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All is NOT Hell! When everything is painted as hell, even real progress gets ignored. For example, at WEF Summit, Renewable Energy Minister Pralhad Joshi spoke about India’s clean energy journey, showing execution already happening on the ground. ✅ India achieved 50% non-fossil power capacity by 2025, five years...

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Praffulgarg

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10,667 Aufrufe • vor 6 Monaten •via X (Twitter)

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In a single generation, the UK has gone from having two offshore wind turbines to having just under 3,000. The industry now has a total generating capacity of 16.1 gigawatts (GW), which is enough to power more than 16 million homes each year, and over 600 million fully decorated Christmas trees 🎄 But where did it all start 25 years ago? 🤔 The Department for Energy Security and Net Zero Minister for Energy Michael Shanks MP is in Blyth to find out! 🔎 “Twenty-five years after the first offshore wind turbines began to turn, Britain is once again leading the world in clean homegrown power. “Offshore wind is at the heart of our 2030 mission – helping us reduce our dependence on volatile fossil fuel markets, lower bills for good, and support 100,000 jobs by 2030.” Find out more 👇 #Generational
1:03

In a single generation, the UK has gone from having two offshore wind turbines to having just under 3,000. The industry now has a total generating capacity of 16.1 gigawatts (GW), which is enough to power more than 16 million homes each year, and over 600 million fully decorated Christmas trees 🎄 But where did it all start 25 years ago? 🤔 The Department for Energy Security and Net Zero Minister for Energy Michael Shanks MP is in Blyth to find out! 🔎 “Twenty-five years after the first offshore wind turbines began to turn, Britain is once again leading the world in clean homegrown power. “Offshore wind is at the heart of our 2030 mission – helping us reduce our dependence on volatile fossil fuel markets, lower bills for good, and support 100,000 jobs by 2030.” Find out more 👇 #Generational

RenewableUK

31,362 Aufrufe • vor 8 Monaten

Mumbai Climate Week: Leading the charge toward a Green Global South Glad to inaugurate and address the 'Mumbai Climate Week', India’s first comprehensive platform dedicated to accelerating climate action at scale in presence of Hon Union Minister Pralhad Joshi ji. Mumbai Climate Week is not just a platform for discussion, but a decisive step toward meaningful climate action. Under the visionary leadership of Hon PM Narendra Modi Ji, India has shown the world that development and environmental responsibility can move forward together. India has already crossed renewable energy capacity of 260 GW, and Maharashtra is playing a pivotal role by contributing nearly 48 GW. We have set an ambitious target to generate more than 50% of our energy from green sources by 2030. Maharashtra is rapidly advancing clean energy adoption across industrial corridors, driving the transition towards electric mobility in cities, strengthening the integration of EVs into public transportation, and enhancing flood management through climate-resilient urban development. This commitment extends far beyond urban regions, as Maharashtra is also nurturing a sustainable rural ecosystem by promoting eco-friendly agricultural practices, efficient water management, and technology-enabled solutions, ensuring that our villages actively contribute to and benefit from this green transformation. Mumbai has the strength, vision, and potential to emerge as a climate finance gateway for the Global South. Through the message of sustainable living under ‘Mission LiFE’, the belief is simple yet powerful: environmental transformation must be visible, measurable, and strongly implemented on the ground. Minister Pankajatai Munde, Mumbai Mayor Ritutai Tawde, Founder and CEO of Project Mumbai Shishir Joshi, and other dignitaries were present. Narendra Modi Pralhad Joshi Pankaja Gopinath Munde Ritu Tawde shishir joshi Mumbai Climate Week Project Mumbai #Maharashtra #Mumbai #MumbaiClimateWeek
0:54

Mumbai Climate Week: Leading the charge toward a Green Global South Glad to inaugurate and address the 'Mumbai Climate Week', India’s first comprehensive platform dedicated to accelerating climate action at scale in presence of Hon Union Minister Pralhad Joshi ji. Mumbai Climate Week is not just a platform for discussion, but a decisive step toward meaningful climate action. Under the visionary leadership of Hon PM Narendra Modi Ji, India has shown the world that development and environmental responsibility can move forward together. India has already crossed renewable energy capacity of 260 GW, and Maharashtra is playing a pivotal role by contributing nearly 48 GW. We have set an ambitious target to generate more than 50% of our energy from green sources by 2030. Maharashtra is rapidly advancing clean energy adoption across industrial corridors, driving the transition towards electric mobility in cities, strengthening the integration of EVs into public transportation, and enhancing flood management through climate-resilient urban development. This commitment extends far beyond urban regions, as Maharashtra is also nurturing a sustainable rural ecosystem by promoting eco-friendly agricultural practices, efficient water management, and technology-enabled solutions, ensuring that our villages actively contribute to and benefit from this green transformation. Mumbai has the strength, vision, and potential to emerge as a climate finance gateway for the Global South. Through the message of sustainable living under ‘Mission LiFE’, the belief is simple yet powerful: environmental transformation must be visible, measurable, and strongly implemented on the ground. Minister Pankajatai Munde, Mumbai Mayor Ritutai Tawde, Founder and CEO of Project Mumbai Shishir Joshi, and other dignitaries were present. Narendra Modi Pralhad Joshi Pankaja Gopinath Munde Ritu Tawde shishir joshi Mumbai Climate Week Project Mumbai #Maharashtra #Mumbai #MumbaiClimateWeek

Devendra Fadnavis

12,424 Aufrufe • vor 6 Monaten

✅ 1 litre of ethanol can create around 8 to 15 litres of spent wash, a dark and highly polluting wastewater from distilleries. ✅ Even when factories claim Zero Liquid Discharge, the question remains: what happens to sludge, ash, concentrated waste, boiler emissions and groundwater impact? ✅ India is moving from around 1,000 crore litres of ethanol demand towards nearly 1,500 crore litres of production capacity, but are our pollution-control systems ready for that scale? ✅ The Meghalaya Byrnihat case raises a serious question because this area is already known as a major pollution hotspot, yet more industrial load is being added. ✅ Ethanol may reduce oil imports and some emissions, but if production pollutes water, air and soil, then we are only shifting pollution from cities to industrial towns and villages. ✅ India needs energy security, but not at the cost of water security, clean air and public health. ✅ The real future should be balanced: ethanol as a transition fuel, but stronger focus on EVs, green hydrogen, renewable energy and cleaner public transport. Clean fuel must also mean clean production
2:56

✅ 1 litre of ethanol can create around 8 to 15 litres of spent wash, a dark and highly polluting wastewater from distilleries. ✅ Even when factories claim Zero Liquid Discharge, the question remains: what happens to sludge, ash, concentrated waste, boiler emissions and groundwater impact? ✅ India is moving from around 1,000 crore litres of ethanol demand towards nearly 1,500 crore litres of production capacity, but are our pollution-control systems ready for that scale? ✅ The Meghalaya Byrnihat case raises a serious question because this area is already known as a major pollution hotspot, yet more industrial load is being added. ✅ Ethanol may reduce oil imports and some emissions, but if production pollutes water, air and soil, then we are only shifting pollution from cities to industrial towns and villages. ✅ India needs energy security, but not at the cost of water security, clean air and public health. ✅ The real future should be balanced: ethanol as a transition fuel, but stronger focus on EVs, green hydrogen, renewable energy and cleaner public transport. Clean fuel must also mean clean production

