#  @ramez Ramez Naam Ramez Naam posts on X about ai, solar, china, xai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::6044272/interactions)  - [--] Week [---------] +36% - [--] Month [---------] +79% - [--] Months [----------] -29% - [--] Year [----------] +2,583% ### Mentions: [--] [#](/creator/twitter::6044272/posts_active)  - [--] Months [---] +52% - [--] Year [---] +359% ### Followers: [------] [#](/creator/twitter::6044272/followers)  - [--] Week [------] +0.60% - [--] Month [------] +1.90% - [--] Months [------] +4.80% - [--] Year [------] +7.80% ### CreatorRank: [-------] [#](/creator/twitter::6044272/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) 16.19% [technology brands](/list/technology-brands) 13.36% [finance](/list/finance) 8.5% [celebrities](/list/celebrities) 6.07% [stocks](/list/stocks) #5320 [automotive brands](/list/automotive-brands) #3918 [social networks](/list/social-networks) 4.05% [travel destinations](/list/travel-destinations) 1.62% [gaming](/list/gaming) 0.4% [currencies](/list/currencies) 0.4% **Social topic influence** [ai](/topic/ai) 14.17%, [solar](/topic/solar) #875, [china](/topic/china) #1047, [xai](/topic/xai) #120, [future](/topic/future) 4.86%, [data](/topic/data) #1397, [company](/topic/company) #1760, [at least](/topic/at-least) #1735, [ukraine](/topic/ukraine) #1449, [spacex](/topic/spacex) #673 **Top accounts mentioned or mentioned by** [@robotbeat](/creator/undefined) [@grok](/creator/undefined) [@rogerpielkejr](/creator/undefined) [@elonmusk](/creator/undefined) [@xiaowang1984](/creator/undefined) [@noahpinion](/creator/undefined) [@atrembath](/creator/undefined) [@xavierorourke](/creator/undefined) [@alfakevine](/creator/undefined) [@keeslarmatthew](/creator/undefined) [@artemtam](/creator/undefined) [@friedmandave](/creator/undefined) [@gregnormanjr](/creator/undefined) [@amoser_e](/creator/undefined) [@adriannf8173](/creator/undefined) [@dwarkeshsp](/creator/undefined) [@nerdalert](/creator/undefined) [@krishnanrohit](/creator/undefined) [@ordoseclorum](/creator/undefined) [@tmallard](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "Dreams of AI fast takeoff and imminent AGI / Super-Intelligence often hinge on the @METR_Evals graph. It's an anomaly in AI. Every other AI eval shows logarithmic diminishing returns with more compute and data. METR shows the opposite. Well there are good reasons to question that outlier METR metric as @NateWitkin shows. https://www.transformernews.ai/p/against-the-metr-graph-coding-capabilities-software-jobs-task-ai https://www.transformernews.ai/p/against-the-metr-graph-coding-capabilities-software-jobs-task-ai" [X Link](https://x.com/ramez/status/2020533189505110456) 2026-02-08T16:20Z 55.6K followers, 31.2K engagements "Creating an agency with "Homeland" in the title was clearly a bad idea from day [--]. It was only a matter of time. We ought to undo that. [--]. Today Sec. Kristi Noem made the extraordinary (but vaguely delivered) claim that as head of DHS she has authorities over elections including to make sure that the right people are voting and electing the right leaders to lead this country. That is false. [--]. Today Sec. Kristi Noem made the extraordinary (but vaguely delivered) claim that as head of DHS she has authorities over elections including to make sure that the right people are voting and electing" [X Link](https://x.com/ramez/status/2022486137416355972) 2026-02-14T01:40Z 55.6K followers, [----] engagements "@XavierORourke @Noahpinion I mean that the material difference in AI capabilities between US and China are already basically zero and are likely to stay that way. Factors like manufacturing and scale and alliances are likely to be far more decisive in an armed conflict" [X Link](https://x.com/ramez/status/2022484792986701912) 2026-02-14T01:35Z 55.6K followers, [--] engagements "@Richard_Shilkus @Scobleizer You know I considered making Nexus snortable in the books but it just seemed too on the nose as it were. ;)" [X Link](https://x.com/ramez/status/2022490082029244808) 2026-02-14T01:56Z 55.6K followers, [--] engagements "If I were a SpaceX investor I'd be pretty pissed about the bailout of xAI. You go from being a shareholder in a company reportedly making a profit of $8B / year to one that's likely losing at least $4B a year and growing. Your shares are diluted 20%. You assume twitter's debt. And on top of that a bunch of xAI co-founders and staff are leaving. What did you even buy Even if you think space based data centers make sense SpaceX could have built them on their own as they did Starlink and sell compute services to xAI or other AI companies. xAI gets you nothing but a 4th place player in the US AI" [X Link](https://x.com/ramez/status/2021524227766034733) 2026-02-11T09:58Z 55.6K followers, 289.7K engagements "Crazy that the Epstein files have cost an Emirati Sultan and CEO his job and might imprison a British royal but the only American head to roll is a woman's" [X Link](https://x.com/ramez/status/2022356240794546571) 2026-02-13T17:04Z 55.6K followers, [----] engagements ""It seems the only people willing to stand up to Trump are average Americans". That'll be enough. We will win. I think we are one big step into dictatorship already. Conservative historian Robert Kagan. Robert Kagan: "Well I think we are one big step into dictatorship already. It's not clear to me that any institution in the United States is really prepared to stand up to Donald https://t.co/b9cahAQlgY I think we are one big step into dictatorship already. Conservative historian Robert Kagan. Robert Kagan: "Well I think we are one big step into dictatorship already. It's not clear to me that" [X Link](https://x.com/ramez/status/2022766936669720602) 2026-02-14T20:16Z 55.6K followers, [----] engagements "Holding warming to 2C is unlikely without SRM but doable at a stretch. 2.5C is doable. If we want to keep warming anywhere close to 1.5C or even make 2C likely we need to get serious about researching and experimenting with SRM. It's the only plausible approach. https://x.com/ramez/status/1970130221010751684 @ramez And in terms of CO2 2C still doable https://x.com/ramez/status/1970130221010751684 @ramez And in terms of CO2 2C still doable" [X Link](https://x.com/ramez/status/1989060229359923280) 2025-11-13T19:58Z 55.5K followers, [----] engagements "The Waymo vs Tesla robotaxi discourse is hilariously emotional. People are so certain of one future or the other" [X Link](https://x.com/ramez/status/2001731561780330844) 2025-12-18T19:09Z 55.3K followers, 10.8K engagements "100%. What the US needs for critical minerals first and foremost is refining. So. everyone here understands that rare earths are not rare right The problem is not their supply. As in: even if the US got all the rare earths of Ukraine and Greenland it still needs to ship them to China to refine. Like. We are all aware of this. Right Riiiight So. everyone here understands that rare earths are not rare right The problem is not their supply. As in: even if the US got all the rare earths of Ukraine and Greenland it still needs to ship them to China to refine. Like. We are all aware of this. Right" [X Link](https://x.com/ramez/status/2008779864552391133) 2026-01-07T05:56Z 55.6K followers, 15.4K engagements "Pure obstruction. Pam Bondi and her lieutenants should be at the Hague. "The administration has also filed a legal motion opposing a judge's order preventing them from destroying evidence" https://t.co/LxWAo3iwUS https://t.co/O2yyW6XBic "The administration has also filed a legal motion opposing a judge's order preventing them from destroying evidence" https://t.co/LxWAo3iwUS https://t.co/O2yyW6XBic" [X Link](https://x.com/ramez/status/2016217283669197152) 2026-01-27T18:30Z 55.6K followers, [----] engagements "Trump has made clear that the US Constitution and overall system have significant security flaws and traits that benefit extremism. We need structural changes including multiple Constitutional Amendments to improve resilience to future authoritraians. A starter list. 🧵" [X Link](https://x.com/ramez/status/2016541519210303917) 2026-01-28T15:58Z 55.5K followers, 478.6K engagements "2. End the Pardon Power. The Pardon Power while well-intentioned is another tool that allows the President and his delegates to be above the law. The President can instruct his followers and appointees to commit crimes with all parties knowing he'll pardon them. Corrupt" [X Link](https://x.com/ramez/status/2016541522226016625) 2026-01-28T15:58Z 55.3K followers, 31.3K engagements "3. Constitutional Independence of the DOJ Fed and Other Agencies. The President has too much power over the DOJ and vague power over other agencies that truly ought to be independent. We need an Amendment to make these agencies truly independent of the President. https://twitter.com/i/web/status/2016541523710759024 https://twitter.com/i/web/status/2016541523710759024" [X Link](https://x.com/ramez/status/2016541523710759024) 2026-01-28T15:58Z 55.3K followers, 25.6K engagements "Ellison is a worse censor and manipulator of TikTok than Chinese company ByteDance ever was. Users know it. BREAKING: TikTok uninstalls are up 150% following the Larry Ellison took over the platform in the US - CNBC News https://t.co/5P1nQQQW6m BREAKING: TikTok uninstalls are up 150% following the Larry Ellison took over the platform in the US - CNBC News https://t.co/5P1nQQQW6m" [X Link](https://x.com/ramez/status/2016655338146279870) 2026-01-28T23:31Z 55.3K followers, [----] engagements "US and allies need to fix the lack of domestic battery manufacturing. We honestly don't need solar or wind manufacturing in the West. We buy and operate those for decades. We DO need battery manufacturing in the US as batteries are a defense technology. 86% of all batteries were made in hina which is nearing [--] TWh production while the US has a measly [---] GWh almost entirely owned by automakers. https://t.co/Tl815TRRLX 86% of all batteries were made in hina which is nearing [--] TWh production while the US has a measly [---] GWh almost entirely owned by automakers. https://t.co/Tl815TRRLX" [X Link](https://x.com/ramez/status/2016687977305616490) 2026-01-29T01:40Z 55.3K followers, 10.8K engagements "People said this ad was histrionic when it came out. Nope. Prophetic. And it's more relevant today than ever. BREAKING: Both the White House & RNCC have lashed out at the creators of this ad. It must have struck a nerve. Maybe they don't like being outed as fascists. You know what to do: SPREAD THIS EVERYWHERE https://t.co/1aLihdMWp7 BREAKING: Both the White House & RNCC have lashed out at the creators of this ad. It must have struck a nerve. Maybe they don't like being outed as fascists. You know what to do: SPREAD THIS EVERYWHERE https://t.co/1aLihdMWp7" [X Link](https://x.com/ramez/status/2016950587481530545) 2026-01-29T19:04Z 55.3K followers, 335.2K engagements "I don't worry about China dominating battery manufacturing for energy reasons. I worry about it for defense reasons. Drones are a huge factor in modern warfare. We need battery manufacturing for the western drone industry. @ramez because china dominates 86% of battery production maybe we should just accept reality instead of chasing impossible domestic manufacturing dreams. our energy future depends on pragmatism not patriotic fantasies. @ramez because china dominates 86% of battery production maybe we should just accept reality instead of chasing impossible domestic manufacturing dreams. our" [X Link](https://x.com/ramez/status/2016955822744752205) 2026-01-29T19:25Z 55.4K followers, [----] engagements "Chat I daresay this is the weirdest singularity I've lived through" [X Link](https://x.com/ramez/status/2017469662007894475) 2026-01-31T05:27Z 55.3K followers, [----] engagements "This is why I'm skeptical of any ICE bill that simply changes Federal rules. They're already breaking the law and violating court orders. Zero out their funding. Constrain CBP to the physical border. Release names of every agent involved in abuses to date. Let States prosecute This should be a huge national story. A conservative judge released a list of [--] timeswhich he said is an undercountthat ICE violated court orders in January alone. The government is illegally imprisoning people without due process. You cant reconcile that with law & order. This should be a huge national story. A" [X Link](https://x.com/ramez/status/2017661066713723013) 2026-01-31T18:07Z 55.5K followers, [----] engagements "1000 tomahawks end this war. The US can spare them. Europe will pay for them. And the US can and should ramp up production to not only replace them but to double or triple stockpiles to [--] or [-----]. Instead of sending Ukraine only $100 million in long-range missiles to destroy the Iskander-M factory the West is wasting several billions of dollars to repair infrastructure destroyed by Iskanders and billions of dollars in air defense missiles to shoot them down. Instead of sending Ukraine only $100 million in long-range missiles to destroy the Iskander-M factory the West is wasting several" [X Link](https://x.com/ramez/status/2018406534406172703) 2026-02-02T19:29Z 55.5K followers, [----] engagements "The GLP1 must flow. @ramez @Noahpinion The GLP-1 extends life. The GLP-1 expands consciousness. The GLP-1 is vital to space travel https://t.co/SiQYOJP5aC @ramez @Noahpinion The GLP-1 extends life. The GLP-1 expands consciousness. The GLP-1 is vital to space travel https://t.co/SiQYOJP5aC" [X Link](https://x.com/ramez/status/2018409036891480489) 2026-02-02T19:39Z 55.4K followers, [----] engagements "Look DHS already knew it was illegal. The law is crystal clear. You think a judicial ruling is going to fix this Defund. Dismantle. Detain. Prosecute. Impeach. Convict. BREAKING: Judge Cobb has barred DHS from preventing members of Congress from visiting immigration detention facilities without notice saying the administration's policy likely violated the law requiring their unfettered access. https://t.co/PkyAv8Qt6S https://t.co/HlcvdalkxR BREAKING: Judge Cobb has barred DHS from preventing members of Congress from visiting immigration detention facilities without notice saying the" [X Link](https://x.com/ramez/status/2018415567024390252) 2026-02-02T20:05Z 55.6K followers, [----] engagements "Democrats must win in Red states to take the Senate. The math is that clear. They need to flip NC and Maine. And then win at least two of Texas Iowa Ohio and Alaska. They need centrist candidates and centrist national platform to do that. Extreme leftists play into GOP hands this is why I get so angry at people who are unwilling to give even an inch on moderation in red states to win elections. The Senate map is so badly stacked against Democrats we cant afford to put purity above all else this is why I get so angry at people who are unwilling to give even an inch on moderation in red states" [X Link](https://x.com/ramez/status/2018416179032084499) 2026-02-02T20:08Z 55.3K followers, [----] engagements "Elon's best company saving his least ethical and most overvalued. Lame. SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth https://t.co/3ODfcYnqfg https://t.co/el40rCUBGe SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth https://t.co/3ODfcYnqfg https://t.co/el40rCUBGe" [X Link](https://x.com/ramez/status/2018458291622551922) 2026-02-02T22:55Z 55.5K followers, [----] engagements "The right has always been far worse than the left on speech. Always. The Greater Awokening. https://t.co/HGltoNK0jH The Greater Awokening. https://t.co/HGltoNK0jH" [X Link](https://x.com/ramez/status/2018783277616968004) 2026-02-03T20:26Z 55.6K followers, 32.4K engagements "Todd Lyons is part of a plot against America. He's committing treason as are his bosses. Multiple states should have warrants out for his arrest. Todd Lyons wrote this nonsense authorizing ICE to enter homes and businesses without a warrant. Its very first sentence is both historically and legally wrong. https://t.co/RIrJJACsW6 Todd Lyons wrote this nonsense authorizing ICE to enter homes and businesses without a warrant. Its very first sentence is both historically and legally wrong. https://t.co/RIrJJACsW6" [X Link](https://x.com/ramez/status/2018788099028050164) 2026-02-03T20:46Z 55.5K followers, [----] engagements "Whenever these polls have more detail what they actually say is that: [--]. Americans support a strong border and trust the GOP more on this [--]. Americans are generally supportive of non-criminal undocumented immigrants who've been here for a while staying [--]. Americans hate the chaos and cruelty of what ICE and CBP are doing intensely. Yet another poll in which Americans trust REPUBLICANS more on immigration than Democrats. Even after the ICE murders. https://t.co/LW1wKBZdeJ Yet another poll in which Americans trust REPUBLICANS more on immigration than Democrats. Even after the ICE murders." [X Link](https://x.com/ramez/status/2018812936488366486) 2026-02-03T22:24Z 55.3K followers, 31.8K engagements "Concur. Space based data centers are unlikely to be a thing at any significant scale any time soon. We can build TWs of DCs on earth with solar + batteries cheaper and more easily for the foreseeable future. The narrative is handy for SpaceXs IPO and desperation acquisition of X AI tho. If you really believe that datacenters are going into space I have a fully self driving EV company that I'd like to sell you. If you really believe that datacenters are going into space I have a fully self driving EV company that I'd like to sell you" [X Link](https://x.com/ramez/status/2018860673728692360) 2026-02-04T01:34Z 55.3K followers, [----] engagements ""Pound sand. See you in court." That's the only acceptable response to this. Tech companies consider yourselves on notice. We are watching how you respond to this. Trump admin is pressuring tech companies to hand over information on critics with zero justification. https://t.co/fWQ8qRFMFj https://t.co/bmlQVnZSCN Trump admin is pressuring tech companies to hand over information on critics with zero justification. https://t.co/fWQ8qRFMFj https://t.co/bmlQVnZSCN" [X Link](https://x.com/ramez/status/2019087743952023716) 2026-02-04T16:36Z 55.6K followers, [----] engagements "It's a battery world now. Batteries will be the #1 energy technology on planet Earth surpassing even solar. Oil-rich Saudi as a battery storage powerhouse Never going to happen many have thought. Yet new data shows Saudi has gone from zero grid-scale batteries in [----] to one of worlds top deployers in [----] adding almost 3GW in a single year and commissioning a 8GWh mega-project. https://t.co/fwchUfxkF9 Oil-rich Saudi as a battery storage powerhouse Never going to happen many have thought. Yet new data shows Saudi has gone from zero grid-scale batteries in [----] to one of worlds top deployers" [X Link](https://x.com/ramez/status/2019087979189571874) 2026-02-04T16:37Z 55.5K followers, 69.9K engagements "Who pays for the first many GWs of data centers in space when you can build them cheaper faster and easier on the ground How does this industry ever get to scale when it's harder and more expensive than solar-based data centers on earth @Robotbeat I think it's [---] plus. And I think that first GW is still far more expensive and difficult to do in space than on earth. So I'm not sure how it gets financed when you can do it cheaper faster and easier on the ground. @Robotbeat I think it's [---] plus. And I think that first GW is still far more expensive and difficult to do in space than on earth." [X Link](https://x.com/ramez/status/2019096506104705061) 2026-02-04T17:11Z 55.6K followers, [----] engagements "@itiswyatt Just as soon as we save democracy and solve the energy transition. :)" [X Link](https://x.com/ramez/status/2019177565093851510) 2026-02-04T22:33Z 55.3K followers, [--] engagements "Meh. This is a very improverished idea of AGI. Current AI systems: [--]. Don't have continuous learning. [--]. Need orders of magnitude more data than humans to learn skills. [--]. Have essentially no introspection. [--]. Have little to no ability to change over time in the real world. [--]. Seem largely incapable of solving problems outside of their training distribution. [--]. Don't know what they don't know. Will confidently give BS answers when they're out of their depths. I absolutely LOVE current AI tech. I spend hours a day with LLMs. Love love love them. But calling them AGI is a very impoverished idea" [X Link](https://x.com/ramez/status/2019199391547158800) 2026-02-05T00:00Z 55.6K followers, [----] engagements "The EV revolution is being tweeted at you every day. See it now ICE cars and trucks are a dead end. The peak of global oil demand is on the horizon. This was always going to happen. It's been an economic inevitability. Been saying so for a decade now. Well here we are. BREAKING: Sales of electric vehicles (EVs) in China last year hit a record [----] million vehicles exceeding ICE car sales for the first time. Sales of internal combustion engine (ICE) vehicles in China fell -13% YoY to [----] million in [----] the lowest in [--] years. This marks https://t.co/o7JgTm5LCz BREAKING: Sales of electric" [X Link](https://x.com/ramez/status/2019258169676165254) 2026-02-05T03:53Z 55.3K followers, [----] engagements "EVs will win. They'll win on pure economics by being better and cheaper. The tipping point is here now. Ive revised my #EV adoption projections after [--] years of real-world data. Pushback wont stop the transition it merely delays it. 2030: 60% NEV 46% BEV 2035: 97% NEV 88% BEV Full essay + methodology briefing coming. Weve entered the age of #Bettrification #LFP https://t.co/8r2K4LIUTq Ive revised my #EV adoption projections after [--] years of real-world data. Pushback wont stop the transition it merely delays it. 2030: 60% NEV 46% BEV 2035: 97% NEV 88% BEV Full essay + methodology briefing" [X Link](https://x.com/ramez/status/2019258813136925071) 2026-02-05T03:56Z 55.3K followers, [----] engagements "The Flamingo is a low cost Tomahawk alternative cruise missile. Lower cost larger warhead longer range but also lower stealth and lower precision. Still mass production of this can probably end the war. BREAKING🔥 EU countries ready to sign first 'FP-5 Flamingo' missile defence partnership with #Ukraine to carry out mass production of long-range ground-launched cruise missile. https://t.co/JLgbiu47fS BREAKING🔥 EU countries ready to sign first 'FP-5 Flamingo' missile defence partnership with #Ukraine to carry out mass production of long-range ground-launched cruise missile." [X Link](https://x.com/ramez/status/2019264507097538625) 2026-02-05T04:19Z 55.6K followers, [----] engagements "Yup. For the folks out there who think this is some sort of 'green scam' look again. In a deep red state and a deep red country solar and batteries are booming because of pure economics. Solar isnt booming in Texas or China because of climate ideology. Its booming because its the cheapest fastest power you can build. Texas just set a solar generation record in FEBRUARY. Thats cost curves winning not