#  @Object_Zero_ Object Zero Object Zero posts on X about ai, if you, the world, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1471586528312934404/interactions)  - [--] Week [-------] +79% - [--] Month [---------] -51% - [--] Months [----------] +899% - [--] Year [----------] +117% ### Mentions: [--] [#](/creator/twitter::1471586528312934404/posts_active)  - [--] Month [---] -21% - [--] Months [---] +108% - [--] Year [-----] -14% ### Followers: [------] [#](/creator/twitter::1471586528312934404/followers)  - [--] Week [------] +0.50% - [--] Month [------] +4.60% - [--] Months [------] +231% - [--] Year [------] +315% ### CreatorRank: [-------] [#](/creator/twitter::1471586528312934404/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 20.79% [countries](/list/countries) 13.86% [stocks](/list/stocks) 7.92% [technology brands](/list/technology-brands) 7.92% [travel destinations](/list/travel-destinations) 3.96% [celebrities](/list/celebrities) 2.97% [automotive brands](/list/automotive-brands) 1.98% [vc firms](/list/vc-firms) 0.99% [products](/list/products) 0.99% **Social topic influence** [ai](/topic/ai) #2213, [if you](/topic/if-you) 8.91%, [the world](/topic/the-world) 7.92%, [in the](/topic/in-the) 7.92%, [solar](/topic/solar) 5.94%, [carry](/topic/carry) #174, [china](/topic/china) 3.96%, [money](/topic/money) 3.96%, [gas](/topic/gas) #287, [level](/topic/level) 3.96% **Top accounts mentioned or mentioned by** [@ramez](/creator/undefined) [@samtilston](/creator/undefined) [@victorishb123](/creator/undefined) [@cspopoff](/creator/undefined) [@garyntrader](/creator/undefined) [@alecdacyczyn](/creator/undefined) [@calumdouglas1](/creator/undefined) [@gvp324377](/creator/undefined) [@josephsomsel](/creator/undefined) [@teshen8lin](/creator/undefined) [@kevinmonk](/creator/undefined) [@markankcorn](/creator/undefined) [@alexhuskey6](/creator/undefined) [@benmagelsen](/creator/undefined) [@jimmybajimmyba](/creator/undefined) [@elonmusk](/creator/undefined) [@trausselocal](/creator/undefined) [@walkermarcus](/creator/undefined) [@mwt2008](/creator/undefined) [@robotbeat](/creator/undefined) **Top assets mentioned** [Toyota Motor Corporation (TM)](/topic/$tm) [General Motors Company (GM)](/topic/general-motors) ### Top Social Posts Top posts by engagements in the last [--] hours "Greenland - As viewed from a proper map Why Greenland Well because Moscow bases almost all of their strategic military assets on the Kola Peninsula next to Finland. This is where the Russian ICBM silos submarine bases and their strategic bombers are. If you look at the flight path (ballistic or powered) from Kola to anywhere on the lower [--] then everything goes over Greenland. Greenland is the theatre where any strategic exchange between Washington and Moscow is contested. If you want to intercept a ballistic missile the best point to do so is at the apogee at the top of the flight path. The" [X Link](https://x.com/Object_Zero_/status/2008524560891588691) 2026-01-06T13:02Z 31.5K followers, 3.1M engagements "Update: This morphed into a larger and very interesting exercise. X Articles are limited to about 100k characters. Its currently around [---] pages. Im going to write an article explaining: [--]. Everything a civilisation has ever built is that civilisations accumulated wealth. [--]. Entropy (the Second Law) is constantly eroding that accumulated wealth. [--]. Energy consumption is necessary merely to maintain accumulated wealth Im going to write an article explaining: [--]. Everything a civilisation has ever built is that civilisations accumulated wealth. [--]. Entropy (the Second Law) is constantly eroding" [X Link](https://x.com/Object_Zero_/status/2021332692416237881) 2026-02-10T21:17Z 31.5K followers, [----] engagements "@jimmybajimmyba @elonmusk [----] is gonna be insane and likely the busiest (and most consequential) year for the future of our species. so I quit my job" [X Link](https://x.com/Object_Zero_/status/2021399078022807772) 2026-02-11T01:41Z 31.5K followers, 38.7K engagements "Carbon Fibre Its actually a fantastic material if you know what you are doing. But its often misused please dont make carbon fibre deepsea subs Its a great material in tension but it doesnt like compressive or shear forces. It doesnt really like torsion. One design trick is to pretension it (the opposite of pre compressing concrete with rebar). If you pair carbon fibre with a lightweight material that has excellent compressive strength you can make extremely strong structural members. One such material is wood. It you produce a wooden mandrel dry it out wrap it in a tight carbon fibre sock" [X Link](https://x.com/Object_Zero_/status/1976653051755647197) 2025-10-10T14:16Z 31.3K followers, 73.2K engagements "Largest Manufacturing Companies in the World By Revenue: [--]. $275bn Apple [--]. $257bn Toyota [--]. $254bn Volkswagen [--]. $201bn Samsung [--]. $182bn Foxconn [--]. $176bn Mercedes-Benz [--]. $153bn Cardinal Health [--]. $141bn China Railway & Engineering [--]. $129bn Huawei [--]. $127bn Ford [--]. $124bn Honda [--]. $122bn General Motors [--]. $121bn Mitsubishi [--]. $113bn BMW [--]. $107bn SAIC Everyone thinks China has taken over the whole world of manufacturing. On the ground its true that theres a huge amount of the worlds manufacturing that happens in China and indeed all of the companies on this list do some" [X Link](https://x.com/Object_Zero_/status/1987545212642627888) 2025-11-09T15:38Z 31.4K followers, 49.5K engagements "Where are the mountains The UK just spent [---] billion building a railway tunnel underneath nothing at all. [---] billion is enough money to pay for end of life care for [---] million people. [---] billion is enough to educate [---] million children from age [--] to [--]. What are we doing here This is public money it was collected from workers and businesses under threat of imprisonment. And we quite literally plough the money into the ground Madness. https://twitter.com/i/web/status/2014636995385938110 https://twitter.com/i/web/status/2014636995385938110" [X Link](https://x.com/Object_Zero_/status/2014636995385938110) 2026-01-23T09:51Z 31.3K followers, 179.2K engagements "@Trausselocal 81% of the route is underground. From London to Birmingham" [X Link](https://x.com/Object_Zero_/status/2014674501242376392) 2026-01-23T12:20Z 31.3K followers, [----] engagements "Scaling Commodities (or not) - Copper There are only 10-12 countries in the world that produce any notably volume of copper. Copper is essential for electrical systems there are substitutes but they are all economically inferior. Chile dominates with a bigger market share than OPEC and still has huge copper reserves but the ore quality in Chile is now falling off a cliff. This happens to copper mining long before reserves are tapped out its how strong reserves figures can be misinterpreted as strong supply security. Chile now needs to mine twice as much ore for the same output as previously" [X Link](https://x.com/Object_Zero_/status/2014769243963678949) 2026-01-23T18:36Z 31.3K followers, 11.8K engagements "Earths [--] Climate Cells The Earths atmosphere is made up of [--] different climate cells; [--] Hadley cells [--] Ferrel cells [--] Polar cells. One of each for North and South hemispheres. At any time each of these cells is carrying a certain amount of energy water vapour and particulate. Each cell exchanges energy and mass with its neighbouring cells with the Earth below it and with space above it. So whilst we have [--] atmosphere we really have [--] cells. They are all subject to Earths gravity the Earth spinning the moon pulling on them all the energy and mass exchanges and their own internal expansion /" [X Link](https://x.com/Object_Zero_/status/2015883563946934335) 2026-01-26T20:24Z 31.3K followers, 53.6K engagements "ASML Is now clearly the structural bottleneck for [---] basis points of global GDP growth. They should probably be charging a 100% premium on their machines as their technological moat is fierce and they are upstream of Nvidia and indeed all chip SOTA architectures. European high precision industrials are actually the single nexus in this US / China tech race. Market doesnt seem be pricing it this way and neither are the companies that operate upstream in the semiconductor supply chains. This is probably all going to change now. The capex is going to continue but the value capture is probably" [X Link](https://x.com/Object_Zero_/status/2016475569488122165) 2026-01-28T11:36Z 31.3K followers, 123.4K engagements "Distribution of Land and Sea on Earth by Latitude The chart below illustrates how many square km of land and water there are at every degree of latitude on Earth. The colours depict: White = Polar region Green = Temperate Region Yellow = Tropical Region Orange = Anti-habitable region Blue = Seawater The anti-habitable region is where the wet bulb effect is chronic and year round. This demands air conditioning which is a major energy demand. Plenty of people will continue to live there but there is a high energy penalty to pay for living in the anti-habitable region. Economies either pay the" [X Link](https://x.com/Object_Zero_/status/2016918421447791093) 2026-01-29T16:56Z 31.4K followers, [----] engagements "The SABRE pre-cooler is a ridiculous technology. I always presumed the leap to SSTO was by moving from a deflagration to a detonation. I feel like SABRE should have targeted some sort of Concorde [---] rather than SSTO. Lots of people would pay over $1bn for a small plane that can fly [----] mph. Whereas not many people have business in space that isnt served by Falcon [--]. https://twitter.com/i/web/status/2017584825650028844 https://twitter.com/i/web/status/2017584825650028844" [X Link](https://x.com/Object_Zero_/status/2017584825650028844) 2026-01-31T13:04Z 31.3K followers, [----] engagements "The F-16 This was first launched in [----] (now [--] years ago). This is your grandfathers fighter jet. It was the first production fighter that was deliberately designed to be aerodynamically unstable. Why unstable This massively reduced the drag and trim and gave the F-16 a ridiculously tight turning angle it was built for dog fighting. But no human can operate all the control surfaces to fly such an unstable vehicle in a tight instantaneous turn. So it has an ancient computer system that flys the plane and the pilot flys it by crude abstract control protocol. The original stick was rigidly" [X Link](https://x.com/Object_Zero_/status/2017596767684985143) 2026-01-31T13:52Z 31.3K followers, 64.3K engagements "@VictorishB123 No. It will be life-extended to the point of collapse" [X Link](https://x.com/Object_Zero_/status/2019192687115866270) 2026-02-04T23:33Z 31.3K followers, [--] engagements "@WalkerMarcus Once he gets the [--] billion to Philip Sands he will quit within six months. Then they will both sail off to Mauritius and live happily ever after" [X Link](https://x.com/Object_Zero_/status/2019196238818902508) 2026-02-04T23:47Z 31.3K followers, [---] engagements "@mwt2008 Silly. Well run energy companies like Exxon and Chevron can borrow money much more cheaply than the UK government can" [X Link](https://x.com/Object_Zero_/status/2019215380452110521) 2026-02-05T01:03Z 31.3K followers, [---] engagements "Prices are not fixed. Pricing is very volume sensitive. Everything on the list is in a pricing pseudo-equilibrium where the economics are sitting in a local minima. In every case there is a superior global minima that is already known if we just break out of the current paradigm. https://twitter.com/i/web/status/2019321335176950075 https://twitter.com/i/web/status/2019321335176950075" [X Link](https://x.com/Object_Zero_/status/2019321335176950075) 2026-02-05T08:04Z 31.3K followers, [----] engagements "@Robotbeat In the real world all prices are curves on a graph and not figures in spreadsheet" [X Link](https://x.com/Object_Zero_/status/2019694385357811980) 2026-02-06T08:47Z 31.3K followers, [---] engagements "Exactly Ramez I think a lot of people are underestimating the AI boom. It is a fairly typical sized industrial cycle and it is being financed out of existing cashflow. The big tech companies arent even drawing down their capital reserves. The expenditure is not capital constrained it is supply constrained on chips and energy infrastructure. It