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Everything in the economy runs on the same input. Compute, AI, robotics, manufacturing, transport... it's all energy underneath. That matters now because of demographics. Fewer workers every year means the economy only grows if output per head grows fast, and the engine for that is the Exponential Age... AI...

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Raoul Pal

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122,299 görüntüleme • 1 ay önce •via X (Twitter)

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Lambda's Stephen Balaban on why cheap energy is the foundation of everything: "The United States government needs to support the construction of a lot more power. What I mean by the hurdle rate of an economy being tied to the price of energy is that if energy is too expensive, you can't do fundamental things like smelting steel, smelting aluminum, or making concrete. Making concrete is an exceptionally energy-intensive process." "All of these input factors toward building an industrial society are high-energy-intensity activities. And if you raise the cost of energy up too high, it becomes a hurdle rate, meaning it's too steep of a hurdle to overcome, and thus we don't do that in the United States anymore." "If the United States is flirting with industrial policy at all, you have to start with the very basic inputs to that, which is less expensive energy. This is beneficial to every single thing we do, whether you're driving your electric vehicle, air conditioning your home, using AI, or smelting steel." stephen balaban
1:54

Lambda's Stephen Balaban on why cheap energy is the foundation of everything: "The United States government needs to support the construction of a lot more power. What I mean by the hurdle rate of an economy being tied to the price of energy is that if energy is too expensive, you can't do fundamental things like smelting steel, smelting aluminum, or making concrete. Making concrete is an exceptionally energy-intensive process." "All of these input factors toward building an industrial society are high-energy-intensity activities. And if you raise the cost of energy up too high, it becomes a hurdle rate, meaning it's too steep of a hurdle to overcome, and thus we don't do that in the United States anymore." "If the United States is flirting with industrial policy at all, you have to start with the very basic inputs to that, which is less expensive energy. This is beneficial to every single thing we do, whether you're driving your electric vehicle, air conditioning your home, using AI, or smelting steel." stephen balaban

MTS

14,068 görüntüleme • 1 ay önce

BREAKING: President Trump explains how that the price of everything is going to PLUMMET now that the Iran conflict is nearing a possible conclusion: "Everything follows the cost of energy, and we're gonna end up having the lowest energy anywhere in the world." "Oil is the biggest thing."
3:41

BREAKING: President Trump explains how that the price of everything is going to PLUMMET now that the Iran conflict is nearing a possible conclusion: "Everything follows the cost of energy, and we're gonna end up having the lowest energy anywhere in the world." "Oil is the biggest thing."

Andrew Kolvet

46,522 görüntüleme • 2 ay önce

There's a simple formula underneath every economy on earth: GDP growth = population growth + productivity growth + debt growth More workers, more output per worker, or more borrowing. That's all growth has ever been. When the first two stall, debt steps in to fill the gap, which grows the economy now by stealing from the future. The problem is that the trend rate of growth has been falling for decades, in the US and every developed economy. It now sits around 1.75%. The reason is the part you can't change. The working-age population is shrinking. Fewer workers means a lower ceiling on growth, no matter what anyone does about it. So the economy leans harder and harder on the one lever that's left. Debt. And that's where the real story begins.
1:22

There's a simple formula underneath every economy on earth: GDP growth = population growth + productivity growth + debt growth More workers, more output per worker, or more borrowing. That's all growth has ever been. When the first two stall, debt steps in to fill the gap, which grows the economy now by stealing from the future. The problem is that the trend rate of growth has been falling for decades, in the US and every developed economy. It now sits around 1.75%. The reason is the part you can't change. The working-age population is shrinking. Fewer workers means a lower ceiling on growth, no matter what anyone does about it. So the economy leans harder and harder on the one lever that's left. Debt. And that's where the real story begins.