sacrifice. Zero-fuel power sets prices by design. #BESS https://t.co/8Snm9JL0CB Solar isnt booming in Texas or China because of climate ideology. Its booming because its the cheapest fastest power" [X Link](https://x.com/ramez/status/2019267736120250551) 2026-02-05T04:31Z 55.6K followers, [----] engagements "1. EVs will win on pure economics. [--]. They did need government policy to get to that point though. Early policies -- scale -- low cost. [--]. We're behind on climate change. While EVs (and solar wind batteries) will win on economics policy can help them win *faster* which we need. @ramez Great - let people buy whatever they want then No tax breaks or subsidies for EVs. No production mandates for manufacturers. No phase out of petrol and diesel. Let the market decide @ramez Great - let people buy whatever they want then No tax breaks or subsidies for EVs. No production mandates for manufacturers." [X Link](https://x.com/ramez/status/2019403626003984553) 2026-02-05T13:31Z 55.3K followers, [----] engagements "Because I'm an OG solar optimist people assume I'm a solar maximalist. And solar is clearly the fastest dropping energy tech of all time and (modulo some wild cards) likely to be the cheapest source of electrons on planet earth. But winter is a real thing. Multi-week cloudy periods are real. Batteries struggle with them. Electricity demand will be higher in winter than summer as we electrify heat. Wind + clean firm (if any get their act together) are going to be a vital part of the energy mix" [X Link](https://x.com/ramez/status/2019415754966462662) 2026-02-05T14:20Z 55.4K followers, 20.6K engagements "Tomahawk isn't super stealthy but is more stealthy than Ukraine's homegrown Flamingo. Flamingo is longer range and bigger warhead than a Tomahawk but also easier to shoot down. But maybe 1/3 the cost of Tomahawk. Overall probably a great alternative. Slava Ukraini. @ramez Tomahawk is not stealthy @ramez Tomahawk is not stealthy" [X Link](https://x.com/ramez/status/2019427307459604502) 2026-02-05T15:06Z 55.6K followers, [----] engagements "It's been clear since Eliza (1967) that the Turing Test didn't test for general intelligence consciousness or sentience. It tests for mimicry. Not sure why it retained such mystique in the nearly [--] years since. @ramez Yeah I mean they pass the Turing test. But people have questioned if that is enough since Turning proposed it @ramez Yeah I mean they pass the Turing test. But people have questioned if that is enough since Turning proposed it" [X Link](https://x.com/ramez/status/2019429130702581785) 2026-02-05T15:13Z 55.4K followers, [----] engagements "Electric vehicles are only really expensive in the US. In the rest of the world EVs are increasingly the low cost option. @ramez But there more expensive by a long shot. CA is making it worse by increasing the annual EV fee and electricity rates. @ramez But there more expensive by a long shot. CA is making it worse by increasing the annual EV fee and electricity rates" [X Link](https://x.com/ramez/status/2019429776398987469) 2026-02-05T15:15Z 55.6K followers, [----] engagements "@FStephenMasek Sure sure. That's why electric cars are now 60% of car sales in China and half of car sales in Europe. Got it" [X Link](https://x.com/ramez/status/2019441950605054064) 2026-02-05T16:04Z 55.6K followers, [--] engagements "Ukraine's new Tomahawk class cruise missile the Flamingo is about to change the war. Russia is screwed IMHO. BREAKING🔥 EU countries ready to sign first 'FP-5 Flamingo' missile defence partnership with #Ukraine to carry out mass production of long-range ground-launched cruise missile. https://t.co/JLgbiu47fS BREAKING🔥 EU countries ready to sign first 'FP-5 Flamingo' missile defence partnership with #Ukraine to carry out mass production of long-range ground-launched cruise missile. https://t.co/JLgbiu47fS" [X Link](https://x.com/ramez/status/2019442719240708107) 2026-02-05T16:07Z 55.6K followers, [----] engagements "Unpopular opinion. AI progress is much more bottlenecked by needed algorithmic breakthroughs than scaling. The benefits of future scaling while real are overstated. Logarithmically diminishing returns are brutal" [X Link](https://x.com/ramez/status/2019443753069519190) 2026-02-05T16:11Z 55.3K followers, 14.7K engagements "Disagree with my friend @JessePeltan here. The US doesn't need its own solar manufacturing. We buy solar panels and operate them for 20-30 years. Buying the cheapest is actually what helps us boost our energy system. Batteries are different. We need domestic battery manufacturing for wartime use in drones. The U.S. is severely lacking in upstream solar capacity. https://t.co/06GgEAbL6c The U.S. is severely lacking in upstream solar capacity. https://t.co/06GgEAbL6c" [X Link](https://x.com/ramez/status/2019499792796209483) 2026-02-05T19:54Z 55.6K followers, [----] engagements "I regret this is necessary. I hope we one day ban gerrymandering nationally or even better go to Proportional Representation. In the meantime Trump started this war and I'm proud of Dems for responding with gusto. 🚨BREAKING🚨 Virginia state Democratic lawmakers have reached an agreement on new congressional maps that would produce a [---] partisan split favoring Democrats. Speaker Don Scott said the maps will be released later today or tomorrow morning. https://t.co/QJxaELm4g6 🚨BREAKING🚨 Virginia state Democratic lawmakers have reached an agreement on new congressional maps that would" [X Link](https://x.com/ramez/status/2019502519450288211) 2026-02-05T20:04Z 55.4K followers, 12.8K engagements "@Robotbeat @c_omargt @dwarkesh_sp @collision @elonmusk A handful of hard yet obvious questions would have made this not a puff piece" [X Link](https://x.com/ramez/status/2019544980424126780) 2026-02-05T22:53Z 55.3K followers, [--] engagements "@xiaowang1984 @clawrence @Jeff_Cunny I'm personally not even talking about grid connected solar. I'm talking about fully offgrid solar + battery data centers in sunny areas" [X Link](https://x.com/ramez/status/2019555944611697141) 2026-02-05T23:37Z 55.3K followers, [---] engagements "@grok @Simberg_Space Have there been statements from judges prosecutors or local or state police which have backed this up" [X Link](https://x.com/ramez/status/2019560681109090527) 2026-02-05T23:56Z 55.3K followers, [--] engagements "@nerdalert @dwarkesh_sp @collision @elonmusk Disappointed in. Don't hate. Have admired for ages. Gave him props multiple times today for actions I was delighted to see. Try my utmost to be fair and balanced" [X Link](https://x.com/ramez/status/2019571421509480860) 2026-02-06T00:38Z 55.3K followers, [----] engagements "@Robotbeat @glennklockwood That's fair and a good clarification thanks. (See I can learn.) My concern there is a stand in for the various annoyance noise pollution and environmental issues of doing hundreds of Starship-class launches a year. And the social license challenges of it" [X Link](https://x.com/ramez/status/2019576923777822913) 2026-02-06T01:00Z 55.3K followers, [---] engagements "I haven't seen a good analysis of it but my guess is that the effect of extra test time compute is log linear like the effect of extra training compute or (kinda) RL. That's mostly a guess though. Mostly separately as the length of a chat session goes up the cost of transformer models rises N2 with length. https://twitter.com/i/web/status/2019586608828150186 https://twitter.com/i/web/status/2019586608828150186" [X Link](https://x.com/ramez/status/2019586608828150186) 2026-02-06T01:39Z 55.3K followers, [----] engagements "Okay I like Dwarkesh's write-up of the space data center part of the interview with Elon more than I like the interview itself. Still highly disappointed on e.g. Grok alignment craziness and DOGE. The first question I asked @elonmusk: Whats the point of sending GPUs into space The whole idea behind orbital data centers is that if the launch costs continue to drop it will become cheaper to put GPUs in orbit than to build power plants on Earth. The problem with this https://t.co/fXE0811fkn The first question I asked @elonmusk: Whats the point of sending GPUs into space The whole idea behind" [X Link](https://x.com/ramez/status/2019594280273334336) 2026-02-06T02:09Z 55.3K followers, [----] engagements "1. You can order TOPCon cells for 6c/W USD today. MonoPERC for 5c/W USD. [--]. I didn't say $5T/yr. I did say you couldn't have this convo without some actual numbers. [--]. LOL. If you believe that I have a humanoid robot to sell you. [--]. Wide range of estimates of USAID cuts. Most are at least 500k-1m in [----] and rising. https://twitter.com/i/web/status/2019606331544555572 https://twitter.com/i/web/status/2019606331544555572" [X Link](https://x.com/ramez/status/2019606331544555572) 2026-02-06T02:57Z 55.6K followers, [----] engagements "Won't matter much. EVs are on the verge of consistently winning on purchase price which is what consumers go for. Oil probably has a floor price of $50 or so for the next decade at least by which time it's too late. By [----] some EVs will be so cheap that total cost per mile will be lower than ICE cost per mile if gasoline were free. https://twitter.com/i/web/status/2019614035398791463 https://twitter.com/i/web/status/2019614035398791463" [X Link](https://x.com/ramez/status/2019614035398791463) 2026-02-06T03:28Z 55.5K followers, [--] engagements "Slava San Francisco In [----] @GrowSF proved we can win tough supervisor races when we helped defeat Dean Preston. In [----] were doubling down running major campaigns in *every* supervisor race to ensure we have a board of supervisors focused on common-sense outcomes. https://t.co/xlgdTmWlh8 In [----] @GrowSF proved we can win tough supervisor races when we helped defeat Dean Preston. In [----] were doubling down running major campaigns in *every* supervisor race to ensure we have a board of supervisors focused on common-sense outcomes. https://t.co/xlgdTmWlh8" [X Link](https://x.com/ramez/status/2019615341157183874) 2026-02-06T03:33Z 55.3K followers, [----] engagements "Between Flamingo ERAM more air defense systems the Swedish Gripen fighters the new missile and drone interceptors and more [----] is going to see a major step up for Ukrainian capabilities. They're going to win. Slava Ukraini. Ukraines Gripen jets likely to come with long-reach Meteor missiles https://t.co/n62NCdlzqa Ukraines Gripen jets likely to come with long-reach Meteor missiles https://t.co/n62NCdlzqa" [X Link](https://x.com/ramez/status/2019617055146930273) 2026-02-06T03:40Z 55.6K followers, [----] engagements "@lastsaskliner The real impact of Norway's EV incentives was to scale EVs make them cheaper and start them on the road to disrupting gasoline cars worldwide. Analysis that are limited to sales inside the country always miss 99% of the benefit" [X Link](https://x.com/ramez/status/2019634364565582053) 2026-02-06T04:48Z 55.3K followers, [--] engagements "1. I'm not convinced there's really 10TWs of profitable AI demand any time soon. [--]. There's about [--] billion acres of desert globally. So you could do [---] TWs on 10% of this . [--]. Eventually yeah going off planet (or fission or fusion) become your real options. Just not convinced it's soon. https://twitter.com/i/web/status/2019638034489037196 https://twitter.com/i/web/status/2019638034489037196" [X Link](https://x.com/ramez/status/2019638034489037196) 2026-02-06T05:03Z 55.3K followers, [--] engagements "@Object_Zero_ @bubbleboi Agreed. Total global energy CapEx is $4T a year. Fossil CapEx is maybe $1.5T. Clean energy + grids CapEx was $2.3T last year. Railroads peaked at 4% of US GDP as annual CapEx. AI data centers are still less than half that. Still it's real money now" [X Link](https://x.com/ramez/status/2019796392923787276) 2026-02-06T15:32Z 55.3K followers, [----] engagements "A lot of people talking about 1TW of AI data center capacity. Tbh I'm not convinced there's actually sufficient profitable demand for that. There might be. But that's $50T in CapEx. Even spread out over [--] years that's 16% of US GDP/yr which would make it the largest industrial CapEx ever by a factor of [--] (4 x the 4% annual of railroads). It's not impossible to be clear. But I don't think it's obvious either" [X Link](https://x.com/ramez/status/2019797183386550475) 2026-02-06T15:35Z 55.3K followers, [----] engagements "It's funny how in almost all other walks of my life for the past [--] years I've been considered a crazy optimist. When I talk AI on twitter or in the Bay Area I'm seen as somewhat pessimistic or at least slightly skeptical. Strange world we live in" [X Link](https://x.com/ramez/status/2019797574064996557) 2026-02-06T15:37Z 55.3K followers, [----] engagements "@Robotbeat [--]. Not sure there actually is 1TW of AI demand any time soon. [--]. It's not about preference for me. It's about cost and speed. Humanity will choose the lower cost and faster option. Not yet convinced that's space any time soon. (I do believe space makes sense eventually)" [X Link](https://x.com/ramez/status/2019798192783602068) 2026-02-06T15:39Z 55.3K followers, [--] engagements "AI CapEx isn't yet the biggest industrial CapEx on earth. Let alone the biggest in history. But you know $100B here $100B there pretty soon you're talking about real money @Object_Zero_ @bubbleboi Agreed. Total global energy CapEx is $4T a year. Fossil CapEx is maybe $1.5T. Clean energy + grids CapEx was $2.3T last year. Railroads peaked at 4% of US GDP as annual CapEx. AI data centers are still less than half that. Still it's real money now. @Object_Zero_ @bubbleboi Agreed. Total global energy CapEx is $4T a year. Fossil CapEx is maybe $1.5T. Clean energy + grids CapEx was $2.3T last year." [X Link](https://x.com/ramez/status/2019798502142849043) 2026-02-06T15:41Z 55.3K followers, [----] engagements "IMHO it's awesome to focus on getting the first 70-80% electricity decarb which renewables + storage can do in most places. AND we have to be realistic plan for and pave the way for getting the rest of the way to 100%. This is whats know as a last 20% problem as in we can do 80% decarbonization with wind/solar/batteries and well neglect and obstruct all other technologies to prove it. This is whats know as a last 20% problem as in we can do 80% decarbonization with wind/solar/batteries and well neglect and obstruct all other technologies to prove it" [X Link](https://x.com/ramez/status/2019798721764925858) 2026-02-06T15:41Z 55.4K followers, [----] engagements "Okay. @dwarkesh_sp did push Elon harder on space data centers than I gave him credit for. Mea culpa. My other critiques stand. "As you know better than anybody else only 10-15% of the total cost of ownership of a data center is energy. Thats the part youre presumably saving by moving this into space. Most of its the GPUs. If theyre in space its harder to service them or you cant service them. So "As you know better than anybody else only 10-15% of the total cost of ownership of a data center is energy. Thats the part youre presumably saving by moving this into space. Most of its the GPUs. If" [X Link](https://x.com/ramez/status/2019799327565115809) 2026-02-06T15:44Z 55.3K followers, [----] engagements "It's a battery world now. We're just living in it. Rystad says: "Battery storage is no longer just enabling renewables it is actively replacing gas generation." Batteries globally jump [---] GW/350 GWh in [----] 2X [--] GW added in [----] Just [----] addition jumps by 50% the [----] global [---] GW TOTAL. https://t.co/GINgriiQqL https://t.co/aglzMLo4PE Rystad says: "Battery storage is no longer just enabling renewables it is actively replacing gas generation." Batteries globally jump [---] GW/350 GWh in [----] 2X [--] GW added in [----] Just [----] addition jumps by 50% the [----] global [---] GW TOTAL." [X Link](https://x.com/anyuser/status/2019799466388177348) 2026-02-06T15:44Z 55.6K followers, 15.3K engagements "The problem is opposite what's stated. Battery swapping has trouble working below scale. It's actually much easier at scale I know I know battery swapping will never work at scale. Somehow though NIO has now completed [---------] battery swaps as of today. [---] million is not nothing https://t.co/5tHixDpHRc I know I know battery swapping will never work at scale. Somehow though NIO has now completed [---------] battery swaps as of today. [---] million is not nothing https://t.co/5tHixDpHRc" [X Link](https://x.com/ramez/status/2019849786615042332) 2026-02-06T19:04Z 55.5K followers, [----] engagements "This was always evident. The seed oil hating craze never had data on its side - just influencers. No correlation between seed oils / vegetable oils and obesity. https://t.co/1hb93C2Pz9 No correlation between seed oils / vegetable oils and obesity. https://t.co/1hb93C2Pz9" [X Link](https://x.com/ramez/status/2019850975113318729) 2026-02-06T19:09Z 55.3K followers, [----] engagements "@duncancampbell Learning rates operate on log scales. You need a lot of doublings to make up for a part count that's 3x too high and a firm factor that's harder to stabilize" [X Link](https://x.com/ramez/status/2019871890844872738) 2026-02-06T20:32Z 55.3K followers, [---] engagements "Keep the pressure on. Stand by Ukraine. Russia will break first. The war is far costlier to the Kremlin financially than we knew. The German foreign intelligence estimated Russia's real defense spending at $295 billion. This is 66% above official figures and constitutes half the state budget. We knew the Kremlin is fudging the data but we https://t.co/SS2j8GipMO The war is far costlier to the Kremlin financially than we knew. The German foreign intelligence estimated Russia's real defense spending at $295 billion. This is 66% above official figures and constitutes half the state budget. We" [X Link](https://x.com/ramez/status/2019874063338926216) 2026-02-06T20:41Z 55.3K followers, [----] engagements "Keto and Paleo influencers. Then Rogan. Then RFK Jr and MAHA. @ramez Where did the "seed oils are bad" thing come from all of a sudden @ramez Where did the "seed oils are bad" thing come from all of a sudden" [X Link](https://x.com/ramez/status/2019940160717123977) 2026-02-07T01:03Z 55.3K followers, [----] engagements "@wweventsfun You're not going to have a humanoid in your house any time soon. Pure fantasy" [X Link](https://x.com/ramez/status/2020102213637472643) 2026-02-07T11:47Z 55.3K followers, [--] engagements "It's February. Two new solar records today in Texas/ERCOT: 🏆 first time over [-----] megawatts ☀first time over 58% of supply Quite the progression: 2015: [---] megawatts 2017: [----] megawatts 2021: [----] megawatts 2022: [-----] megawatts 2024: [-----] megawatts Feb. 2026: [-----] megawatts https://t.co/o5kgXGnUBo Two new solar records today in Texas/ERCOT: 🏆 first time over [-----] megawatts ☀first time over 58% of supply Quite the progression: 2015: [---] megawatts 2017: [----] megawatts 2021: [----] megawatts 2022: [-----] megawatts 2024: [-----] megawatts Feb. 2026: [-----] megawatts https://t.co/o5kgXGnUBo" [X Link](https://x.com/ramez/status/2020135747697746385) 2026-02-07T14:01Z 55.4K followers, [----] engagements "This is the real robot revolution. Not a humanoid in sight in these numbers. Chinas adoption of industrial robots has surged over the past decade Industrial robots are rapidly becoming a common part of manufacturing in some countries. The chart here shows how many new ones are installed each year in the industrialized countries for which we have https://t.co/KqJT6PXTlF Chinas adoption of industrial robots has surged over the past decade Industrial robots are rapidly becoming a common part of manufacturing in some countries. The chart here shows how many new ones are installed each year in the" [X Link](https://x.com/ramez/status/2020135962899042811) 2026-02-07T14:02Z 55.4K followers, 20.6K engagements "While I think humanoid robots are overly hyped I do think there are some scenarios for them. If any US company has a shot at those markets it's Boston Dynamics. This is who your humanoid robot company has to catch up to now. https://t.co/kGmJGKEjZS This is who your humanoid robot company has to catch up to now. https://t.co/kGmJGKEjZS" [X Link](https://x.com/ramez/status/2020136428416475304) 2026-02-07T14:03Z 55.4K followers, 17.9K engagements "Incorrect headline. Team USA was cheered. It only turned to boos when Vance went on screen. Europe doesn't hate Americans. It hates the current authoritarian regime in America. In an unmistakable sign of Europes rapidly dimming view on America the U.S. delegation entered the Milan Cortina Opening Ceremony to a chorus of boos and disapproving whistles from the international crowd of more than [-----]. https://t.co/r5rqycuLZ3 https://t.co/SAeMANRFY5 In an unmistakable sign of Europes rapidly dimming view on America the U.S. delegation entered the Milan Cortina Opening Ceremony to a chorus of boos" [X Link](https://x.com/ramez/status/2020136950955409676) 2026-02-07T14:05Z 55.4K followers, 16.5K engagements "Probably FANUC or ABB. Those are robot companies that already sell real products for real use cases. If you forced me to choose a humanoid co: Unitree. If you forced me to choose a US humanoid co: Boston Dynamics if you could bet on just ONE company in robotics - what would it be if you could bet on just ONE company in robotics - what would it be" [X Link](https://x.com/ramez/status/2020141449757564979) 2026-02-07T14:23Z 55.6K followers, [----] engagements "I'm quite skeptical of humanoid robots for the home except possibly for elder care. Which is also a very demanding scenario and will start with much simpler form factors. @ramez The point of a humanoid robot is you get just one of the house and it does everything because it's adapted to the same environment and tools that you already have. It's not possible now but will be in some future. And of course it doesn't make much sense for industrial @ramez The point of a humanoid robot is you get just one of the house and it does everything because it's adapted to the same environment and tools" [X Link](https://x.com/ramez/status/2020142240945836258) 2026-02-07T14:26Z 55.5K followers, 22.3K engagements "@Robotbeat If we can actually build that much for $1T my opinion changes. I haven't spent enough time looking at ASICs to be honest. That said my high level sense is that getting below even $20/W is pretty hard once you sum up data center cost (or launch cost) chip cost and power cost" [X Link](https://x.com/ramez/status/2020150761871573219) 2026-02-07T15:00Z 55.3K followers, [--] engagements "No. Scale will not make humanoid robots cheaper than robots with 1/3 or 1/10th the part count more stable body forms and lower overall system complexity. This is an a-numerical fantasy. Scale brings down costs with each doubling. It's logarithmic. You need a lot of doublings to make up for those factors. And as you scale humanoids all the components get cheaper which makes every other robot form factor that uses those components (actuators sensors batteries etc.) cheaper also. @ramez You cant use current pre-mass-production