is not financially fragile at all if anything there is plenty more capex available for chips and power. Also these companies are seeing their TTM OFC growing by 20-30% cagr. AI capex can sustainably double every [--] months from here." [X Link](https://x.com/Object_Zero_/status/2019828662644687153) 2026-02-06T17:40Z 31.3K followers, [---] engagements "@RickKiessig You cant transmit Terawatts of power from space to the ground. Thats a giant death ray" [X Link](https://x.com/Object_Zero_/status/2019930813580652816) 2026-02-07T00:26Z 31.3K followers, [---] engagements "So all AI on Earth currently uses 25GW. We are going to launch 100s of GW a year of AI to space so that we can free up 25GW of power for robots Also AI will improve solar cell designs by 2-3% to the theoretical maximum physical limit. And AI will optimise advocacy and permitting Thats the plan https://twitter.com/i/web/status/2019942304794980626 https://twitter.com/i/web/status/2019942304794980626" [X Link](https://x.com/Object_Zero_/status/2019942304794980626) 2026-02-07T01:12Z 31.3K followers, [--] engagements "@bigthumbsupdude What do you think is the limiting factor on commodities today Its not labour and its not intelligence. eg why isnt all the coal in the ground (we know where it is) sitting in coal stockpiles" [X Link](https://x.com/Object_Zero_/status/2020088981833281957) 2026-02-07T10:55Z 31.3K followers, [--] engagements "I think EV-world is +30000 TWh and Optimus-world is +100000 TWh. My question is really very simply. If Xai has to go to space for power scale what does that mean for the two cases above Im not saying anything is impossible Im just asking what is the plan Because it looks partially complete. Where is the terrestrial power https://twitter.com/i/web/status/2020135755943678392 https://twitter.com/i/web/status/2020135755943678392" [X Link](https://x.com/Object_Zero_/status/2020135755943678392) 2026-02-07T14:01Z 31.3K followers, [---] engagements "Youre confusing power and energy. Starship peaks at 100GW power. It doesnt run continuously. Also GW/h doesnt make any sense those units mean an accelerating rate of energy transfer. Finally if you can magically produce gas to burn in idle power plants to charge batteries for robots why is it not possible to magically produce gas to burn in idle power plants to charge batteries for GPUs Any reason to launch GPUs into space also applies to robotic actuators. The story is only partially complete. https://twitter.com/i/web/status/2020213220770709788" [X Link](https://x.com/Object_Zero_/status/2020213220770709788) 2026-02-07T19:09Z 31.3K followers, [--] engagements "@GearMentation No you dont. A 1TW power beam would be 30km wide if we assume 2x maximum solar irradiation. Basically a giant cancer gun" [X Link](https://x.com/Object_Zero_/status/2020213755045355616) 2026-02-07T19:11Z 31.3K followers, [--] engagements "There are no numbers there and the numbers are the claim. The claim is that we will launch 100s of GW of AI into space per year because we cannot build that scale of AI on Earth because of constraints on power. The same claimset says that the main product on Earth is Optimus. My observation is that Optimus shares the same power constraints as everything else on Earth. So lets just use round numbers for ease and say 1bn Optimus robots need 1TW of power for their actuators (they work 24/7 for simplicity). So where does that 1TW come from Because the space AI biz case says this isnt happening" [X Link](https://x.com/Object_Zero_/status/2020217794902835498) 2026-02-07T19:27Z 31.3K followers, [--] engagements "@CSPopoff Theres maybe a 50:50 chance this is a book. But Im planning to just post it online. It doesnt fit in an X article. I could chop it up and post a section a day or link to somewhere else" [X Link](https://x.com/Object_Zero_/status/2021340270370095507) 2026-02-10T21:47Z 31.3K followers, [--] engagements "@admcollingwood But we have world class GRU / PLA agents" [X Link](https://x.com/Object_Zero_/status/2021666162711703774) 2026-02-11T19:22Z 31.3K followers, [----] engagements "@AscendedYield We will be plunged back into the Victorian era" [X Link](https://x.com/Object_Zero_/status/2021682832825794868) 2026-02-11T20:28Z 31.3K followers, [----] engagements "@Fink_Money It just means their stock market will crash 80% in December. They are stupid" [X Link](https://x.com/Object_Zero_/status/2022050158712959303) 2026-02-12T20:48Z 31.4K followers, [---] engagements "Subsea Fibre Optic Cables & Shark Bites Did you know Subsea fibre optic cables which form the backbone of international internet traffic bandwidth are occasionally damaged by sharks. Yes really. Sharks are drawn the low level EMF that these cable emit from the power supply they carry that powers their mid span repeaters. This is totally counter intuitive as light produces no EMF but the low auxiliary power bundled with the cables for driving the repeaters is enough EMF to draw attention from the sharks sensory perception. When the Internet is running a bit slow or your email never arrived" [X Link](https://x.com/Object_Zero_/status/2017675662287638938) 2026-01-31T19:05Z 31.5K followers, [----] engagements "Imagine looking at the moon and seeing city lights. This is not impossible. All it takes is for people to want it. Thats how capitalism works. If people want something bad enough then the entire system contorts and conspires to deliver it. Its a human failure that nobody has been there for [--] years even as our economy and technology has grown stronger and stronger we havent repeated many of the 20th Centurys big achievements. The 20th Century was just bigger and more ambitious. The 21st Century still doesnt really know where it is going or what a worthwhile common goal looks like. There are" [X Link](https://x.com/Object_Zero_/status/2017974521106510130) 2026-02-01T14:53Z 31.5K followers, [----] engagements "The two Superpower Energy Systems On the left is the US energy system and on the right is the Chinese energy system. What is immediately obvious is how very different they are. US is dominated by nat gas and primary crude China is dominated by coal. There are some more subtle differences too: US is [--] EJ China is [---] EJ (charts not to scale) In both systems residential use is small US system has higher commercial use Chinese system has much higher industrial use US system has much higher transport use US system has much higher energy exports A lot of prevailing narratives and emergent trends" [X Link](https://x.com/Object_Zero_/status/2018095899902132587) 2026-02-01T22:55Z 31.5K followers, 66.1K engagements "Check your favourite / least favourite country here https://www.iea.org/data-and-statistics/data-tools/energy-sankey https://www.iea.org/data-and-statistics/data-tools/energy-sankey" [X Link](https://x.com/Object_Zero_/status/2018096233160606082) 2026-02-01T22:56Z 31.5K followers, [----] engagements "The GDP Handbrake Global GDP is restricted by several but weve always done it this way technologies that are technologically inferior to other solutions and their only moat is but this very old supply chain is reliable even though said supply chain is not. So what are they [--]. Transformers ancient technology that has no moat whatsoever other than no buyer ever needs more than one. And so its never worth making your own even though its not even difficult. Its one of those pieces of equipment where accountants just accept that is has a [--] month lead time and never ask what is it made of. 2." [X Link](https://x.com/Object_Zero_/status/2019186202276999652) 2026-02-04T23:07Z 31.5K followers, 57.9K engagements "Oh I cant get a transformer for [--] years Four years lead time on a steam turbine Oh well we will just place an oder and wait in line whilst the discount rate totally destroys our NPV. Its incredible how this is so common at companies with $5 billion in the bank and [-----] engineers on their payroll. Why is this accepted Shocking behaviour" [X Link](https://x.com/Object_Zero_/status/2019187927851454681) 2026-02-04T23:14Z 31.5K followers, [----] engagements "Different countries are moving at different speeds Its not obvious to a lot of people because much of the world is currently at approximately similar levels of technology and development. In the distant past the developed world was advancing much faster than the undeveloped world. And this was the case for almost [---] years. But this started to slow around [----] and by [----] it had changed. In the recent past since [----] the undeveloped world has been advancing much faster than the developed world. This has been an age of socioeconomic and geopolitical compression where the world has become much" [X Link](https://x.com/Object_Zero_/status/2019765676412461248) 2026-02-06T13:30Z 31.5K followers, 12.9K engagements "Genuine Question If Elon is going to space to power AI what is going to power the 1bn Optimus robots and 20m Robotaxis back on Earth Dont you still need + 1TW of terrestrial power generation If SpaceXai launches a few 100GW of AI per year to space what is it controlling Is space AI just for doing knowledge work Doesnt 1TW of AI inference in space just create an intelligence saturated economy crash the value of intelligence and spike the price of commodities Isnt it just the asteroid mining problem in reverse For context there is 25GW of compute on Earth today. Is the biz case theory that" [X Link](https://x.com/Object_Zero_/status/2019907091838710098) 2026-02-06T22:52Z 31.5K followers, 12.5K engagements "Im going to write an article explaining: [--]. Everything a civilisation has ever built is that civilisations accumulated wealth. [--]. Entropy (the Second Law) is constantly eroding that accumulated wealth. [--]. Energy consumption is necessary merely to maintain accumulated wealth in the face of sustained entropy. Therefore accumulated wealth is a resultant product of energy flow and this relationship is linear and can be demonstrated to be linear over any time frame. Will post later it has insightful findings" [X Link](https://x.com/Object_Zero_/status/2020092623638159512) 2026-02-07T11:09Z 31.5K followers, 16.3K engagements "You cannot build a Type II Civilisation without interstellar travel" [X Link](https://x.com/Object_Zero_/status/2021371100073001434) 2026-02-10T23:50Z 31.5K followers, [----] engagements "Isle of Man TT (Tourist Trophy) The Isle of Man is a tiny Island in the middle of the British Isles and for sole unknown reason they have no speed limits on any of the road between towns. No speed limits. They also have no income tax technically but thats a completely different post. Every summer the island hosts a Tourist Trophy for visiting Tourists to race their motorbikes around a [--] mile loop around the island. The tourists that this event attracts are invariably the most aggressive bikers in the world and everyone topping 200mph on two wheels during their lap. Over the years there have" [X Link](https://x.com/Object_Zero_/status/2021416626134913486) 2026-02-11T02:50Z 31.5K followers, [----] engagements "Mass Produced Satellites 🛰 Theres a forgotten story in American Industrial Lore its formally recorded in the literature but people dont realise how impactful it was at the time or how impactful it will still be on the future. Naturally it involves Steve Jobs in his role as iCEO at Apple when as iCEO (the interim CEO) he was culling the entire Apple product line up and replacing it all with the iProduct range. In [----] Jobs was famously booted off the board of the company he founded by a CEO he himself had hired. He was out of Apple for [--] years and didnt return until [----]. Jobs returned to" [X Link](https://x.com/Object_Zero_/status/2021730122324185510) 2026-02-11T23:36Z 31.5K followers, [----] engagements "As you can see by [----] the world will have around [---] GW of advanced AI chips running. And Nvidia will thereafter be adding around [--] GW of chips per year. Currently every 1GW of AI chips that Nvidia sells earns $36bn of revenue. If this holds Nvidia would make $2.8 trillion of revenue by [----]. At a P/E of [--] (less than half their current P/E) that would put them at $56 trillion market cap. The hyperscalers would need to revenue of $6 trillion to be able to pay Nvidia $2.8 trillion capex. This suggests the rest of the Mag7 