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insane grid

Good Work

31,808 subscribers

112,495 Aufrufe • vor 2 Monaten •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

13 Kommentare

Profilbild von AJ

AJvor 2 Monaten

Lloyd would be one of the most common answers for gs 100mm don’t be ridiculous. Not a good pull at all

Profilbild von FartingInYoga

FartingInYogavor 2 Monaten

SBF when he saw your top right grid:

Profilbild von Sriram Kiron

Sriram Kironvor 2 Monaten

went to prison making >$100M/year has to be mike milken

Profilbild von Jack Stebbins

Jack Stebbinsvor 2 Monaten

i cooked with Waddill Catchings

Profilbild von Don_Giovanni1812

Don_Giovanni1812vor 2 Monaten

i would just kms

Profilbild von Jesper - jtk.eth

Jesper - jtk.ethvor 2 Monaten

😂

Profilbild von AlexConway.eth ⌬⃤⟁

AlexConway.eth ⌬⃤⟁vor 2 Monaten

needdd this game plz ser what’s url ?

Profilbild von Jay Joe

Jay Joevor 2 Monaten

Galaxy, man

Profilbild von 4TLien

4TLienvor 1 Monat

No unicorns though?

Profilbild von Grant

Grantvor 2 Monaten

this is amazing

Profilbild von MC

MCvor 2 Monaten

Surely we can do better than Iacocca

Profilbild von UNCLE 🏴‍☠️ EDDIE 🫵😹

UNCLE 🏴‍☠️ EDDIE 🫵😹vor 2 Monaten

This is the best fuckin page ever lmfao so happy I found it

Profilbild von OSINT Capital

OSINT Capitalvor 2 Monaten

@netcapgirl

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Milk Road AI

50,532 Aufrufe • vor 6 Monaten

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Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.

Ricardo

2,910,324 Aufrufe • vor 10 Monaten

NZ's DEI Finance Minister Nicola Willis, like every other WEF aligned politician, tells us wind and solar are going to reduce our power bills. How long have we been hearing this BS mantra???? Over the last 10 years, wind and solar input to NZ's power grid has doubled. From around 5% to about 10% today. Have our power prices reduced? No. Consumer rates have increased by 40-60% and commercial by 10-30%. The major cause of the increase is the cost of building a new network to deliver bits and pieces of intermittent power from wind and solar sites all over. Instead of being largely at one reliable centrally located hydro or coal powered station. So why have we followed this insane path? Because we signed the Paris agreement and have to reduce our CO2 emissions. Climate change you know. So over the last ten years have we reduced our output of CO2 from power generation? Yes, by an estimated 10-15 million tonnes of CO2 equivalent. Yee haw.... fantastic.. right? All that extra money you paid for your power did indeed help to save the world! Except that the saving above amounts to only around 0.005% of global emissions. IOW, SFA. We're being conned in such a brazen & deceitful manner, it amazes me people are not dragging these politicians into the streets.

NZ's DEI Finance Minister Nicola Willis, like every other WEF aligned politician, tells us wind and solar are going to reduce our power bills. How long have we been hearing this BS mantra???? Over the last 10 years, wind and solar input to NZ's power grid has doubled. From around 5% to about 10% today. Have our power prices reduced? No. Consumer rates have increased by 40-60% and commercial by 10-30%. The major cause of the increase is the cost of building a new network to deliver bits and pieces of intermittent power from wind and solar sites all over. Instead of being largely at one reliable centrally located hydro or coal powered station. So why have we followed this insane path? Because we signed the Paris agreement and have to reduce our CO2 emissions. Climate change you know. So over the last ten years have we reduced our output of CO2 from power generation? Yes, by an estimated 10-15 million tonnes of CO2 equivalent. Yee haw.... fantastic.. right? All that extra money you paid for your power did indeed help to save the world! Except that the saving above amounts to only around 0.005% of global emissions. IOW, SFA. We're being conned in such a brazen & deceitful manner, it amazes me people are not dragging these politicians into the streets.