robot costs to estimate future robot costs. I think its likely that" [X Link](https://x.com/ramez/status/2020156382985555976) 2026-02-07T15:23Z 55.3K followers, [----] engagements "@vega_holdings Japanese toilets pretty great tbh. Almost there" [X Link](https://x.com/ramez/status/2020183072457810388) 2026-02-07T17:09Z 55.3K followers, [--] engagements "@STWxAi Hyundai and Softbank. Hyundai also now a partner of Waymo's for vehicle manufacturing" [X Link](https://x.com/ramez/status/2020193790624166169) 2026-02-07T17:51Z 55.3K followers, [--] engagements "Boston Dynamics Atlas: [--]. Best body control of a US humanoid. [--]. Engineered for low cost scale manufacturing reliability repairability. [--]. Comes with battery swap as core feature. @ramez Why Coz it can do a full flip @ramez Why Coz it can do a full flip" [X Link](https://x.com/ramez/status/2020200962150048187) 2026-02-07T18:20Z 55.4K followers, [----] engagements "@DavidLund6 Not enough work. The more specialized robots may or may not have a market either (not a lot of people have a Roomba) but they're much cheaper and better at their tasks" [X Link](https://x.com/ramez/status/2020217946727923838) 2026-02-07T19:27Z 55.3K followers, [--] engagements "@hackradios Probably not. https://x.com/i/status/2020156382985555976 No. Scale will not make humanoid robots cheaper than robots with 1/3 or 1/10th the part count more stable body forms and lower overall system complexity. This is an a-numerical fantasy. Scale brings down costs with each doubling. It's logarithmic. You need a lot of doublings to https://x.com/i/status/2020156382985555976 No. Scale will not make humanoid robots cheaper than robots with 1/3 or 1/10th the part count more stable body forms and lower overall system complexity. This is an a-numerical fantasy. Scale brings down" [X Link](https://x.com/ramez/status/2020219762022679036) 2026-02-07T19:34Z 55.3K followers, [--] engagements "@grok @Gundo_OG Fyi I don't think this is correct. Or it's not the combined company. Twitter probably made close to $3B in [----]. The numbers you're seeing are for just the AI company side of things which is tiny. But which is also what the valuation hangs on" [X Link](https://x.com/ramez/status/2020257616912609768) 2026-02-07T22:05Z 55.3K followers, [--] engagements "@xdotdan I mean I think the home markets for humanoids are kinda silly. I also think factories are a bit odd but there might be some market there. I really like outdoor non-factory industrial tasks (construction shipbuilding facility maintenance etc.)" [X Link](https://x.com/ramez/status/2020259327391453308) 2026-02-07T22:12Z 55.3K followers, [--] engagements "@AlfakevinE Currently cost of AI rises exponentially to get linear gains" [X Link](https://x.com/ramez/status/2020284566322532524) 2026-02-07T23:52Z 55.4K followers, [---] engagements "AI safety and resilience must be addressed at the ecosystem level. In a world of capable open weight models you can't just restrict what models do. The genie is out of the bottle. You must make society more resilient instead. Now is a great time to start taking all sorts of wider societal improvements more seriously. Cybersecurity: the obvious priority. Classic tragedy of the commons type situation but I think with the right political entrepreneurship (and sufficiently detailed prescription) https://t.co/5XqvMYIsqt Now is a great time to start taking all sorts of wider societal improvements" [X Link](https://x.com/ramez/status/2020501846335623477) 2026-02-08T14:15Z 55.4K followers, [----] engagements "The reason I got the future of solar batteries EVs etc right is that I applied a simple mathematical model that had worked in other domains rather than listening to the dominant narratives in energy. Build models. Test them. Improve them based on how they perform. When you lack a grounded causal model of the world your "predictions" are simply a remix of narratives you've heard from others. Reminds me of something actually When you lack a grounded causal model of the world your "predictions" are simply a remix of narratives you've heard from others. Reminds me of something actually" [X Link](https://x.com/ramez/status/2020502571077841195) 2026-02-08T14:18Z 55.4K followers, [----] engagements "If anything is going to make space based data centers make sense it's this. Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's driving $500B+ in annual capex is Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's" [X Link](https://x.com/ramez/status/2020505619774718161) 2026-02-08T14:30Z 55.4K followers, [----] engagements "There's every bit of evidence that Boston Dynamics has better AI for physical control than say Tesla Optimus (which is just utterly lame in demos and mostly remote controlled). And Figure looks like mostly hype. So who do you think is actually a competitor to Boston Dynamics in the US" [X Link](https://x.com/ramez/status/2020505941200822629) 2026-02-08T14:32Z 55.4K followers, [--] engagements "Is there any US robotics company you think has superior AI / control software for the physical world Because I haven't seen one. Optimus is pretty lame in demos except when tele-oped. Most Optimus demos are secretly tele-op. Figure looks like mostly hype. So who is even close in the US https://twitter.com/i/web/status/2020506401395650624 https://twitter.com/i/web/status/2020506401395650624" [X Link](https://x.com/ramez/status/2020506401395650624) 2026-02-08T14:33Z 55.4K followers, [--] engagements "If the political situation were reversed and a left-wing regime in the US were acting this way conservatives would have already taken out their guns and resisted Federal invasion with force" [X Link](https://x.com/ramez/status/2020509121548521842) 2026-02-08T14:44Z 55.4K followers, [----] engagements "US hyperscalers and data center developers are going to have no choice but to commit to making their data centers net positive for the local community. If you can't guarantee that your data center will keep local power prices flat (or lower them) not overly draw down local water etc. it's just not going to get built. Two companies are on the right track here: Google and Microsoft. I haven't seen anything from anyone else. X are the bad actors here. Which possibly makes further sense of Elon's desire to move compute off-planet. Six US states now have bills to pause data center construction." [X Link](https://x.com/ramez/status/2020509937592356942) 2026-02-08T14:48Z 55.4K followers, [----] engagements "Those are different software stacks with different training data different business dynamics different sensors different scenarios. Tesla has a substantial real world advantage of having the most self-driving data. They have the most CPU capacity of any cars on the road. I don't see either advantage applying to robotics. Would love any evidence you have about Optimus specifically beyond "Tesla FSD is great". Note also that Waymo is superior in self-driving tech to Tesla. So the analogy has other problems here. https://twitter.com/i/web/status/2020511780754108493" [X Link](https://x.com/ramez/status/2020511780754108493) 2026-02-08T14:55Z 55.3K followers, [--] engagements "@xiaowang1984 Possibly. Cost forecasting is honestly just plain easier than deployment modeling under real world constraints. I like the easy tasks. :)" [X Link](https://x.com/ramez/status/2020514893435138347) 2026-02-08T15:07Z 55.4K followers, [---] engagements "@Robotbeat Colossus is a bad actor and has given AI data centers in general a bad name. It's the single data center that activists can most easily and most frequently point to for its local pollution and its flauting of the law. https://www.theguardian.com/technology/2026/jan/15/elon-musk-xai-datacenter-memphis https://www.theguardian.com/technology/2026/jan/15/elon-musk-xai-datacenter-memphis" [X Link](https://x.com/ramez/status/2020515538632331538) 2026-02-08T15:10Z 55.4K followers, [---] engagements "These charts of US electricity generation stagnating or China blowing past us are widely and incredibly misunderstood. These are not primarily about some failure of US industry. They're about demand stagnation. Yes the US has to improve permitting speed of build etc. But fundamentally we can. Supply follows demand. Using these charts to paint some picture of US cultural or economic failure or stagnation or US disadvantage in AI is just a profoundly incorrect read. US electricity generation grew by roughly 5% a year from [----] to [----]. It was a 10x increase over [--] years. Since [----] US" [X Link](https://x.com/ramez/status/2020524865325809765) 2026-02-08T15:47Z 55.4K followers, 18K engagements "Mail in voting is the best voting method that exists in the US. Washington State where I live has used it for decades. I've never voted any other way. Benefits: [--]. Higher voter turnout. Don't have to wait in long poll lines take time off from work etc. [--]. More time to study the ballot and make choices. You can literally open the ballot in front of your laptop and read up on ballot measures candidates or issues you don't feel you have enough information on. Mail in ballot both increases participation in democracy and helps voters make more informed decisions. Finally there are zero credible" [X Link](https://x.com/ramez/status/2020527925221535962) 2026-02-08T15:59Z 55.6K followers, [----] engagements "@polynoamial Do you think the METR eval is measuring what it claims to be measuring Is it a truly representative set of what humans can do in a given amount of time Personally I'm skeptical" [X Link](https://x.com/ramez/status/2020530168259846580) 2026-02-08T16:08Z 55.4K followers, [----] engagements "Voters love mail-in-voting. [--] states allow it for anyone. [--] states automatically send everyone a ballot. It's an inherently superior system: Higher turnout more time to thoughtfully consider ballot higher convenience. Voters aren't going to let you take it away. Critical to avoid fraud Critical to avoid fraud" [X Link](https://x.com/ramez/status/2020535361902928347) 2026-02-08T16:29Z 55.5K followers, [----] engagements "@etbadabimbim That's so backwards. Electricity is just one of many inputs to economic activity. The US produces far more value per unit of electricity than China" [X Link](https://x.com/ramez/status/2020535565888659646) 2026-02-08T16:29Z 55.4K followers, [---] engagements "@Simberg_Space Blatantly violating Constitutional rights by policy. Ignoring nearly a hundred court orders. Executing peaceful Americans in the streets. Impeding State and local investigations of abuses" [X Link](https://x.com/ramez/status/2020594753453355347) 2026-02-08T20:25Z 55.4K followers, [---] engagements "Exactly. The @EpochAIResearch Capabilities Index shows linear improvements during a period of exponentially increasing AI training compute training data RL & test time compute. Everything in AI shows logarithmic diminishing returns to inputs. Except METR. Be skeptical of METR @ramez @METR_Evals The https://t.co/C60JPBGNb3 metric-of-metrics is also still pretty much straight-line on a log scale. There's not a more recent speedup as far as I can tell but progress is still quite consistent. @ramez @METR_Evals The https://t.co/C60JPBGNb3 metric-of-metrics is also still pretty much straight-line" [X Link](https://x.com/ramez/status/2020604719706816858) 2026-02-08T21:04Z 55.5K followers, 25.4K engagements "I'm excited for this. And this is a case where @elonmusk was both always clearly right and ahead of the zeitgeist. And Bill Gates was wrong as he often has been on clean energy. Tesla Semi starts high volume production this year Tesla Semi starts high volume production this year" [X Link](https://x.com/ramez/status/2020606900623028676) 2026-02-08T21:13Z 55.4K followers, [----] engagements "This is an interesting response to my poking at METR. Thanks @whitfill_parker METRs results are not unusual. If you graph METRs benchmark with the y-axis as % correct its also linear growth over time. METRs contribution is they show that linear benchmark progress implies exponential progress in human time to complete. Its really an insight about https://t.co/s6xbQgUWDC METRs results are not unusual. If you graph METRs benchmark with the y-axis as % correct its also linear growth over time. METRs contribution is they show that linear benchmark progress implies exponential progress in human" [X Link](https://x.com/ramez/status/2020696322245095804) 2026-02-09T03:08Z 55.5K followers, [----] engagements "@patbahn The bulk of data on manufactured goods disagrees with you" [X Link](https://x.com/ramez/status/2020696918901555452) 2026-02-09T03:11Z 55.4K followers, [--] engagements "Come on dude. You're spreading misinformation again. Essential to stop fraud in elections Essential to stop fraud in elections" [X Link](https://x.com/ramez/status/2020865277185925338) 2026-02-09T14:20Z 55.5K followers, [----] engagements "@Noahpinion Hippies are already aware of Bali. But don't realize it's in this country called "Indonesia"" [X Link](https://x.com/ramez/status/2020881073702347113) 2026-02-09T15:22Z 55.6K followers, [----] engagements "IMHO the most important things for advancing solar & wind in the US are: [--]. Permitting reform (local state federal) [--]. Increased transmission [--]. Breaking up monopoly utilities But direct subsidies can also accelerate the pace of deployment and in a world where we are missing climate targets it's hard to say we don't need to move faster. We do in fact need to move faster. As @TedNordhaus and I put it last January solar and wind are all mature cost-competitive technologies that dont need further subsidization. Et voil. As @TedNordhaus and I put it last January solar and wind are all mature" [X Link](https://x.com/ramez/status/2020885046928826577) 2026-02-09T15:38Z 55.6K followers, 17.6K engagements "@KevinPranis What about ERCOT" [X Link](https://x.com/ramez/status/2020910336191164486) 2026-02-09T17:19Z 55.5K followers, [---] engagements "1. I mention corals because they're a real important and pressing global loss caused by climate change. On the basis of corals alone we should take significant action. [--]. Corals are indeed one of the very first and fastest tipping points. But there are others worth being concerned about. I don't think the AMOC tipping discussion is fully resolved but there's at least a non-trivial risk of near-term AMOC disruption. And my personal assessment of that risk has gone up. Amazon tipping points are another example of something for which there's at least a non-trivial risk of it happening in the" [X Link](https://x.com/ramez/status/2020937714225512644) 2026-02-09T19:07Z 55.5K followers, [---] engagements "Australia is kicking ass. To be fair Australia is one of the very easiest places on earth to switch to clean energy. Even so this took real effort. My congrats to everyone who pushed so hard to get this going. Australia isnt planning an energy transition its executing one. While nuclear and coal argue on paper wind solar & batteries have been added at nuke-scale speed for nearly a decade one nuclear-equivalent per year. The numbers tell the story 👇 #Bettrification #BESS https://t.co/5nVrqWxaTK Australia isnt planning an energy transition its executing one. While nuclear and coal argue on" [X Link](https://x.com/ramez/status/2020956747087872175) 2026-02-09T20:23Z 55.6K followers, 10.4K engagements "As "the original solar optimists" Alex are you fucking kidding me How many times did I take you and BTI to task for your terrible solar projections and deliberate attempt to cast doubt on renewables. You have a chance to repair BTI's reputation as you're less of a jerk than those who came before you. Lying about your past isn't it. You're wasting a chance to rebuild trust here. Lame. As the original solar optimists we @TheBTI have been arguing for [--] years that early-stage deployment subsidies would drive innovation and cost declines. We were right and now the barriers to solar are mainly" [X Link](https://x.com/ramez/status/2020958090841989386) 2026-02-09T20:28Z 55.6K followers, 16K engagements "This is about the worst least honest and most destructive to trust thing you could tweet Alex. BTI spent a couple decades wrong on renewables underestimating them again and again and publicly casting doubt on them. You want to be trusted Own that history instead of trying to rewrite it" [X Link](https://x.com/ramez/status/2020958626253353383) 2026-02-09T20:30Z 55.5K followers, [----] engagements "The US is one of the only countries on earth where EV sales are declining. It won't last long. Economics wins in the end. Electric vehicle sales fell as hybrid vehicle sales continued to rise in [----]. #TodayInEnergy https://t.co/OjeJC3OYUg https://t.co/VvtWHTy9PK Electric vehicle sales fell as hybrid vehicle sales continued to rise in [----]. #TodayInEnergy https://t.co/OjeJC3OYUg https://t.co/VvtWHTy9PK" [X Link](https://x.com/ramez/status/2020959860481810689) 2026-02-09T20:35Z 55.6K followers, 18.7K engagements "@RogerPielkeJr @atrembath Lol. I lived it. I don't need ChatGPT here" [X Link](https://x.com/ramez/status/2020962609374298249) 2026-02-09T20:46Z 55.6K followers, [---] engagements "@RogerPielkeJr @atrembath I was all set to give BTI a fresh look and the benefit of the doubt under Alex. But any forecaster of the future has to own their past accuracy and learn from it if you want to be trusted. This ain't it" [X Link](https://x.com/ramez/status/2020963986280194049) 2026-02-09T20:52Z 55.5K followers, [---] engagements "Sweden and France are based. BREAKING: Ukrainian President Volodymyr Zelenskyy says Ukraine will receive [---] combat aircraft [---] Gripens and [---] Rafales. https://t.co/PHig9Ww9oG BREAKING: Ukrainian President Volodymyr Zelenskyy says Ukraine will receive [---] combat aircraft [---] Gripens and [---] Rafales. https://t.co/PHig9Ww9oG" [X Link](https://x.com/ramez/status/2020966511473721601) 2026-02-09T21:02Z 55.5K followers, [----] engagements "@RogerPielkeJr @atrembath Oh please Roger" [X Link](https://x.com/ramez/status/2020968214918987930) 2026-02-09T21:09Z 55.6K followers, [---] engagements "@RogerPielkeJr @atrembath What I want is for BTI to not claim that they were solar optimists when in fact you were solar pessimists. Here's the [----] BTI FAQ. Solar + wind passed this last year" [X Link](https://x.com/ramez/status/2020971329684664517) 2026-02-09T21:21Z 55.5K followers, [---] engagements "@KevinSKrause @RogerPielkeJr @atrembath But the notion that this is only about not anticipating policy is incorrect. EIA and IEA at least have a long history of failing to correctly forecast cost declines and technology progress. At least some of BTI's misses come from the same" [X Link](https://x.com/ramez/status/2020975848938144174) 2026-02-09T21:39Z 55.5K followers, [--] engagements "Solar need not compete with farm land. It can augment it. French agrivoltaics trials show crops under solar panels had up to 18% higher yields far fewer heat-stress days cooler soils and better animal welfare while generating clean power. This is a win-win governments should scale now. https://t.co/IVkvevFm8k French agrivoltaics trials show crops under solar panels had up to 18% higher yields far fewer heat-stress days cooler soils and better animal welfare while generating clean power. This is a win-win governments should scale now. https://t.co/IVkvevFm8k" [X Link](https://x.com/ramez/status/2020979552739049943) 2026-02-09T21:54Z 55.6K followers, [----] engagements "I'm okay with BTI having been wrong in the past. It happens to all of us. I'm not impressed by Alex trying to claim that BTI was right in the past or an optimist in the past when it was both wrong and a pessimist. As I've said I made mistakes. I missed fracking. I was *too optimistic about nuclear*. (So was BTI btw.) I admit those mistakes. All forecasters should assess where they were wrong and right and adjust accordingly. I've never seen BTI do so. admi https://twitter.com/i/web/status/2020982911424725497 https://twitter.com/i/web/status/2020982911424725497" [X Link](https://x.com/ramez/status/2020982911424725497) 2026-02-09T22:07Z 55.5K followers, [--] engagements "The world is still largely sleeping on the new generation of geothermal technologies from companies like @fervoenergy @Eavor and @QuaiseEnergy . Honestly I was too slow here as well. I still have questions but the potential is quite exciting. NEW New technologies are unlocking the EUs geothermal potential Across the EU new geothermal tech could access 43GW of deployable geothermal capacity - replacing 42% of ALL coal and gas electricity generation. https://t.co/piQPlVkWOx https://t.co/ZyeVRKbc5X NEW New technologies are unlocking the EUs geothermal potential Across the EU new geothermal tech" [X Link](https://x.com/ramez/status/2020991244760240279) 2026-02-09T22:40Z 55.6K followers, 12.2K engagements "@dimabuterin Yes. I'm on retatrutide" [X Link](https://x.com/ramez/status/2021220047465664625) 2026-02-10T13:49Z 55.5K followers, [----] engagements "I was briefly excited about hydrogen. I was mostly wrong. There are some key use cases for it. However in most scenarios it makes more sense to do power to final fuel (e.g. power to methane as @TerraformIndies and @CJHandmer are doing) then to stop at H2. Using hydrogen as a fuel to replace natural gas has been strongly promoted by vested interest groups. Many including myself raised serious concerns about scalability cost and efficiency. The more time passes the more it looks like those concerns were well-founded. https://t.co/He3t6iJ7DF Using hydrogen as a fuel to replace natural gas has" [X Link](https://x.com/ramez/status/2021225950243909754) 2026-02-10T14:13Z 55.6K followers, [----] engagements "@SGBarbour @TerraformIndies @CJHandmer Fossil methane plus CCS is also great and may be easier" [X Link](https://x.com/ramez/status/2021258249836625970) 2026-02-10T16:21Z 55.6K followers, [--] engagements "Nah. This is just another stage in the fight. This will be challenged in court. The Trump EPA has lost many such challenges in the past. It may be more difficult now given Chevron but we shall see. This is very very far from over. In the coming days the @EPA is expected to revoke the endangerment finding that has underpinned the US governments fight against global warming since [----]. It will be a total victory in the Trump administrations dismantling of federal climate regs. https://t.co/qgbD8boyxg In the coming days the @EPA is expected to revoke the endangerment finding that has underpinned" [X Link](https://x.com/ramez/status/2021266878727881015) 2026-02-10T16:55Z 55.5K followers, [----] engagements "I'm still not fully sold on cellular aging clocks but this tracks. Bet they would have found an even larger effect with high intensity cardio. Exercise improves brain health but can it also delay brain aging In a randomized controlled trial we show that moderate- and heavy-resistance training significantly reduced accelerated aging in brain clocks (estimated with fMRI). The effect is global and distributed not https://t.co/boclHbQArK Exercise improves brain