Praffulgarg

34,517 Aufrufe • vor 1 Monat

$IREN BELOW $100 is STEAL !!! ✅ Chamath recently said that building 1 GW of AI data center capacity today can cost around $100 billion. Whether the number ends up being $80B, $100B, or somewhere in between isn’t the main takeaway. The takeaway is this: Power-ready AI infrastructure has become one of the most valuable assets on the planet. Now look at what IREN already controls: Sweetwater, Texas — 2.0 GW Childress, Texas — 750 MW Oklahoma — 1.6 GW South Australia — 800 MW Spain (Nostrum) — 490 MW Prince George, Mackenzie & Canal Flats — Existing AI cloud infrastructure Total portfolio: 5.8 GW of secured power capacity. What excites me most is what should be energized by 2026: ⚡ Sweetwater Phase 1 (~1.4 GW) ⚡ Childress (750 MW) ⚡ Prince George & Mackenzie continuing to scale AI cloud operations That’s already ~2.1+ GW of energized AI infrastructure either operating or coming online. Using Chamath’s framework: 2 GW = ~$200 billion of replacement value Yet IREN trades around a $18-20 billion market cap Even if Chamath is off by 50%, you’re still looking at a valuation gap that is hard to ignore. The market is pricing IREN like a miner. The bull case is that it’s becoming a large-scale AI infrastructure platform. By math alone, if ~2 GW is energized and available for AI workloads by 2026, a $100B+ market cap doesn’t seem crazy. That would imply a stock price potentially in the $150-$250 range, based solely on the value of the energized AI infrastructure—not even giving full credit to the remaining 3.7+ GW in the portfolio. 🤯🤯🤯 This is why I believe the market is dramatically underestimating what IREN is building. ✅ Gigawatts of power ✅ Strategic land positions ✅ Grid access ✅ Permits & approvals ✅ AI-ready infrastructure
1:22

$IREN BELOW $100 is STEAL !!! ✅ Chamath recently said that building 1 GW of AI data center capacity today can cost around $100 billion. Whether the number ends up being $80B, $100B, or somewhere in between isn’t the main takeaway. The takeaway is this: Power-ready AI infrastructure has become one of the most valuable assets on the planet. Now look at what IREN already controls: Sweetwater, Texas — 2.0 GW Childress, Texas — 750 MW Oklahoma — 1.6 GW South Australia — 800 MW Spain (Nostrum) — 490 MW Prince George, Mackenzie & Canal Flats — Existing AI cloud infrastructure Total portfolio: 5.8 GW of secured power capacity. What excites me most is what should be energized by 2026: ⚡ Sweetwater Phase 1 (~1.4 GW) ⚡ Childress (750 MW) ⚡ Prince George & Mackenzie continuing to scale AI cloud operations That’s already ~2.1+ GW of energized AI infrastructure either operating or coming online. Using Chamath’s framework: 2 GW = ~$200 billion of replacement value Yet IREN trades around a $18-20 billion market cap Even if Chamath is off by 50%, you’re still looking at a valuation gap that is hard to ignore. The market is pricing IREN like a miner. The bull case is that it’s becoming a large-scale AI infrastructure platform. By math alone, if ~2 GW is energized and available for AI workloads by 2026, a $100B+ market cap doesn’t seem crazy. That would imply a stock price potentially in the $150-$250 range, based solely on the value of the energized AI infrastructure—not even giving full credit to the remaining 3.7+ GW in the portfolio. 🤯🤯🤯 This is why I believe the market is dramatically underestimating what IREN is building. ✅ Gigawatts of power ✅ Strategic land positions ✅ Grid access ✅ Permits & approvals ✅ AI-ready infrastructure

investing

79,876 Aufrufe • vor 2 Monaten

Wind and solar look cheap on paper, but only because their true costs are hidden. Power grids must balance supply and demand every second. Wind and solar cannot do that. Their output follows the weather, which is variable. So every megawatt of wind or solar requires a matching megawatt of reliable backup. A 100 MW wind farm does not replace a 100 MW gas plant. The gas plant still has to be built, staffed, fueled and kept ready at all times. Consumers are effectively paying for two systems, but only one is accounted for. Think of it like hiring a worker who only shows up 30% of the time. The hourly wage looks cheap, but you still need a fully trained backup worker available 24-7 to fill in for the other 70%. That backup is required and still costs money even when sitting idle. But the extra cost is ignored. This accounting trick explains why renewables look inexpensive in charts, while electricity prices soar in grids that rely heavily on them. Globally, the renewable failure is clear. In 2024, solar supplied just 1.4% of global primary energy. Wind supplied about 1.5%. Fossil fuels still provided around 87%. This is not a global energy transition. It is a costly experiment played by a handful of Western economies.
1:12

Wind and solar look cheap on paper, but only because their true costs are hidden. Power grids must balance supply and demand every second. Wind and solar cannot do that. Their output follows the weather, which is variable. So every megawatt of wind or solar requires a matching megawatt of reliable backup. A 100 MW wind farm does not replace a 100 MW gas plant. The gas plant still has to be built, staffed, fueled and kept ready at all times. Consumers are effectively paying for two systems, but only one is accounted for. Think of it like hiring a worker who only shows up 30% of the time. The hourly wage looks cheap, but you still need a fully trained backup worker available 24-7 to fill in for the other 70%. That backup is required and still costs money even when sitting idle. But the extra cost is ignored. This accounting trick explains why renewables look inexpensive in charts, while electricity prices soar in grids that rely heavily on them. Globally, the renewable failure is clear. In 2024, solar supplied just 1.4% of global primary energy. Wind supplied about 1.5%. Fossil fuels still provided around 87%. This is not a global energy transition. It is a costly experiment played by a handful of Western economies.

Electroverse

20,738 Aufrufe • vor 2 Monaten

Elon Musk has been saying the same thing for years. Humanity is still underestimating solar energy. Not underestimating it slightly. Fundamentally misunderstanding what it is. Musk: “What would the Earth be without the sun? The Earth would be a frozen dark ice ball at roughly three degrees above absolute zero.” Three degrees above absolute zero. No light. No liquid water. No life. Not a worse version of Earth. A dead rock drifting through nothing. That is the default state of this planet without a single energy source. Everything else is commentary. The sun is not one option on a menu of power generation. It is the only reason biology exists here at all. Musk: “Because of the sun, we are at a quite a nice temperature, quite pleasant. Sort of roughly 300 degrees above absolute zero.” A 297-degree window between civilization and extinction. Every ecosystem, every economy, every human body operates inside that margin. The entire project of life fits between those numbers. And somehow the species looked at the source of all of it and decided it was a secondary energy option. Musk: “The sun powers, almost the entire ecosystem is solar-powered.” Every fossil fuel on Earth is stored solar energy. Oil is ancient sunlight captured by organisms, compressed by geology, buried for millions of years. Drilling for it is harvesting the sun’s output with a 300-million-year delay and a catastrophic loss in efficiency. The original source is still running. It will run for another five billion years. It delivers more energy to Earth’s surface in one hour than humanity consumes in an entire year. One hour versus one year. That is the ratio the world is ignoring. The argument against solar was never physics. It was cost, storage, and scale. Those are engineering problems. Engineering problems get solved. They always do. The compute demands of the next decade alone will require energy production at a scale fossil fuels physically cannot reach. The intelligence explosion does not run on oil. It runs on electricity. The cheapest and most abundant source of electricity is already overhead. It has been overhead for 4.6 billion years. We do not need to discover a new energy source. We need to stop ignoring the one that powers everything we have ever built. The star is right there. The only question left is how fast we build the infrastructure to capture it.
0:43

