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Tim

@GreatDecoupling

As AI drives the labor input cost of goods and services towards zero, materials, energy, and AI HW/Infra become the bottlenecks where value is captured.

 Miami
Joined April 2011
  • Tweets12.5K
  • Following129
  • Followers395
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Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)
Tim retweeted
Teo (@Teo_Sinamin) profile picture
Teo
@Teo_SinaminMay 20
Here it is. "The Chinese government implements export controls on rare earths and other critical minerals in accordance with laws and regulations, and reviews compliant, civilian-use permit applications." If you follow me, you'll know more laws & regulations have been passed recently. To read this simply. Export will be reviewed by per order basis. Only civilian use. All this is built on eggshell. 1 wrong step and China can stop export again. Could be another 3-6 months before we see actual export. I'm not aware there's any export permit granted in 2026 yet.
Image from Teo (@Teo_Sinamin)
First Squawk (@FirstSquawk) profile pictureFirst Squawk
@FirstSquawkMay 20
CHINA COMMERCE MINISTRY says the United States will supply aircraft engines and component support tied to the Boeing agreement
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Well done JPM. It is just math.
Image from HFI Research (@HFI_Research)
Image from HFI Research (@HFI_Research)
Image from HFI Research (@HFI_Research)
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The Energy Future Belongs to Nuclear quillette.com/2022/11/04/the…
The Energy Future Belongs to Nuclear

The Energy Future Belongs to Nuclear

It remains the only proven technology capable of serving the energy needs of de-carbonized modern society.

quillette.com
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Of Civilization, Dust Bunnies, and the Second Law of Thermodynamics: Entropy Bites!
Image from B.F. Randall ⚛ ⛏ ⚡ (@Mining_Atoms)
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Replying to @MeredithAngwin @JesseJenkins @pwrhungry @LinowesLisa @SierraClub @NRDC @USCleanPower @energybants
When we looked at the cost to serve load from wind and solar on a grid, we found the true cost of using wind and solar to meet demand was $272 and $472 per MWh, respectively. files.americanexperiment.org…
Image from Isaac Orr (@TheFrackingGuy)
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YOUR CHANCE TO SAVE GERMANY'S REACTORS A petition was written by 19 active German professors to repeal the nuclear phaseout. If it gets 50,000 legit signatures from anywhere in the world in the next 3 days, parliament MUST respond. How to help? Read on! epetitionen.bundestag.de/con…
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Calling all #YangGang! Our official Yang Gang Iowa Strategy Call is this Monday night at 9pm ET. Join the call and learn about our strategy to win on caucus night 👍🏼 myaccount.maestroconference.…
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My interest in any debate without @TulsiGabbard or @AndrewYang ‘breaking the fourth wall’ is greatly reduced.
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Thanks so much to everyone who followed along tonight! Don't forget to donate because #AmericaNeedsYang! Yang2020.com
Humanity Forward Foundation | Strengthening Communities & Securing Our Future

Humanity Forward Foundation | Strengthening Communities & Securing Our Future

Humanity Forward Foundation funds research and programs that foster good governance and bring our country's leaders together.

humanityforwardfoundation.org
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I called the national suicide hotline this week for the first time in my life. Because of my physical health. I’m ashamed to even admit that. I shouldn’t have to be. If I’d had to pick one candidate to go to for guidance in that moment, it would have been Yang. #AmericaNeedsYang
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#DemocraticDebate ? I miss @AndrewYang
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The debate is like It’s a Wonderful Life, showing us what America would be like without @AndrewYang #AmericaNeedsYang
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Wishing @AndrewYang was on stage tonight to give the Dem field a fresh, innovative perspective.
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Who misses @AndrewYang ? 🖐
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I'll tell you who is not afraid of Climate Change? Robots!!!!!!! #YangGang
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Wtf. Wheres Andrew?!?! @AndrewYang #YangGang #DemocraticDebate
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#AmericaNeedsYang trends as 7th Democratic debate proceeds without Andrew Yang on stage newsweek.com/americaneedsyan…
#AmericaNeedsYang Trends as Dem Debate Begins Without Andrew Yang on Stage

#AmericaNeedsYang Trends as Dem Debate Begins Without Andrew Yang on Stage

"#AmericaNeedsYang because he is *by the numbers* the strongest candidate against @realDonaldTrump," one user tweeted.

newsweek.com
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Citizens of America, the next twitter-voice you will hear will not be Candidate Andrew Yang, but my own. This is Captain Midnight. - Captain Midnight
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The Democrats' main job here tonight is to pick the candidate who can best Trump. That, and dodging flying spittle during Bernie Sanders' responses. -Captain Midnight #YangGang
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Is it just me or is Elizabeth Warren almost too ethnic? Signed Captain Midnight.
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