will have a combined market cap of maybe $120 trillion. Maybe $20" [X Link](https://x.com/Object_Zero_/status/2022429897029743101) 2026-02-13T21:57Z 31.5K followers, [----] engagements "Global power generation capacity is currently [----] GW. [---] GW of AI out of [----] GW of capacity is just 2% of electricity generated by [----]. This is just the start. The past doesnt matter. Nothing in the past will matter beyond [----] not your skills not your wealth nothing. Its all going to be deflated toward nil. You either play this great game or you go to nil. https://twitter.com/i/web/status/2022430892061278690 https://twitter.com/i/web/status/2022430892061278690" [X Link](https://x.com/Object_Zero_/status/2022430892061278690) 2026-02-13T22:01Z 31.5K followers, [----] engagements "@a16z Is AI also good at the new jobs Or is that [--] months away Maybe we need to rethink the entire socioeconomic order like we did after mechanised agriculture" [X Link](https://x.com/Object_Zero_/status/2022464831815561505) 2026-02-14T00:16Z 31.5K followers, [----] engagements "What happens if AI improves medicine People think the population boom was down to industrialisation or food production. But no. Industrialisation didnt change the population much and Haber-Bosch lifted the carry capacity of the planet so it reduced famine. But what really changed world population was medicine. During the first part of the 20th Century life expectancy increased by [---] years per decade. From [----] - [----] life expectancy increased by [---] years per decade. Now there were already old people in [----] and so medicine just allowed far more to live to an older age that was already" [X Link](https://x.com/Object_Zero_/status/2022612301371547876) 2026-02-14T10:02Z 31.5K followers, 35K engagements "@andrewmccalip They had a ropemakers shed and would make and test all the lifting tackle day ahead. Unionisation broke the can do spirit and without that everyone lost their job and place in society to the Just-In-Time economy" [X Link](https://x.com/Object_Zero_/status/2022654883367927874) 2026-02-14T12:51Z 31.5K followers, [----] engagements "No thats not a cargo net. No thats not AI. Its an F1 test component for collecting empirical fluid mechanics data. If you look at F1 and just see cars going round a track I feel sad for you. There is massive information entropy in every surface contour of every component. I bet my metabolism increases by 8% every time I even look at an F1 car. Heres the thing about taking aero measurements. You never want the influence of the measurement device to artificially influence the flow field. The implication could be that the data you measure is only the artificially influenced picture and not the" [X Link](https://x.com/Object_Zero_/status/2022658638163190142) 2026-02-14T13:06Z 31.5K followers, [----] engagements "@akasliwal98 If you read the chart the pink line is 2051" [X Link](https://x.com/Object_Zero_/status/2022729960536834244) 2026-02-14T17:49Z 31.5K followers, [---] engagements "Further [--]. The Taiwanese grid consumes 49GW of power generation capacity. [--]. TSMC alone consumes 7.2GW (15%). [--]. Some 98% of power generation is burning imported fuel (oil coal and gas). [--]. Taiwan has strategic fuel bunkering for [--] days. Eight days. Seems kinda brittle. Taiwan Taiwan currently produces 90% of the worlds advanced silicon chips. The Taiwanese semiconductor industry consumes [---] GW or power each year and each year it produces enough silicon chips to consume [--] GW of power. Nvidias AI chips like H100 and B200 account for 5-6 https://t.co/2WWwuzGyjr Taiwan Taiwan currently" [X Link](https://x.com/Object_Zero_/status/2022839587412791398) 2026-02-15T01:05Z 31.5K followers, 15.9K engagements "@samtilston @SmallCapSnipa For context Nvidia built 4.5GW of AI chips last year and has 90% market share. Im not sure these hardware exponentials carry through market capacity as seamlessly as they do in software. (I mean I am sure but Im being polite)" [X Link](https://x.com/Object_Zero_/status/2022997262780236107) 2026-02-15T11:31Z 31.5K followers, [--] engagements "US Naval Reactor Testing In the 1960s at the Idaho National Lab the US built the S5G. A nuclear reactor for the US Navy to provide electricity generation and propulsion onboard submarines. S = Submarine Platform [--] = Fifth Generation G = General Electric as Primary Contractor As the power plant was for a sub it had to be quiet which meant it was designed with natural convection and minimal use of pumps. This meant locating the reactor in the bottom of the boat and the steam plant in the top of the boat so that there was enough buoyancy head for the coolant to circulate. The power plant paired" [X Link](https://x.com/Object_Zero_/status/2016329529229275381) 2026-01-28T01:56Z 31.5K followers, 14.7K engagements "The world is a big place so this happens a lot more often than anyone would admit" [X Link](https://x.com/Object_Zero_/status/2017676447352074309) 2026-01-31T19:08Z 31.5K followers, [----] engagements "The Kroll Process Titanium (Ti) Humans could use a lot more titanium if we had it it has two great properties first its fully corrosion resistant and secondly it has high strength to density ratio. Its so corrosion resistant its the preferred material for surgical implants. Its an extremely biocompatible material to the point where your bones can be replaced with titanium bones (surprised we dont see more body modification like this). On strength to density titanium has the highest strength to density of any metallic element. Pure titanium is as strong as steel but is only 57% the weight. The" [X Link](https://x.com/Object_Zero_/status/2019521487825433014) 2026-02-05T21:20Z 31.5K followers, 44.4K engagements "@BoringBiz_ Its not over because 4/5 of those companies are just spending cashflow and their cashflow is still growing at 30% CAGR. They can spend the same again every year for a decade" [X Link](https://x.com/Object_Zero_/status/2019578771796553851) 2026-02-06T01:07Z 31.5K followers, [----] engagements "@MattZeitlin I got the impression 90% of his cognitive load is dominated by his pending giant IPO and his past SEC problems with IPOs. [--]. Talk up the IPO [--]. Do not blow up the IPO [--]. Repeat" [X Link](https://x.com/Object_Zero_/status/2019690905767408041) 2026-02-06T08:33Z 31.5K followers, [----] engagements "@levelsio The iPhone was developed by a team of [--] people" [X Link](https://x.com/Object_Zero_/status/2022065098601488522) 2026-02-12T21:47Z 31.5K followers, [----] engagements "@peterrhague Imagine sitting in a meeting listening to someone explain the results of a newt NDA test. I have a hard time believing anyone does this. I presume its just some councillors nephew stealing money via naked corruption" [X Link](https://x.com/Object_Zero_/status/2022082077408342151) 2026-02-12T22:55Z 31.4K followers, [---] engagements "@GaryNTrader @LoftusSteve There are projects in Asia doing their mid-life refits whilst Western projects that had same KO are still at pre-FID. Western governments need to get out of the way" [X Link](https://x.com/Object_Zero_/status/2022288534510465520) 2026-02-13T12:35Z 31.5K followers, [--] engagements "@Twit_200124 No. Life expectancy in the UK is not 120" [X Link](https://x.com/Object_Zero_/status/2022631331658596621) 2026-02-14T11:17Z 31.5K followers, [---] engagements "@Dr_da_Vinci If the AI is benevolent" [X Link](https://x.com/Object_Zero_/status/2022730360841281882) 2026-02-14T17:51Z 31.5K followers, [--] engagements "@AlecDacyczyn Yes one year the retirement age gets moved from [--] to 90" [X Link](https://x.com/Object_Zero_/status/2022759382727999866) 2026-02-14T19:46Z 31.5K followers, [---] engagements "Cairo Cairo / Egypt is such a unique geography compared to everywhere else in the world. These two maps are exactly the same scale Essentially the rural population of Egypt is zero and the urban population is [---] million. Theres pretty much just one continuous urban mass as Cairo has sprawled across every inch of land that is not inhospitable desert. If you have seen aerial images of Cairo then you can imagine what sort of place it is. When you see maps like this you can image what sort of scale it is. The official population of Cairo is about 23m but at no point does Cairo end and you cross" [X Link](https://x.com/Object_Zero_/status/2015089758867726593) 2026-01-24T15:50Z 31.5K followers, 380.5K engagements "Taiwan Taiwan currently produces 90% of the worlds advanced silicon chips. The Taiwanese semiconductor industry consumes [---] GW or power each year and each year it produces enough silicon chips to consume [--] GW of power. Nvidias AI chips like H100 and B200 account for 5-6 million units which is [---] GW of the [--] GW of compute produced by Taiwan. Nvidias AI chips recently overtook the global server CPU market for GW of compute and Nvidias AI chips recently production doubled in the past [--] months from [---] GW in [----]. So for every 1GW of power generation on the island of Taiwan Taiwan is able to" [X Link](https://x.com/Object_Zero_/status/2022426493444329480) 2026-02-13T21:43Z 31.5K followers, 94.8K engagements "@ns123abc Nothing really to do with China. The US is highly protectionist. USA was created as an entity to fight a 1.5% tariff on tea leaves" [X Link](https://x.com/Object_Zero_/status/2023000979256619008) 2026-02-15T11:46Z 31.5K followers, [---] engagements "We are now at the stage of Cold War [---] where Chinese Factories are selling solar panel manufacturing kits with a buy button obviously. The lead time is [--] days. This production line will produce [--] OFF 455watt panels per hour. If you can operate 24/7 that would be 35MW of panels produced / yr. Prices below include shipping and installation by OEMs own installation engineers" [X Link](https://x.com/Object_Zero_/status/1968094139313983549) 2025-09-16T23:26Z 31.3K followers, 337.8K engagements "Yes they get a bad press because of their long legacy. But its just the case that water is an exceptional heat transfer medium. Nobody complains about steel bridges being old technology. Having said that sCO2 and liquid metals are probably going to get commercialised by [----]. https://twitter.com/i/web/status/1982911537615433849 https://twitter.com/i/web/status/1982911537615433849" [X Link](https://x.com/Object_Zero_/status/1982911537615433849) 2025-10-27T20:45Z 31.3K followers, [----] engagements "@pronounced_kyle The closed Brayton Cycle will see the Rankine (steam) cycle consigned to history by mid century. Smaller components more efficient better" [X Link](https://x.com/Object_Zero_/status/1993054319441322241) 2025-11-24T20:29Z 31.3K followers, [----] engagements "This is all true. The big steal for sCO2 is around the 31C phase change where the fluid collapses into super high density. So you cool it ahead of the compressor and you gain maybe 5-600bps of efficiency. But you can also run a closed Brayton on Nitrogen and you can use gas turbine data for blade design etc and the tech is all very mature and easy to tune. - yet nobody does this. N2 is chemically inert runs on gas turbine blades doesnt have the sCO2 transient difficulties you can load follow with same flexibility of a gas turbine. N2 ST for efficiency but N2 is simpler drier faster more" [X Link](https://x.com/Object_Zero_/status/1998890363105227255) 2025-12-10T22:59Z 31.3K followers, [--] engagements "@patbahn Then sCO2 has excellenter" [X Link](https://x.com/Object_Zero_/status/1999087571159450104) 2025-12-11T12:03Z 31.3K followers, [---] engagements "@Andercot Steam is OK but a closed Brayton Cycle on sCO2 is better because you can use the 30C critical point to recuperate instead of doing work with a compressor. The turbomachinery is also 1/50th the size of a steam turbine. So its much easier to build handle and install at scale" [X Link](https://x.com/Object_Zero_/status/2002510190399402101) 2025-12-20T22:43Z 31.3K followers, [----] engagements "Steam has great specific enthalpy but sCO2 is much denser and only has a 3x volume change round trip whereas steam is 2000x volume change. Steam is the more energy dense fluid at the turbine inlet but at the back end in the exhaust its far less energy dense and needs a massive outlet and very large diameter turbine blades where the tip speed limits the rotary