health but can it also delay brain aging In a randomized controlled trial we show that moderate- and heavy-resistance training" [X Link](https://x.com/ramez/status/2021272665084875156) 2026-02-10T17:18Z 55.5K followers, [----] engagements "@bbalkus @Jordan_W_Taylor That's fair" [X Link](https://x.com/ramez/status/2021272768944406577) 2026-02-10T17:19Z 55.4K followers, [--] engagements "Source is the excellent Recursive Adaptation blog the best reading anywhere on the internet about novel and innovative ways to address addiction. @ https://recursiveadaptation.com/p/by-making-suzetrigine-cheap-we-could https://recursiveadaptation.com/p/by-making-suzetrigine-cheap-we-could" [X Link](https://x.com/ramez/status/2021304326551986188) 2026-02-10T19:24Z 55.6K followers, [---] engagements "A couple thoughts: [--]. This could be true if regulation becomes an ever more challenging burden on earth. [--]. DCs on Earth could also get cheaper over time if regulation is favorable they route around it or new tech helps (e.g. floating datacenters). [--]. The problem for the space data center is that first GW may be so much more expensive than earth that it never gets launched. Not to mention the many unknowns around earthly regulation of launch volume GPU degredation rates in space maintenance challenges etc. In the long run if humanity is ever building 10s of TWs of compute then space is a very" [X Link](https://x.com/ramez/status/2021309934948979032) 2026-02-10T19:46Z 55.6K followers, [----] engagements "@Nizasana Only because the units are MET-hours (so intensity x time). If you regraph this using only time as the X axis intense cardio comes out on top" [X Link](https://x.com/ramez/status/2021310639151399209) 2026-02-10T19:49Z 55.5K followers, [--] engagements "It is pretty remarkable. And it's fascinating that walking is so good. I wonder if there are other factors going into walking Is it for example more likely to be a social activity and thus provide benefits that way Also the graphs for gained cardio fitness / vo2max (which correlate well with survival) are much more favorable to the most intense cardio you can do (again expressed in time rather than METS x time). https://twitter.com/i/web/status/2021312264998125731 https://twitter.com/i/web/status/2021312264998125731" [X Link](https://x.com/ramez/status/2021312264998125731) 2026-02-10T19:56Z 55.5K followers, [--] engagements "@AlfakevinE That's 100-200 Starship launches. It's maybe $100B in total costs. $50B at a minimum. It's a big lift. I'm skeptical on that timeline. Maybe one day" [X Link](https://x.com/ramez/status/2021312937613226045) 2026-02-10T19:58Z 55.6K followers, [--] engagements "@dr_ed_tate You just don't need a GW of compute in space for any scenario like that" [X Link](https://x.com/ramez/status/2021327093980856804) 2026-02-10T20:55Z 55.5K followers, [--] engagements "@dr_ed_tate If they can raise $50-100B in the IPO they can fund the first GW out of that and possibly that first GW scales launch costs down enough to make it viable on its own beyond there. That's the optimistic case I have for them" [X Link](https://x.com/ramez/status/2021333205559935473) 2026-02-10T21:19Z 55.5K followers, [--] engagements "Probably unpopular opinion: I see no point to putting humans on the moon. It's absurdly more difficult and expensive than sending machines. It doesn't advance science or defense. It's not a backup for Earth. Even if your goal is lunar manufacturing just wait & send robots" [X Link](https://x.com/ramez/status/2021338677369241768) 2026-02-10T21:41Z 55.6K followers, [----] engagements "Simultaneously solar wind and now batteries will grow dramatically faster than nuclear in China continuing to widen the gap. For the rest of this decade China will bring new nuclear power plants online at a pace more than double that of the global average. By [----] its share of global nuclear generation will rise from 17% to 20% while the U.S. and Europe decline. https://t.co/EfqEJGvJtv For the rest of this decade China will bring new nuclear power plants online at a pace more than double that of the global average. By [----] its share of global nuclear generation will rise from 17% to 20% while" [X Link](https://x.com/ramez/status/2021391678209393068) 2026-02-11T01:11Z 55.6K followers, [----] engagements "RFK Jr and his underlings are waging a war against science and against the health of Americans" [X Link](https://x.com/ramez/status/2021397630941790699) 2026-02-11T01:35Z 55.6K followers, [----] engagements "The emergency is coming from inside the White House. In an interview earlier today Trump said the national emergency that prompted higher tariffs on Switzerland is that he was annoyed by the tone of voice of the countrys prime minister. (Switzerland does not have a prime minister) In an interview earlier today Trump said the national emergency that prompted higher tariffs on Switzerland is that he was annoyed by the tone of voice of the countrys prime minister. (Switzerland does not have a prime minister)" [X Link](https://x.com/ramez/status/2021425221857911071) 2026-02-11T03:25Z 55.6K followers, [----] engagements "The FDA is engaged in a war on both mRNA technology specifically and on vaccines more broadly. They're sabotaging both science and human health. This is blood on the GOP Senate's hands. Everyone knew who RFK Jr was. This will only get worse. The mRNA flu vaccine results weren't especially impressive. But perhaps the most concerning part of this saga was the FDA commissioner going on TV to declare he wouldn't approve the shot before Moderna had even submitted their application https://t.co/A8abagZBdq The mRNA flu vaccine results weren't especially impressive. But perhaps the most concerning" [X Link](https://x.com/ramez/status/2021516702757146949) 2026-02-11T09:28Z 55.6K followers, [----] engagements "RFK Jr and his lieutenants are working to infect more girls and women with HPV and cause more of them to get cervical cancer. The HPV vaccine has prevented more cancer than any medical intervention in history apart from tobacco control. It's been studied in 70+ randomized trials. Now a reconstituted ACIP wants to reexamine whether it works. My new piece in @CIDRAP breaks it down https://t.co/73ytQvLFay The HPV vaccine has prevented more cancer than any medical intervention in history apart from tobacco control. It's been studied in 70+ randomized trials. Now a reconstituted ACIP wants to" [X Link](https://x.com/ramez/status/2021518017264513088) 2026-02-11T09:33Z 55.6K followers, [----] engagements "xAI employees suddenly have (possibly vested) SpaceX stock. And many of them felt the company was problematic in how not "maximally-truth-seeking" it was (or so they tell me privately). Given sudden wealth and a chance to do something else they're bailing from the company. Everyone is leaving xAI. It's not just cofounders it's tons of people. Is this about SpaceX being a strategic aerospace company with natsec implications Many are Chinese after all. But no many aren't. Enraging that they're all just spewing this boilerplate. https://t.co/xkZDWmmRNe Everyone is leaving xAI. It's not just" [X Link](https://x.com/ramez/status/2021529295223394670) 2026-02-11T10:18Z 55.6K followers, 18.3K engagements "Impeach RFK Jr. Come on @SenBillCassidy RFK Jr. is now blocking an updated flu vaccine for no reason grounded in science. American vaccine policy has been hijacked by a conspiracy theoristyet most Republicans are happy to just sit on their hands. They are allowing FDA policy to be dictated by DELUSION. RFK Jr. is now blocking an updated flu vaccine for no reason grounded in science. American vaccine policy has been hijacked by a conspiracy theoristyet most Republicans are happy to just sit on their hands. They are allowing FDA policy to be dictated by DELUSION" [X Link](https://x.com/ramez/status/2021529634794504665) 2026-02-11T10:19Z 55.6K followers, 11.3K engagements "Anyone can reach SOTA in LLMs with money and compute. Or you can pick up an open weight model. LLMs are a commodity. Where xAI is floundering is customers and revenue. They're a very distant 4th place in the US and barely show up on some charts. Revenue in [----] estimated at $500m vs maybe 18x and 30x that much for Anthropic and OpenAI. Potential customers don't trust xAI due to Elon's meddling and anti-alignment. (White genocide MechaHitler Elon being more valuable than all the world's children in the trolley problem etc.)" [X Link](https://x.com/ramez/status/2021537931945480299) 2026-02-11T10:52Z 55.6K followers, [----] engagements "@latticecut Right now models are commodities with few differences between them. I can go use Kimi. Everyone has access to open weight models. No one has a sustainable lead. Maybe that will change at some point but it's been a consistent factor of the LLM race" [X Link](https://x.com/ramez/status/2021541602502828064) 2026-02-11T11:07Z 55.6K followers, [----] engagements "Trump starting on his campaign to turn Texas blue. LFG. "Immigration Raids in South Texas Are Starting to Hit the Economy" https://t.co/5JFgU730yo https://t.co/t15sFvyxmm "Immigration Raids in South Texas Are Starting to Hit the Economy" https://t.co/5JFgU730yo https://t.co/t15sFvyxmm" [X Link](https://x.com/ramez/status/2021559680380837909) 2026-02-11T12:19Z 55.6K followers, [----] engagements "@SaaS_Stars Neither of which has a business model" [X Link](https://x.com/ramez/status/2021562321487995369) 2026-02-11T12:29Z 55.6K followers, [----] engagements "Mad respect for Jimmy. I also see no evidence that we're actually heading for material recursive self-improvement. Mathematically AI models see logarithmic diminishing returns from all of their inputs. So we should expect self-improvements from AI to saturate quite quickly. Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks to @elonmusk for bringing us together on this incredible journey. So proud of what the xAI team has done and will continue to stay close Last day at xAI. xAI's mission is push" [X Link](https://x.com/ramez/status/2021562903464382825) 2026-02-11T12:32Z 55.6K followers, [----] engagements "I do greatly admire this. Hats off to @elonmusk on this. Elon Musk on how Tesla and SpaceX have helped their competitors: Nothing any of my companies have done has been to stifle competition. In fact we've done the opposite. At Tesla we have open-sourced our patents. Anyone can use our patents for free. How many companies do you https://t.co/kakQ6ups8q Elon Musk on how Tesla and SpaceX have helped their competitors: Nothing any of my companies have done has been to stifle competition. In fact we've done the opposite. At Tesla we have open-sourced our patents. Anyone can use our patents for" [X Link](https://x.com/ramez/status/2021565689761288637) 2026-02-11T12:43Z 55.6K followers, [----] engagements "@Gregnormanjr Why not download Kimi" [X Link](https://x.com/ramez/status/2021568036226957745) 2026-02-11T12:52Z 55.6K followers, [----] engagements "@Robotbeat Why not just build the data centers and sell their services Instead of buying the money-burning market nobody xAI and suddenly making SpaceX unprofitable The biggest profits in AI so far are in selling compute" [X Link](https://x.com/ramez/status/2021576141547462919) 2026-02-11T13:24Z 55.6K followers, [---] engagements "There are 6-10 companies doing what xAI does just as well. There's nobody doing what SpaceX can do yet. @ramez XAI is far more important than SpaceX. There's no comparison. AI is the greatest technology we will ever see on this planet. Going into space is irrelevant other than being able to put data centers up in space for AI centers. @ramez XAI is far more important than SpaceX. There's no comparison. AI is the greatest technology we will ever see on this planet. Going into space is irrelevant other than being able to put data centers up in space for AI centers" [X Link](https://x.com/ramez/status/2021577126919504376) 2026-02-11T13:28Z 55.6K followers, [----] engagements "Going beyond the investor impact I think this acquisition puts an albatross around SpaceX's shoulders and puts SpaceX at risk as a company. If I were a SpaceX investor I'd be pretty pissed about the bailout of xAI. You go from being a shareholder in a company reportedly making a profit of $8B / year to one that's likely losing at least $4B a year and growing. Your shares are diluted 20%. You assume twitter's debt. If I were a SpaceX investor I'd be pretty pissed about the bailout of xAI. You go from being a shareholder in a company reportedly making a profit of $8B / year to one that's likely" [X Link](https://x.com/ramez/status/2021583118939865121) 2026-02-11T13:52Z 55.6K followers, [----] engagements "@curious_vii Vertical integration can help with costs. But what labs really need is to find some way to create network effects flywheels or at least customer stickiness. Or in xAI's case to find any meaningful number of customers at all" [X Link](https://x.com/ramez/status/2021588408057962707) 2026-02-11T14:13Z 55.5K followers, [--] engagements "@WR4NYGov @latticecut Always possible. I'm an investor in Anthropic myself. You can still make good money selling a commodity. And coding tools appear to have some stickiness" [X Link](https://x.com/ramez/status/2021588986351730919) 2026-02-11T14:15Z 55.6K followers, [--] engagements "This is a great tech that would be very handy not just for the flu but for future pandemics. And we're ignoring it to own the libs. Not only has the US blocked a significant advance for a flu vaccine but it has done nothing unlike China to advance a nasal Covid vaccine that achieves mucosal immunity to block infections https://t.co/FXnaWjxkWV https://t.co/WABn5324U8 Not only has the US blocked a significant advance for a flu vaccine but it has done nothing unlike China to advance a nasal Covid vaccine that achieves mucosal immunity to block infections https://t.co/FXnaWjxkWV" [X Link](https://x.com/ramez/status/2021623996370858304) 2026-02-11T16:34Z 55.6K followers, [----] engagements "@DrewAustin Google has the distribution. Grok has some via twitter yet OpenAI and Anthropic have dramatically more users and make 30x and 20x the revenue. Twitter data is sometimes valuable true. No comment on Tesla" [X Link](https://x.com/ramez/status/2021642521672323189) 2026-02-11T17:48Z 55.6K followers, [----] engagements "@artemtam I've never seen anyone use Grok outside of twitter" [X Link](https://x.com/ramez/status/2021649332068659370) 2026-02-11T18:15Z 55.6K followers, [----] engagements "I don't see a wall per se. I do see issues with the current architectures (continuous learning data efficiency hallucinations dunning-kruger lack of generalizing out of distribution). And some deep problems with long tasks (despite what METR says). All of those fixable in theory. But it's hard to know the timing and they require algorithmic progress not just scaling" [X Link](https://x.com/ramez/status/2021654943321797033) 2026-02-11T18:37Z 55.6K followers, [--] engagements "@Gregnormanjr @GuywithUmbrella @travestynv While ASI is theoretically possible there's little sign of it on the horizon. And there's only so much pure cognition can do. In the real world we advance science through physical experimentation and learnings from those. That takes time" [X Link](https://x.com/ramez/status/2021699483721949500) 2026-02-11T21:34Z 55.6K followers, [---] engagements "It is certainly theoretically possible for RSI (and/or human research) to make rapid algorithmic breakthroughs. My hypothesis which will be tested in the coming years is that the magnitude of those breakthroughs will tend to follow the same log-linear scaling / logarithmic diminishing returns with respect to inputs as everything else in AI. For example my guess is that the value of additional researchers (human or AI) follows a logarithmic diminishing return function. Going from [--] AI researcher to [--] AI researchers will be found to have the same relative impact as going from [--] million AI" [X Link](https://x.com/ramez/status/2021786296168091848) 2026-02-12T03:19Z 55.6K followers, [----] engagements "This is effectively censure of the DOJ and everyone involved in the case. Disbar them. *None* of the D.C. grand jurors who heard the Trump admin's pitch on why they should indict the Democratic lawmakers who recorded that illegal orders video believed the Justice Departmenthad met the low threshold of probable cause two sources familiar with the matter told NBC *None* of the D.C. grand jurors who heard the Trump admin's pitch on why they should indict the Democratic lawmakers who recorded that illegal orders video believed the Justice Departmenthad met the low threshold of probable cause two" [X Link](https://x.com/ramez/status/2021791993542980057) 2026-02-12T03:42Z 55.6K followers, [----] engagements "My expectation is that China's true peak is still a handful of years away. Either it's on the horizon or it's already with us. NEW ANALYSIS: China's CO2 has now been 'flat or falling' for [--] months * Down in [----] * Still below Mar [----] * Clean energy wave a key factor If this is China's peak (TBC) it's the climate story of the century so far https://t.co/xqAnUNQOdR https://t.co/kYloATJnDE NEW ANALYSIS: China's CO2 has now been 'flat or falling' for [--] months * Down in [----] * Still below Mar [----] * Clean energy wave a key factor If this is China's peak (TBC) it's the climate story of the" [X Link](https://x.com/ramez/status/2021946728711434652) 2026-02-12T13:57Z 55.6K followers, [----] engagements "@ShanuMathew93 They can all actually lower electricity costs for their neighbors instead of just pledging to keep them flat. It's not a lot of money in the context of overall DC costs" [X Link](https://x.com/ramez/status/2021951071762133354) 2026-02-12T14:14Z 55.6K followers, [--] engagements "This is a more accurate headline than the very silly NYT assertion of "complete victory" for the Trump admin. The endangerment finding rollback will be challenged in court and the Trump admin has at best 50/50 odds. And there are so many other fronts. Clean energy is winning period" [X Link](https://x.com/ramez/status/2021991889671762199) 2026-02-12T16:56Z 55.6K followers, [----] engagements "@krishnanrohit @sean_from_earth The difficulty of establishing a SOTA chip fab and the entire supply chain for it on the moon strikes me as really absurdly implausible and uneconomic to overcome any time in the foreseeable future. This could require trillions of dollars" [X Link](https://x.com/ramez/status/2022043807290929379) 2026-02-12T20:23Z 55.6K followers, [--] engagements "@krishnanrohit @sean_from_earth That makes more sense. You probably have to make the GPUs themselves on earth for the foreseeable future" [X Link](https://x.com/ramez/status/2022044773079748749) 2026-02-12T20:26Z 55.6K followers, [--] engagements "@krishnanrohit @sean_from_earth Yeah. That seems awfully hard. Not to mention mining and refining every element needed" [X Link](https://x.com/ramez/status/2022046824996253942) 2026-02-12T20:35Z 55.6K followers, [--] engagements "@turbo_xo_ My experience and industry data points as an energy and AI investor" [X Link](https://x.com/ramez/status/2022346501968847073) 2026-02-13T16:25Z 55.6K followers, [--] engagements "@turbo_xo_ [--]. You need far less energy to be a fast follower [--]. A bunch of practical stuff that's happening [--]. Off grid solar and batteries in Australia Mexico US SW (and ideally opening up public lands). Requires legal upgrades esp Mexico" [X Link](https://x.com/ramez/status/2022353691387564450) 2026-02-13T16:54Z 55.6K followers, [--] engagements "@gbildson @QuantBro [--]. They have bio weapons already if they want them. More importantly they have nukes [--]. Science fiction" [X Link](https://x.com/ramez/status/2022364721559867418) 2026-02-13T17:38Z 55.6K followers, [--] engagements "@JimDMiller [--]. You're not going to put a power gobbling NVIDIA B200 in a missile. [--]. I do think improving vision models had military utility. The returns are steeply sun-linear" [X Link](https://x.com/ramez/status/2022368787635544418) 2026-02-13T17:54Z 55.6K followers, [--] engagements "@Noahpinion I agree that the latest chips give China indirect assistance to their military. I think it's pretty minor though" [X Link](https://x.com/ramez/status/2022374677948289447) 2026-02-13T18:17Z 55.6K followers, [---] engagements "@sawickipedia Yeah. I think teacher's unions were on the wrong side of this" [X Link](https://x.com/ramez/status/2022384492820992472) 2026-02-13T18:56Z 55.6K followers, [--] engagements "@OrdoSeclorum I tried to ground the Nexus books in science. Fast AI takeoff scenarios seem ungrounded from the math of AI improvement to me" [X Link](https://x.com/ramez/status/2022400439527051722) 2026-02-13T20:00Z 55.6K followers, [--] engagements "@XavierORourke @Noahpinion You'd think so on the cyber warfare part. But the cyber security experts I know are underwhelmed so far" [X Link](https://x.com/ramez/status/2022484189711651279) 2026-02-14T01:33Z 55.6K followers, [--] engagements "There are others beyond this but this is a starter list. Very open to your feedback and thoughts. Thanks" [X Link](https://x.com/ramez/status/2016541531516317716) 2026-01-28T15:59Z 55.6K followers, 16.8K engagements "This phrase drives me nuts. There's not unlimited demand for intelligence at any price. There's a demand curve. The more expensive AI is the less relevant demand there is. You can't think about AI economics properly without understanding that. There is unlimited demand for intelligence. There is unlimited demand for intelligence" [X Link](https://x.com/ramez/status/2020260639500038168) 2026-02-07T22:17Z 55.6K followers, 14.3K engagements "xAI is bleeding co-founders. What did SpaceX even buy for 20% of its stock this isn't looking good https://t.co/Euyu60CRy8 this isn't looking good https://t.co/Euyu60CRy8" [X Link](https://x.com/ramez/status/2021535947767365821) 2026-02-11T10:45Z 55.6K followers, [----] engagements "One man in this conflict is indeed seditious. And it's not Mark Kelly. This will be immediately appealed. Sedition is sedition Captain. This will be immediately appealed. Sedition is sedition Captain" [X Link](https://x.com/ramez/status/2022086740056666400) 2026-02-12T23:13Z 55.6K followers, [----] engagements "@OrdoSeclorum Sci Fi scenario. No sign of it in the data" [X Link](https://x.com/ramez/status/2022398422544978302) 2026-02-13T19:52Z 55.6K followers, [--] engagements "Moderna's mRNA flu vaccine looks superior to the best current option on the market. They ran a valid trial using current standard of care as the control. FDA refuses to evaluate it because they oppose anything involving mRNA tech and are negative on vaccines. Impeach RFK Jr. 1/ There is some confusion with the reporting on $MRNA Refuse to File. First of all $MRNA DID run a trial in patients [--] and above with a high dose comparator. And the results were posted - it showed that mRNA-1010 was SUPERIOR to the high dose competitor Fluzone HD QIV 1/ There is some confusion with the reporting on" [X