The Redbaiter

15,661 Aufrufe • vor 3 Monaten

"The limiting factor for AI deployment is fundamentally electrical power." That was Elon Musk in a conversation with Larry Fink during his first-ever appearance at Davos. And it's the most honest thing anyone in Big Tech has said in a while. Forget the hype about superintelligence and robots. Forget the promises about productivity gains that CFOs still can't measure. The bottleneck is power. And that bottleneck is very real. Here's why & how to position yourself to make the most out of this: We're producing more chips than we can turn on. AI chip production is increasing exponentially. US electricity generation is growing 3-4% annually. The math doesn't work. US data center power demand is expected to hit 75.8 gigawatts in 2026, up from 61.8 gigawatts in 2025. By 2030, it could reach 134 gigawatts. The largest US grid operator, PJM, expects to add 31 gigawatts of data center load over the next five years. But only 28 gigawatts of new generation capacity is planned. The deficit is already here. Residential electricity rates near data centers have jumped as much as 267% compared to five years ago. Regular Americans are subsidizing Silicon Valley's power consumption. Whether AI delivers on its big promises or not, the electricity bills are coming due right now. Elon made another point that deserves attention: China is solving the energy problem while America talks about AI miracles. He noted China's solar deployment is "tremendous." And that's an understatement. I verified the numbers. They're insane: China installed 275 gigawatts of solar capacity in the first 11 months of 2025. That's more than the ENTIRE installed solar capacity of the United States. In May 2025 alone, China added 93 gigawatts. Roughly 100 panels every second. For the first time in history, a single country surpassed 1,000 gigawatts of total solar capacity. China added more solar in one month than America has built in its entire history... But this ISN'T about climate policy. It's about strategic positioning. China understands something Wall Street is ignoring: whoever controls the energy infrastructure controls the next era of computing. While American investors chase the latest AI stock, China is building the power grid that will actually run the technology. My take: The data center buildout will fall short of expectations. Big Tech wants trillions in infrastructure. The grid can't deliver it. Not at this pace. Not with 3-4% annual electricity growth against exponential demand projections. Something has to give. Either the buildout slows dramatically, or electricity prices spike to levels that destroy the economics of the entire AI story. The AI trade has been built on the assumption that infrastructure will materialize to meet demand. That assumption is looking increasingly shaky. BUT the companies selling power to Big Tech win either way. Scarcity means pricing power. Utilities don't need AI to cure cancer. They just need hyperscalers to keep signing power agreements. And they are. Microsoft, Amazon, Meta, and Alphabet spent ~$350B in 2025 on data centers. That money flows to utilities and grid infrastructure whether AI changes the world or not. US utilities are forecasting a ~6% jump in capital expenditures to $228B in 2026. Cumulative utility capex is expected to surpass $1.1T through 2029. Dominion Energy is investing $50B through 2029, projecting 5-7% annual earnings growth. Entergy plans $41B between 2026 and 2029, targeting more than 8% compound annual earnings growth. These aren't speculative bets on AI changing everything... They're regulated utilities with contracted demand and predictable cash flows. So beware the AI story. The productivity miracle remains unproven. The physical constraints are becoming impossible to ignore. But the picks-and-shovels play? THAT'S where the smart money is looking. The hyperscalers have to pay their electricity bills. I'd rather own the companies collecting them.

"The limiting factor for AI deployment is fundamentally electrical power." That was Elon Musk in a conversation with Larry Fink during his first-ever appearance at Davos. And it's the most honest thing anyone in Big Tech has said in a while. Forget the hype about superintelligence and robots. Forget the promises about productivity gains that CFOs still can't measure. The bottleneck is power. And that bottleneck is very real. Here's why & how to position yourself to make the most out of this: We're producing more chips than we can turn on. AI chip production is increasing exponentially. US electricity generation is growing 3-4% annually. The math doesn't work. US data center power demand is expected to hit 75.8 gigawatts in 2026, up from 61.8 gigawatts in 2025. By 2030, it could reach 134 gigawatts. The largest US grid operator, PJM, expects to add 31 gigawatts of data center load over the next five years. But only 28 gigawatts of new generation capacity is planned. The deficit is already here. Residential electricity rates near data centers have jumped as much as 267% compared to five years ago. Regular Americans are subsidizing Silicon Valley's power consumption. Whether AI delivers on its big promises or not, the electricity bills are coming due right now. Elon made another point that deserves attention: China is solving the energy problem while America talks about AI miracles. He noted China's solar deployment is "tremendous." And that's an understatement. I verified the numbers. They're insane: China installed 275 gigawatts of solar capacity in the first 11 months of 2025. That's more than the ENTIRE installed solar capacity of the United States. In May 2025 alone, China added 93 gigawatts. Roughly 100 panels every second. For the first time in history, a single country surpassed 1,000 gigawatts of total solar capacity. China added more solar in one month than America has built in its entire history... But this ISN'T about climate policy. It's about strategic positioning. China understands something Wall Street is ignoring: whoever controls the energy infrastructure controls the next era of computing. While American investors chase the latest AI stock, China is building the power grid that will actually run the technology. My take: The data center buildout will fall short of expectations. Big Tech wants trillions in infrastructure. The grid can't deliver it. Not at this pace. Not with 3-4% annual electricity growth against exponential demand projections. Something has to give. Either the buildout slows dramatically, or electricity prices spike to levels that destroy the economics of the entire AI story. The AI trade has been built on the assumption that infrastructure will materialize to meet demand. That assumption is looking increasingly shaky. BUT the companies selling power to Big Tech win either way. Scarcity means pricing power. Utilities don't need AI to cure cancer. They just need hyperscalers to keep signing power agreements. And they are. Microsoft, Amazon, Meta, and Alphabet spent ~$350B in 2025 on data centers. That money flows to utilities and grid infrastructure whether AI changes the world or not. US utilities are forecasting a ~6% jump in capital expenditures to $228B in 2026. Cumulative utility capex is expected to surpass $1.1T through 2029. Dominion Energy is investing $50B through 2029, projecting 5-7% annual earnings growth. Entergy plans $41B between 2026 and 2029, targeting more than 8% compound annual earnings growth. These aren't speculative bets on AI changing everything... They're regulated utilities with contracted demand and predictable cash flows. So beware the AI story. The productivity miracle remains unproven. The physical constraints are becoming impossible to ignore. But the picks-and-shovels play? THAT'S where the smart money is looking. The hyperscalers have to pay their electricity bills. I'd rather own the companies collecting them.