Elon Musk has been saying the same thing for years. Humanity is still underestimating solar energy. Not underestimating it slightly. Fundamentally misunderstanding what it is. Musk: “What would the Earth be without the sun? The Earth would be a frozen dark ice ball at roughly three degrees above absolute zero.” Three degrees above absolute zero. No light. No liquid water. No life. Not a worse version of Earth. A dead rock drifting through nothing. That is the default state of this planet without a single energy source. Everything else is commentary. The sun is not one option on a menu of power generation. It is the only reason biology exists here at all. Musk: “Because of the sun, we are at a quite a nice temperature, quite pleasant. Sort of roughly 300 degrees above absolute zero.” A 297-degree window between civilization and extinction. Every ecosystem, every economy, every human body operates inside that margin. The entire project of life fits between those numbers. And somehow the species looked at the source of all of it and decided it was a secondary energy option. Musk: “The sun powers, almost the entire ecosystem is solar-powered.” Every fossil fuel on Earth is stored solar energy. Oil is ancient sunlight captured by organisms, compressed by geology, buried for millions of years. Drilling for it is harvesting the sun’s output with a 300-million-year delay and a catastrophic loss in efficiency. The original source is still running. It will run for another five billion years. It delivers more energy to Earth’s surface in one hour than humanity consumes in an entire year. One hour versus one year. That is the ratio the world is ignoring. The argument against solar was never physics. It was cost, storage, and scale. Those are engineering problems. Engineering problems get solved. They always do. The compute demands of the next decade alone will require energy production at a scale fossil fuels physically cannot reach. The intelligence explosion does not run on oil. It runs on electricity. The cheapest and most abundant source of electricity is already overhead. It has been overhead for 4.6 billion years. We do not need to discover a new energy source. We need to stop ignoring the one that powers everything we have ever built. The star is right there. The only question left is how fast we build the infrastructure to capture it.

Dustin

21,499 Aufrufe • vor 4 Monaten

Must watch explanation on clean energy by Greg Jackson on #BBCQT - also watch Tim Stanley squirm repeatedly when Jackson gives answers Greg Jackson, "We've crossed the rubicon.. Clean energy is now cheaper than fossil fuels" "Power from wind and solar is cheaper than power from fossil fuels" "Consumers don't see the benefits because our markets are run in the old traditional way" "We need market reform so when we build wind farms, people get cheaper energy" "It doesn't help that we are paying wind farms to turn off when it's windy, instead of giving people cheap power at those times" "59% of all of the renewable energy has been built in China" Fiona Bruce, "They're also building huge coal plants" Greg Jackson, "The majority will never be used, they'll be mothballed" "Why are they building green energy? It's not because they're nice people. Now they recognise clean energy is cheaper, and energy is the engine of growth for their industry, they're investing in it" "Six or seven years ago if you went to Chinese cities people wore face mask because of air pollution.. That's gone" Tim Stanley, "If you have a period where the wind dies and the sun doesn't shine, what happens, you have to rely on back up.. Rely on gas.. Import the power from overseas" Greg Jackson, "Allow me to help you with this answer.. As somebody who buys more power than anybody in the UK.. I can give you an authoritative answer on what to do" "An electric car holds enough power in its battery for a typical house in the best part of the week" "As more and more electric cars hit our roads, we have distributed storage of electricity, days on end, without wind" "It's not the whole solution but it's a big part of it.. And it helps us reduce our reliance on things like those fossil fuel backups" "It's always windy somewhere, it's always sunny somewhere.. As we connect our country to others.. When they're windy we get their power, when we're windy we sell ours to them" "By the way, we are one of the windiest places in the world.. This is a huge export opportunity for the UK"
2:35

Must watch explanation on clean energy by Greg Jackson on #BBCQT - also watch Tim Stanley squirm repeatedly when Jackson gives answers Greg Jackson, "We've crossed the rubicon.. Clean energy is now cheaper than fossil fuels" "Power from wind and solar is cheaper than power from fossil fuels" "Consumers don't see the benefits because our markets are run in the old traditional way" "We need market reform so when we build wind farms, people get cheaper energy" "It doesn't help that we are paying wind farms to turn off when it's windy, instead of giving people cheap power at those times" "59% of all of the renewable energy has been built in China" Fiona Bruce, "They're also building huge coal plants" Greg Jackson, "The majority will never be used, they'll be mothballed" "Why are they building green energy? It's not because they're nice people. Now they recognise clean energy is cheaper, and energy is the engine of growth for their industry, they're investing in it" "Six or seven years ago if you went to Chinese cities people wore face mask because of air pollution.. That's gone" Tim Stanley, "If you have a period where the wind dies and the sun doesn't shine, what happens, you have to rely on back up.. Rely on gas.. Import the power from overseas" Greg Jackson, "Allow me to help you with this answer.. As somebody who buys more power than anybody in the UK.. I can give you an authoritative answer on what to do" "An electric car holds enough power in its battery for a typical house in the best part of the week" "As more and more electric cars hit our roads, we have distributed storage of electricity, days on end, without wind" "It's not the whole solution but it's a big part of it.. And it helps us reduce our reliance on things like those fossil fuel backups" "It's always windy somewhere, it's always sunny somewhere.. As we connect our country to others.. When they're windy we get their power, when we're windy we sell ours to them" "By the way, we are one of the windiest places in the world.. This is a huge export opportunity for the UK"

Farrukh

523,216 Aufrufe • vor 1 Jahr

🚨 Wind is Not the Clean Energy it is Sold to be. Wind #energy has been sold to an unsuspecting public as a clean, renewable source of unending energy. But that isn't true. In fact, the building of an average wind industrial installation consumes vastly more CO2 producing raw materials per kwh than any other power source in use today. Ever wonder what really goes into building a wind turbine, its tower, and its foundation? This brief video does a great job of giving you the details, and they are neither pretty nor clean. Text: Compared with conventional technologies, wind power requires vastly more raw materials for the same installed capacity, up to 15 times more concrete, 90 times more aluminum, and around 50 times more iron, copper, and glass. Each two megawatt turbine uses about 1,700 tons of material, around 1,300 tons of concrete, nearly 300 tons of steel, plus iron, fiberglass, and copper. The foundation alone uses hundreds of tons of concretes. Concrete is one of the world's largest CO2 sources responsible for 8% of global emissions. Then there are the rare earths. Just one ton of rare earth elements generates 2,000 tons of toxic waste. Worse still, all of this ends up in landfill every 15 to 20 years, with the entire process repeated. Wind is not the clean energy it is sold to be. #windenergy #toxicwaste #rareearthminerals #steel #concrete #CO2 #falsenarrative
0:45

🚨 Wind is Not the Clean Energy it is Sold to be. Wind #energy has been sold to an unsuspecting public as a clean, renewable source of unending energy. But that isn't true. In fact, the building of an average wind industrial installation consumes vastly more CO2 producing raw materials per kwh than any other power source in use today. Ever wonder what really goes into building a wind turbine, its tower, and its foundation? This brief video does a great job of giving you the details, and they are neither pretty nor clean. Text: Compared with conventional technologies, wind power requires vastly more raw materials for the same installed capacity, up to 15 times more concrete, 90 times more aluminum, and around 50 times more iron, copper, and glass. Each two megawatt turbine uses about 1,700 tons of material, around 1,300 tons of concrete, nearly 300 tons of steel, plus iron, fiberglass, and copper. The foundation alone uses hundreds of tons of concretes. Concrete is one of the world's largest CO2 sources responsible for 8% of global emissions. Then there are the rare earths. Just one ton of rare earth elements generates 2,000 tons of toxic waste. Worse still, all of this ends up in landfill every 15 to 20 years, with the entire process repeated. Wind is not the clean energy it is sold to be. #windenergy #toxicwaste #rareearthminerals #steel #concrete #CO2 #falsenarrative