Link](https://x.com/ramez/status/2021525494043480530) 2026-02-11T10:03Z 55.6K followers, 39.9K engagements "It's happening. Western democracies in Asia next. Macron will propose nuclear deterrence to Europe at the Munich Security Conference replacing the US Nuclear Umbrella. Macron will propose nuclear deterrence to Europe at the Munich Security Conference replacing the US Nuclear Umbrella" [X Link](https://x.com/ramez/status/2022369603939365312) 2026-02-13T17:57Z 55.6K followers, [----] engagements "Terrible investment. I had the chance to invest in X AI's round. Why would you invest in the distant fourth in the AI race in the US a company with almost no users when it was priced like a contender BREAKING: Tesla has officially announced that they have invested $2 billion into @xAI. Statement: "On January [--] [----] Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recent https://t.co/aAAph3Sey1 BREAKING: Tesla has officially announced that they have invested $2 billion into @xAI. Statement: "On January 16" [X Link](https://x.com/ramez/status/2016655032826155183) 2026-01-28T23:30Z 55.6K followers, 23.7K engagements "One of the impressive things about Mamdani is that he listens to experts and evidence and learns and adapts. He wasn't YIMBY [--] months ago. He did have the goal of bringing down housing costs but his approach wouldn't have worked. I credit @DKThomp with exposing him to the evidence that YIMBY was the way to do it. And so Mamdani changed his approach and went to a much more market-oriented plan to lower housing costs in NYC. This is exceedingly rare in politicians. We should applaud and encourage it. Leftists outside NYC must pay attention to Mamdani's *details* It's not just a comms upgrade." [X Link](https://x.com/ramez/status/2021628830062907901) 2026-02-11T16:54Z 55.6K followers, 92.1K engagements "What if we just renamed mRNA to tRMP it is even stupider than that. MRNA operation warp speed was a legitimate miracle. Trump should have his name all over it. More than any building. But he fucking can't It's insane it is even stupider than that. MRNA operation warp speed was a legitimate miracle. Trump should have his name all over it. More than any building. But he fucking can't It's insane" [X Link](https://x.com/ramez/status/2021629066181480474) 2026-02-11T16:55Z 55.6K followers, 11.8K engagements "No one has a moat in AI. No company. No country. Introducing M2.5 an open-source frontier model designed for real-world productivity. - SOTA performance at coding (SWE-Bench Verified 80.2%) search (BrowseComp 76.3%) agentic tool-calling (BFCL 76.8%) & office work. - Optimized for efficient execution 37% faster at complex https://t.co/UwiKzzQNG8 Introducing M2.5 an open-source frontier model designed for real-world productivity. - SOTA performance at coding (SWE-Bench Verified 80.2%) search (BrowseComp 76.3%) agentic tool-calling (BFCL 76.8%) & office work. - Optimized for efficient execution" [X Link](https://x.com/ramez/status/2022048014261715395) 2026-02-12T20:39Z 55.6K followers, 90K engagements "@josephdviviano Well certainly moreso than Grok" [X Link](https://x.com/ramez/status/2022153436687741307) 2026-02-13T03:38Z 55.6K followers, [----] engagements "What do people believe China will do with more advanced AI chips that will harm the US" [X Link](https://x.com/ramez/status/2022348147113218435) 2026-02-13T16:32Z 55.6K followers, [----] engagements "No one who cares about mission and has options is going to go to Meta or X. From this extraordinary piece: 'Last summer while Mark Zuckerberg was conducting hiring raids on other labs Sholto Douglas the Anthropic engineer told me that a number of his colleagues couldve taken a fifty-million-dollar paycheck but the vast majority of them hadnt https://t.co/t5rnP5Gj9u From this extraordinary piece: 'Last summer while Mark Zuckerberg was conducting hiring raids on other labs Sholto Douglas the Anthropic engineer told me that a number of his colleagues couldve taken a fifty-million-dollar paycheck" [X Link](https://x.com/ramez/status/2022370017350959550) 2026-02-13T17:59Z 55.6K followers, [----] engagements "Immigrants make America great. We need more immigrants into the US not less. America is great because people come from all over the world to start businesses here. Nearly half of unicorn company founders are immigrants. My @Morning_Joe Chart https://t.co/83SnkfUC1a America is great because people come from all over the world to start businesses here. Nearly half of unicorn company founders are immigrants. My @Morning_Joe Chart https://t.co/83SnkfUC1a" [X Link](https://x.com/ramez/status/2022370744647524800) 2026-02-13T18:02Z 55.6K followers, [----] engagements "Longevity drugs. Healthspan drugs at a minimum. I'm very happy to be taking my black market peptides. Old unhealthy adults who were randomized to GLP-1RAs instead of a placebo were less likely to wind up hospitalized four years out. These drugs help people stay healthy even in old age. https://t.co/TN8DkoMYlm Old unhealthy adults who were randomized to GLP-1RAs instead of a placebo were less likely to wind up hospitalized four years out. These drugs help people stay healthy even in old age. https://t.co/TN8DkoMYlm" [X Link](https://x.com/ramez/status/2022455992378888411) 2026-02-13T23:40Z 55.6K followers, [----] engagements "We're a social species. We need connection A new article inNature Medicinefound that social connections were a surprisingly powerful predictor of a long life. Living with a partner was roughly as beneficial as exercise. Regular visits with family or having someone to confide in also appeared to be associated with lower https://t.co/q0lfUGLBcN A new article inNature Medicinefound that social connections were a surprisingly powerful predictor of a long life. Living with a partner was roughly as beneficial as exercise. Regular visits with family or having someone to confide in also appeared to" [X Link](https://x.com/ramez/status/2022751242364067902) 2026-02-14T19:14Z 55.6K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ramez Ramez Naam
Ramez Naam posts on X about ai, solar, china, xai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [---------] +36%
- [--] Month [---------] +79%
- [--] Months [----------] -29%
- [--] Year [----------] +2,583%
Mentions: [--] #
- [--] Months [---] +52%
- [--] Year [---] +359%
Followers: [------] #
- [--] Week [------] +0.60%
- [--] Month [------] +1.90%
- [--] Months [------] +4.80%
- [--] Year [------] +7.80%
CreatorRank: [-------] #
Social Influence
Social category influence countries 16.19% technology brands 13.36% finance 8.5% celebrities 6.07% stocks #5320 automotive brands #3918 social networks 4.05% travel destinations 1.62% gaming 0.4% currencies 0.4%
Social topic influence ai 14.17%, solar #875, china #1047, xai #120, future 4.86%, data #1397, company #1760, at least #1735, ukraine #1449, spacex #673
Top accounts mentioned or mentioned by @robotbeat @grok @rogerpielkejr @elonmusk @xiaowang1984 @noahpinion @atrembath @xavierorourke @alfakevine @keeslarmatthew @artemtam @friedmandave @gregnormanjr @amoser_e @adriannf8173 @dwarkeshsp @nerdalert @krishnanrohit @ordoseclorum @tmallard
Top assets mentioned Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Dreams of AI fast takeoff and imminent AGI / Super-Intelligence often hinge on the @METR_Evals graph. It's an anomaly in AI. Every other AI eval shows logarithmic diminishing returns with more compute and data. METR shows the opposite. Well there are good reasons to question that outlier METR metric as @NateWitkin shows. https://www.transformernews.ai/p/against-the-metr-graph-coding-capabilities-software-jobs-task-ai https://www.transformernews.ai/p/against-the-metr-graph-coding-capabilities-software-jobs-task-ai"
X Link 2026-02-08T16:20Z 55.6K followers, 31.2K engagements
"Creating an agency with "Homeland" in the title was clearly a bad idea from day [--]. It was only a matter of time. We ought to undo that. [--]. Today Sec. Kristi Noem made the extraordinary (but vaguely delivered) claim that as head of DHS she has authorities over elections including to make sure that the right people are voting and electing the right leaders to lead this country. That is false. [--]. Today Sec. Kristi Noem made the extraordinary (but vaguely delivered) claim that as head of DHS she has authorities over elections including to make sure that the right people are voting and electing"
X Link 2026-02-14T01:40Z 55.6K followers, [----] engagements
"@XavierORourke @Noahpinion I mean that the material difference in AI capabilities between US and China are already basically zero and are likely to stay that way. Factors like manufacturing and scale and alliances are likely to be far more decisive in an armed conflict"
X Link 2026-02-14T01:35Z 55.6K followers, [--] engagements
"@Richard_Shilkus @Scobleizer You know I considered making Nexus snortable in the books but it just seemed too on the nose as it were. ;)"
X Link 2026-02-14T01:56Z 55.6K followers, [--] engagements
"If I were a SpaceX investor I'd be pretty pissed about the bailout of xAI. You go from being a shareholder in a company reportedly making a profit of $8B / year to one that's likely losing at least $4B a year and growing. Your shares are diluted 20%. You assume twitter's debt. And on top of that a bunch of xAI co-founders and staff are leaving. What did you even buy Even if you think space based data centers make sense SpaceX could have built them on their own as they did Starlink and sell compute services to xAI or other AI companies. xAI gets you nothing but a 4th place player in the US AI"
X Link 2026-02-11T09:58Z 55.6K followers, 289.7K engagements
"Crazy that the Epstein files have cost an Emirati Sultan and CEO his job and might imprison a British royal but the only American head to roll is a woman's"
X Link 2026-02-13T17:04Z 55.6K followers, [----] engagements
""It seems the only people willing to stand up to Trump are average Americans". That'll be enough. We will win. I think we are one big step into dictatorship already. Conservative historian Robert Kagan. Robert Kagan: "Well I think we are one big step into dictatorship already. It's not clear to me that any institution in the United States is really prepared to stand up to Donald https://t.co/b9cahAQlgY I think we are one big step into dictatorship already. Conservative historian Robert Kagan. Robert Kagan: "Well I think we are one big step into dictatorship already. It's not clear to me that"
X Link 2026-02-14T20:16Z 55.6K followers, [----] engagements
"Holding warming to 2C is unlikely without SRM but doable at a stretch. 2.5C is doable. If we want to keep warming anywhere close to 1.5C or even make 2C likely we need to get serious about researching and experimenting with SRM. It's the only plausible approach. https://x.com/ramez/status/1970130221010751684 @ramez And in terms of CO2 2C still doable https://x.com/ramez/status/1970130221010751684 @ramez And in terms of CO2 2C still doable"
X Link 2025-11-13T19:58Z 55.5K followers, [----] engagements
"The Waymo vs Tesla robotaxi discourse is hilariously emotional. People are so certain of one future or the other"
X Link 2025-12-18T19:09Z 55.3K followers, 10.8K engagements
"100%. What the US needs for critical minerals first and foremost is refining. So. everyone here understands that rare earths are not rare right The problem is not their supply. As in: even if the US got all the rare earths of Ukraine and Greenland it still needs to ship them to China to refine. Like. We are all aware of this. Right Riiiight So. everyone here understands that rare earths are not rare right The problem is not their supply. As in: even if the US got all the rare earths of Ukraine and Greenland it still needs to ship them to China to refine. Like. We are all aware of this. Right"
X Link 2026-01-07T05:56Z 55.6K followers, 15.4K engagements
"Pure obstruction. Pam Bondi and her lieutenants should be at the Hague. "The administration has also filed a legal motion opposing a judge's order preventing them from destroying evidence" https://t.co/LxWAo3iwUS https://t.co/O2yyW6XBic "The administration has also filed a legal motion opposing a judge's order preventing them from destroying evidence" https://t.co/LxWAo3iwUS https://t.co/O2yyW6XBic"
X Link 2026-01-27T18:30Z 55.6K followers, [----] engagements
"Trump has made clear that the US Constitution and overall system have significant security flaws and traits that benefit extremism. We need structural changes including multiple Constitutional Amendments to improve resilience to future authoritraians. A starter list. 🧵"
X Link 2026-01-28T15:58Z 55.5K followers, 478.6K engagements
"2. End the Pardon Power. The Pardon Power while well-intentioned is another tool that allows the President and his delegates to be above the law. The President can instruct his followers and appointees to commit crimes with all parties knowing he'll pardon them. Corrupt"
X Link 2026-01-28T15:58Z 55.3K followers, 31.3K engagements
"3. Constitutional Independence of the DOJ Fed and Other Agencies. The President has too much power over the DOJ and vague power over other agencies that truly ought to be independent. We need an Amendment to make these agencies truly independent of the President. https://twitter.com/i/web/status/2016541523710759024 https://twitter.com/i/web/status/2016541523710759024"
X Link 2026-01-28T15:58Z 55.3K followers, 25.6K engagements
"Ellison is a worse censor and manipulator of TikTok than Chinese company ByteDance ever was. Users know it. BREAKING: TikTok uninstalls are up 150% following the Larry Ellison took over the platform in the US - CNBC News https://t.co/5P1nQQQW6m BREAKING: TikTok uninstalls are up 150% following the Larry Ellison took over the platform in the US - CNBC News https://t.co/5P1nQQQW6m"
X Link 2026-01-28T23:31Z 55.3K followers, [----] engagements
"US and allies need to fix the lack of domestic battery manufacturing. We honestly don't need solar or wind manufacturing in the West. We buy and operate those for decades. We DO need battery manufacturing in the US as batteries are a defense technology. 86% of all batteries were made in hina which is nearing [--] TWh production while the US has a measly [---] GWh almost entirely owned by automakers. https://t.co/Tl815TRRLX 86% of all batteries were made in hina which is nearing [--] TWh production while the US has a measly [---] GWh almost entirely owned by automakers. https://t.co/Tl815TRRLX"
X Link 2026-01-29T01:40Z 55.3K followers, 10.8K engagements
"People said this ad was histrionic when it came out. Nope. Prophetic. And it's more relevant today than ever. BREAKING: Both the White House & RNCC have lashed out at the creators of this ad. It must have struck a nerve. Maybe they don't like being outed as fascists. You know what to do: SPREAD THIS EVERYWHERE https://t.co/1aLihdMWp7 BREAKING: Both the White House & RNCC have lashed out at the creators of this ad. It must have struck a nerve. Maybe they don't like being outed as fascists. You know what to do: SPREAD THIS EVERYWHERE https://t.co/1aLihdMWp7"
X Link 2026-01-29T19:04Z 55.3K followers, 335.2K engagements
"I don't worry about China dominating battery manufacturing for energy reasons. I worry about it for defense reasons. Drones are a huge factor in modern warfare. We need battery manufacturing for the western drone industry. @ramez because china dominates 86% of battery production maybe we should just accept reality instead of chasing impossible domestic manufacturing dreams. our energy future depends on pragmatism not patriotic fantasies. @ramez because china dominates 86% of battery production maybe we should just accept reality instead of chasing impossible domestic manufacturing dreams. our"
X Link 2026-01-29T19:25Z 55.4K followers, [----] engagements
"Chat I daresay this is the weirdest singularity I've lived through"
X Link 2026-01-31T05:27Z 55.3K followers, [----] engagements
"This is why I'm skeptical of any ICE bill that simply changes Federal rules. They're already breaking the law and violating court orders. Zero out their funding. Constrain CBP to the physical border. Release names of every agent involved in abuses to date. Let States prosecute This should be a huge national story. A conservative judge released a list of [--] timeswhich he said is an undercountthat ICE violated court orders in January alone. The government is illegally imprisoning people without due process. You cant reconcile that with law & order. This should be a huge national story. A"
X Link 2026-01-31T18:07Z 55.5K followers, [----] engagements
"1000 tomahawks end this war. The US can spare them. Europe will pay for them. And the US can and should ramp up production to not only replace them but to double or triple stockpiles to [--] or [-----]. Instead of sending Ukraine only $100 million in long-range missiles to destroy the Iskander-M factory the West is wasting several billions of dollars to repair infrastructure destroyed by Iskanders and billions of dollars in air defense missiles to shoot them down. Instead of sending Ukraine only $100 million in long-range missiles to destroy the Iskander-M factory the West is wasting several"
X Link 2026-02-02T19:29Z 55.5K followers, [----] engagements
"The GLP1 must flow. @ramez @Noahpinion The GLP-1 extends life. The GLP-1 expands consciousness. The GLP-1 is vital to space travel https://t.co/SiQYOJP5aC @ramez @Noahpinion The GLP-1 extends life. The GLP-1 expands consciousness. The GLP-1 is vital to space travel https://t.co/SiQYOJP5aC"
X Link 2026-02-02T19:39Z 55.4K followers, [----] engagements
"Look DHS already knew it was illegal. The law is crystal clear. You think a judicial ruling is going to fix this Defund. Dismantle. Detain. Prosecute. Impeach. Convict. BREAKING: Judge Cobb has barred DHS from preventing members of Congress from visiting immigration detention facilities without notice saying the administration's policy likely violated the law requiring their unfettered access. https://t.co/PkyAv8Qt6S https://t.co/HlcvdalkxR BREAKING: Judge Cobb has barred DHS from preventing members of Congress from visiting immigration detention facilities without notice saying the"
X Link 2026-02-02T20:05Z 55.6K followers, [----] engagements
"Democrats must win in Red states to take the Senate. The math is that clear. They need to flip NC and Maine. And then win at least two of Texas Iowa Ohio and Alaska. They need centrist candidates and centrist national platform to do that. Extreme leftists play into GOP hands this is why I get so angry at people who are unwilling to give even an inch on moderation in red states to win elections. The Senate map is so badly stacked against Democrats we cant afford to put purity above all else this is why I get so angry at people who are unwilling to give even an inch on moderation in red states"
X Link 2026-02-02T20:08Z 55.3K followers, [----] engagements
"Elon's best company saving his least ethical and most overvalued. Lame. SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth https://t.co/3ODfcYnqfg https://t.co/el40rCUBGe SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth https://t.co/3ODfcYnqfg https://t.co/el40rCUBGe"
X Link 2026-02-02T22:55Z 55.5K followers, [----] engagements
"The right has always been far worse than the left on speech. Always. The Greater Awokening. https://t.co/HGltoNK0jH The Greater Awokening. https://t.co/HGltoNK0jH"
X Link 2026-02-03T20:26Z 55.6K followers, 32.4K engagements
"Todd Lyons is part of a plot against America. He's committing treason as are his bosses. Multiple states should have warrants out for his arrest. Todd Lyons wrote this nonsense authorizing ICE to enter homes and businesses without a warrant. Its very first sentence is both historically and legally wrong. https://t.co/RIrJJACsW6 Todd Lyons wrote this nonsense authorizing ICE to enter homes and businesses without a warrant. Its very first sentence is both historically and legally wrong. https://t.co/RIrJJACsW6"
X Link 2026-02-03T20:46Z 55.5K followers, [----] engagements
"Whenever these polls have more detail what they actually say is that: [--]. Americans support a strong border and trust the GOP more on this [--]. Americans are generally supportive of non-criminal undocumented immigrants who've been here for a while staying [--]. Americans hate the chaos and cruelty of what ICE and CBP are doing intensely. Yet another poll in which Americans trust REPUBLICANS more on immigration than Democrats. Even after the ICE murders. https://t.co/LW1wKBZdeJ Yet another poll in which Americans trust REPUBLICANS more on immigration than Democrats. Even after the ICE murders."
X Link 2026-02-03T22:24Z 55.3K followers, 31.8K engagements
"Concur. Space based data centers are unlikely to be a thing at any significant scale any time soon. We can build TWs of DCs on earth with solar + batteries cheaper and more easily for the foreseeable future. The narrative is handy for SpaceXs IPO and desperation acquisition of X AI tho. If you really believe that datacenters are going into space I have a fully self driving EV company that I'd like to sell you. If you really believe that datacenters are going into space I have a fully self driving EV company that I'd like to sell you"
X Link 2026-02-04T01:34Z 55.3K followers, [----] engagements
""Pound sand. See you in court." That's the only acceptable response to this. Tech companies consider yourselves on notice. We are watching how you respond to this. Trump admin is pressuring tech companies to hand over information on critics with zero justification. https://t.co/fWQ8qRFMFj https://t.co/bmlQVnZSCN Trump admin is pressuring tech companies to hand over information on critics with zero justification. https://t.co/fWQ8qRFMFj https://t.co/bmlQVnZSCN"
X Link 2026-02-04T16:36Z 55.6K followers, [----] engagements
"It's a battery world now. Batteries will be the #1 energy technology on planet Earth surpassing even solar. Oil-rich Saudi as a battery storage powerhouse Never going to happen many have thought. Yet new data shows Saudi has gone from zero grid-scale batteries in [----] to one of worlds top deployers in [----] adding almost 3GW in a single year and commissioning a 8GWh mega-project. https://t.co/fwchUfxkF9 Oil-rich Saudi as a battery storage powerhouse Never going to happen many have thought. Yet new data shows Saudi has gone from zero grid-scale batteries in [----] to one of worlds top deployers"
X Link 2026-02-04T16:37Z 55.5K followers, 69.9K engagements
"Who pays for the first many GWs of data centers in space when you can build them cheaper faster and easier on the ground How does this industry ever get to scale when it's harder and more expensive than solar-based data centers on earth @Robotbeat I think it's [---] plus. And I think that first GW is still far more expensive and difficult to do in space than on earth. So I'm not sure how it gets financed when you can do it cheaper faster and easier on the ground. @Robotbeat I think it's [---] plus. And I think that first GW is still far more expensive and difficult to do in space than on earth."