Raoul Pal

149,151 görüntüleme • 1 ay önce

Rogin: It looks very likely that we're about to restart bombing of Iran. And there are a lot of reports out there that this is about to happen. And what that means is that all of the problems, not just with the US economy, with the economy of every country in the world, are about to get worse. And it means that the Iran war is going to go much longer than otherwise anticipated. And that is a disaster not just for Americans, but for all people. And then if you think about the effects on energy and then manufacturing, and then rates will continue to go up, and then inflation, it's a it's a calamity for the world economy with no strategy whatsoever.
1:12

Rogin: It looks very likely that we're about to restart bombing of Iran. And there are a lot of reports out there that this is about to happen. And what that means is that all of the problems, not just with the US economy, with the economy of every country in the world, are about to get worse. And it means that the Iran war is going to go much longer than otherwise anticipated. And that is a disaster not just for Americans, but for all people. And then if you think about the effects on energy and then manufacturing, and then rates will continue to go up, and then inflation, it's a it's a calamity for the world economy with no strategy whatsoever.

Acyn

74,258 görüntüleme • 3 ay önce

ELON: AI AND ROBOTS WILL CREATE AN AGE OF ABUNDANCE "I think that there's no actual limit to the size of the economy once you have general purpose humanoid robots and autonomous vehicles. You can build anything. The economy is really just the average productivity per person times number of people. That's the economy, and if you've got humanoid robots where there's no real limit on the number of humanoid robots and they can operate very intelligently, then there's no meaningful limit to the economy. The good future of AI is one of immense prosperity, where there is an age of abundance, no shortage of goods and services. Everyone can have whatever they want, anything that is a manufactured good or provided service. With the advent of AI plus robotics, the cost of goods and services will trend to zero." Source: The All-In Podcast
0:47

ELON: AI AND ROBOTS WILL CREATE AN AGE OF ABUNDANCE "I think that there's no actual limit to the size of the economy once you have general purpose humanoid robots and autonomous vehicles. You can build anything. The economy is really just the average productivity per person times number of people. That's the economy, and if you've got humanoid robots where there's no real limit on the number of humanoid robots and they can operate very intelligently, then there's no meaningful limit to the economy. The good future of AI is one of immense prosperity, where there is an age of abundance, no shortage of goods and services. Everyone can have whatever they want, anything that is a manufactured good or provided service. With the advent of AI plus robotics, the cost of goods and services will trend to zero." Source: The All-In Podcast

Mario Nawfal

341,719 görüntüleme • 9 ay önce

.Secretary Chris Wright on the impact of AI on the energy sector: “Energy makes everything possible and because of AI, that belief is widespread today. Everybody is excited about energy innovation and energy advancement.”
1:16

.Secretary Chris Wright on the impact of AI on the energy sector: “Energy makes everything possible and because of AI, that belief is widespread today. Everybody is excited about energy innovation and energy advancement.”

U.S. Department of Energy

10,768 görüntüleme • 10 ay önce

The reason your energy bills are so high and more volatile than they should be? It’s because the global price of gas sets the price of all our green energy in the UK – its madness. If we break the link between the price of gas and the price of the wind and the sun, we can bring down people's bills and put an end to the scourge of roller coaster energy bills.
1:03

The reason your energy bills are so high and more volatile than they should be? It’s because the global price of gas sets the price of all our green energy in the UK – its madness. If we break the link between the price of gas and the price of the wind and the sun, we can bring down people's bills and put an end to the scourge of roller coaster energy bills.

Dale Vince

156,399 görüntüleme • 9 ay önce

⚠️ENERGY CRISIS WARNING: "The Supply Situation Is Tightening, And That's A Concern!" Chevron Head Warns Of Oil Shortages Worldwide That Will Impact Prices In The US! "20% Of The World's Energy Supply Flows Through The Strait Of Hormuz- The US Can't Make Up All Of That Supply! The US Is Going To See The Price Pressures!" 🔴WATCH/SHARE ALEX JONES LIVE HERE:
4:50

⚠️ENERGY CRISIS WARNING: "The Supply Situation Is Tightening, And That's A Concern!" Chevron Head Warns Of Oil Shortages Worldwide That Will Impact Prices In The US! "20% Of The World's Energy Supply Flows Through The Strait Of Hormuz- The US Can't Make Up All Of That Supply! The US Is Going To See The Price Pressures!" 🔴WATCH/SHARE ALEX JONES LIVE HERE:

Alex Jones

60,210 görüntüleme • 4 ay önce

Elon Musk :The biggest source of energy by far is the sun. So nothing even comes close to the sun in terms of energy output The sun converts over 4 million tons of mass to energy per second. And it’s been doing that for a very long time, and will do that for many billions of years to come So, one of the ways you can think of the progress of any given civilization is on the Kardashev scale. And so, just a simple way of thinking about it is: ➝ You’re a Kardashev Level One if you’ve harnessed all the power of a planet ➝ You’re Two if you’ve harnessed all the power of a solar system ➝ And you’re Three if you’ve harnessed the power of a galaxy. We’re very far from Three, it’s safe to say. But even from One So when you think in Kardashev terms, it becomes very obvious that the sun is overwhelmingly the source of energy and everything else is tiny potatoes. Tiny potatoes are fine for now, but the sun is overwhelmingly the big potato. The humongous potato So it’s really harnessing the power of the sun that will lead us to the stars
1:17

Elon Musk :The biggest source of energy by far is the sun. So nothing even comes close to the sun in terms of energy output The sun converts over 4 million tons of mass to energy per second. And it’s been doing that for a very long time, and will do that for many billions of years to come So, one of the ways you can think of the progress of any given civilization is on the Kardashev scale. And so, just a simple way of thinking about it is: ➝ You’re a Kardashev Level One if you’ve harnessed all the power of a planet ➝ You’re Two if you’ve harnessed all the power of a solar system ➝ And you’re Three if you’ve harnessed the power of a galaxy. We’re very far from Three, it’s safe to say. But even from One So when you think in Kardashev terms, it becomes very obvious that the sun is overwhelmingly the source of energy and everything else is tiny potatoes. Tiny potatoes are fine for now, but the sun is overwhelmingly the big potato. The humongous potato So it’s really harnessing the power of the sun that will lead us to the stars

X Freeze

69,603 görüntüleme • 9 ay önce

This is the most robust chart in all of economics, and it shows that GDP has a near-perfect correlation to oil consumption. If a shortage of oil goes on for too long, then the economy will be forced into retreat to match the amount of oil that's available. It's that simple. Full report:
2:10

This is the most robust chart in all of economics, and it shows that GDP has a near-perfect correlation to oil consumption. If a shortage of oil goes on for too long, then the economy will be forced into retreat to match the amount of oil that's available. It's that simple. Full report:

Chris Martenson

23,318 görüntüleme • 3 ay önce

Cathie Wood: "Elon understands that we are in the midst of a massive convergence among technologies. And that AI is the biggest catalyst among the five major innovation platforms evolving now. So robotics, energy storage, AI, blockchain technology, and multi-omic sequencing. He understands those convergences. He's involved in three of them. And data is the name of the game. If you look at all of his companies, they're all spewing out different kinds of data. That's proprietary. And that's the name of the game in terms of winning all kinds of AI races out there." ARK Invest Cathie Wood Elon Musk $TSLA
3:00

Cathie Wood: "Elon understands that we are in the midst of a massive convergence among technologies. And that AI is the biggest catalyst among the five major innovation platforms evolving now. So robotics, energy storage, AI, blockchain technology, and multi-omic sequencing. He understands those convergences. He's involved in three of them. And data is the name of the game. If you look at all of his companies, they're all spewing out different kinds of data. That's proprietary. And that's the name of the game in terms of winning all kinds of AI races out there." ARK Invest Cathie Wood Elon Musk $TSLA