⚡️David Blackmon⚡️

12,362 Aufrufe • vor 6 Monaten

SpaceX is about to shatter the largest IPO record in history. Not by a little. By more than double. The previous record was $29 billion. SpaceX is targeting $75 billion. Two months ago the number was $50 billion. Last week it was $70 billion. Now $75 billion. The filing has not even happened yet. Every time the market recalculates what SpaceX actually is, the answer gets bigger. Goldman Sachs. JPMorgan. Bank of America. Morgan Stanley. All lined up as underwriters. Target date: mid-June 2026. Target valuation: $1.75 trillion. That would make SpaceX larger than Meta. Larger than Tesla. Larger than every company on Earth except five. This is not some startup bleeding cash and calling it strategy. SpaceX made $8 billion in profit last year on $16 billion in revenue. They do not need the money. They are raising it because what comes next costs more than profit can fund at the speed they intend to move. Musk: “There just is no way to do a terawatt per year on Earth.” He ran the math on stage with Jensen Huang. Three hundred gigawatts of AI compute per year would consume two-thirds of all US electricity production. Not total energy. Just electricity. And three hundred gigawatts is not even the target. A terawatt is. More than three times that. Building enough power plants is not difficult. It is not expensive. It is physically impossible. Musk: “You have to do that in space.” Not should. Not could. Have to. Earth does not have the power. Cannot build it fast enough. Cannot cool the hardware. Not within a decade. Not at all. The bottleneck is not silicon. Not software. Not data. It is the planet itself. Musk: “You don’t actually need batteries because it’s always sunny in space. And the solar panels become cheaper because you don’t need glass or framing. And the cooling is just radiative.” No batteries. No night cycle. No weather. Just uninterrupted solar hitting bare panels in a vacuum. Heat dissipates on its own. Huang: “Each one of these GB300 racks is two tons. 1.95 of it is probably for cooling.” Ninety-seven percent of the weight of a supercomputer rack exists to keep it from overheating. Move it to space and that weight vanishes. The machine shrinks to something small enough to launch by the thousands. Running on free energy. Cooled by nothing. Musk: “I think even perhaps in the four or five year time frame, the lowest cost way to do AI compute will be with solar-powered AI satellites.” Not fifty years. Not twenty. Five. The cheapest AI compute on Earth will not be on Earth. It will be in orbit. And only one company can put it there at the cost and cadence required. That is what the market is pricing. Not a rocket company. The only organization on Earth capable of moving intelligence infrastructure off of it. Huang heard the pitch. The math. The timeline. Huang: “That’s the dream.” Musk: “Yes.” A trillion watts of compute. Powered by the Sun. Cooled by space. Launched by SpaceX. Every company building AI on the ground is building under the same ceiling. The atmosphere.
2:27

SpaceX is about to shatter the largest IPO record in history. Not by a little. By more than double. The previous record was $29 billion. SpaceX is targeting $75 billion. Two months ago the number was $50 billion. Last week it was $70 billion. Now $75 billion. The filing has not even happened yet. Every time the market recalculates what SpaceX actually is, the answer gets bigger. Goldman Sachs. JPMorgan. Bank of America. Morgan Stanley. All lined up as underwriters. Target date: mid-June 2026. Target valuation: $1.75 trillion. That would make SpaceX larger than Meta. Larger than Tesla. Larger than every company on Earth except five. This is not some startup bleeding cash and calling it strategy. SpaceX made $8 billion in profit last year on $16 billion in revenue. They do not need the money. They are raising it because what comes next costs more than profit can fund at the speed they intend to move. Musk: “There just is no way to do a terawatt per year on Earth.” He ran the math on stage with Jensen Huang. Three hundred gigawatts of AI compute per year would consume two-thirds of all US electricity production. Not total energy. Just electricity. And three hundred gigawatts is not even the target. A terawatt is. More than three times that. Building enough power plants is not difficult. It is not expensive. It is physically impossible. Musk: “You have to do that in space.” Not should. Not could. Have to. Earth does not have the power. Cannot build it fast enough. Cannot cool the hardware. Not within a decade. Not at all. The bottleneck is not silicon. Not software. Not data. It is the planet itself. Musk: “You don’t actually need batteries because it’s always sunny in space. And the solar panels become cheaper because you don’t need glass or framing. And the cooling is just radiative.” No batteries. No night cycle. No weather. Just uninterrupted solar hitting bare panels in a vacuum. Heat dissipates on its own. Huang: “Each one of these GB300 racks is two tons. 1.95 of it is probably for cooling.” Ninety-seven percent of the weight of a supercomputer rack exists to keep it from overheating. Move it to space and that weight vanishes. The machine shrinks to something small enough to launch by the thousands. Running on free energy. Cooled by nothing. Musk: “I think even perhaps in the four or five year time frame, the lowest cost way to do AI compute will be with solar-powered AI satellites.” Not fifty years. Not twenty. Five. The cheapest AI compute on Earth will not be on Earth. It will be in orbit. And only one company can put it there at the cost and cadence required. That is what the market is pricing. Not a rocket company. The only organization on Earth capable of moving intelligence infrastructure off of it. Huang heard the pitch. The math. The timeline. Huang: “That’s the dream.” Musk: “Yes.” A trillion watts of compute. Powered by the Sun. Cooled by space. Launched by SpaceX. Every company building AI on the ground is building under the same ceiling. The atmosphere.

Dustin

44,710 Aufrufe • vor 4 Monaten

Ed Miliband on the 10% energy price rise "I know this will be really worry news for lots of families who will face greater struggle this winter. And it's a direct result of country's exposure to international gas markets that are controlled by dictators" "That's why this government has a plan to do something about it" "Labour's mission is for homegrown power that we control in this country. That is why we've hit the ground running. In just seven weeks, consenting new solar power, overturning the ban on onshore wind" "Precisely to give our country the energy security we don't have at the moment" All of that is good and well Ed Miliband and I wish Labour stuck to the original £28 billion a year to supercharge this But on top of this is the real issue of those on low incomes including pensioners who may struggle over winter. Please re-evaluate the cut off point for support so not a single person in our country has to choose between heating and eating 🙏 And if you're worried about how you'll pay for it? Two ideas. Tax the rich, and rejoin the EU Single Market: £40 billion in tax from £100 billion in trade would cover this and other costs
0:40

Ed Miliband on the 10% energy price rise "I know this will be really worry news for lots of families who will face greater struggle this winter. And it's a direct result of country's exposure to international gas markets that are controlled by dictators" "That's why this government has a plan to do something about it" "Labour's mission is for homegrown power that we control in this country. That is why we've hit the ground running. In just seven weeks, consenting new solar power, overturning the ban on onshore wind" "Precisely to give our country the energy security we don't have at the moment" All of that is good and well Ed Miliband and I wish Labour stuck to the original £28 billion a year to supercharge this But on top of this is the real issue of those on low incomes including pensioners who may struggle over winter. Please re-evaluate the cut off point for support so not a single person in our country has to choose between heating and eating 🙏 And if you're worried about how you'll pay for it? Two ideas. Tax the rich, and rejoin the EU Single Market: £40 billion in tax from £100 billion in trade would cover this and other costs

