll see in Maps In the U.S., the Geographic Names Information System (GNIS) has officially updated “Gulf of Mexico” to “Gulf of America.” As we announced two weeks ago and consistent wi…

Curious how many Google lawyers have been spending time on this piece of text

#GulfofMexico #GulfofAmerica

blog.google/products/map...

Musk tweet: CFPB RIP

any economists here that can help me understand why the world's richest man might want to kill the consumer financial protection bureau

Hogescholen versoepelen bindend studieadvies: 'Minder streng bij valse start' Veel hogescholen vinden dat een "valse start" van eerstejaars studenten niet keihard moet worden afgestraft.

Studenteninstroom daalt en hogescholen verlagen kwaliteitseisen.

"Hogescholen versoepelen bindend studieadvies: 'Minder streng bij valse start' "- nos.nl/l/2554880

Witnessing these and other insane tariff threats, indeed calling the bluff would be the best strategy for every single country faced by US tariff threats.

Het is wel handig dat die wet echt een duizend-dingen-doekje is. Ik vermoed dat hij ook zal helpen om de files te verminderen en de stikstofuitstoot omlaag te brengen.

#WIB #Internationalisering @universiteitennl.bsky.social @tilburg-university.bsky.social @minocw.bsky.social

OpenAI says it has evidence China’s DeepSeek used its model to train competitor White House AI tsar David Sacks raises possibility of alleged intellectual property theft

It is truly remarkable that a company that has violated the copyright of millions of authors to train its models claiming now accuses a new competitor of stealing its IP.

"#OpenAI says it has evidence China’s #DeepSeek used its model to train competitor" - giftarticle.ft.com/giftarticle/... via @FT

Now that Trump starts using short-term #tariff threats demanding investments that may take 10+ years to render any returns, it is better for the rest of the world to simply sit back, relax and wait for this storm to settle by not responding at all to any such threats. #supplychains

The enormous policy uncertainty created by the new US government will adversely affect many corporate supply chain restructuring decisions

Vaarwel datatypisten, hallo big data-specialisten: de banen van de toekomst Functies: Werkgevers verwachten dat digitalisering de bedrijfsvoering tegen 2030 ingrijpend zal veranderen, blijkt uit onderzoek. Artificiële intelligentie en robotisering nemen werk van mensen over.

In zorg en onderwijs zijn die administratieve rollen allang verdwenen. IT heeft echter maar een klein deel overgenomen waardoor professionals meer administratie doen.

Als met AI opnieuw allerlei admin bij hen belandt, zullen zij nóg minder bezig zijn met hun echte werk.

www.nrc.nl/nieuws/2025/...