speed. https://twitter.com/i/web/status/2002528621572034569 https://twitter.com/i/web/status/2002528621572034569" [X Link](https://x.com/Object_Zero_/status/2002528621572034569) 2025-12-20T23:56Z 31.3K followers, [---] engagements "Capex depreciation is already less than 25% of the economics about 50% is energy costs. Desal is a pretty good abatement solution to the solar Duck Curve you can make your water during the day and you can heat your water during the day too. eg in California they have about [----] hours a year of negative electricity prices and they have a water shortage. If California wasnt run like Enron they would have solved this already. These are two industrial problems that often co-exist and easily cancel one another out (to some extent)" [X Link](https://x.com/Object_Zero_/status/2007946556637372900) 2026-01-04T22:45Z 31.3K followers, [---] engagements "Geothermal is quite location limited. But where you have geothermal + coastline then you can also have freshwater and this is a case where technology replaces geography in terms of what drives human settlement distribution. This isnt something that happens quickly but it happens sort of inevitably because societies are just atoms of people that just statistically bounce about into the most economically advantageous structures. So I think in 50-100 years we end up with people spreading along coastlines instead of spreading along rivers. Subtle difference but big difference. Big win for eg" [X Link](https://x.com/Object_Zero_/status/2007953742243532991) 2026-01-04T23:14Z 31.3K followers, [---] engagements "Pumped Hydroelectric Plants are Batteries A pumped hydro plant using reversible Francis or Pelton turbines can achieve a round trip efficiency of 85-95% at the turbine or 80% at the system level in reality. Where pumped hydro excels is sheer scale. Pumped hydro storage accounts for 94% of installed energy storage systems around the world. The capita cost is about $50 / kWh and LCOE is $0.05 / kWh Thats incredibly cheap. What really limits the use of pumped hydro is the site geography that is often needed to develop these site. Its almost always based on a river valley. However there is an" [X Link](https://x.com/Object_Zero_/status/2015381313977524658) 2026-01-25T11:08Z 31.3K followers, 12K engagements "The [---] I honestly do not understand the whole [---] thing. I know its seen as some sort of brag about doing long hours but really Thats 9am - 9pm [--] days per week so 72hrs a week. When I was in my 20s I worked in the oilfield and junior people worked a minimum of 7x [--] hour shifts a week. So an [--] hour week was just a bog-standard norm for entry level people in the industry. And this wasnt sat at a laptop this is on your feet yelling at each other. After 4-5 years you would get a more senior position and generally have to attend meetings before and after your shift and also do some planning." [X Link](https://x.com/Object_Zero_/status/2017030745202549190) 2026-01-30T00:22Z 31.1K followers, [----] engagements "@NickDurie_Alba Tourism is the largest industry on Earth. $11 trillion a year" [X Link](https://x.com/Object_Zero_/status/2018003031124508851) 2026-02-01T16:46Z 31.1K followers, [---] engagements "100% The two modes are the wrong way around. You should have kids asap you get to spend a lot more time with them get to see more of their life arc. Hopefully you see your grandkids grow up too and you get to correct all the mistakes you made with your own kids. Even if you care about money your 50s are your peak earning years. Not your 20s. https://twitter.com/i/web/status/2018119954311086153 https://twitter.com/i/web/status/2018119954311086153" [X Link](https://x.com/Object_Zero_/status/2018119954311086153) 2026-02-02T00:31Z 31.1K followers, [----] engagements "@CalumDouglas1 Did Britain win WWII We were on the winning side but as a nation we were very much the biggest loser" [X Link](https://x.com/Object_Zero_/status/2018124166369542328) 2026-02-02T00:47Z 31.1K followers, 11.4K engagements "@MarkFriedenbach @CalumDouglas1 Just [--] years after the war both Germany and Japan were much stronger than Britain with higher living standards as Britain paid war debt (for [--] years) and Germany and Japan did not. People born in UK [--] years after WWII paid taxes toward the cost of the war" [X Link](https://x.com/Object_Zero_/status/2018226923550171576) 2026-02-02T07:36Z 31.1K followers, [---] engagements "@ramez True but its a skill issue not a technology issue. The technology is objectively superior" [X Link](https://x.com/Object_Zero_/status/2019187194699600124) 2026-02-04T23:11Z 31.3K followers, [---] engagements "@ramez I can imagine a real world version of it. The past is no guide to the future" [X Link](https://x.com/Object_Zero_/status/2019191288378327084) 2026-02-04T23:28Z 31.3K followers, [---] engagements "@VictorishB123 😂 The solution is staring us all in the face" [X Link](https://x.com/Object_Zero_/status/2019191537934966849) 2026-02-04T23:29Z 31.3K followers, [--] engagements "@rickmayo_ @ramez SMRs make it worse. First Nuclear Age focused on the tech didnt solve the main problem. Second Nuclear Age focused on the manufacturing didnt solve the main problem" [X Link](https://x.com/Object_Zero_/status/2019192404671123633) 2026-02-04T23:32Z 31.3K followers, [---] engagements "@ToughSf Yes" [X Link](https://x.com/Object_Zero_/status/2019214111515766968) 2026-02-05T00:58Z 31.3K followers, [---] engagements "This is the opposite of how adoption actually works in the real world. Smartphones arent cheap until you make [--] million of them. You figure out what the economics are at scale then you figure out the cost to get there then you pay that cost. You have to break out the local minima of each technology to get to the next one sometimes this happens naturally or due to market noise sometimes its more difficult. But once you know the global minima you should make the effort to move. https://twitter.com/i/web/status/2019329563105398967 https://twitter.com/i/web/status/2019329563105398967" [X Link](https://x.com/Object_Zero_/status/2019329563105398967) 2026-02-05T08:37Z 31.3K followers, [----] engagements "Solar + BESS will together produce 80% of electricity and capture about 15% of the revenue. Nuclear will produce 20% of electricity and capture 85% of the revenue. Electricity is not a commodity its a system. Also solar is Elon-coded its an Elon tech. Which means it is massively decentralised distributed and consumer first. Elon has a very specific style of technology he thinks in a very specific way has subjective preferences inspite of first principles approach and this is very evident in everything he does. He is a solar maxxer because its primarily a behind the meter technology" [X Link](https://x.com/Object_Zero_/status/2019353181285675243) 2026-02-05T10:11Z 31.3K followers, [---] engagements "@teortaxesTex @chamath solar *will* capture 15% of revenue at system saturation. Which is at the 60-80% mark. It rapidly cannibalises itself at the saturation margin" [X Link](https://x.com/Object_Zero_/status/2019354426168000804) 2026-02-05T10:16Z 31.3K followers, [--] engagements "Mag7 ranked by growth Ticker P/E TTM cashflow TTM OCF growth [--]. NVDA [-----] $83.16bn. 41.05% [--]. META [-----] $115.80bn 26.80% [--]. AAPL [-----] $135.47bn 25.10% [--]. GOOGL. 30.81.$151.42bn 24.02% [--]. MSFT [-----] $160.51bn 22.37% [--]. AMZN. [-----] $130.69bn 20.00% [--]. TSLA [------]. $14.75bn 11.69% When your TTM operating cashflow is growing 20-40% / year and your P/E is [--] Its not a bubble. Its real real cashflow real growth. https://twitter.com/i/web/status/2019597074673615092 https://twitter.com/i/web/status/2019597074673615092" [X Link](https://x.com/Object_Zero_/status/2019597074673615092) 2026-02-06T02:20Z 31.3K followers, [----] engagements "2008 really broke capitalism in a way that a nobody under [--] understands. The next big financial crisis isnt going to be the stock market. The stock market is now 100% underwritten by QE. The next big crisis is SovX. Entire countries will disappear. We are in a SovX bubble" [X Link](https://x.com/Object_Zero_/status/1844388787994190302) 2024-10-10T14:45Z 31.3K followers, 705.8K engagements "Ships can carry [-----] TEU (twenty foot equivalent units) containers. A single TEU can carry [---] deployment ready drones + a launch system. See attached video. Current deployment technology can land [--------] drones in one landing. A big number. The only thing missing today is capacity to manufacture such a quantity of drones. For context if you can build [-----] drones a day it would take [--] year of production to load such a ship. This is also $10-30bn of drones. My point here is that manufacturing is the main bottleneck not delivery. OK so now we know. You can comfortably pack a swarm of 720" [X Link](https://x.com/Object_Zero_/status/1974056451241812465) 2025-10-03T10:18Z 31.3K followers, 58.8K engagements "Rapid Rare Earth Reshoring Much of the problem around rare earth processing is entirely fictional Chinas dominance in RE is not technological it is merely environmental legislation arbitrage. The West can almost immediately rebuild Chinas reprocessing capacity in a multitude of nearby locations. This is not the Manhattan Program. What needs to be built Hydrometallurgical lines Acid leaching (HCl HNO3 H2SO4 you can buy these over the counter I have them all at home) Solvent extraction trains (50-100 stages) this is the only semi-challenging bit but we already make TBP D2EHPA PC88A and Cyanex." [X Link](https://x.com/Object_Zero_/status/1976726412888318378) 2025-10-10T19:07Z 31.3K followers, 952.2K engagements "I wonder if its possibly to build a fusion engine with the recurring cavitation collapses between two engaged rotating gear profiles immersed in deuterium You could also Z pinch on the axial axis. https://t.co/XN9nU8PSJj https://t.co/XN9nU8PSJj" [X Link](https://x.com/Object_Zero_/status/1991617232544190871) 2025-11-20T21:18Z 31.3K followers, 20.5K engagements "At the moment I kinda see Valar Atomics as an oil company / petrochem. I think thats where HTGR leads you (as a central scenario). Feels like Isiah and Casey are on technology differentiated journeys to a similar market destiny. Whats cool is that theres lots of room for both they could even diversify their upstream and downstream with one another. Valar are more upstream focused and Casey is more downstream focused. But theres $4T oil sales to be had ($5T if you price off product) and you can clear 25% of that if you can beat $50 oil. Theyll probably be along soon to tell me why I have this" [X Link](https://x.com/Object_Zero_/status/1991841487072407882) 2025-11-21T12:09Z 31.3K followers, [---] engagements "Agenda Item 1). The Copenhagen Criteria The Copenhagen Criteria is the criteria that a nation must meet in order to join the EU. i) Budget deficit must not exceed 3% ii) Debt to GDP must not exceed 60% The UK deficit is 127bn which is 4.5% of GDP. Compliance with i) would mean cutting 43bn from public services. The UK debt to GDP ratio is 98.7% Compliance with ii) would mean repaying [---] trillion of debt. For the UK to rejoin the EU we would have to spend [---] bn every year for [--] years to repair our finances to meet the criteria. This would mean scrapping either the NHS (180bn) or the State" [X Link](https://x.com/Object_Zero_/status/1885255460376170579) 2025-01-31T09:15Z 31.4K followers, [----] engagements "To put the AI industrial revolution in context Google is spending $85bn on AI this year thats the German defence budget Amazon is spending $114bn Russias defence budget Meta $72bn Frances defence budget Microsoft $89bn UKs defence budget the robots are coming" [X Link](https://x.com/Object_Zero_/status/1951561880859742364) 2025-08-02T08:33Z 31.5K followers, 69.7K engagements "OK so now we know. You can comfortably pack a swarm of [---] drones and their launch system into a single 20ft shipping container. For context Germany + France + UK have about [---] tanks between them. The world has changed" [X Link](https://x.com/Object_Zero_/status/1973893204824232432) 2025-10-02T23:29Z 31.5K followers, 1.7M engagements "The DJI Mavic [--] Its 347mm x 283mm x 108mm It fits in this launch system. It can carry a 1lb payload a distance of 10km It costs $2000 This is