Farrukh

51,744 Aufrufe • vor 2 Jahren

Greg Brockman, President of OpenAI, said there is not enough compute in the world to satisfy AI demand, and OpenAI itself cannot launch products it has already built because it cannot find the infrastructure to run them (Save this). OpenAI is spending $50 billion on compute in 2026 alone and it still is not enough. That is the setup but here is the trade. Nebius is one of the most asymmetric infrastructure plays in public markets right now, and most people have never heard of it. Q1 2026 revenue came in at $399 million, up 684% year over year, with AI cloud revenue specifically growing 841% in a single quarter. The company entered 2026 with an exit ARR of $1.25 billion and is targeting $7 to $9 billion by year end, a number that would make it one of the fastest revenue ramps in the history of public infrastructure companies. The contracted backlog sits at $50 billion anchored by a $17.4 billion agreement with Microsoft through 2031 and a $27 billion five-year deal with Meta. They are decade-scale infrastructure commitments from the two largest enterprise AI spenders on earth, signed before the demand curve has even reached its steepest point. Nvidia took a direct equity stake in Nebius, one of only two neoclouds it has invested in alongside CoreWeave. That relationship is not just financial but rather means Nebius gets preferential access to GPU allocation at a moment when every lab and every hyperscaler is competing for the same constrained supply. Contracted power capacity now exceeds 3.5 gigawatts, with expansion plans targeting 5 to 6 GW by mid-2029. And power is the other binding constraint in AI infrastructure, you cannot build a data center without it and Nebius has already secured the capacity that competitors are still fighting to acquire. At full ramp, analysts project revenue in the $15 to $25 billion range by 2029, against a current market cap the contracted backlog alone already dwarfs. Come join Milk Road Pro and get our full Nebius deep-dive, the exact price levels we are watching, how we are sizing the position against the backlog and power capacity timeline, and our full AI thesis. link below!
1:00

Greg Brockman, President of OpenAI, said there is not enough compute in the world to satisfy AI demand, and OpenAI itself cannot launch products it has already built because it cannot find the infrastructure to run them (Save this). OpenAI is spending $50 billion on compute in 2026 alone and it still is not enough. That is the setup but here is the trade. Nebius is one of the most asymmetric infrastructure plays in public markets right now, and most people have never heard of it. Q1 2026 revenue came in at $399 million, up 684% year over year, with AI cloud revenue specifically growing 841% in a single quarter. The company entered 2026 with an exit ARR of $1.25 billion and is targeting $7 to $9 billion by year end, a number that would make it one of the fastest revenue ramps in the history of public infrastructure companies. The contracted backlog sits at $50 billion anchored by a $17.4 billion agreement with Microsoft through 2031 and a $27 billion five-year deal with Meta. They are decade-scale infrastructure commitments from the two largest enterprise AI spenders on earth, signed before the demand curve has even reached its steepest point. Nvidia took a direct equity stake in Nebius, one of only two neoclouds it has invested in alongside CoreWeave. That relationship is not just financial but rather means Nebius gets preferential access to GPU allocation at a moment when every lab and every hyperscaler is competing for the same constrained supply. Contracted power capacity now exceeds 3.5 gigawatts, with expansion plans targeting 5 to 6 GW by mid-2029. And power is the other binding constraint in AI infrastructure, you cannot build a data center without it and Nebius has already secured the capacity that competitors are still fighting to acquire. At full ramp, analysts project revenue in the $15 to $25 billion range by 2029, against a current market cap the contracted backlog alone already dwarfs. Come join Milk Road Pro and get our full Nebius deep-dive, the exact price levels we are watching, how we are sizing the position against the backlog and power capacity timeline, and our full AI thesis. link below!

Milk Road AI

14,578 Aufrufe • vor 1 Monat

Elon Musk: Everything is solar power. The rest is noise. “The sun is about 99.8% of the mass of the solar system. Jupiter's about 0.1% and everything else is in the remaining 0.1%, and we are much less than 0.1%. So, if you burnt all of the mass of the solar system, then the total energy produced by the sun would still round up to 100%. If you just burnt Earth, the whole planet, and burnt Jupiter, which is very big and quite challenging to burn, turn Jupiter into a thermonuclear reactor, the sun is 99.8% of the mass of the solar system and everything else is in the miscellaneous category. Basically, no matter what you do, total energy produced in our solar system rounds up to 100% from the sun. You could even throw another Jupiter in, so we're going to snag a Jupiter from somewhere else, you could teleport two more Jupiters into our solar system, burn them, and the sun would still round up to 100%. As long as you're at 99.6%, you're still rounding up to 100%. Maybe that gives some perspective of why solar is really the thing that matters. And, as soon as you start thinking about things at a grander scale, like Kardashev Scale 2 civilizations, it becomes very, very obvious. I'm not saying anything that's new, by the way. Anyone who studies physics has known this for a very long time. In fact, Kardashev, a Russian physicist who came up with this idea, I think, in the 1960s, just as a way to classify civilizations, where Kardashev Scale 1 would be, you've harnessed most of the energy of the planet, Kardashev Scale 2, you've harnessed most of the energy of your sun, Kardashev 3, you've harnessed most of the energy of a galaxy. Now we're only about 1% or a few percent of Kardashev Scale 1 right now, optimistically. But as soon as you go to Kardashev Scale 2, where you're talking about the power of the sun, then you're really just saying everything is solar power and the rest is in the noise. Like, the sun produces about a billion times, or call it well over a billion times more energy than everything on Earth combined.” All-In Podcast, October 31, 2025
2:11

Elon Musk: Everything is solar power. The rest is noise. “The sun is about 99.8% of the mass of the solar system. Jupiter's about 0.1% and everything else is in the remaining 0.1%, and we are much less than 0.1%. So, if you burnt all of the mass of the solar system, then the total energy produced by the sun would still round up to 100%. If you just burnt Earth, the whole planet, and burnt Jupiter, which is very big and quite challenging to burn, turn Jupiter into a thermonuclear reactor, the sun is 99.8% of the mass of the solar system and everything else is in the miscellaneous category. Basically, no matter what you do, total energy produced in our solar system rounds up to 100% from the sun. You could even throw another Jupiter in, so we're going to snag a Jupiter from somewhere else, you could teleport two more Jupiters into our solar system, burn them, and the sun would still round up to 100%. As long as you're at 99.6%, you're still rounding up to 100%. Maybe that gives some perspective of why solar is really the thing that matters. And, as soon as you start thinking about things at a grander scale, like Kardashev Scale 2 civilizations, it becomes very, very obvious. I'm not saying anything that's new, by the way. Anyone who studies physics has known this for a very long time. In fact, Kardashev, a Russian physicist who came up with this idea, I think, in the 1960s, just as a way to classify civilizations, where Kardashev Scale 1 would be, you've harnessed most of the energy of the planet, Kardashev Scale 2, you've harnessed most of the energy of your sun, Kardashev 3, you've harnessed most of the energy of a galaxy. Now we're only about 1% or a few percent of Kardashev Scale 1 right now, optimistically. But as soon as you go to Kardashev Scale 2, where you're talking about the power of the sun, then you're really just saying everything is solar power and the rest is in the noise. Like, the sun produces about a billion times, or call it well over a billion times more energy than everything on Earth combined.” All-In Podcast, October 31, 2025