Herbert Ong

31,703 görüntüleme • 1 yıl önce

#WATCH | Delhi | Rajya Sabha MP Kapil Sibal says, “The whole argument that is sought to be made is that we are reliant on the US for our trade… But the fact of the matter is, no trade can perish, and no manufacturing can take place in the country without energy. Where does our energy come from? It comes from the Middle East through the Strait of Hormuz… What leverage will we be left with if our energy resources are depleted... I request the government and the PM that this is not the time to remain silent. Iran's retaliation for petroleum and gas resources in the Gulf will ultimately destroy our economy because we are dependent on gas, LPG, and crude oil from there, and it will take years to restore these resources..."
9:24

#WATCH | Delhi | Rajya Sabha MP Kapil Sibal says, “The whole argument that is sought to be made is that we are reliant on the US for our trade… But the fact of the matter is, no trade can perish, and no manufacturing can take place in the country without energy. Where does our energy come from? It comes from the Middle East through the Strait of Hormuz… What leverage will we be left with if our energy resources are depleted... I request the government and the PM that this is not the time to remain silent. Iran's retaliation for petroleum and gas resources in the Gulf will ultimately destroy our economy because we are dependent on gas, LPG, and crude oil from there, and it will take years to restore these resources..."

ANI

12,951 görüntüleme • 5 ay önce

BBC News, "The Green Party is calling on the government to slam the brakes, on the building of new AI data centres in England, because of the amount of energy and water they use" "The Green Party leader Zack Polanski says stricter environmental standards should be introduced" Zack Polanksi, "We need to slam the brakes on these energy guzzling, water guzzling data centres" "At a time when 3/4 of the country are in drought it's outrageous that these are being considered critical infrastructure" "To most people critical infrastructure is hospitals, water, electricity, it doesn't mean AI" Important to note that Australia's solution is making AI data centres provide green renewable energy as a precondition for AI data centres. The UK should be doing the same.
0:55

BBC News, "The Green Party is calling on the government to slam the brakes, on the building of new AI data centres in England, because of the amount of energy and water they use" "The Green Party leader Zack Polanski says stricter environmental standards should be introduced" Zack Polanksi, "We need to slam the brakes on these energy guzzling, water guzzling data centres" "At a time when 3/4 of the country are in drought it's outrageous that these are being considered critical infrastructure" "To most people critical infrastructure is hospitals, water, electricity, it doesn't mean AI" Important to note that Australia's solution is making AI data centres provide green renewable energy as a precondition for AI data centres. The UK should be doing the same.

Farrukh

23,125 görüntüleme • 5 gün önce

🇺🇸 Your AI bill could triple by year's end, and almost nobody has done the math on why. Jeff Currie connects the oil glut of 2020 to the AI spending bubble now forming, warning that energy is becoming scarcer than human capital. "The supply curve of a commodity is upward sloping. The old model on tech was infinitely scalable at zero marginal cost. When you start burning more and more commodities... the cost of the production of AI compute goes higher." The same drunken-sailor spending that cremated shale oil investors in 2014 is happening again, just with GPUs. Jeffrey Currie 🆔++
3:18

🇺🇸 Your AI bill could triple by year's end, and almost nobody has done the math on why. Jeff Currie connects the oil glut of 2020 to the AI spending bubble now forming, warning that energy is becoming scarcer than human capital. "The supply curve of a commodity is upward sloping. The old model on tech was infinitely scalable at zero marginal cost. When you start burning more and more commodities... the cost of the production of AI compute goes higher." The same drunken-sailor spending that cremated shale oil investors in 2014 is happening again, just with GPUs. Jeffrey Currie 🆔++

Mario Nawfal

44,809 görüntüleme • 9 gün önce

Sec of State for Energy Security & Net Zero acknowledges that Burnham reducing VAT on electricity bills doesn't cover the cost of the increase in the average energy bill but says "it helps" Miatta Fahnbulleh adds the rise in the price cap shows why the UK must move to green energy
1:38

Sec of State for Energy Security & Net Zero acknowledges that Burnham reducing VAT on electricity bills doesn't cover the cost of the increase in the average energy bill but says "it helps" Miatta Fahnbulleh adds the rise in the price cap shows why the UK must move to green energy

Ridge & Frost

22,127 görüntüleme • 7 gün önce