just the commercially available version not a military grade version. https://twitter.com/i/web/status/1974031255286030679 https://twitter.com/i/web/status/1974031255286030679" [X Link](https://x.com/anyuser/status/1974031255286030679) 2025-10-03T08:38Z 31.4K followers, 70.2K engagements "The UK used to be led by men like this. Sent to stop an invasion force Face impossible odds Invent new battle doctrine on the spot Lead from the front (suicide) Win decisively Capture all enemy ships Unexpectedly achieve total naval supremacy Unexpectedly achieve global hegemony Bleed out onboard your shattered flagship HMS Victory No other man has ever experienced such an afternoon" [X Link](https://x.com/Object_Zero_/status/1974459430574883215) 2025-10-04T12:59Z 31.5K followers, 473K engagements "Deepsea Mining People talk about this and it never really sounds real or commercial but its probably going to happen soon. When everyone hears about deepsea mining they imagine digging a mine or a quarry under the sea which is obviously far more difficult than doing the same thing on land. But thats not what deepsea mining actually is. Heres what to expect. The commercially interesting stuff is called polymetallic nodules (see picture below) these are found at depths of 46km on the abyssal plain. You just pick them up like rocks off the floor. The ClarionClipperton zone (CCZ) which is the" [X Link](https://x.com/Object_Zero_/status/2013313032013619439) 2026-01-19T18:10Z 31.3K followers, 27.9K engagements "Copper is $10600 per tonne You can buy an entry level copper recycling machine for $5000 This machine consumes 39kW and is able to process 200kg / hour The running costs are probably around $50/hour and the output is worth $2700 / hour So it really comes down to finding a cheap sources of copper. When the equipment is this cheap relative to the materials it doesnt make sense to consolidate and ship bulk material large distances. That sort of large scale heavy industry only makes sense for high capex low bulk price process of which copper recycling is no longer one. With low capex high bulk" [X Link](https://x.com/anyuser/status/1978082585428340779) 2025-10-14T12:56Z 31.5K followers, 94.7K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Object_Zero_ Object ZeroObject Zero posts on X about ai, if you, the world, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 20.79% countries 13.86% stocks 7.92% technology brands 7.92% travel destinations 3.96% celebrities 2.97% automotive brands 1.98% vc firms 0.99% products 0.99%
Social topic influence ai #2213, if you 8.91%, the world 7.92%, in the 7.92%, solar 5.94%, carry #174, china 3.96%, money 3.96%, gas #287, level 3.96%
Top accounts mentioned or mentioned by @ramez @samtilston @victorishb123 @cspopoff @garyntrader @alecdacyczyn @calumdouglas1 @gvp324377 @josephsomsel @teshen8lin @kevinmonk @markankcorn @alexhuskey6 @benmagelsen @jimmybajimmyba @elonmusk @trausselocal @walkermarcus @mwt2008 @robotbeat
Top assets mentioned Toyota Motor Corporation (TM) General Motors Company (GM)
Top posts by engagements in the last [--] hours
"Greenland - As viewed from a proper map Why Greenland Well because Moscow bases almost all of their strategic military assets on the Kola Peninsula next to Finland. This is where the Russian ICBM silos submarine bases and their strategic bombers are. If you look at the flight path (ballistic or powered) from Kola to anywhere on the lower [--] then everything goes over Greenland. Greenland is the theatre where any strategic exchange between Washington and Moscow is contested. If you want to intercept a ballistic missile the best point to do so is at the apogee at the top of the flight path. The"
X Link 2026-01-06T13:02Z 31.5K followers, 3.1M engagements
"Update: This morphed into a larger and very interesting exercise. X Articles are limited to about 100k characters. Its currently around [---] pages. Im going to write an article explaining: [--]. Everything a civilisation has ever built is that civilisations accumulated wealth. [--]. Entropy (the Second Law) is constantly eroding that accumulated wealth. [--]. Energy consumption is necessary merely to maintain accumulated wealth Im going to write an article explaining: [--]. Everything a civilisation has ever built is that civilisations accumulated wealth. [--]. Entropy (the Second Law) is constantly eroding"
X Link 2026-02-10T21:17Z 31.5K followers, [----] engagements
"@jimmybajimmyba @elonmusk [----] is gonna be insane and likely the busiest (and most consequential) year for the future of our species. so I quit my job"
X Link 2026-02-11T01:41Z 31.5K followers, 38.7K engagements
"Carbon Fibre Its actually a fantastic material if you know what you are doing. But its often misused please dont make carbon fibre deepsea subs Its a great material in tension but it doesnt like compressive or shear forces. It doesnt really like torsion. One design trick is to pretension it (the opposite of pre compressing concrete with rebar). If you pair carbon fibre with a lightweight material that has excellent compressive strength you can make extremely strong structural members. One such material is wood. It you produce a wooden mandrel dry it out wrap it in a tight carbon fibre sock"
X Link 2025-10-10T14:16Z 31.3K followers, 73.2K engagements
"Largest Manufacturing Companies in the World By Revenue: [--]. $275bn Apple [--]. $257bn Toyota [--]. $254bn Volkswagen [--]. $201bn Samsung [--]. $182bn Foxconn [--]. $176bn Mercedes-Benz [--]. $153bn Cardinal Health [--]. $141bn China Railway & Engineering [--]. $129bn Huawei [--]. $127bn Ford [--]. $124bn Honda [--]. $122bn General Motors [--]. $121bn Mitsubishi [--]. $113bn BMW [--]. $107bn SAIC Everyone thinks China has taken over the whole world of manufacturing. On the ground its true that theres a huge amount of the worlds manufacturing that happens in China and indeed all of the companies on this list do some"
X Link 2025-11-09T15:38Z 31.4K followers, 49.5K engagements
"Where are the mountains The UK just spent [---] billion building a railway tunnel underneath nothing at all. [---] billion is enough money to pay for end of life care for [---] million people. [---] billion is enough to educate [---] million children from age [--] to [--]. What are we doing here This is public money it was collected from workers and businesses under threat of imprisonment. And we quite literally plough the money into the ground Madness. https://twitter.com/i/web/status/2014636995385938110 https://twitter.com/i/web/status/2014636995385938110"
X Link 2026-01-23T09:51Z 31.3K followers, 179.2K engagements
"@Trausselocal 81% of the route is underground. From London to Birmingham"
X Link 2026-01-23T12:20Z 31.3K followers, [----] engagements
"Scaling Commodities (or not) - Copper There are only 10-12 countries in the world that produce any notably volume of copper. Copper is essential for electrical systems there are substitutes but they are all economically inferior. Chile dominates with a bigger market share than OPEC and still has huge copper reserves but the ore quality in Chile is now falling off a cliff. This happens to copper mining long before reserves are tapped out its how strong reserves figures can be misinterpreted as strong supply security. Chile now needs to mine twice as much ore for the same output as previously"
X Link 2026-01-23T18:36Z 31.3K followers, 11.8K engagements
"Earths [--] Climate Cells The Earths atmosphere is made up of [--] different climate cells; [--] Hadley cells [--] Ferrel cells [--] Polar cells. One of each for North and South hemispheres. At any time each of these cells is carrying a certain amount of energy water vapour and particulate. Each cell exchanges energy and mass with its neighbouring cells with the Earth below it and with space above it. So whilst we have [--] atmosphere we really have [--] cells. They are all subject to Earths gravity the Earth spinning the moon pulling on them all the energy and mass exchanges and their own internal expansion /"
X Link 2026-01-26T20:24Z 31.3K followers, 53.6K engagements
"ASML Is now clearly the structural bottleneck for [---] basis points of global GDP growth. They should probably be charging a 100% premium on their machines as their technological moat is fierce and they are upstream of Nvidia and indeed all chip SOTA architectures. European high precision industrials are actually the single nexus in this US / China tech race. Market doesnt seem be pricing it this way and neither are the companies that operate upstream in the semiconductor supply chains. This is probably all going to change now. The capex is going to continue but the value capture is probably"
X Link 2026-01-28T11:36Z 31.3K followers, 123.4K engagements
"Distribution of Land and Sea on Earth by Latitude The chart below illustrates how many square km of land and water there are at every degree of latitude on Earth. The colours depict: White = Polar region Green = Temperate Region Yellow = Tropical Region Orange = Anti-habitable region Blue = Seawater The anti-habitable region is where the wet bulb effect is chronic and year round. This demands air conditioning which is a major energy demand. Plenty of people will continue to live there but there is a high energy penalty to pay for living in the anti-habitable region. Economies either pay the"
X Link 2026-01-29T16:56Z 31.4K followers, [----] engagements
"The SABRE pre-cooler is a ridiculous technology. I always presumed the leap to SSTO was by moving from a deflagration to a detonation. I feel like SABRE should have targeted some sort of Concorde [---] rather than SSTO. Lots of people would pay over $1bn for a small plane that can fly [----] mph. Whereas not many people have business in space that isnt served by Falcon [--]. https://twitter.com/i/web/status/2017584825650028844 https://twitter.com/i/web/status/2017584825650028844"
X Link 2026-01-31T13:04Z 31.3K followers, [----] engagements
"The F-16 This was first launched in [----] (now [--] years ago). This is your grandfathers fighter jet. It was the first production fighter that was deliberately designed to be aerodynamically unstable. Why unstable This massively reduced the drag and trim and gave the F-16 a ridiculously tight turning angle it was built for dog fighting. But no human can operate all the control surfaces to fly such an unstable vehicle in a tight instantaneous turn. So it has an ancient computer system that flys the plane and the pilot flys it by crude abstract control protocol. The original stick was rigidly"
X Link 2026-01-31T13:52Z 31.3K followers, 64.3K engagements
"@VictorishB123 No. It will be life-extended to the point of collapse"
X Link 2026-02-04T23:33Z 31.3K followers, [--] engagements
"@WalkerMarcus Once he gets the [--] billion to Philip Sands he will quit within six months. Then they will both sail off to Mauritius and live happily ever after"
X Link 2026-02-04T23:47Z 31.3K followers, [---] engagements
"@mwt2008 Silly. Well run energy companies like Exxon and Chevron can borrow money much more cheaply than the UK government can"
X Link 2026-02-05T01:03Z 31.3K followers, [---] engagements
"Prices are not fixed. Pricing is very volume sensitive. Everything on the list is in a pricing pseudo-equilibrium where the economics are sitting in a local minima. In every case there is a superior global minima that is already known if we just break out of the current paradigm. https://twitter.com/i/web/status/2019321335176950075 https://twitter.com/i/web/status/2019321335176950075"
X Link 2026-02-05T08:04Z 31.3K followers, [----] engagements
"@Robotbeat In the real world all prices are curves on a graph and not figures in spreadsheet"
X Link 2026-02-06T08:47Z 31.3K followers, [---] engagements
"Exactly Ramez I think a lot of people are underestimating the AI boom. It is a fairly typical sized industrial cycle and it is being financed out of existing cashflow. The big tech companies arent even drawing down their capital reserves. The expenditure is not capital constrained it is supply constrained on chips and energy infrastructure. It is not financially fragile at all if anything there is plenty more capex available for chips and power. Also these companies are seeing their TTM OFC growing by 20-30% cagr. AI capex can sustainably double every [--] months from here."