George Noble

23,931 Aufrufe • vor 9 Monaten

Tesla is deploying $50 BILLION across 6 factories, a chip fab, robot production lines, AI supercomputers, lithium refineries, and solar manufacturing. To put that in perspective: Tesla made $477 million in profit last quarter. And is investing at roughly 100x that rate. Every other CEO on Earth would get fired for that ratio. Elon's doing it on purpose. Here's what he's assembling: - Own chip factory (TERAFAB with Intel, $25 billion, targeting 1 terawatt of AI compute per year) - Own energy grid (Megapacks powering entire cities) - Own robot workforce (Optimus production starting this year, 1 million units per year at Fremont, 10 million per year planned at Giga Texas) - Own transportation network (robotaxi live in Austin, Dallas, Houston with zero accidents, expanding to 9+ cities) - Own AI training infrastructure (Cortex 2 supercomputer online, 280,000 GPUs by June) - Own lithium refinery (Texas, ramping now) - Own solar panels (new design with 3x the power zones of conventional panels) - Own satellite compute (80% of TERAFAB output going to SpaceX orbital AI satellites) This is just insane. No company in history has attempted to own this many layers of its own supply chain simultaneously. Amazon took 20 years to become profitable because Bezos reinvested every dollar into infrastructure. Wall Street called him insane the entire time. Elon is running the same playbook but across MORE industries, at a FASTER pace, and with technology that didn't exist 5 years ago. The TERAFAB alone is designed to produce 70% of the output of the world's largest semiconductor foundry. Under one roof. Logic chips, memory, and packaging all vertically integrated. But why is he doing this? Elon said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels it needs. When you can't buy enough of what you need, you build the factory yourself. That's the Henry Ford playbook from 1920. Ford owned the rubber plantations, the iron mines, the glass factories, the railroads, and the forests that supplied his assembly lines. Elon is doing the same thing. Except his version includes orbital data centers, humanoid robots, and autonomous vehicles. The AI5 chip is already taped out. His team worked 6 months straight through holidays and weekends to finish early. He called it the best edge compute inference chip in existence. They're already designing AI6 AND Dojo 3. Meanwhile Tesla's FSD has 1.3 million paid subscribers globally. Record new subscriptions last quarter. Regulatory approval just landed in the Netherlands. China approvals expected by Q3. While every other automaker is trying to figure out how to compete with BYD on price, Elon is building the infrastructure layer that makes the car almost irrelevant. Because if you own the chips, the energy, the robots, the AI, the transportation network, AND the manufacturing... The car is just the interface. The real product is the ecosystem. Elon is spending $50 billion to build a parallel economy that doesn't depend on anyone else's supply chain, anyone else's chips, or anyone else's energy grid. That's closer to being a country than just a company. And whether you love him or hate him, nobody else alive is even attempting this.