ELON CLIPS

15,112,650 Aufrufe • vor 9 Monaten

Nebius is one of the most undervalued AI infrastructure companies in the public markets right now (Save this). Leopold Aschenbrenner, the former OpenAI researcher who wrote the 165-page essay predicting AGI within this decade and then launched the $13.7 billion Situational Awareness Fund around that thesis just filed a 13G disclosing a 5.6% stake in Nebius, representing 12.41 million Class A shares. This is the man whose entire investment framework is built on one core conviction, AI will advance faster than anyone expects, and the binding constraint will not be algorithms or model architectures, it will be physical computing infrastructure, data center capacity, and energy. Now look at what Nebius actually is and why this conviction is justified by the numbers alone. Nebius is a GPU native AI cloud platform, a neocloud built from the ground up specifically for AI training and inference workloads, founded by Arkady Volozh, the former CEO of Yandex who divested all non-Russian assets and left Russia in direct opposition to Putin before relisting the company on Nasdaq. In Q1 2026, Nebius reported $399 million in revenue, a 684% increase year over year from just $50.9 million while also delivering EBITDA and adjusted EPS that beat consensus estimates by 43% and 50% respectively, in a quarter where analysts had already built in aggressive assumptions. The scale of the infrastructure buildout is what makes the valuation argument so compelling. Nebius has raised its contracted power capacity guidance to over 4 gigawatts for 2026, with a target of 5 gigawatts of AI computing capacity deployed by 2030, including multiple gigawatt-scale AI factories across the United States and Europe. The Finland campus coming soon to Lappeenranta will be 310 megawatts powered by low-carbon energy, making it one of the largest AI data centers in Europe, specifically located in a cold-climate, energy-stable region that dramatically reduces cooling costs and carbon intensity. The 2026 capacity is already effectively sold out according to management disclosures, which means every megawatt Nebius brings online has a revenue contract attached to it before the facility opens. The strategic backing validates the thesis at every level. NVIDIA committed a $2 billion strategic investment in Nebius by 2030, with the two companies co-developing an inference stack, implementing NVIDIA's GPU health monitoring systems, and deploying next-generation architectures including Rubin GPUs, Vera CPUs, and Bluefield storage systems meaning Nebius gets preferential access to the hardware that every other AI company is begging Jensen Huang for. Meta signed a $27 billion agreement with Nebius, with $12 billion in dedicated computing resources confirmed and up to $15 billion in additional capacity over the coming years. And Nebius just partnered with Bloom Energy on a $2.6 billion deal guaranteeing 328 megawatts of installed capacity through modular fuel cell systems behind the meter power that eliminates grid dependency and accelerates deployment timelines. The forward valuation math is where the undervaluation case becomes undeniable. Nebius is pricing in $3.5 billion in revenue for 2026 and $11 billion for 2027, which puts the forward price-to-sales ratio at 16.6 times for this year and just 5.3 times for next year for a company growing revenue at 684% year over year with sold out capacity, NVIDIA backing, a $27 billion Meta contract, and a path to 4+ gigawatts of contracted power. Milk Road has been positioned in Nebius and we believe the convergence of Leopold's conviction stake, NVIDIA's $2 billion endorsement, Meta's $27 billion commitment, and a physical infrastructure buildout that is sold out before it opens represents one of the highest-quality risk-reward setups in AI infrastructure today. Come join Milk Road Pro and get our full Nebius thesis including the exact framework we use to think about neocloud valuation, the power capacity math that determines when revenue accelerates, and every catalyst we are watching through 2027. Link in bio/below.
0:20

Nebius is one of the most undervalued AI infrastructure companies in the public markets right now (Save this). Leopold Aschenbrenner, the former OpenAI researcher who wrote the 165-page essay predicting AGI within this decade and then launched the $13.7 billion Situational Awareness Fund around that thesis just filed a 13G disclosing a 5.6% stake in Nebius, representing 12.41 million Class A shares. This is the man whose entire investment framework is built on one core conviction, AI will advance faster than anyone expects, and the binding constraint will not be algorithms or model architectures, it will be physical computing infrastructure, data center capacity, and energy. Now look at what Nebius actually is and why this conviction is justified by the numbers alone. Nebius is a GPU native AI cloud platform, a neocloud built from the ground up specifically for AI training and inference workloads, founded by Arkady Volozh, the former CEO of Yandex who divested all non-Russian assets and left Russia in direct opposition to Putin before relisting the company on Nasdaq. In Q1 2026, Nebius reported $399 million in revenue, a 684% increase year over year from just $50.9 million while also delivering EBITDA and adjusted EPS that beat consensus estimates by 43% and 50% respectively, in a quarter where analysts had already built in aggressive assumptions. The scale of the infrastructure buildout is what makes the valuation argument so compelling. Nebius has raised its contracted power capacity guidance to over 4 gigawatts for 2026, with a target of 5 gigawatts of AI computing capacity deployed by 2030, including multiple gigawatt-scale AI factories across the United States and Europe. The Finland campus coming soon to Lappeenranta will be 310 megawatts powered by low-carbon energy, making it one of the largest AI data centers in Europe, specifically located in a cold-climate, energy-stable region that dramatically reduces cooling costs and carbon intensity. The 2026 capacity is already effectively sold out according to management disclosures, which means every megawatt Nebius brings online has a revenue contract attached to it before the facility opens. The strategic backing validates the thesis at every level. NVIDIA committed a $2 billion strategic investment in Nebius by 2030, with the two companies co-developing an inference stack, implementing NVIDIA's GPU health monitoring systems, and deploying next-generation architectures including Rubin GPUs, Vera CPUs, and Bluefield storage systems meaning Nebius gets preferential access to the hardware that every other AI company is begging Jensen Huang for. Meta signed a $27 billion agreement with Nebius, with $12 billion in dedicated computing resources confirmed and up to $15 billion in additional capacity over the coming years. And Nebius just partnered with Bloom Energy on a $2.6 billion deal guaranteeing 328 megawatts of installed capacity through modular fuel cell systems behind the meter power that eliminates grid dependency and accelerates deployment timelines. The forward valuation math is where the undervaluation case becomes undeniable. Nebius is pricing in $3.5 billion in revenue for 2026 and $11 billion for 2027, which puts the forward price-to-sales ratio at 16.6 times for this year and just 5.3 times for next year for a company growing revenue at 684% year over year with sold out capacity, NVIDIA backing, a $27 billion Meta contract, and a path to 4+ gigawatts of contracted power. Milk Road has been positioned in Nebius and we believe the convergence of Leopold's conviction stake, NVIDIA's $2 billion endorsement, Meta's $27 billion commitment, and a physical infrastructure buildout that is sold out before it opens represents one of the highest-quality risk-reward setups in AI infrastructure today. Come join Milk Road Pro and get our full Nebius thesis including the exact framework we use to think about neocloud valuation, the power capacity math that determines when revenue accelerates, and every catalyst we are watching through 2027. Link in bio/below.

Milk Road AI

61,932 Aufrufe • vor 2 Monaten

🚨 TODAY IS THE WORST DAY FOR SPACEX You thought the bad revenue news was the worst $SPCX had to offer? Not even close Because TODAY is an even more historic date: the FIRST UNLOCK event $100 billion in shares hit the market today Everyone who wanted to sell before but couldn't - now they can Because until today we were only trading 5% of the total supply With today's unlocks, that number jumps to 35% That's 7x more supply hitting a market that's already shaky Short-term? Painful The dump is real and it's happening now But here's what the panic crowd is missing: This was always on the calendar The smart money knew. The exit liquidity was already priced in by those who understood the structure I've warned you about this more than once before If you've been following me, you knew what was coming And this is just the first unlock of many to come We're not at rock bottom yet But it's not as far off as you think - just be patient
0:36

🚨 TODAY IS THE WORST DAY FOR SPACEX You thought the bad revenue news was the worst $SPCX had to offer? Not even close Because TODAY is an even more historic date: the FIRST UNLOCK event $100 billion in shares hit the market today Everyone who wanted to sell before but couldn't - now they can Because until today we were only trading 5% of the total supply With today's unlocks, that number jumps to 35% That's 7x more supply hitting a market that's already shaky Short-term? Painful The dump is real and it's happening now But here's what the panic crowd is missing: This was always on the calendar The smart money knew. The exit liquidity was already priced in by those who understood the structure I've warned you about this more than once before If you've been following me, you knew what was coming And this is just the first unlock of many to come We're not at rock bottom yet But it's not as far off as you think - just be patient