X Link 2026-02-06T17:40Z 31.3K followers, [---] engagements
"@RickKiessig You cant transmit Terawatts of power from space to the ground. Thats a giant death ray"
X Link 2026-02-07T00:26Z 31.3K followers, [---] engagements
"So all AI on Earth currently uses 25GW. We are going to launch 100s of GW a year of AI to space so that we can free up 25GW of power for robots Also AI will improve solar cell designs by 2-3% to the theoretical maximum physical limit. And AI will optimise advocacy and permitting Thats the plan https://twitter.com/i/web/status/2019942304794980626 https://twitter.com/i/web/status/2019942304794980626"
X Link 2026-02-07T01:12Z 31.3K followers, [--] engagements
"@bigthumbsupdude What do you think is the limiting factor on commodities today Its not labour and its not intelligence. eg why isnt all the coal in the ground (we know where it is) sitting in coal stockpiles"
X Link 2026-02-07T10:55Z 31.3K followers, [--] engagements
"I think EV-world is +30000 TWh and Optimus-world is +100000 TWh. My question is really very simply. If Xai has to go to space for power scale what does that mean for the two cases above Im not saying anything is impossible Im just asking what is the plan Because it looks partially complete. Where is the terrestrial power https://twitter.com/i/web/status/2020135755943678392 https://twitter.com/i/web/status/2020135755943678392"
X Link 2026-02-07T14:01Z 31.3K followers, [---] engagements
"Youre confusing power and energy. Starship peaks at 100GW power. It doesnt run continuously. Also GW/h doesnt make any sense those units mean an accelerating rate of energy transfer. Finally if you can magically produce gas to burn in idle power plants to charge batteries for robots why is it not possible to magically produce gas to burn in idle power plants to charge batteries for GPUs Any reason to launch GPUs into space also applies to robotic actuators. The story is only partially complete. https://twitter.com/i/web/status/2020213220770709788"
X Link 2026-02-07T19:09Z 31.3K followers, [--] engagements
"@GearMentation No you dont. A 1TW power beam would be 30km wide if we assume 2x maximum solar irradiation. Basically a giant cancer gun"
X Link 2026-02-07T19:11Z 31.3K followers, [--] engagements
"There are no numbers there and the numbers are the claim. The claim is that we will launch 100s of GW of AI into space per year because we cannot build that scale of AI on Earth because of constraints on power. The same claimset says that the main product on Earth is Optimus. My observation is that Optimus shares the same power constraints as everything else on Earth. So lets just use round numbers for ease and say 1bn Optimus robots need 1TW of power for their actuators (they work 24/7 for simplicity). So where does that 1TW come from Because the space AI biz case says this isnt happening"
X Link 2026-02-07T19:27Z 31.3K followers, [--] engagements
"@CSPopoff Theres maybe a 50:50 chance this is a book. But Im planning to just post it online. It doesnt fit in an X article. I could chop it up and post a section a day or link to somewhere else"
X Link 2026-02-10T21:47Z 31.3K followers, [--] engagements
"@admcollingwood But we have world class GRU / PLA agents"
X Link 2026-02-11T19:22Z 31.3K followers, [----] engagements
"@AscendedYield We will be plunged back into the Victorian era"
X Link 2026-02-11T20:28Z 31.3K followers, [----] engagements
"@Fink_Money It just means their stock market will crash 80% in December. They are stupid"
X Link 2026-02-12T20:48Z 31.4K followers, [---] engagements
"Subsea Fibre Optic Cables & Shark Bites Did you know Subsea fibre optic cables which form the backbone of international internet traffic bandwidth are occasionally damaged by sharks. Yes really. Sharks are drawn the low level EMF that these cable emit from the power supply they carry that powers their mid span repeaters. This is totally counter intuitive as light produces no EMF but the low auxiliary power bundled with the cables for driving the repeaters is enough EMF to draw attention from the sharks sensory perception. When the Internet is running a bit slow or your email never arrived"
X Link 2026-01-31T19:05Z 31.5K followers, [----] engagements
"Imagine looking at the moon and seeing city lights. This is not impossible. All it takes is for people to want it. Thats how capitalism works. If people want something bad enough then the entire system contorts and conspires to deliver it. Its a human failure that nobody has been there for [--] years even as our economy and technology has grown stronger and stronger we havent repeated many of the 20th Centurys big achievements. The 20th Century was just bigger and more ambitious. The 21st Century still doesnt really know where it is going or what a worthwhile common goal looks like. There are"
X Link 2026-02-01T14:53Z 31.5K followers, [----] engagements
"The two Superpower Energy Systems On the left is the US energy system and on the right is the Chinese energy system. What is immediately obvious is how very different they are. US is dominated by nat gas and primary crude China is dominated by coal. There are some more subtle differences too: US is [--] EJ China is [---] EJ (charts not to scale) In both systems residential use is small US system has higher commercial use Chinese system has much higher industrial use US system has much higher transport use US system has much higher energy exports A lot of prevailing narratives and emergent trends"
X Link 2026-02-01T22:55Z 31.5K followers, 66.1K engagements
"Check your favourite / least favourite country here https://www.iea.org/data-and-statistics/data-tools/energy-sankey https://www.iea.org/data-and-statistics/data-tools/energy-sankey"
X Link 2026-02-01T22:56Z 31.5K followers, [----] engagements
"The GDP Handbrake Global GDP is restricted by several but weve always done it this way technologies that are technologically inferior to other solutions and their only moat is but this very old supply chain is reliable even though said supply chain is not. So what are they [--]. Transformers ancient technology that has no moat whatsoever other than no buyer ever needs more than one. And so its never worth making your own even though its not even difficult. Its one of those pieces of equipment where accountants just accept that is has a [--] month lead time and never ask what is it made of. 2."
X Link 2026-02-04T23:07Z 31.5K followers, 57.9K engagements
"Oh I cant get a transformer for [--] years Four years lead time on a steam turbine Oh well we will just place an oder and wait in line whilst the discount rate totally destroys our NPV. Its incredible how this is so common at companies with $5 billion in the bank and [-----] engineers on their payroll. Why is this accepted Shocking behaviour"
X Link 2026-02-04T23:14Z 31.5K followers, [----] engagements
"Different countries are moving at different speeds Its not obvious to a lot of people because much of the world is currently at approximately similar levels of technology and development. In the distant past the developed world was advancing much faster than the undeveloped world. And this was the case for almost [---] years. But this started to slow around [----] and by [----] it had changed. In the recent past since [----] the undeveloped world has been advancing much faster than the developed world. This has been an age of socioeconomic and geopolitical compression where the world has become much"
X Link 2026-02-06T13:30Z 31.5K followers, 12.9K engagements
"Genuine Question If Elon is going to space to power AI what is going to power the 1bn Optimus robots and 20m Robotaxis back on Earth Dont you still need + 1TW of terrestrial power generation If SpaceXai launches a few 100GW of AI per year to space what is it controlling Is space AI just for doing knowledge work Doesnt 1TW of AI inference in space just create an intelligence saturated economy crash the value of intelligence and spike the price of commodities Isnt it just the asteroid mining problem in reverse For context there is 25GW of compute on Earth today. Is the biz case theory that"
X Link 2026-02-06T22:52Z 31.5K followers, 12.5K engagements
"Im going to write an article explaining: [--]. Everything a civilisation has ever built is that civilisations accumulated wealth. [--]. Entropy (the Second Law) is constantly eroding that accumulated wealth. [--]. Energy consumption is necessary merely to maintain accumulated wealth in the face of sustained entropy. Therefore accumulated wealth is a resultant product of energy flow and this relationship is linear and can be demonstrated to be linear over any time frame. Will post later it has insightful findings"
X Link 2026-02-07T11:09Z 31.5K followers, 16.3K engagements
"You cannot build a Type II Civilisation without interstellar travel"
X Link 2026-02-10T23:50Z 31.5K followers, [----] engagements
"Isle of Man TT (Tourist Trophy) The Isle of Man is a tiny Island in the middle of the British Isles and for sole unknown reason they have no speed limits on any of the road between towns. No speed limits. They also have no income tax technically but thats a completely different post. Every summer the island hosts a Tourist Trophy for visiting Tourists to race their motorbikes around a [--] mile loop around the island. The tourists that this event attracts are invariably the most aggressive bikers in the world and everyone topping 200mph on two wheels during their lap. Over the years there have"
X Link 2026-02-11T02:50Z 31.5K followers, [----] engagements
"Mass Produced Satellites 🛰 Theres a forgotten story in American Industrial Lore its formally recorded in the literature but people dont realise how impactful it was at the time or how impactful it will still be on the future. Naturally it involves Steve Jobs in his role as iCEO at Apple when as iCEO (the interim CEO) he was culling the entire Apple product line up and replacing it all with the iProduct range. In [----] Jobs was famously booted off the board of the company he founded by a CEO he himself had hired. He was out of Apple for [--] years and didnt return until [----]. Jobs returned to"
X Link 2026-02-11T23:36Z 31.5K followers, [----] engagements
"As you can see by [----] the world will have around [---] GW of advanced AI chips running. And Nvidia will thereafter be adding around [--] GW of chips per year. Currently every 1GW of AI chips that Nvidia sells earns $36bn of revenue. If this holds Nvidia would make $2.8 trillion of revenue by [----]. At a P/E of [--] (less than half their current P/E) that would put them at $56 trillion market cap. The hyperscalers would need to revenue of $6 trillion to be able to pay Nvidia $2.8 trillion capex. This suggests the rest of the Mag7 will have a combined market cap of maybe $120 trillion. Maybe $20"
X Link 2026-02-13T21:57Z 31.5K followers, [----] engagements
"Global power generation capacity is currently [----] GW. [---] GW of AI out of [----] GW of capacity is just 2% of electricity generated by [----]. This is just the start. The past doesnt matter. Nothing in the past will matter beyond [----] not your skills not your wealth nothing. Its all going to be deflated toward nil. You either play this great game or you go to nil. https://twitter.com/i/web/status/2022430892061278690 https://twitter.com/i/web/status/2022430892061278690"
X Link 2026-02-13T22:01Z 31.5K followers, [----] engagements
"@a16z Is AI also good at the new jobs Or is that [--] months away Maybe we need to rethink the entire socioeconomic order like we did after mechanised agriculture"
X Link 2026-02-14T00:16Z 31.5K followers, [----] engagements
"What happens if AI improves medicine People think the population boom was down to industrialisation or food production. But no. Industrialisation didnt change the population much and Haber-Bosch lifted the carry capacity of the planet so it reduced famine. But what really changed world population was medicine. During the first part of the 20th Century life expectancy increased by [---] years per decade. From [----] - [----] life expectancy increased by [---] years per decade. Now there were already old people in [----] and so medicine just allowed far more to live to an older age that was already"