X Link 2026-02-04T17:11Z 55.6K followers, [----] engagements
"@itiswyatt Just as soon as we save democracy and solve the energy transition. :)"
X Link 2026-02-04T22:33Z 55.3K followers, [--] engagements
"Meh. This is a very improverished idea of AGI. Current AI systems: [--]. Don't have continuous learning. [--]. Need orders of magnitude more data than humans to learn skills. [--]. Have essentially no introspection. [--]. Have little to no ability to change over time in the real world. [--]. Seem largely incapable of solving problems outside of their training distribution. [--]. Don't know what they don't know. Will confidently give BS answers when they're out of their depths. I absolutely LOVE current AI tech. I spend hours a day with LLMs. Love love love them. But calling them AGI is a very impoverished idea"
X Link 2026-02-05T00:00Z 55.6K followers, [----] engagements
"The EV revolution is being tweeted at you every day. See it now ICE cars and trucks are a dead end. The peak of global oil demand is on the horizon. This was always going to happen. It's been an economic inevitability. Been saying so for a decade now. Well here we are. BREAKING: Sales of electric vehicles (EVs) in China last year hit a record [----] million vehicles exceeding ICE car sales for the first time. Sales of internal combustion engine (ICE) vehicles in China fell -13% YoY to [----] million in [----] the lowest in [--] years. This marks https://t.co/o7JgTm5LCz BREAKING: Sales of electric"
X Link 2026-02-05T03:53Z 55.3K followers, [----] engagements
"EVs will win. They'll win on pure economics by being better and cheaper. The tipping point is here now. Ive revised my #EV adoption projections after [--] years of real-world data. Pushback wont stop the transition it merely delays it. 2030: 60% NEV 46% BEV 2035: 97% NEV 88% BEV Full essay + methodology briefing coming. Weve entered the age of #Bettrification #LFP https://t.co/8r2K4LIUTq Ive revised my #EV adoption projections after [--] years of real-world data. Pushback wont stop the transition it merely delays it. 2030: 60% NEV 46% BEV 2035: 97% NEV 88% BEV Full essay + methodology briefing"
X Link 2026-02-05T03:56Z 55.3K followers, [----] engagements
"The Flamingo is a low cost Tomahawk alternative cruise missile. Lower cost larger warhead longer range but also lower stealth and lower precision. Still mass production of this can probably end the war. BREAKING🔥 EU countries ready to sign first 'FP-5 Flamingo' missile defence partnership with #Ukraine to carry out mass production of long-range ground-launched cruise missile. https://t.co/JLgbiu47fS BREAKING🔥 EU countries ready to sign first 'FP-5 Flamingo' missile defence partnership with #Ukraine to carry out mass production of long-range ground-launched cruise missile."
X Link 2026-02-05T04:19Z 55.6K followers, [----] engagements
"Yup. For the folks out there who think this is some sort of 'green scam' look again. In a deep red state and a deep red country solar and batteries are booming because of pure economics. Solar isnt booming in Texas or China because of climate ideology. Its booming because its the cheapest fastest power you can build. Texas just set a solar generation record in FEBRUARY. Thats cost curves winning not sacrifice. Zero-fuel power sets prices by design. #BESS https://t.co/8Snm9JL0CB Solar isnt booming in Texas or China because of climate ideology. Its booming because its the cheapest fastest power"
X Link 2026-02-05T04:31Z 55.6K followers, [----] engagements
"1. EVs will win on pure economics. [--]. They did need government policy to get to that point though. Early policies -- scale -- low cost. [--]. We're behind on climate change. While EVs (and solar wind batteries) will win on economics policy can help them win faster which we need. @ramez Great - let people buy whatever they want then No tax breaks or subsidies for EVs. No production mandates for manufacturers. No phase out of petrol and diesel. Let the market decide @ramez Great - let people buy whatever they want then No tax breaks or subsidies for EVs. No production mandates for manufacturers."
X Link 2026-02-05T13:31Z 55.3K followers, [----] engagements
"Because I'm an OG solar optimist people assume I'm a solar maximalist. And solar is clearly the fastest dropping energy tech of all time and (modulo some wild cards) likely to be the cheapest source of electrons on planet earth. But winter is a real thing. Multi-week cloudy periods are real. Batteries struggle with them. Electricity demand will be higher in winter than summer as we electrify heat. Wind + clean firm (if any get their act together) are going to be a vital part of the energy mix"
X Link 2026-02-05T14:20Z 55.4K followers, 20.6K engagements
"Tomahawk isn't super stealthy but is more stealthy than Ukraine's homegrown Flamingo. Flamingo is longer range and bigger warhead than a Tomahawk but also easier to shoot down. But maybe 1/3 the cost of Tomahawk. Overall probably a great alternative. Slava Ukraini. @ramez Tomahawk is not stealthy @ramez Tomahawk is not stealthy"
X Link 2026-02-05T15:06Z 55.6K followers, [----] engagements
"It's been clear since Eliza (1967) that the Turing Test didn't test for general intelligence consciousness or sentience. It tests for mimicry. Not sure why it retained such mystique in the nearly [--] years since. @ramez Yeah I mean they pass the Turing test. But people have questioned if that is enough since Turning proposed it @ramez Yeah I mean they pass the Turing test. But people have questioned if that is enough since Turning proposed it"
X Link 2026-02-05T15:13Z 55.4K followers, [----] engagements
"Electric vehicles are only really expensive in the US. In the rest of the world EVs are increasingly the low cost option. @ramez But there more expensive by a long shot. CA is making it worse by increasing the annual EV fee and electricity rates. @ramez But there more expensive by a long shot. CA is making it worse by increasing the annual EV fee and electricity rates"
X Link 2026-02-05T15:15Z 55.6K followers, [----] engagements
"@FStephenMasek Sure sure. That's why electric cars are now 60% of car sales in China and half of car sales in Europe. Got it"
X Link 2026-02-05T16:04Z 55.6K followers, [--] engagements
"Ukraine's new Tomahawk class cruise missile the Flamingo is about to change the war. Russia is screwed IMHO. BREAKING🔥 EU countries ready to sign first 'FP-5 Flamingo' missile defence partnership with #Ukraine to carry out mass production of long-range ground-launched cruise missile. https://t.co/JLgbiu47fS BREAKING🔥 EU countries ready to sign first 'FP-5 Flamingo' missile defence partnership with #Ukraine to carry out mass production of long-range ground-launched cruise missile. https://t.co/JLgbiu47fS"
X Link 2026-02-05T16:07Z 55.6K followers, [----] engagements
"Unpopular opinion. AI progress is much more bottlenecked by needed algorithmic breakthroughs than scaling. The benefits of future scaling while real are overstated. Logarithmically diminishing returns are brutal"
X Link 2026-02-05T16:11Z 55.3K followers, 14.7K engagements
"Disagree with my friend @JessePeltan here. The US doesn't need its own solar manufacturing. We buy solar panels and operate them for 20-30 years. Buying the cheapest is actually what helps us boost our energy system. Batteries are different. We need domestic battery manufacturing for wartime use in drones. The U.S. is severely lacking in upstream solar capacity. https://t.co/06GgEAbL6c The U.S. is severely lacking in upstream solar capacity. https://t.co/06GgEAbL6c"
X Link 2026-02-05T19:54Z 55.6K followers, [----] engagements
"I regret this is necessary. I hope we one day ban gerrymandering nationally or even better go to Proportional Representation. In the meantime Trump started this war and I'm proud of Dems for responding with gusto. 🚨BREAKING🚨 Virginia state Democratic lawmakers have reached an agreement on new congressional maps that would produce a [---] partisan split favoring Democrats. Speaker Don Scott said the maps will be released later today or tomorrow morning. https://t.co/QJxaELm4g6 🚨BREAKING🚨 Virginia state Democratic lawmakers have reached an agreement on new congressional maps that would"
X Link 2026-02-05T20:04Z 55.4K followers, 12.8K engagements
"@Robotbeat @c_omargt @dwarkesh_sp @collision @elonmusk A handful of hard yet obvious questions would have made this not a puff piece"
X Link 2026-02-05T22:53Z 55.3K followers, [--] engagements
"@xiaowang1984 @clawrence @Jeff_Cunny I'm personally not even talking about grid connected solar. I'm talking about fully offgrid solar + battery data centers in sunny areas"
X Link 2026-02-05T23:37Z 55.3K followers, [---] engagements
"@grok @Simberg_Space Have there been statements from judges prosecutors or local or state police which have backed this up"
X Link 2026-02-05T23:56Z 55.3K followers, [--] engagements
"@nerdalert @dwarkesh_sp @collision @elonmusk Disappointed in. Don't hate. Have admired for ages. Gave him props multiple times today for actions I was delighted to see. Try my utmost to be fair and balanced"
X Link 2026-02-06T00:38Z 55.3K followers, [----] engagements
"@Robotbeat @glennklockwood That's fair and a good clarification thanks. (See I can learn.) My concern there is a stand in for the various annoyance noise pollution and environmental issues of doing hundreds of Starship-class launches a year. And the social license challenges of it"
X Link 2026-02-06T01:00Z 55.3K followers, [---] engagements
"I haven't seen a good analysis of it but my guess is that the effect of extra test time compute is log linear like the effect of extra training compute or (kinda) RL. That's mostly a guess though. Mostly separately as the length of a chat session goes up the cost of transformer models rises N2 with length. https://twitter.com/i/web/status/2019586608828150186 https://twitter.com/i/web/status/2019586608828150186"
X Link 2026-02-06T01:39Z 55.3K followers, [----] engagements
"Okay I like Dwarkesh's write-up of the space data center part of the interview with Elon more than I like the interview itself. Still highly disappointed on e.g. Grok alignment craziness and DOGE. The first question I asked @elonmusk: Whats the point of sending GPUs into space The whole idea behind orbital data centers is that if the launch costs continue to drop it will become cheaper to put GPUs in orbit than to build power plants on Earth. The problem with this https://t.co/fXE0811fkn The first question I asked @elonmusk: Whats the point of sending GPUs into space The whole idea behind"
X Link 2026-02-06T02:09Z 55.3K followers, [----] engagements
"1. You can order TOPCon cells for 6c/W USD today. MonoPERC for 5c/W USD. [--]. I didn't say $5T/yr. I did say you couldn't have this convo without some actual numbers. [--]. LOL. If you believe that I have a humanoid robot to sell you. [--]. Wide range of estimates of USAID cuts. Most are at least 500k-1m in [----] and rising. https://twitter.com/i/web/status/2019606331544555572 https://twitter.com/i/web/status/2019606331544555572"
X Link 2026-02-06T02:57Z 55.6K followers, [----] engagements
"Won't matter much. EVs are on the verge of consistently winning on purchase price which is what consumers go for. Oil probably has a floor price of $50 or so for the next decade at least by which time it's too late. By [----] some EVs will be so cheap that total cost per mile will be lower than ICE cost per mile if gasoline were free. https://twitter.com/i/web/status/2019614035398791463 https://twitter.com/i/web/status/2019614035398791463"
X Link 2026-02-06T03:28Z 55.5K followers, [--] engagements
"Slava San Francisco In [----] @GrowSF proved we can win tough supervisor races when we helped defeat Dean Preston. In [----] were doubling down running major campaigns in every supervisor race to ensure we have a board of supervisors focused on common-sense outcomes. https://t.co/xlgdTmWlh8 In [----] @GrowSF proved we can win tough supervisor races when we helped defeat Dean Preston. In [----] were doubling down running major campaigns in every supervisor race to ensure we have a board of supervisors focused on common-sense outcomes. https://t.co/xlgdTmWlh8"
X Link 2026-02-06T03:33Z 55.3K followers, [----] engagements
"Between Flamingo ERAM more air defense systems the Swedish Gripen fighters the new missile and drone interceptors and more [----] is going to see a major step up for Ukrainian capabilities. They're going to win. Slava Ukraini. Ukraines Gripen jets likely to come with long-reach Meteor missiles https://t.co/n62NCdlzqa Ukraines Gripen jets likely to come with long-reach Meteor missiles https://t.co/n62NCdlzqa"
X Link 2026-02-06T03:40Z 55.6K followers, [----] engagements
"@lastsaskliner The real impact of Norway's EV incentives was to scale EVs make them cheaper and start them on the road to disrupting gasoline cars worldwide. Analysis that are limited to sales inside the country always miss 99% of the benefit"
X Link 2026-02-06T04:48Z 55.3K followers, [--] engagements
"1. I'm not convinced there's really 10TWs of profitable AI demand any time soon. [--]. There's about [--] billion acres of desert globally. So you could do [---] TWs on 10% of this . [--]. Eventually yeah going off planet (or fission or fusion) become your real options. Just not convinced it's soon. https://twitter.com/i/web/status/2019638034489037196 https://twitter.com/i/web/status/2019638034489037196"
X Link 2026-02-06T05:03Z 55.3K followers, [--] engagements
"@Object_Zero_ @bubbleboi Agreed. Total global energy CapEx is $4T a year. Fossil CapEx is maybe $1.5T. Clean energy + grids CapEx was $2.3T last year. Railroads peaked at 4% of US GDP as annual CapEx. AI data centers are still less than half that. Still it's real money now"
X Link 2026-02-06T15:32Z 55.3K followers, [----] engagements
"A lot of people talking about 1TW of AI data center capacity. Tbh I'm not convinced there's actually sufficient profitable demand for that. There might be. But that's $50T in CapEx. Even spread out over [--] years that's 16% of US GDP/yr which would make it the largest industrial CapEx ever by a factor of [--] (4 x the 4% annual of railroads). It's not impossible to be clear. But I don't think it's obvious either"
X Link 2026-02-06T15:35Z 55.3K followers, [----] engagements
"It's funny how in almost all other walks of my life for the past [--] years I've been considered a crazy optimist. When I talk AI on twitter or in the Bay Area I'm seen as somewhat pessimistic or at least slightly skeptical. Strange world we live in"
X Link 2026-02-06T15:37Z 55.3K followers, [----] engagements
"@Robotbeat [--]. Not sure there actually is 1TW of AI demand any time soon. [--]. It's not about preference for me. It's about cost and speed. Humanity will choose the lower cost and faster option. Not yet convinced that's space any time soon. (I do believe space makes sense eventually)"
X Link 2026-02-06T15:39Z 55.3K followers, [--] engagements
"AI CapEx isn't yet the biggest industrial CapEx on earth. Let alone the biggest in history. But you know $100B here $100B there pretty soon you're talking about real money @Object_Zero_ @bubbleboi Agreed. Total global energy CapEx is $4T a year. Fossil CapEx is maybe $1.5T. Clean energy + grids CapEx was $2.3T last year. Railroads peaked at 4% of US GDP as annual CapEx. AI data centers are still less than half that. Still it's real money now. @Object_Zero_ @bubbleboi Agreed. Total global energy CapEx is $4T a year. Fossil CapEx is maybe $1.5T. Clean energy + grids CapEx was $2.3T last year."
X Link 2026-02-06T15:41Z 55.3K followers, [----] engagements
"IMHO it's awesome to focus on getting the first 70-80% electricity decarb which renewables + storage can do in most places. AND we have to be realistic plan for and pave the way for getting the rest of the way to 100%. This is whats know as a last 20% problem as in we can do 80% decarbonization with wind/solar/batteries and well neglect and obstruct all other technologies to prove it. This is whats know as a last 20% problem as in we can do 80% decarbonization with wind/solar/batteries and well neglect and obstruct all other technologies to prove it"
X Link 2026-02-06T15:41Z 55.4K followers, [----] engagements
"Okay. @dwarkesh_sp did push Elon harder on space data centers than I gave him credit for. Mea culpa. My other critiques stand. "As you know better than anybody else only 10-15% of the total cost of ownership of a data center is energy. Thats the part youre presumably saving by moving this into space. Most of its the GPUs. If theyre in space its harder to service them or you cant service them. So "As you know better than anybody else only 10-15% of the total cost of ownership of a data center is energy. Thats the part youre presumably saving by moving this into space. Most of its the GPUs. If"
X Link 2026-02-06T15:44Z 55.3K followers, [----] engagements
"It's a battery world now. We're just living in it. Rystad says: "Battery storage is no longer just enabling renewables it is actively replacing gas generation." Batteries globally jump [---] GW/350 GWh in [----] 2X [--] GW added in [----] Just [----] addition jumps by 50% the [----] global [---] GW TOTAL. https://t.co/GINgriiQqL https://t.co/aglzMLo4PE Rystad says: "Battery storage is no longer just enabling renewables it is actively replacing gas generation." Batteries globally jump [---] GW/350 GWh in [----] 2X [--] GW added in [----] Just [----] addition jumps by 50% the [----] global [---] GW TOTAL."
X Link 2026-02-06T15:44Z 55.6K followers, 15.3K engagements
"The problem is opposite what's stated. Battery swapping has trouble working below scale. It's actually much easier at scale I know I know battery swapping will never work at scale. Somehow though NIO has now completed [---------] battery swaps as of today. [---] million is not nothing https://t.co/5tHixDpHRc I know I know battery swapping will never work at scale. Somehow though NIO has now completed [---------] battery swaps as of today. [---] million is not nothing https://t.co/5tHixDpHRc"
X Link 2026-02-06T19:04Z 55.5K followers, [----] engagements
"This was always evident. The seed oil hating craze never had data on its side - just influencers. No correlation between seed oils / vegetable oils and obesity. https://t.co/1hb93C2Pz9 No correlation between seed oils / vegetable oils and obesity. https://t.co/1hb93C2Pz9"
X Link 2026-02-06T19:09Z 55.3K followers, [----] engagements
"@duncancampbell Learning rates operate on log scales. You need a lot of doublings to make up for a part count that's 3x too high and a firm factor that's harder to stabilize"
X Link 2026-02-06T20:32Z 55.3K followers, [---] engagements
"Keep the pressure on. Stand by Ukraine. Russia will break first. The war is far costlier to the Kremlin financially than we knew. The German foreign intelligence estimated Russia's real defense spending at $295 billion. This is 66% above official figures and constitutes half the state budget. We knew the Kremlin is fudging the data but we https://t.co/SS2j8GipMO The war is far costlier to the Kremlin financially than we knew. The German foreign intelligence estimated Russia's real defense spending at $295 billion. This is 66% above official figures and constitutes half the state budget. We"
X Link 2026-02-06T20:41Z 55.3K followers, [----] engagements
"Keto and Paleo influencers. Then Rogan. Then RFK Jr and MAHA. @ramez Where did the "seed oils are bad" thing come from all of a sudden @ramez Where did the "seed oils are bad" thing come from all of a sudden"
X Link 2026-02-07T01:03Z 55.3K followers, [----] engagements
"@wweventsfun You're not going to have a humanoid in your house any time soon. Pure fantasy"
X Link 2026-02-07T11:47Z 55.3K followers, [--] engagements
"It's February. Two new solar records today in Texas/ERCOT: 🏆 first time over [-----] megawatts ☀first time over 58% of supply Quite the progression: 2015: [---] megawatts 2017: [----] megawatts 2021: [----] megawatts 2022: [-----] megawatts 2024: [-----] megawatts Feb. 2026: [-----] megawatts https://t.co/o5kgXGnUBo Two new solar records today in Texas/ERCOT: 🏆 first time over [-----] megawatts ☀first time over 58% of supply Quite the progression: 2015: [---] megawatts 2017: [----] megawatts 2021: [----] megawatts 2022: [-----] megawatts 2024: [-----] megawatts Feb. 2026: [-----] megawatts https://t.co/o5kgXGnUBo"
X Link 2026-02-07T14:01Z 55.4K followers, [----] engagements
"This is the real robot revolution. Not a humanoid in sight in these numbers. Chinas adoption of industrial robots has surged over the past decade Industrial robots are rapidly becoming a common part of manufacturing in some countries. The chart here shows how many new ones are installed each year in the industrialized countries for which we have https://t.co/KqJT6PXTlF Chinas adoption of industrial robots has surged over the past decade Industrial robots are rapidly becoming a common part of manufacturing in some countries. The chart here shows how many new ones are installed each year in the"
X Link 2026-02-07T14:02Z 55.4K followers, 20.6K engagements
"While I think humanoid robots are overly hyped I do think there are some scenarios for them. If any US company has a shot at those markets it's Boston Dynamics. This is who your humanoid robot company has to catch up to now. https://t.co/kGmJGKEjZS This is who your humanoid robot company has to catch up to now. https://t.co/kGmJGKEjZS"
X Link 2026-02-07T14:03Z 55.4K followers, 17.9K engagements
"Incorrect headline. Team USA was cheered. It only turned to boos when Vance went on screen. Europe doesn't hate Americans. It hates the current authoritarian regime in America. In an unmistakable sign of Europes rapidly dimming view on America the U.S. delegation entered the Milan Cortina Opening Ceremony to a chorus of boos and disapproving whistles from the international crowd of more than [-----]. https://t.co/r5rqycuLZ3 https://t.co/SAeMANRFY5 In an unmistakable sign of Europes rapidly dimming view on America the U.S. delegation entered the Milan Cortina Opening Ceremony to a chorus of boos"
X Link 2026-02-07T14:05Z 55.4K followers, 16.5K engagements
"Probably FANUC or ABB. Those are robot companies that already sell real products for real use cases. If you forced me to choose a humanoid co: Unitree. If you forced me to choose a US humanoid co: Boston Dynamics if you could bet on just ONE company in robotics - what would it be if you could bet on just ONE company in robotics - what would it be"
X Link 2026-02-07T14:23Z 55.6K followers, [----] engagements
"I'm quite skeptical of humanoid robots for the home except possibly for elder care. Which is also a very demanding scenario and will start with much simpler form factors. @ramez The point of a humanoid robot is you get just one of the house and it does everything because it's adapted to the same environment and tools that you already have. It's not possible now but will be in some future. And of course it doesn't make much sense for industrial @ramez The point of a humanoid robot is you get just one of the house and it does everything because it's adapted to the same environment and tools"
X Link 2026-02-07T14:26Z 55.5K followers, 22.3K engagements
"@Robotbeat If we can actually build that much for $1T my opinion changes. I haven't spent enough time looking at ASICs to be honest. That said my high level sense is that getting below even $20/W is pretty hard once you sum up data center cost (or launch cost) chip cost and power cost"
X Link 2026-02-07T15:00Z 55.3K followers, [--] engagements
"No. Scale will not make humanoid robots cheaper than robots with 1/3 or 1/10th the part count more stable body forms and lower overall system complexity. This is an a-numerical fantasy. Scale brings down costs with each doubling. It's logarithmic. You need a lot of doublings to make up for those factors. And as you scale humanoids all the components get cheaper which makes every other robot form factor that uses those components (actuators sensors batteries etc.) cheaper also. @ramez You cant use current pre-mass-production robot costs to estimate future robot costs. I think its likely that"
X Link 2026-02-07T15:23Z 55.3K followers, [----] engagements
"@vega_holdings Japanese toilets pretty great tbh. Almost there"
X Link 2026-02-07T17:09Z 55.3K followers, [--] engagements
"@STWxAi Hyundai and Softbank. Hyundai also now a partner of Waymo's for vehicle manufacturing"
X Link 2026-02-07T17:51Z 55.3K followers, [--] engagements
"Boston Dynamics Atlas: [--]. Best body control of a US humanoid. [--]. Engineered for low cost scale manufacturing reliability repairability. [--]. Comes with battery swap as core feature. @ramez Why Coz it can do a full flip @ramez Why Coz it can do a full flip"
X Link 2026-02-07T18:20Z 55.4K followers, [----] engagements
"@DavidLund6 Not enough work. The more specialized robots may or may not have a market either (not a lot of people have a Roomba) but they're much cheaper and better at their tasks"
X Link 2026-02-07T19:27Z 55.3K followers, [--] engagements
"@hackradios Probably not. https://x.com/i/status/2020156382985555976 No. Scale will not make humanoid robots cheaper than robots with 1/3 or 1/10th the part count more stable body forms and lower overall system complexity. This is an a-numerical fantasy. Scale brings down costs with each doubling. It's logarithmic. You need a lot of doublings to https://x.com/i/status/2020156382985555976 No. Scale will not make humanoid robots cheaper than robots with 1/3 or 1/10th the part count more stable body forms and lower overall system complexity. This is an a-numerical fantasy. Scale brings down"
X Link 2026-02-07T19:34Z 55.3K followers, [--] engagements
"@grok @Gundo_OG Fyi I don't think this is correct. Or it's not the combined company. Twitter probably made close to $3B in [----]. The numbers you're seeing are for just the AI company side of things which is tiny. But which is also what the valuation hangs on"
X Link 2026-02-07T22:05Z 55.3K followers, [--] engagements
"@xdotdan I mean I think the home markets for humanoids are kinda silly. I also think factories are a bit odd but there might be some market there. I really like outdoor non-factory industrial tasks (construction shipbuilding facility maintenance etc.)"