NoName

32,248 Aufrufe • vor 14 Tagen

After years of pushing wind and solar, BlackRock's Larry Fink now admits forcing economies onto intermittent power was a mistake. "We need dispatchable power," he says, "or risk energy shortages." That admission comes after grids have already been weakened, though, after bills have already surged, and after energy security has long been eroded. Then there's Bill Gates. In 2019, Gates said he had divested from fossil fuels, but his filings show otherwise. In 2024, the Gates Foundation Trust held hundreds of millions of dollars in fossil fuel companies, its largest exposure in years. Today, the companies backed by Gates emit more CO2 annually than Russia, Japan and Germany combined. Like Fink, Gates has conceded that reliable energy is indispensable, and that he no longer considers global warming an existential threat. The timing of this backtracking isn't a coincidence. It comes as the elites envision a new golden control method, artificial intelligence. AI data centers require enormous energy inputs that intermittent renewables simply cannot provide. Wind and solar were imposed on economies, but they are not good enough for AI data centers. When elite infrastructure is at stake, dispatchable power suddenly matters. 'Climate change' has served its purpose, though. It increased control and drove a massive wealth transfer. But now comes the next power play...
1:11

After years of pushing wind and solar, BlackRock's Larry Fink now admits forcing economies onto intermittent power was a mistake. "We need dispatchable power," he says, "or risk energy shortages." That admission comes after grids have already been weakened, though, after bills have already surged, and after energy security has long been eroded. Then there's Bill Gates. In 2019, Gates said he had divested from fossil fuels, but his filings show otherwise. In 2024, the Gates Foundation Trust held hundreds of millions of dollars in fossil fuel companies, its largest exposure in years. Today, the companies backed by Gates emit more CO2 annually than Russia, Japan and Germany combined. Like Fink, Gates has conceded that reliable energy is indispensable, and that he no longer considers global warming an existential threat. The timing of this backtracking isn't a coincidence. It comes as the elites envision a new golden control method, artificial intelligence. AI data centers require enormous energy inputs that intermittent renewables simply cannot provide. Wind and solar were imposed on economies, but they are not good enough for AI data centers. When elite infrastructure is at stake, dispatchable power suddenly matters. 'Climate change' has served its purpose, though. It increased control and drove a massive wealth transfer. But now comes the next power play...

Electroverse

14,082 Aufrufe • vor 6 Monaten

Wind and solar don't work at night or when the wind isn't blowing. Australia is told the solution is batteries! Real world experience shows that batteries are too expensive, too slow to build and don't last long enough to support a grid. During this session with the Australian Renewable Energy Agency (ARENA), I revisited the status of the eight large-scale battery storage projects funded in 2022, noting that $176 million had been allocated but none had completed construction by February. I was told that while all projects are progressing, some face challenges like grid connection issues. I highlighted the significant cost increase from $2.7 billion to $3.1 billion and questioned the efficiency and cost-effectiveness of these batteries compared to coal-fired power stations. I also raised concerns about the stability and reliability of renewable energy sources like solar and wind, and the additional costs associated with making them grid-compatible. Additionally, I asked ARENA about their responsibilities and the financial transparency of their operations. I emphasised the high cost of electricity in Australia compared to countries like China and criticised the impact of net-zero policies on manufacturing. We need to ditch net-zero. Use the cheap resources we have in Australia's ground for Australians first!
11:40

Wind and solar don't work at night or when the wind isn't blowing. Australia is told the solution is batteries! Real world experience shows that batteries are too expensive, too slow to build and don't last long enough to support a grid. During this session with the Australian Renewable Energy Agency (ARENA), I revisited the status of the eight large-scale battery storage projects funded in 2022, noting that $176 million had been allocated but none had completed construction by February. I was told that while all projects are progressing, some face challenges like grid connection issues. I highlighted the significant cost increase from $2.7 billion to $3.1 billion and questioned the efficiency and cost-effectiveness of these batteries compared to coal-fired power stations. I also raised concerns about the stability and reliability of renewable energy sources like solar and wind, and the additional costs associated with making them grid-compatible. Additionally, I asked ARENA about their responsibilities and the financial transparency of their operations. I emphasised the high cost of electricity in Australia compared to countries like China and criticised the impact of net-zero policies on manufacturing. We need to ditch net-zero. Use the cheap resources we have in Australia's ground for Australians first!

Malcolm Roberts 🇦🇺

21,336 Aufrufe • vor 1 Jahr

Today I wanted to wish a Man who, at sixteen, left Ahmedabad with almost nothing in his pocket. He took the Gujarat Mail to Mumbai, joined Mahendra Brothers to learn diamond sorting, and later started his own small brokerage in Zaveri Bazaar. That was his beginning. #HappyBirthdayGautamBhai Gautam Adani. From those humble steps, he went on to build one of India’s largest infrastructure empires. Not through shortcuts, but through consistent execution, bold bets on long-term projects, and a clear focus on nation-building. And then let me tell u something on his 64th Birthday… 1 - Started in diamond trading after moving to Mumbai at 16. 2 - Worked at Mahendra Brothers before starting his own brokerage in Zaveri Bazaar. 3 - Moved into commodity trading and exports in the late 1980s. 4 - Incorporated Adani Exports in 1993. 5 - Identified Mundra’s potential as a port in the mid-1990s. 6 - Developed Mundra Port from a small creek into a major commercial port. 7 - Created India’s first private port with integrated SEZ facilities. 8 - Focused on long-term infrastructure assets over short-term gains. 9 - Expanded port capacity steadily even during low investment periods. 10 - Grew Mundra into one of India’s busiest ports. 11 - Entered the power sector and built large thermal power plants. 12 - Expanded Adani Ports across both coasts. 13 - Built transmission lines to strengthen power infrastructure. 14 - Established a model of port-led industrial development in Gujarat. 15 - Began investing in renewable energy as India’s energy transition started. 16 - Expanded solar and wind projects across multiple states. 17 - Built one of India’s early large-scale renewable energy portfolios. 18 - Acquired six airports in 2020, entering the aviation sector. 19 - Took over operations of Ahmedabad, Lucknow, and other airports. 20 - Modernised and expanded airport infrastructure across India. 21 - Added Mumbai and Navi Mumbai airports to the portfolio. 22 - His airports now handle nearly 23-25% of India’s air traffic. 23 - Accelerated renewable energy capacity at a rapid pace. 24 - Developed the world’s largest single-location renewable project at Khavda. 25 - Delivered the highest-ever annual capex by any Indian corporate — ₹1.53 lakh crore in FY26. 26 - Added over 5 GW of new renewable capacity in a single year. 27 - Took Adani Green’s operational renewable capacity beyond 19 GW. 28 - Installed over 9.4 GW at the Khavda Renewable Energy Park. 29 - Crossed 500 million tonnes of cumulative cargo at Adani Ports. 30 - Made Mundra the first Indian port to handle over 200 MMT cargo in a year. 31 - Invested in data centres and digital infrastructure. 32 - Scaled cement and other businesses to support India’s construction needs. 33 - Maintained high execution pace despite global and domestic challenges. 34 - Through Adani Foundation, impacted over 9.6 million people. 35 - Worked across more than 7,000 villages in 22 states. 36 - Built and upgraded schools and digital classrooms in rural areas. 37 - Provided healthcare through hospitals, clinics, and mobile units. 38 - Focused on skill development and sustainable livelihoods in backward regions. 39 - Supported nutrition and women empowerment programmes. 40 - Created direct employment for tens of thousands of people. 41 - Generated lakhs of indirect jobs through port, airport, and energy projects. 42 - Promoted local hiring and entrepreneurship around project sites. 43 - Played a major role in improving India’s port and logistics capacity. 44 - Helped increase India’s share in global trade through better infrastructure. 45 - Accelerated India’s transition towards renewable energy at scale. 46 - Strengthened India’s energy security through power and renewable projects. 47 - Created long-term assets that will serve India for decades. 48 - Attracted significant investment into Indian infrastructure. 49 - Demonstrated that Indian companies can deliver and operate mega projects.
0:56