Tesla is deploying $50 BILLION across 6 factories, a chip fab, robot production lines, AI supercomputers, lithium refineries, and solar manufacturing. To put that in perspective: Tesla made $477 million in profit last quarter. And is investing at roughly 100x that rate. Every other CEO on Earth would get fired for that ratio. Elon's doing it on purpose. Here's what he's assembling: - Own chip factory (TERAFAB with Intel, $25 billion, targeting 1 terawatt of AI compute per year) - Own energy grid (Megapacks powering entire cities) - Own robot workforce (Optimus production starting this year, 1 million units per year at Fremont, 10 million per year planned at Giga Texas) - Own transportation network (robotaxi live in Austin, Dallas, Houston with zero accidents, expanding to 9+ cities) - Own AI training infrastructure (Cortex 2 supercomputer online, 280,000 GPUs by June) - Own lithium refinery (Texas, ramping now) - Own solar panels (new design with 3x the power zones of conventional panels) - Own satellite compute (80% of TERAFAB output going to SpaceX orbital AI satellites) This is just insane. No company in history has attempted to own this many layers of its own supply chain simultaneously. Amazon took 20 years to become profitable because Bezos reinvested every dollar into infrastructure. Wall Street called him insane the entire time. Elon is running the same playbook but across MORE industries, at a FASTER pace, and with technology that didn't exist 5 years ago. The TERAFAB alone is designed to produce 70% of the output of the world's largest semiconductor foundry. Under one roof. Logic chips, memory, and packaging all vertically integrated. But why is he doing this? Elon said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels it needs. When you can't buy enough of what you need, you build the factory yourself. That's the Henry Ford playbook from 1920. Ford owned the rubber plantations, the iron mines, the glass factories, the railroads, and the forests that supplied his assembly lines. Elon is doing the same thing. Except his version includes orbital data centers, humanoid robots, and autonomous vehicles. The AI5 chip is already taped out. His team worked 6 months straight through holidays and weekends to finish early. He called it the best edge compute inference chip in existence. They're already designing AI6 AND Dojo 3. Meanwhile Tesla's FSD has 1.3 million paid subscribers globally. Record new subscriptions last quarter. Regulatory approval just landed in the Netherlands. China approvals expected by Q3. While every other automaker is trying to figure out how to compete with BYD on price, Elon is building the infrastructure layer that makes the car almost irrelevant. Because if you own the chips, the energy, the robots, the AI, the transportation network, AND the manufacturing... The car is just the interface. The real product is the ecosystem. Elon is spending $50 billion to build a parallel economy that doesn't depend on anyone else's supply chain, anyone else's chips, or anyone else's energy grid. That's closer to being a country than just a company. And whether you love him or hate him, nobody else alive is even attempting this.

Ricardo

138,680 Aufrufe • vor 6 Monaten

The latest FriendlyJordies video attacking me is utterly insane. He admits that the NDIS is a giant “make work” program, essentially a UBI scheme in all but name. He then claims with zero evidence that NDIS provides an alternative economic model to mass migration (even though we import workers to work in the NDIS). He then concludes by turning to the camera and asking: “If not for the NDIS, how else would you get economic growth? THE DOLE?” Really good insight into how utterly intellectually barren the Labor movement has become. They have literally zero ideas for economic growth other than paying people to engage in completely unproductive pursuits like ditch digging. We should be thinking about how to build an Australian version of TSMC - positioning Australia as an absolute leader in some critical technology of the future. We should be thinking about high tech manufacturing, building nuclear power plants, reaching for the stars. For the cost of ten years of NDIS spending we could build 150 subway stations across the five major Australian cities. Bring the Paris/London/NYC metro to Sydney, Melbourne, Perth, Brisbane. We could build high speed rail down our eastern seaboard. Brisbane to the Gold Coast in 15 minutes. Sydney to Melbourne in 1.5 hours. We could build 50 nuclear power plants like France - decarbonise our entire energy grid while making ourselves self sufficient in energy for the next 100 years. Nah mate. Shovel more cash into the NDIS fraud furnace instead. Such unearned arrogance from a bunch of intellectual pissants with zero vision

The latest FriendlyJordies video attacking me is utterly insane. He admits that the NDIS is a giant “make work” program, essentially a UBI scheme in all but name. He then claims with zero evidence that NDIS provides an alternative economic model to mass migration (even though we import workers to work in the NDIS). He then concludes by turning to the camera and asking: “If not for the NDIS, how else would you get economic growth? THE DOLE?” Really good insight into how utterly intellectually barren the Labor movement has become. They have literally zero ideas for economic growth other than paying people to engage in completely unproductive pursuits like ditch digging. We should be thinking about how to build an Australian version of TSMC - positioning Australia as an absolute leader in some critical technology of the future. We should be thinking about high tech manufacturing, building nuclear power plants, reaching for the stars. For the cost of ten years of NDIS spending we could build 150 subway stations across the five major Australian cities. Bring the Paris/London/NYC metro to Sydney, Melbourne, Perth, Brisbane. We could build high speed rail down our eastern seaboard. Brisbane to the Gold Coast in 15 minutes. Sydney to Melbourne in 1.5 hours. We could build 50 nuclear power plants like France - decarbonise our entire energy grid while making ourselves self sufficient in energy for the next 100 years. Nah mate. Shovel more cash into the NDIS fraud furnace instead. Such unearned arrogance from a bunch of intellectual pissants with zero vision

Drew Pavlou 🇦🇺🇺🇸🇺🇦🇹🇼

14,098 Aufrufe • vor 6 Monaten