X Link 2026-02-07T22:12Z 55.3K followers, [--] engagements
"@AlfakevinE Currently cost of AI rises exponentially to get linear gains"
X Link 2026-02-07T23:52Z 55.4K followers, [---] engagements
"AI safety and resilience must be addressed at the ecosystem level. In a world of capable open weight models you can't just restrict what models do. The genie is out of the bottle. You must make society more resilient instead. Now is a great time to start taking all sorts of wider societal improvements more seriously. Cybersecurity: the obvious priority. Classic tragedy of the commons type situation but I think with the right political entrepreneurship (and sufficiently detailed prescription) https://t.co/5XqvMYIsqt Now is a great time to start taking all sorts of wider societal improvements"
X Link 2026-02-08T14:15Z 55.4K followers, [----] engagements
"The reason I got the future of solar batteries EVs etc right is that I applied a simple mathematical model that had worked in other domains rather than listening to the dominant narratives in energy. Build models. Test them. Improve them based on how they perform. When you lack a grounded causal model of the world your "predictions" are simply a remix of narratives you've heard from others. Reminds me of something actually When you lack a grounded causal model of the world your "predictions" are simply a remix of narratives you've heard from others. Reminds me of something actually"
X Link 2026-02-08T14:18Z 55.4K followers, [----] engagements
"If anything is going to make space based data centers make sense it's this. Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's driving $500B+ in annual capex is Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's"
X Link 2026-02-08T14:30Z 55.4K followers, [----] engagements
"There's every bit of evidence that Boston Dynamics has better AI for physical control than say Tesla Optimus (which is just utterly lame in demos and mostly remote controlled). And Figure looks like mostly hype. So who do you think is actually a competitor to Boston Dynamics in the US"
X Link 2026-02-08T14:32Z 55.4K followers, [--] engagements
"Is there any US robotics company you think has superior AI / control software for the physical world Because I haven't seen one. Optimus is pretty lame in demos except when tele-oped. Most Optimus demos are secretly tele-op. Figure looks like mostly hype. So who is even close in the US https://twitter.com/i/web/status/2020506401395650624 https://twitter.com/i/web/status/2020506401395650624"
X Link 2026-02-08T14:33Z 55.4K followers, [--] engagements
"If the political situation were reversed and a left-wing regime in the US were acting this way conservatives would have already taken out their guns and resisted Federal invasion with force"
X Link 2026-02-08T14:44Z 55.4K followers, [----] engagements
"US hyperscalers and data center developers are going to have no choice but to commit to making their data centers net positive for the local community. If you can't guarantee that your data center will keep local power prices flat (or lower them) not overly draw down local water etc. it's just not going to get built. Two companies are on the right track here: Google and Microsoft. I haven't seen anything from anyone else. X are the bad actors here. Which possibly makes further sense of Elon's desire to move compute off-planet. Six US states now have bills to pause data center construction."
X Link 2026-02-08T14:48Z 55.4K followers, [----] engagements
"Those are different software stacks with different training data different business dynamics different sensors different scenarios. Tesla has a substantial real world advantage of having the most self-driving data. They have the most CPU capacity of any cars on the road. I don't see either advantage applying to robotics. Would love any evidence you have about Optimus specifically beyond "Tesla FSD is great". Note also that Waymo is superior in self-driving tech to Tesla. So the analogy has other problems here. https://twitter.com/i/web/status/2020511780754108493"
X Link 2026-02-08T14:55Z 55.3K followers, [--] engagements
"@xiaowang1984 Possibly. Cost forecasting is honestly just plain easier than deployment modeling under real world constraints. I like the easy tasks. :)"
X Link 2026-02-08T15:07Z 55.4K followers, [---] engagements
"@Robotbeat Colossus is a bad actor and has given AI data centers in general a bad name. It's the single data center that activists can most easily and most frequently point to for its local pollution and its flauting of the law. https://www.theguardian.com/technology/2026/jan/15/elon-musk-xai-datacenter-memphis https://www.theguardian.com/technology/2026/jan/15/elon-musk-xai-datacenter-memphis"
X Link 2026-02-08T15:10Z 55.4K followers, [---] engagements
"These charts of US electricity generation stagnating or China blowing past us are widely and incredibly misunderstood. These are not primarily about some failure of US industry. They're about demand stagnation. Yes the US has to improve permitting speed of build etc. But fundamentally we can. Supply follows demand. Using these charts to paint some picture of US cultural or economic failure or stagnation or US disadvantage in AI is just a profoundly incorrect read. US electricity generation grew by roughly 5% a year from [----] to [----]. It was a 10x increase over [--] years. Since [----] US"
X Link 2026-02-08T15:47Z 55.4K followers, 18K engagements
"Mail in voting is the best voting method that exists in the US. Washington State where I live has used it for decades. I've never voted any other way. Benefits: [--]. Higher voter turnout. Don't have to wait in long poll lines take time off from work etc. [--]. More time to study the ballot and make choices. You can literally open the ballot in front of your laptop and read up on ballot measures candidates or issues you don't feel you have enough information on. Mail in ballot both increases participation in democracy and helps voters make more informed decisions. Finally there are zero credible"
X Link 2026-02-08T15:59Z 55.6K followers, [----] engagements
"@polynoamial Do you think the METR eval is measuring what it claims to be measuring Is it a truly representative set of what humans can do in a given amount of time Personally I'm skeptical"
X Link 2026-02-08T16:08Z 55.4K followers, [----] engagements
"Voters love mail-in-voting. [--] states allow it for anyone. [--] states automatically send everyone a ballot. It's an inherently superior system: Higher turnout more time to thoughtfully consider ballot higher convenience. Voters aren't going to let you take it away. Critical to avoid fraud Critical to avoid fraud"
X Link 2026-02-08T16:29Z 55.5K followers, [----] engagements
"@etbadabimbim That's so backwards. Electricity is just one of many inputs to economic activity. The US produces far more value per unit of electricity than China"
X Link 2026-02-08T16:29Z 55.4K followers, [---] engagements
"@Simberg_Space Blatantly violating Constitutional rights by policy. Ignoring nearly a hundred court orders. Executing peaceful Americans in the streets. Impeding State and local investigations of abuses"
X Link 2026-02-08T20:25Z 55.4K followers, [---] engagements
"Exactly. The @EpochAIResearch Capabilities Index shows linear improvements during a period of exponentially increasing AI training compute training data RL & test time compute. Everything in AI shows logarithmic diminishing returns to inputs. Except METR. Be skeptical of METR @ramez @METR_Evals The https://t.co/C60JPBGNb3 metric-of-metrics is also still pretty much straight-line on a log scale. There's not a more recent speedup as far as I can tell but progress is still quite consistent. @ramez @METR_Evals The https://t.co/C60JPBGNb3 metric-of-metrics is also still pretty much straight-line"
X Link 2026-02-08T21:04Z 55.5K followers, 25.4K engagements
"I'm excited for this. And this is a case where @elonmusk was both always clearly right and ahead of the zeitgeist. And Bill Gates was wrong as he often has been on clean energy. Tesla Semi starts high volume production this year Tesla Semi starts high volume production this year"
X Link 2026-02-08T21:13Z 55.4K followers, [----] engagements
"This is an interesting response to my poking at METR. Thanks @whitfill_parker METRs results are not unusual. If you graph METRs benchmark with the y-axis as % correct its also linear growth over time. METRs contribution is they show that linear benchmark progress implies exponential progress in human time to complete. Its really an insight about https://t.co/s6xbQgUWDC METRs results are not unusual. If you graph METRs benchmark with the y-axis as % correct its also linear growth over time. METRs contribution is they show that linear benchmark progress implies exponential progress in human"
X Link 2026-02-09T03:08Z 55.5K followers, [----] engagements
"@patbahn The bulk of data on manufactured goods disagrees with you"
X Link 2026-02-09T03:11Z 55.4K followers, [--] engagements
"Come on dude. You're spreading misinformation again. Essential to stop fraud in elections Essential to stop fraud in elections"
X Link 2026-02-09T14:20Z 55.5K followers, [----] engagements
"@Noahpinion Hippies are already aware of Bali. But don't realize it's in this country called "Indonesia""
X Link 2026-02-09T15:22Z 55.6K followers, [----] engagements
"IMHO the most important things for advancing solar & wind in the US are: [--]. Permitting reform (local state federal) [--]. Increased transmission [--]. Breaking up monopoly utilities But direct subsidies can also accelerate the pace of deployment and in a world where we are missing climate targets it's hard to say we don't need to move faster. We do in fact need to move faster. As @TedNordhaus and I put it last January solar and wind are all mature cost-competitive technologies that dont need further subsidization. Et voil. As @TedNordhaus and I put it last January solar and wind are all mature"
X Link 2026-02-09T15:38Z 55.6K followers, 17.6K engagements
"@KevinPranis What about ERCOT"
X Link 2026-02-09T17:19Z 55.5K followers, [---] engagements
"1. I mention corals because they're a real important and pressing global loss caused by climate change. On the basis of corals alone we should take significant action. [--]. Corals are indeed one of the very first and fastest tipping points. But there are others worth being concerned about. I don't think the AMOC tipping discussion is fully resolved but there's at least a non-trivial risk of near-term AMOC disruption. And my personal assessment of that risk has gone up. Amazon tipping points are another example of something for which there's at least a non-trivial risk of it happening in the"
X Link 2026-02-09T19:07Z 55.5K followers, [---] engagements
"Australia is kicking ass. To be fair Australia is one of the very easiest places on earth to switch to clean energy. Even so this took real effort. My congrats to everyone who pushed so hard to get this going. Australia isnt planning an energy transition its executing one. While nuclear and coal argue on paper wind solar & batteries have been added at nuke-scale speed for nearly a decade one nuclear-equivalent per year. The numbers tell the story 👇 #Bettrification #BESS https://t.co/5nVrqWxaTK Australia isnt planning an energy transition its executing one. While nuclear and coal argue on"
X Link 2026-02-09T20:23Z 55.6K followers, 10.4K engagements
"As "the original solar optimists" Alex are you fucking kidding me How many times did I take you and BTI to task for your terrible solar projections and deliberate attempt to cast doubt on renewables. You have a chance to repair BTI's reputation as you're less of a jerk than those who came before you. Lying about your past isn't it. You're wasting a chance to rebuild trust here. Lame. As the original solar optimists we @TheBTI have been arguing for [--] years that early-stage deployment subsidies would drive innovation and cost declines. We were right and now the barriers to solar are mainly"
X Link 2026-02-09T20:28Z 55.6K followers, 16K engagements
"This is about the worst least honest and most destructive to trust thing you could tweet Alex. BTI spent a couple decades wrong on renewables underestimating them again and again and publicly casting doubt on them. You want to be trusted Own that history instead of trying to rewrite it"
X Link 2026-02-09T20:30Z 55.5K followers, [----] engagements
"The US is one of the only countries on earth where EV sales are declining. It won't last long. Economics wins in the end. Electric vehicle sales fell as hybrid vehicle sales continued to rise in [----]. #TodayInEnergy https://t.co/OjeJC3OYUg https://t.co/VvtWHTy9PK Electric vehicle sales fell as hybrid vehicle sales continued to rise in [----]. #TodayInEnergy https://t.co/OjeJC3OYUg https://t.co/VvtWHTy9PK"
X Link 2026-02-09T20:35Z 55.6K followers, 18.7K engagements
"@RogerPielkeJr @atrembath Lol. I lived it. I don't need ChatGPT here"
X Link 2026-02-09T20:46Z 55.6K followers, [---] engagements
"@RogerPielkeJr @atrembath I was all set to give BTI a fresh look and the benefit of the doubt under Alex. But any forecaster of the future has to own their past accuracy and learn from it if you want to be trusted. This ain't it"
X Link 2026-02-09T20:52Z 55.5K followers, [---] engagements
"Sweden and France are based. BREAKING: Ukrainian President Volodymyr Zelenskyy says Ukraine will receive [---] combat aircraft [---] Gripens and [---] Rafales. https://t.co/PHig9Ww9oG BREAKING: Ukrainian President Volodymyr Zelenskyy says Ukraine will receive [---] combat aircraft [---] Gripens and [---] Rafales. https://t.co/PHig9Ww9oG"
X Link 2026-02-09T21:02Z 55.5K followers, [----] engagements
"@RogerPielkeJr @atrembath Oh please Roger"
X Link 2026-02-09T21:09Z 55.6K followers, [---] engagements
"@RogerPielkeJr @atrembath What I want is for BTI to not claim that they were solar optimists when in fact you were solar pessimists. Here's the [----] BTI FAQ. Solar + wind passed this last year"
X Link 2026-02-09T21:21Z 55.5K followers, [---] engagements
"@KevinSKrause @RogerPielkeJr @atrembath But the notion that this is only about not anticipating policy is incorrect. EIA and IEA at least have a long history of failing to correctly forecast cost declines and technology progress. At least some of BTI's misses come from the same"
X Link 2026-02-09T21:39Z 55.5K followers, [--] engagements
"Solar need not compete with farm land. It can augment it. French agrivoltaics trials show crops under solar panels had up to 18% higher yields far fewer heat-stress days cooler soils and better animal welfare while generating clean power. This is a win-win governments should scale now. https://t.co/IVkvevFm8k French agrivoltaics trials show crops under solar panels had up to 18% higher yields far fewer heat-stress days cooler soils and better animal welfare while generating clean power. This is a win-win governments should scale now. https://t.co/IVkvevFm8k"
X Link 2026-02-09T21:54Z 55.6K followers, [----] engagements
"I'm okay with BTI having been wrong in the past. It happens to all of us. I'm not impressed by Alex trying to claim that BTI was right in the past or an optimist in the past when it was both wrong and a pessimist. As I've said I made mistakes. I missed fracking. I was too optimistic about nuclear. (So was BTI btw.) I admit those mistakes. All forecasters should assess where they were wrong and right and adjust accordingly. I've never seen BTI do so. admi https://twitter.com/i/web/status/2020982911424725497 https://twitter.com/i/web/status/2020982911424725497"
X Link 2026-02-09T22:07Z 55.5K followers, [--] engagements
"The world is still largely sleeping on the new generation of geothermal technologies from companies like @fervoenergy @Eavor and @QuaiseEnergy . Honestly I was too slow here as well. I still have questions but the potential is quite exciting. NEW New technologies are unlocking the EUs geothermal potential Across the EU new geothermal tech could access 43GW of deployable geothermal capacity - replacing 42% of ALL coal and gas electricity generation. https://t.co/piQPlVkWOx https://t.co/ZyeVRKbc5X NEW New technologies are unlocking the EUs geothermal potential Across the EU new geothermal tech"
X Link 2026-02-09T22:40Z 55.6K followers, 12.2K engagements
"@dimabuterin Yes. I'm on retatrutide"
X Link 2026-02-10T13:49Z 55.5K followers, [----] engagements
"I was briefly excited about hydrogen. I was mostly wrong. There are some key use cases for it. However in most scenarios it makes more sense to do power to final fuel (e.g. power to methane as @TerraformIndies and @CJHandmer are doing) then to stop at H2. Using hydrogen as a fuel to replace natural gas has been strongly promoted by vested interest groups. Many including myself raised serious concerns about scalability cost and efficiency. The more time passes the more it looks like those concerns were well-founded. https://t.co/He3t6iJ7DF Using hydrogen as a fuel to replace natural gas has"
X Link 2026-02-10T14:13Z 55.6K followers, [----] engagements
"@SGBarbour @TerraformIndies @CJHandmer Fossil methane plus CCS is also great and may be easier"
X Link 2026-02-10T16:21Z 55.6K followers, [--] engagements
"Nah. This is just another stage in the fight. This will be challenged in court. The Trump EPA has lost many such challenges in the past. It may be more difficult now given Chevron but we shall see. This is very very far from over. In the coming days the @EPA is expected to revoke the endangerment finding that has underpinned the US governments fight against global warming since [----]. It will be a total victory in the Trump administrations dismantling of federal climate regs. https://t.co/qgbD8boyxg In the coming days the @EPA is expected to revoke the endangerment finding that has underpinned"
X Link 2026-02-10T16:55Z 55.5K followers, [----] engagements
"I'm still not fully sold on cellular aging clocks but this tracks. Bet they would have found an even larger effect with high intensity cardio. Exercise improves brain health but can it also delay brain aging In a randomized controlled trial we show that moderate- and heavy-resistance training significantly reduced accelerated aging in brain clocks (estimated with fMRI). The effect is global and distributed not https://t.co/boclHbQArK Exercise improves brain health but can it also delay brain aging In a randomized controlled trial we show that moderate- and heavy-resistance training"
X Link 2026-02-10T17:18Z 55.5K followers, [----] engagements
"@bbalkus @Jordan_W_Taylor That's fair"
X Link 2026-02-10T17:19Z 55.4K followers, [--] engagements
"Source is the excellent Recursive Adaptation blog the best reading anywhere on the internet about novel and innovative ways to address addiction. @ https://recursiveadaptation.com/p/by-making-suzetrigine-cheap-we-could https://recursiveadaptation.com/p/by-making-suzetrigine-cheap-we-could"
X Link 2026-02-10T19:24Z 55.6K followers, [---] engagements
"A couple thoughts: [--]. This could be true if regulation becomes an ever more challenging burden on earth. [--]. DCs on Earth could also get cheaper over time if regulation is favorable they route around it or new tech helps (e.g. floating datacenters). [--]. The problem for the space data center is that first GW may be so much more expensive than earth that it never gets launched. Not to mention the many unknowns around earthly regulation of launch volume GPU degredation rates in space maintenance challenges etc. In the long run if humanity is ever building 10s of TWs of compute then space is a very"
X Link 2026-02-10T19:46Z 55.6K followers, [----] engagements
"@Nizasana Only because the units are MET-hours (so intensity x time). If you regraph this using only time as the X axis intense cardio comes out on top"
X Link 2026-02-10T19:49Z 55.5K followers, [--] engagements
"It is pretty remarkable. And it's fascinating that walking is so good. I wonder if there are other factors going into walking Is it for example more likely to be a social activity and thus provide benefits that way Also the graphs for gained cardio fitness / vo2max (which correlate well with survival) are much more favorable to the most intense cardio you can do (again expressed in time rather than METS x time). https://twitter.com/i/web/status/2021312264998125731 https://twitter.com/i/web/status/2021312264998125731"
X Link 2026-02-10T19:56Z 55.5K followers, [--] engagements
"@AlfakevinE That's 100-200 Starship launches. It's maybe $100B in total costs. $50B at a minimum. It's a big lift. I'm skeptical on that timeline. Maybe one day"
X Link 2026-02-10T19:58Z 55.6K followers, [--] engagements
"@dr_ed_tate You just don't need a GW of compute in space for any scenario like that"
X Link 2026-02-10T20:55Z 55.5K followers, [--] engagements
"@dr_ed_tate If they can raise $50-100B in the IPO they can fund the first GW out of that and possibly that first GW scales launch costs down enough to make it viable on its own beyond there. That's the optimistic case I have for them"
X Link 2026-02-10T21:19Z 55.5K followers, [--] engagements
"Probably unpopular opinion: I see no point to putting humans on the moon. It's absurdly more difficult and expensive than sending machines. It doesn't advance science or defense. It's not a backup for Earth. Even if your goal is lunar manufacturing just wait & send robots"
X Link 2026-02-10T21:41Z 55.6K followers, [----] engagements
"Simultaneously solar wind and now batteries will grow dramatically faster than nuclear in China continuing to widen the gap. For the rest of this decade China will bring new nuclear power plants online at a pace more than double that of the global average. By [----] its share of global nuclear generation will rise from 17% to 20% while the U.S. and Europe decline. https://t.co/EfqEJGvJtv For the rest of this decade China will bring new nuclear power plants online at a pace more than double that of the global average. By [----] its share of global nuclear generation will rise from 17% to 20% while"
X Link 2026-02-11T01:11Z 55.6K followers, [----] engagements
"RFK Jr and his underlings are waging a war against science and against the health of Americans"
X Link 2026-02-11T01:35Z 55.6K followers, [----] engagements
"The emergency is coming from inside the White House. In an interview earlier today Trump said the national emergency that prompted higher tariffs on Switzerland is that he was annoyed by the tone of voice of the countrys prime minister. (Switzerland does not have a prime minister) In an interview earlier today Trump said the national emergency that prompted higher tariffs on Switzerland is that he was annoyed by the tone of voice of the countrys prime minister. (Switzerland does not have a prime minister)"
X Link 2026-02-11T03:25Z 55.6K followers, [----] engagements
"The FDA is engaged in a war on both mRNA technology specifically and on vaccines more broadly. They're sabotaging both science and human health. This is blood on the GOP Senate's hands. Everyone knew who RFK Jr was. This will only get worse. The mRNA flu vaccine results weren't especially impressive. But perhaps the most concerning part of this saga was the FDA commissioner going on TV to declare he wouldn't approve the shot before Moderna had even submitted their application https://t.co/A8abagZBdq The mRNA flu vaccine results weren't especially impressive. But perhaps the most concerning"
X Link 2026-02-11T09:28Z 55.6K followers, [----] engagements
"RFK Jr and his lieutenants are working to infect more girls and women with HPV and cause more of them to get cervical cancer. The HPV vaccine has prevented more cancer than any medical intervention in history apart from tobacco control. It's been studied in 70+ randomized trials. Now a reconstituted ACIP wants to reexamine whether it works. My new piece in @CIDRAP breaks it down https://t.co/73ytQvLFay The HPV vaccine has prevented more cancer than any medical intervention in history apart from tobacco control. It's been studied in 70+ randomized trials. Now a reconstituted ACIP wants to"
X Link 2026-02-11T09:33Z 55.6K followers, [----] engagements
"xAI employees suddenly have (possibly vested) SpaceX stock. And many of them felt the company was problematic in how not "maximally-truth-seeking" it was (or so they tell me privately). Given sudden wealth and a chance to do something else they're bailing from the company. Everyone is leaving xAI. It's not just cofounders it's tons of people. Is this about SpaceX being a strategic aerospace company with natsec implications Many are Chinese after all. But no many aren't. Enraging that they're all just spewing this boilerplate. https://t.co/xkZDWmmRNe Everyone is leaving xAI. It's not just"
X Link 2026-02-11T10:18Z 55.6K followers, 18.3K engagements
"Impeach RFK Jr. Come on @SenBillCassidy RFK Jr. is now blocking an updated flu vaccine for no reason grounded in science. American vaccine policy has been hijacked by a conspiracy theoristyet most Republicans are happy to just sit on their hands. They are allowing FDA policy to be dictated by DELUSION. RFK Jr. is now blocking an updated flu vaccine for no reason grounded in science. American vaccine policy has been hijacked by a conspiracy theoristyet most Republicans are happy to just sit on their hands. They are allowing FDA policy to be dictated by DELUSION"
X Link 2026-02-11T10:19Z 55.6K followers, 11.3K engagements
"Anyone can reach SOTA in LLMs with money and compute. Or you can pick up an open weight model. LLMs are a commodity. Where xAI is floundering is customers and revenue. They're a very distant 4th place in the US and barely show up on some charts. Revenue in [----] estimated at $500m vs maybe 18x and 30x that much for Anthropic and OpenAI. Potential customers don't trust xAI due to Elon's meddling and anti-alignment. (White genocide MechaHitler Elon being more valuable than all the world's children in the trolley problem etc.)"