X Link 2026-02-14T10:02Z 31.5K followers, 35K engagements
"@andrewmccalip They had a ropemakers shed and would make and test all the lifting tackle day ahead. Unionisation broke the can do spirit and without that everyone lost their job and place in society to the Just-In-Time economy"
X Link 2026-02-14T12:51Z 31.5K followers, [----] engagements
"No thats not a cargo net. No thats not AI. Its an F1 test component for collecting empirical fluid mechanics data. If you look at F1 and just see cars going round a track I feel sad for you. There is massive information entropy in every surface contour of every component. I bet my metabolism increases by 8% every time I even look at an F1 car. Heres the thing about taking aero measurements. You never want the influence of the measurement device to artificially influence the flow field. The implication could be that the data you measure is only the artificially influenced picture and not the"
X Link 2026-02-14T13:06Z 31.5K followers, [----] engagements
"@akasliwal98 If you read the chart the pink line is 2051"
X Link 2026-02-14T17:49Z 31.5K followers, [---] engagements
"Further [--]. The Taiwanese grid consumes 49GW of power generation capacity. [--]. TSMC alone consumes 7.2GW (15%). [--]. Some 98% of power generation is burning imported fuel (oil coal and gas). [--]. Taiwan has strategic fuel bunkering for [--] days. Eight days. Seems kinda brittle. Taiwan Taiwan currently produces 90% of the worlds advanced silicon chips. The Taiwanese semiconductor industry consumes [---] GW or power each year and each year it produces enough silicon chips to consume [--] GW of power. Nvidias AI chips like H100 and B200 account for 5-6 https://t.co/2WWwuzGyjr Taiwan Taiwan currently"
X Link 2026-02-15T01:05Z 31.5K followers, 15.9K engagements
"@samtilston @SmallCapSnipa For context Nvidia built 4.5GW of AI chips last year and has 90% market share. Im not sure these hardware exponentials carry through market capacity as seamlessly as they do in software. (I mean I am sure but Im being polite)"
X Link 2026-02-15T11:31Z 31.5K followers, [--] engagements
"US Naval Reactor Testing In the 1960s at the Idaho National Lab the US built the S5G. A nuclear reactor for the US Navy to provide electricity generation and propulsion onboard submarines. S = Submarine Platform [--] = Fifth Generation G = General Electric as Primary Contractor As the power plant was for a sub it had to be quiet which meant it was designed with natural convection and minimal use of pumps. This meant locating the reactor in the bottom of the boat and the steam plant in the top of the boat so that there was enough buoyancy head for the coolant to circulate. The power plant paired"
X Link 2026-01-28T01:56Z 31.5K followers, 14.7K engagements
"The world is a big place so this happens a lot more often than anyone would admit"
X Link 2026-01-31T19:08Z 31.5K followers, [----] engagements
"The Kroll Process Titanium (Ti) Humans could use a lot more titanium if we had it it has two great properties first its fully corrosion resistant and secondly it has high strength to density ratio. Its so corrosion resistant its the preferred material for surgical implants. Its an extremely biocompatible material to the point where your bones can be replaced with titanium bones (surprised we dont see more body modification like this). On strength to density titanium has the highest strength to density of any metallic element. Pure titanium is as strong as steel but is only 57% the weight. The"
X Link 2026-02-05T21:20Z 31.5K followers, 44.4K engagements
"@BoringBiz_ Its not over because 4/5 of those companies are just spending cashflow and their cashflow is still growing at 30% CAGR. They can spend the same again every year for a decade"
X Link 2026-02-06T01:07Z 31.5K followers, [----] engagements
"@MattZeitlin I got the impression 90% of his cognitive load is dominated by his pending giant IPO and his past SEC problems with IPOs. [--]. Talk up the IPO [--]. Do not blow up the IPO [--]. Repeat"
X Link 2026-02-06T08:33Z 31.5K followers, [----] engagements
"@levelsio The iPhone was developed by a team of [--] people"
X Link 2026-02-12T21:47Z 31.5K followers, [----] engagements
"@peterrhague Imagine sitting in a meeting listening to someone explain the results of a newt NDA test. I have a hard time believing anyone does this. I presume its just some councillors nephew stealing money via naked corruption"
X Link 2026-02-12T22:55Z 31.4K followers, [---] engagements
"@GaryNTrader @LoftusSteve There are projects in Asia doing their mid-life refits whilst Western projects that had same KO are still at pre-FID. Western governments need to get out of the way"
X Link 2026-02-13T12:35Z 31.5K followers, [--] engagements
"@Twit_200124 No. Life expectancy in the UK is not 120"
X Link 2026-02-14T11:17Z 31.5K followers, [---] engagements
"@Dr_da_Vinci If the AI is benevolent"
X Link 2026-02-14T17:51Z 31.5K followers, [--] engagements
"@AlecDacyczyn Yes one year the retirement age gets moved from [--] to 90"
X Link 2026-02-14T19:46Z 31.5K followers, [---] engagements
"Cairo Cairo / Egypt is such a unique geography compared to everywhere else in the world. These two maps are exactly the same scale Essentially the rural population of Egypt is zero and the urban population is [---] million. Theres pretty much just one continuous urban mass as Cairo has sprawled across every inch of land that is not inhospitable desert. If you have seen aerial images of Cairo then you can imagine what sort of place it is. When you see maps like this you can image what sort of scale it is. The official population of Cairo is about 23m but at no point does Cairo end and you cross"
X Link 2026-01-24T15:50Z 31.5K followers, 380.5K engagements
"Taiwan Taiwan currently produces 90% of the worlds advanced silicon chips. The Taiwanese semiconductor industry consumes [---] GW or power each year and each year it produces enough silicon chips to consume [--] GW of power. Nvidias AI chips like H100 and B200 account for 5-6 million units which is [---] GW of the [--] GW of compute produced by Taiwan. Nvidias AI chips recently overtook the global server CPU market for GW of compute and Nvidias AI chips recently production doubled in the past [--] months from [---] GW in [----]. So for every 1GW of power generation on the island of Taiwan Taiwan is able to"
X Link 2026-02-13T21:43Z 31.5K followers, 94.8K engagements
"@ns123abc Nothing really to do with China. The US is highly protectionist. USA was created as an entity to fight a 1.5% tariff on tea leaves"
X Link 2026-02-15T11:46Z 31.5K followers, [---] engagements
"We are now at the stage of Cold War [---] where Chinese Factories are selling solar panel manufacturing kits with a buy button obviously. The lead time is [--] days. This production line will produce [--] OFF 455watt panels per hour. If you can operate 24/7 that would be 35MW of panels produced / yr. Prices below include shipping and installation by OEMs own installation engineers"
X Link 2025-09-16T23:26Z 31.3K followers, 337.8K engagements
"Yes they get a bad press because of their long legacy. But its just the case that water is an exceptional heat transfer medium. Nobody complains about steel bridges being old technology. Having said that sCO2 and liquid metals are probably going to get commercialised by [----]. https://twitter.com/i/web/status/1982911537615433849 https://twitter.com/i/web/status/1982911537615433849"
X Link 2025-10-27T20:45Z 31.3K followers, [----] engagements
"@pronounced_kyle The closed Brayton Cycle will see the Rankine (steam) cycle consigned to history by mid century. Smaller components more efficient better"
X Link 2025-11-24T20:29Z 31.3K followers, [----] engagements
"This is all true. The big steal for sCO2 is around the 31C phase change where the fluid collapses into super high density. So you cool it ahead of the compressor and you gain maybe 5-600bps of efficiency. But you can also run a closed Brayton on Nitrogen and you can use gas turbine data for blade design etc and the tech is all very mature and easy to tune. - yet nobody does this. N2 is chemically inert runs on gas turbine blades doesnt have the sCO2 transient difficulties you can load follow with same flexibility of a gas turbine. N2 ST for efficiency but N2 is simpler drier faster more"
X Link 2025-12-10T22:59Z 31.3K followers, [--] engagements
"@patbahn Then sCO2 has excellenter"
X Link 2025-12-11T12:03Z 31.3K followers, [---] engagements
"@Andercot Steam is OK but a closed Brayton Cycle on sCO2 is better because you can use the 30C critical point to recuperate instead of doing work with a compressor. The turbomachinery is also 1/50th the size of a steam turbine. So its much easier to build handle and install at scale"
X Link 2025-12-20T22:43Z 31.3K followers, [----] engagements
"Steam has great specific enthalpy but sCO2 is much denser and only has a 3x volume change round trip whereas steam is 2000x volume change. Steam is the more energy dense fluid at the turbine inlet but at the back end in the exhaust its far less energy dense and needs a massive outlet and very large diameter turbine blades where the tip speed limits the rotary speed. https://twitter.com/i/web/status/2002528621572034569 https://twitter.com/i/web/status/2002528621572034569"
X Link 2025-12-20T23:56Z 31.3K followers, [---] engagements
"Capex depreciation is already less than 25% of the economics about 50% is energy costs. Desal is a pretty good abatement solution to the solar Duck Curve you can make your water during the day and you can heat your water during the day too. eg in California they have about [----] hours a year of negative electricity prices and they have a water shortage. If California wasnt run like Enron they would have solved this already. These are two industrial problems that often co-exist and easily cancel one another out (to some extent)"
X Link 2026-01-04T22:45Z 31.3K followers, [---] engagements
"Geothermal is quite location limited. But where you have geothermal + coastline then you can also have freshwater and this is a case where technology replaces geography in terms of what drives human settlement distribution. This isnt something that happens quickly but it happens sort of inevitably because societies are just atoms of people that just statistically bounce about into the most economically advantageous structures. So I think in 50-100 years we end up with people spreading along coastlines instead of spreading along rivers. Subtle difference but big difference. Big win for eg"
X Link 2026-01-04T23:14Z 31.3K followers, [---] engagements
"Pumped Hydroelectric Plants are Batteries A pumped hydro plant using reversible Francis or Pelton turbines can achieve a round trip efficiency of 85-95% at the turbine or 80% at the system level in reality. Where pumped hydro excels is sheer scale. Pumped hydro storage accounts for 94% of installed energy storage systems around the world. The capita cost is about $50 / kWh and LCOE is $0.05 / kWh Thats incredibly cheap. What really limits the use of pumped hydro is the site geography that is often needed to develop these site. Its almost always based on a river valley. However there is an"
X Link 2026-01-25T11:08Z 31.3K followers, 12K engagements
"The [---] I honestly do not understand the whole [---] thing. I know its seen as some sort of brag about doing long hours but really Thats 9am - 9pm [--] days per week so 72hrs a week. When I was in my 20s I worked in the oilfield and junior people worked a minimum of 7x [--] hour shifts a week. So an [--] hour week was just a bog-standard norm for entry level people in the industry. And this wasnt sat at a laptop this is on your feet yelling at each other. After 4-5 years you would get a more senior position and generally have to attend meetings before and after your shift and also do some planning."