Today I wanted to wish a Man who, at sixteen, left Ahmedabad with almost nothing in his pocket. He took the Gujarat Mail to Mumbai, joined Mahendra Brothers to learn diamond sorting, and later started his own small brokerage in Zaveri Bazaar. That was his beginning. #HappyBirthdayGautamBhai Gautam Adani. From those humble steps, he went on to build one of India’s largest infrastructure empires. Not through shortcuts, but through consistent execution, bold bets on long-term projects, and a clear focus on nation-building. And then let me tell u something on his 64th Birthday… 1 - Started in diamond trading after moving to Mumbai at 16. 2 - Worked at Mahendra Brothers before starting his own brokerage in Zaveri Bazaar. 3 - Moved into commodity trading and exports in the late 1980s. 4 - Incorporated Adani Exports in 1993. 5 - Identified Mundra’s potential as a port in the mid-1990s. 6 - Developed Mundra Port from a small creek into a major commercial port. 7 - Created India’s first private port with integrated SEZ facilities. 8 - Focused on long-term infrastructure assets over short-term gains. 9 - Expanded port capacity steadily even during low investment periods. 10 - Grew Mundra into one of India’s busiest ports. 11 - Entered the power sector and built large thermal power plants. 12 - Expanded Adani Ports across both coasts. 13 - Built transmission lines to strengthen power infrastructure. 14 - Established a model of port-led industrial development in Gujarat. 15 - Began investing in renewable energy as India’s energy transition started. 16 - Expanded solar and wind projects across multiple states. 17 - Built one of India’s early large-scale renewable energy portfolios. 18 - Acquired six airports in 2020, entering the aviation sector. 19 - Took over operations of Ahmedabad, Lucknow, and other airports. 20 - Modernised and expanded airport infrastructure across India. 21 - Added Mumbai and Navi Mumbai airports to the portfolio. 22 - His airports now handle nearly 23-25% of India’s air traffic. 23 - Accelerated renewable energy capacity at a rapid pace. 24 - Developed the world’s largest single-location renewable project at Khavda. 25 - Delivered the highest-ever annual capex by any Indian corporate — ₹1.53 lakh crore in FY26. 26 - Added over 5 GW of new renewable capacity in a single year. 27 - Took Adani Green’s operational renewable capacity beyond 19 GW. 28 - Installed over 9.4 GW at the Khavda Renewable Energy Park. 29 - Crossed 500 million tonnes of cumulative cargo at Adani Ports. 30 - Made Mundra the first Indian port to handle over 200 MMT cargo in a year. 31 - Invested in data centres and digital infrastructure. 32 - Scaled cement and other businesses to support India’s construction needs. 33 - Maintained high execution pace despite global and domestic challenges. 34 - Through Adani Foundation, impacted over 9.6 million people. 35 - Worked across more than 7,000 villages in 22 states. 36 - Built and upgraded schools and digital classrooms in rural areas. 37 - Provided healthcare through hospitals, clinics, and mobile units. 38 - Focused on skill development and sustainable livelihoods in backward regions. 39 - Supported nutrition and women empowerment programmes. 40 - Created direct employment for tens of thousands of people. 41 - Generated lakhs of indirect jobs through port, airport, and energy projects. 42 - Promoted local hiring and entrepreneurship around project sites. 43 - Played a major role in improving India’s port and logistics capacity. 44 - Helped increase India’s share in global trade through better infrastructure. 45 - Accelerated India’s transition towards renewable energy at scale. 46 - Strengthened India’s energy security through power and renewable projects. 47 - Created long-term assets that will serve India for decades. 48 - Attracted significant investment into Indian infrastructure. 49 - Demonstrated that Indian companies can deliver and operate mega projects.

Anshul Saxena

338,612 Aufrufe • vor 1 Monat

🚨THE KARDASHEV LEAP: WHY CIVILIZATION'S NEXT STAGE REQUIRES LEAVING EARTH Here's a terrifying thought: by 2040, computers will need more electricity than Earth can generate. Not some computers. All of them. The math is simple and brutal - computing demand is growing exponentially while planetary energy has hard limits. We're about to hit a wall that no amount of nuclear plants or solar farms can fix. This is what Elon means by needing a "Kardashev II civilization." The Kardashev Scale measures civilizations by energy use. Type I uses all planetary energy. Type II harnesses its star. We're currently at 0.73 - not even Type I yet - but AI is pushing us toward Type II energy needs with Type I infrastructure. It's like needing a firehose but being stuck with a garden hose. Space changes everything. Solar panels up there get 10 times more energy than Earth's surface - no clouds, no night, just pure stellar power 24/7. One orbital data center could match facilities that would blackout entire countries if built here. Plus, cooling becomes trivial in the vacuum of space, eliminating the massive infrastructure that eats 40% of ground-based data center energy. The real game-changer? The Moon. Its gravity is so weak you could literally shoot materials into space with an electromagnetic cannon. No rockets needed. Building from lunar materials would cost a fraction of Earth launches, making massive space computing actually affordable. This isn't sci-fi anymore. It's a race. China's spending $560 billion on energy infrastructure while advancing their space program. They get it. The first nation to establish orbital computing infrastructure gets unlimited energy for AI while everyone else fights over Earth's scraps. We're not choosing between ground and space data centers. We're choosing between infinite computing or watching progress stop when we hit Earth's power ceiling. That's not aspiration - it's survival.
1:07

🚨THE KARDASHEV LEAP: WHY CIVILIZATION'S NEXT STAGE REQUIRES LEAVING EARTH Here's a terrifying thought: by 2040, computers will need more electricity than Earth can generate. Not some computers. All of them. The math is simple and brutal - computing demand is growing exponentially while planetary energy has hard limits. We're about to hit a wall that no amount of nuclear plants or solar farms can fix. This is what Elon means by needing a "Kardashev II civilization." The Kardashev Scale measures civilizations by energy use. Type I uses all planetary energy. Type II harnesses its star. We're currently at 0.73 - not even Type I yet - but AI is pushing us toward Type II energy needs with Type I infrastructure. It's like needing a firehose but being stuck with a garden hose. Space changes everything. Solar panels up there get 10 times more energy than Earth's surface - no clouds, no night, just pure stellar power 24/7. One orbital data center could match facilities that would blackout entire countries if built here. Plus, cooling becomes trivial in the vacuum of space, eliminating the massive infrastructure that eats 40% of ground-based data center energy. The real game-changer? The Moon. Its gravity is so weak you could literally shoot materials into space with an electromagnetic cannon. No rockets needed. Building from lunar materials would cost a fraction of Earth launches, making massive space computing actually affordable. This isn't sci-fi anymore. It's a race. China's spending $560 billion on energy infrastructure while advancing their space program. They get it. The first nation to establish orbital computing infrastructure gets unlimited energy for AI while everyone else fights over Earth's scraps. We're not choosing between ground and space data centers. We're choosing between infinite computing or watching progress stop when we hit Earth's power ceiling. That's not aspiration - it's survival.

Mario Nawfal

82,258 Aufrufe • vor 8 Monaten