X Link 2026-02-11T10:52Z 55.6K followers, [----] engagements
"@latticecut Right now models are commodities with few differences between them. I can go use Kimi. Everyone has access to open weight models. No one has a sustainable lead. Maybe that will change at some point but it's been a consistent factor of the LLM race"
X Link 2026-02-11T11:07Z 55.6K followers, [----] engagements
"Trump starting on his campaign to turn Texas blue. LFG. "Immigration Raids in South Texas Are Starting to Hit the Economy" https://t.co/5JFgU730yo https://t.co/t15sFvyxmm "Immigration Raids in South Texas Are Starting to Hit the Economy" https://t.co/5JFgU730yo https://t.co/t15sFvyxmm"
X Link 2026-02-11T12:19Z 55.6K followers, [----] engagements
"@SaaS_Stars Neither of which has a business model"
X Link 2026-02-11T12:29Z 55.6K followers, [----] engagements
"Mad respect for Jimmy. I also see no evidence that we're actually heading for material recursive self-improvement. Mathematically AI models see logarithmic diminishing returns from all of their inputs. So we should expect self-improvements from AI to saturate quite quickly. Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks to @elonmusk for bringing us together on this incredible journey. So proud of what the xAI team has done and will continue to stay close Last day at xAI. xAI's mission is push"
X Link 2026-02-11T12:32Z 55.6K followers, [----] engagements
"I do greatly admire this. Hats off to @elonmusk on this. Elon Musk on how Tesla and SpaceX have helped their competitors: Nothing any of my companies have done has been to stifle competition. In fact we've done the opposite. At Tesla we have open-sourced our patents. Anyone can use our patents for free. How many companies do you https://t.co/kakQ6ups8q Elon Musk on how Tesla and SpaceX have helped their competitors: Nothing any of my companies have done has been to stifle competition. In fact we've done the opposite. At Tesla we have open-sourced our patents. Anyone can use our patents for"
X Link 2026-02-11T12:43Z 55.6K followers, [----] engagements
"@Gregnormanjr Why not download Kimi"
X Link 2026-02-11T12:52Z 55.6K followers, [----] engagements
"@Robotbeat Why not just build the data centers and sell their services Instead of buying the money-burning market nobody xAI and suddenly making SpaceX unprofitable The biggest profits in AI so far are in selling compute"
X Link 2026-02-11T13:24Z 55.6K followers, [---] engagements
"There are 6-10 companies doing what xAI does just as well. There's nobody doing what SpaceX can do yet. @ramez XAI is far more important than SpaceX. There's no comparison. AI is the greatest technology we will ever see on this planet. Going into space is irrelevant other than being able to put data centers up in space for AI centers. @ramez XAI is far more important than SpaceX. There's no comparison. AI is the greatest technology we will ever see on this planet. Going into space is irrelevant other than being able to put data centers up in space for AI centers"
X Link 2026-02-11T13:28Z 55.6K followers, [----] engagements
"Going beyond the investor impact I think this acquisition puts an albatross around SpaceX's shoulders and puts SpaceX at risk as a company. If I were a SpaceX investor I'd be pretty pissed about the bailout of xAI. You go from being a shareholder in a company reportedly making a profit of $8B / year to one that's likely losing at least $4B a year and growing. Your shares are diluted 20%. You assume twitter's debt. If I were a SpaceX investor I'd be pretty pissed about the bailout of xAI. You go from being a shareholder in a company reportedly making a profit of $8B / year to one that's likely"
X Link 2026-02-11T13:52Z 55.6K followers, [----] engagements
"@curious_vii Vertical integration can help with costs. But what labs really need is to find some way to create network effects flywheels or at least customer stickiness. Or in xAI's case to find any meaningful number of customers at all"
X Link 2026-02-11T14:13Z 55.5K followers, [--] engagements
"@WR4NYGov @latticecut Always possible. I'm an investor in Anthropic myself. You can still make good money selling a commodity. And coding tools appear to have some stickiness"
X Link 2026-02-11T14:15Z 55.6K followers, [--] engagements
"This is a great tech that would be very handy not just for the flu but for future pandemics. And we're ignoring it to own the libs. Not only has the US blocked a significant advance for a flu vaccine but it has done nothing unlike China to advance a nasal Covid vaccine that achieves mucosal immunity to block infections https://t.co/FXnaWjxkWV https://t.co/WABn5324U8 Not only has the US blocked a significant advance for a flu vaccine but it has done nothing unlike China to advance a nasal Covid vaccine that achieves mucosal immunity to block infections https://t.co/FXnaWjxkWV"
X Link 2026-02-11T16:34Z 55.6K followers, [----] engagements
"@DrewAustin Google has the distribution. Grok has some via twitter yet OpenAI and Anthropic have dramatically more users and make 30x and 20x the revenue. Twitter data is sometimes valuable true. No comment on Tesla"
X Link 2026-02-11T17:48Z 55.6K followers, [----] engagements
"@artemtam I've never seen anyone use Grok outside of twitter"
X Link 2026-02-11T18:15Z 55.6K followers, [----] engagements
"I don't see a wall per se. I do see issues with the current architectures (continuous learning data efficiency hallucinations dunning-kruger lack of generalizing out of distribution). And some deep problems with long tasks (despite what METR says). All of those fixable in theory. But it's hard to know the timing and they require algorithmic progress not just scaling"
X Link 2026-02-11T18:37Z 55.6K followers, [--] engagements
"@Gregnormanjr @GuywithUmbrella @travestynv While ASI is theoretically possible there's little sign of it on the horizon. And there's only so much pure cognition can do. In the real world we advance science through physical experimentation and learnings from those. That takes time"
X Link 2026-02-11T21:34Z 55.6K followers, [---] engagements
"It is certainly theoretically possible for RSI (and/or human research) to make rapid algorithmic breakthroughs. My hypothesis which will be tested in the coming years is that the magnitude of those breakthroughs will tend to follow the same log-linear scaling / logarithmic diminishing returns with respect to inputs as everything else in AI. For example my guess is that the value of additional researchers (human or AI) follows a logarithmic diminishing return function. Going from [--] AI researcher to [--] AI researchers will be found to have the same relative impact as going from [--] million AI"
X Link 2026-02-12T03:19Z 55.6K followers, [----] engagements
"This is effectively censure of the DOJ and everyone involved in the case. Disbar them. None of the D.C. grand jurors who heard the Trump admin's pitch on why they should indict the Democratic lawmakers who recorded that illegal orders video believed the Justice Departmenthad met the low threshold of probable cause two sources familiar with the matter told NBC None of the D.C. grand jurors who heard the Trump admin's pitch on why they should indict the Democratic lawmakers who recorded that illegal orders video believed the Justice Departmenthad met the low threshold of probable cause two"
X Link 2026-02-12T03:42Z 55.6K followers, [----] engagements
"My expectation is that China's true peak is still a handful of years away. Either it's on the horizon or it's already with us. NEW ANALYSIS: China's CO2 has now been 'flat or falling' for [--] months * Down in [----] * Still below Mar [----] * Clean energy wave a key factor If this is China's peak (TBC) it's the climate story of the century so far https://t.co/xqAnUNQOdR https://t.co/kYloATJnDE NEW ANALYSIS: China's CO2 has now been 'flat or falling' for [--] months * Down in [----] * Still below Mar [----] * Clean energy wave a key factor If this is China's peak (TBC) it's the climate story of the"
X Link 2026-02-12T13:57Z 55.6K followers, [----] engagements
"@ShanuMathew93 They can all actually lower electricity costs for their neighbors instead of just pledging to keep them flat. It's not a lot of money in the context of overall DC costs"
X Link 2026-02-12T14:14Z 55.6K followers, [--] engagements
"This is a more accurate headline than the very silly NYT assertion of "complete victory" for the Trump admin. The endangerment finding rollback will be challenged in court and the Trump admin has at best 50/50 odds. And there are so many other fronts. Clean energy is winning period"
X Link 2026-02-12T16:56Z 55.6K followers, [----] engagements
"@krishnanrohit @sean_from_earth The difficulty of establishing a SOTA chip fab and the entire supply chain for it on the moon strikes me as really absurdly implausible and uneconomic to overcome any time in the foreseeable future. This could require trillions of dollars"
X Link 2026-02-12T20:23Z 55.6K followers, [--] engagements
"@krishnanrohit @sean_from_earth That makes more sense. You probably have to make the GPUs themselves on earth for the foreseeable future"
X Link 2026-02-12T20:26Z 55.6K followers, [--] engagements
"@krishnanrohit @sean_from_earth Yeah. That seems awfully hard. Not to mention mining and refining every element needed"
X Link 2026-02-12T20:35Z 55.6K followers, [--] engagements
"@turbo_xo_ My experience and industry data points as an energy and AI investor"
X Link 2026-02-13T16:25Z 55.6K followers, [--] engagements
"@turbo_xo_ [--]. You need far less energy to be a fast follower [--]. A bunch of practical stuff that's happening [--]. Off grid solar and batteries in Australia Mexico US SW (and ideally opening up public lands). Requires legal upgrades esp Mexico"
X Link 2026-02-13T16:54Z 55.6K followers, [--] engagements
"@gbildson @QuantBro [--]. They have bio weapons already if they want them. More importantly they have nukes [--]. Science fiction"
X Link 2026-02-13T17:38Z 55.6K followers, [--] engagements
"@JimDMiller [--]. You're not going to put a power gobbling NVIDIA B200 in a missile. [--]. I do think improving vision models had military utility. The returns are steeply sun-linear"
X Link 2026-02-13T17:54Z 55.6K followers, [--] engagements
"@Noahpinion I agree that the latest chips give China indirect assistance to their military. I think it's pretty minor though"
X Link 2026-02-13T18:17Z 55.6K followers, [---] engagements
"@sawickipedia Yeah. I think teacher's unions were on the wrong side of this"
X Link 2026-02-13T18:56Z 55.6K followers, [--] engagements
"@OrdoSeclorum I tried to ground the Nexus books in science. Fast AI takeoff scenarios seem ungrounded from the math of AI improvement to me"
X Link 2026-02-13T20:00Z 55.6K followers, [--] engagements
"@XavierORourke @Noahpinion You'd think so on the cyber warfare part. But the cyber security experts I know are underwhelmed so far"
X Link 2026-02-14T01:33Z 55.6K followers, [--] engagements
"There are others beyond this but this is a starter list. Very open to your feedback and thoughts. Thanks"
X Link 2026-01-28T15:59Z 55.6K followers, 16.8K engagements
"This phrase drives me nuts. There's not unlimited demand for intelligence at any price. There's a demand curve. The more expensive AI is the less relevant demand there is. You can't think about AI economics properly without understanding that. There is unlimited demand for intelligence. There is unlimited demand for intelligence"
X Link 2026-02-07T22:17Z 55.6K followers, 14.3K engagements
"xAI is bleeding co-founders. What did SpaceX even buy for 20% of its stock this isn't looking good https://t.co/Euyu60CRy8 this isn't looking good https://t.co/Euyu60CRy8"
X Link 2026-02-11T10:45Z 55.6K followers, [----] engagements
"One man in this conflict is indeed seditious. And it's not Mark Kelly. This will be immediately appealed. Sedition is sedition Captain. This will be immediately appealed. Sedition is sedition Captain"
X Link 2026-02-12T23:13Z 55.6K followers, [----] engagements
"@OrdoSeclorum Sci Fi scenario. No sign of it in the data"
X Link 2026-02-13T19:52Z 55.6K followers, [--] engagements
"Moderna's mRNA flu vaccine looks superior to the best current option on the market. They ran a valid trial using current standard of care as the control. FDA refuses to evaluate it because they oppose anything involving mRNA tech and are negative on vaccines. Impeach RFK Jr. 1/ There is some confusion with the reporting on $MRNA Refuse to File. First of all $MRNA DID run a trial in patients [--] and above with a high dose comparator. And the results were posted - it showed that mRNA-1010 was SUPERIOR to the high dose competitor Fluzone HD QIV 1/ There is some confusion with the reporting on"
X Link 2026-02-11T10:03Z 55.6K followers, 39.9K engagements
"It's happening. Western democracies in Asia next. Macron will propose nuclear deterrence to Europe at the Munich Security Conference replacing the US Nuclear Umbrella. Macron will propose nuclear deterrence to Europe at the Munich Security Conference replacing the US Nuclear Umbrella"
X Link 2026-02-13T17:57Z 55.6K followers, [----] engagements
"Terrible investment. I had the chance to invest in X AI's round. Why would you invest in the distant fourth in the AI race in the US a company with almost no users when it was priced like a contender BREAKING: Tesla has officially announced that they have invested $2 billion into @xAI. Statement: "On January [--] [----] Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recent https://t.co/aAAph3Sey1 BREAKING: Tesla has officially announced that they have invested $2 billion into @xAI. Statement: "On January 16"
X Link 2026-01-28T23:30Z 55.6K followers, 23.7K engagements
"One of the impressive things about Mamdani is that he listens to experts and evidence and learns and adapts. He wasn't YIMBY [--] months ago. He did have the goal of bringing down housing costs but his approach wouldn't have worked. I credit @DKThomp with exposing him to the evidence that YIMBY was the way to do it. And so Mamdani changed his approach and went to a much more market-oriented plan to lower housing costs in NYC. This is exceedingly rare in politicians. We should applaud and encourage it. Leftists outside NYC must pay attention to Mamdani's details It's not just a comms upgrade."
X Link 2026-02-11T16:54Z 55.6K followers, 92.1K engagements
"What if we just renamed mRNA to tRMP it is even stupider than that. MRNA operation warp speed was a legitimate miracle. Trump should have his name all over it. More than any building. But he fucking can't It's insane it is even stupider than that. MRNA operation warp speed was a legitimate miracle. Trump should have his name all over it. More than any building. But he fucking can't It's insane"
X Link 2026-02-11T16:55Z 55.6K followers, 11.8K engagements
"No one has a moat in AI. No company. No country. Introducing M2.5 an open-source frontier model designed for real-world productivity. - SOTA performance at coding (SWE-Bench Verified 80.2%) search (BrowseComp 76.3%) agentic tool-calling (BFCL 76.8%) & office work. - Optimized for efficient execution 37% faster at complex https://t.co/UwiKzzQNG8 Introducing M2.5 an open-source frontier model designed for real-world productivity. - SOTA performance at coding (SWE-Bench Verified 80.2%) search (BrowseComp 76.3%) agentic tool-calling (BFCL 76.8%) & office work. - Optimized for efficient execution"
X Link 2026-02-12T20:39Z 55.6K followers, 90K engagements
"@josephdviviano Well certainly moreso than Grok"
X Link 2026-02-13T03:38Z 55.6K followers, [----] engagements
"What do people believe China will do with more advanced AI chips that will harm the US"
X Link 2026-02-13T16:32Z 55.6K followers, [----] engagements
"No one who cares about mission and has options is going to go to Meta or X. From this extraordinary piece: 'Last summer while Mark Zuckerberg was conducting hiring raids on other labs Sholto Douglas the Anthropic engineer told me that a number of his colleagues couldve taken a fifty-million-dollar paycheck but the vast majority of them hadnt https://t.co/t5rnP5Gj9u From this extraordinary piece: 'Last summer while Mark Zuckerberg was conducting hiring raids on other labs Sholto Douglas the Anthropic engineer told me that a number of his colleagues couldve taken a fifty-million-dollar paycheck"
X Link 2026-02-13T17:59Z 55.6K followers, [----] engagements
"Immigrants make America great. We need more immigrants into the US not less. America is great because people come from all over the world to start businesses here. Nearly half of unicorn company founders are immigrants. My @Morning_Joe Chart https://t.co/83SnkfUC1a America is great because people come from all over the world to start businesses here. Nearly half of unicorn company founders are immigrants. My @Morning_Joe Chart https://t.co/83SnkfUC1a"
X Link 2026-02-13T18:02Z 55.6K followers, [----] engagements
"Longevity drugs. Healthspan drugs at a minimum. I'm very happy to be taking my black market peptides. Old unhealthy adults who were randomized to GLP-1RAs instead of a placebo were less likely to wind up hospitalized four years out. These drugs help people stay healthy even in old age. https://t.co/TN8DkoMYlm Old unhealthy adults who were randomized to GLP-1RAs instead of a placebo were less likely to wind up hospitalized four years out. These drugs help people stay healthy even in old age. https://t.co/TN8DkoMYlm"
X Link 2026-02-13T23:40Z 55.6K followers, [----] engagements
"We're a social species. We need connection A new article inNature Medicinefound that social connections were a surprisingly powerful predictor of a long life. Living with a partner was roughly as beneficial as exercise. Regular visits with family or having someone to confide in also appeared to be associated with lower https://t.co/q0lfUGLBcN A new article inNature Medicinefound that social connections were a surprisingly powerful predictor of a long life. Living with a partner was roughly as beneficial as exercise. Regular visits with family or having someone to confide in also appeared to"
X Link 2026-02-14T19:14Z 55.6K followers, [----] engagements
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