X Link 2026-01-30T00:22Z 31.1K followers, [----] engagements
"@NickDurie_Alba Tourism is the largest industry on Earth. $11 trillion a year"
X Link 2026-02-01T16:46Z 31.1K followers, [---] engagements
"100% The two modes are the wrong way around. You should have kids asap you get to spend a lot more time with them get to see more of their life arc. Hopefully you see your grandkids grow up too and you get to correct all the mistakes you made with your own kids. Even if you care about money your 50s are your peak earning years. Not your 20s. https://twitter.com/i/web/status/2018119954311086153 https://twitter.com/i/web/status/2018119954311086153"
X Link 2026-02-02T00:31Z 31.1K followers, [----] engagements
"@CalumDouglas1 Did Britain win WWII We were on the winning side but as a nation we were very much the biggest loser"
X Link 2026-02-02T00:47Z 31.1K followers, 11.4K engagements
"@MarkFriedenbach @CalumDouglas1 Just [--] years after the war both Germany and Japan were much stronger than Britain with higher living standards as Britain paid war debt (for [--] years) and Germany and Japan did not. People born in UK [--] years after WWII paid taxes toward the cost of the war"
X Link 2026-02-02T07:36Z 31.1K followers, [---] engagements
"@ramez True but its a skill issue not a technology issue. The technology is objectively superior"
X Link 2026-02-04T23:11Z 31.3K followers, [---] engagements
"@ramez I can imagine a real world version of it. The past is no guide to the future"
X Link 2026-02-04T23:28Z 31.3K followers, [---] engagements
"@VictorishB123 😂 The solution is staring us all in the face"
X Link 2026-02-04T23:29Z 31.3K followers, [--] engagements
"@rickmayo_ @ramez SMRs make it worse. First Nuclear Age focused on the tech didnt solve the main problem. Second Nuclear Age focused on the manufacturing didnt solve the main problem"
X Link 2026-02-04T23:32Z 31.3K followers, [---] engagements
"@ToughSf Yes"
X Link 2026-02-05T00:58Z 31.3K followers, [---] engagements
"This is the opposite of how adoption actually works in the real world. Smartphones arent cheap until you make [--] million of them. You figure out what the economics are at scale then you figure out the cost to get there then you pay that cost. You have to break out the local minima of each technology to get to the next one sometimes this happens naturally or due to market noise sometimes its more difficult. But once you know the global minima you should make the effort to move. https://twitter.com/i/web/status/2019329563105398967 https://twitter.com/i/web/status/2019329563105398967"
X Link 2026-02-05T08:37Z 31.3K followers, [----] engagements
"Solar + BESS will together produce 80% of electricity and capture about 15% of the revenue. Nuclear will produce 20% of electricity and capture 85% of the revenue. Electricity is not a commodity its a system. Also solar is Elon-coded its an Elon tech. Which means it is massively decentralised distributed and consumer first. Elon has a very specific style of technology he thinks in a very specific way has subjective preferences inspite of first principles approach and this is very evident in everything he does. He is a solar maxxer because its primarily a behind the meter technology"
X Link 2026-02-05T10:11Z 31.3K followers, [---] engagements
"@teortaxesTex @chamath solar will capture 15% of revenue at system saturation. Which is at the 60-80% mark. It rapidly cannibalises itself at the saturation margin"
X Link 2026-02-05T10:16Z 31.3K followers, [--] engagements
"Mag7 ranked by growth Ticker P/E TTM cashflow TTM OCF growth [--]. NVDA [-----] $83.16bn. 41.05% [--]. META [-----] $115.80bn 26.80% [--]. AAPL [-----] $135.47bn 25.10% [--]. GOOGL. 30.81.$151.42bn 24.02% [--]. MSFT [-----] $160.51bn 22.37% [--]. AMZN. [-----] $130.69bn 20.00% [--]. TSLA [------]. $14.75bn 11.69% When your TTM operating cashflow is growing 20-40% / year and your P/E is [--] Its not a bubble. Its real real cashflow real growth. https://twitter.com/i/web/status/2019597074673615092 https://twitter.com/i/web/status/2019597074673615092"
X Link 2026-02-06T02:20Z 31.3K followers, [----] engagements
"2008 really broke capitalism in a way that a nobody under [--] understands. The next big financial crisis isnt going to be the stock market. The stock market is now 100% underwritten by QE. The next big crisis is SovX. Entire countries will disappear. We are in a SovX bubble"
X Link 2024-10-10T14:45Z 31.3K followers, 705.8K engagements
"Ships can carry [-----] TEU (twenty foot equivalent units) containers. A single TEU can carry [---] deployment ready drones + a launch system. See attached video. Current deployment technology can land [--------] drones in one landing. A big number. The only thing missing today is capacity to manufacture such a quantity of drones. For context if you can build [-----] drones a day it would take [--] year of production to load such a ship. This is also $10-30bn of drones. My point here is that manufacturing is the main bottleneck not delivery. OK so now we know. You can comfortably pack a swarm of 720"
X Link 2025-10-03T10:18Z 31.3K followers, 58.8K engagements
"Rapid Rare Earth Reshoring Much of the problem around rare earth processing is entirely fictional Chinas dominance in RE is not technological it is merely environmental legislation arbitrage. The West can almost immediately rebuild Chinas reprocessing capacity in a multitude of nearby locations. This is not the Manhattan Program. What needs to be built Hydrometallurgical lines Acid leaching (HCl HNO3 H2SO4 you can buy these over the counter I have them all at home) Solvent extraction trains (50-100 stages) this is the only semi-challenging bit but we already make TBP D2EHPA PC88A and Cyanex."
X Link 2025-10-10T19:07Z 31.3K followers, 952.2K engagements
"I wonder if its possibly to build a fusion engine with the recurring cavitation collapses between two engaged rotating gear profiles immersed in deuterium You could also Z pinch on the axial axis. https://t.co/XN9nU8PSJj https://t.co/XN9nU8PSJj"
X Link 2025-11-20T21:18Z 31.3K followers, 20.5K engagements
"At the moment I kinda see Valar Atomics as an oil company / petrochem. I think thats where HTGR leads you (as a central scenario). Feels like Isiah and Casey are on technology differentiated journeys to a similar market destiny. Whats cool is that theres lots of room for both they could even diversify their upstream and downstream with one another. Valar are more upstream focused and Casey is more downstream focused. But theres $4T oil sales to be had ($5T if you price off product) and you can clear 25% of that if you can beat $50 oil. Theyll probably be along soon to tell me why I have this"
X Link 2025-11-21T12:09Z 31.3K followers, [---] engagements
"Agenda Item 1). The Copenhagen Criteria The Copenhagen Criteria is the criteria that a nation must meet in order to join the EU. i) Budget deficit must not exceed 3% ii) Debt to GDP must not exceed 60% The UK deficit is 127bn which is 4.5% of GDP. Compliance with i) would mean cutting 43bn from public services. The UK debt to GDP ratio is 98.7% Compliance with ii) would mean repaying [---] trillion of debt. For the UK to rejoin the EU we would have to spend [---] bn every year for [--] years to repair our finances to meet the criteria. This would mean scrapping either the NHS (180bn) or the State"
X Link 2025-01-31T09:15Z 31.4K followers, [----] engagements
"To put the AI industrial revolution in context Google is spending $85bn on AI this year thats the German defence budget Amazon is spending $114bn Russias defence budget Meta $72bn Frances defence budget Microsoft $89bn UKs defence budget the robots are coming"
X Link 2025-08-02T08:33Z 31.5K followers, 69.7K engagements
"OK so now we know. You can comfortably pack a swarm of [---] drones and their launch system into a single 20ft shipping container. For context Germany + France + UK have about [---] tanks between them. The world has changed"
X Link 2025-10-02T23:29Z 31.5K followers, 1.7M engagements
"The DJI Mavic [--] Its 347mm x 283mm x 108mm It fits in this launch system. It can carry a 1lb payload a distance of 10km It costs $2000 This is just the commercially available version not a military grade version. https://twitter.com/i/web/status/1974031255286030679 https://twitter.com/i/web/status/1974031255286030679"
X Link 2025-10-03T08:38Z 31.4K followers, 70.2K engagements
"The UK used to be led by men like this. Sent to stop an invasion force Face impossible odds Invent new battle doctrine on the spot Lead from the front (suicide) Win decisively Capture all enemy ships Unexpectedly achieve total naval supremacy Unexpectedly achieve global hegemony Bleed out onboard your shattered flagship HMS Victory No other man has ever experienced such an afternoon"
X Link 2025-10-04T12:59Z 31.5K followers, 473K engagements
"Deepsea Mining People talk about this and it never really sounds real or commercial but its probably going to happen soon. When everyone hears about deepsea mining they imagine digging a mine or a quarry under the sea which is obviously far more difficult than doing the same thing on land. But thats not what deepsea mining actually is. Heres what to expect. The commercially interesting stuff is called polymetallic nodules (see picture below) these are found at depths of 46km on the abyssal plain. You just pick them up like rocks off the floor. The ClarionClipperton zone (CCZ) which is the"
X Link 2026-01-19T18:10Z 31.3K followers, 27.9K engagements
"Copper is $10600 per tonne You can buy an entry level copper recycling machine for $5000 This machine consumes 39kW and is able to process 200kg / hour The running costs are probably around $50/hour and the output is worth $2700 / hour So it really comes down to finding a cheap sources of copper. When the equipment is this cheap relative to the materials it doesnt make sense to consolidate and ship bulk material large distances. That sort of large scale heavy industry only makes sense for high capex low bulk price process of which copper recycling is no longer one. With low capex high bulk"
X Link 2025-10-14T12:56Z 31.5K followers, 94.7K engagements
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